Refined Wealth Management Portfolio Holdings by Sector
Refined Wealth Management
- $132 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
NULG BNDX VSGX SRLN VCLT TLT GLD VO 13 stocks |
$96,810
73.53% of portfolio
|
  2  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$12,334
9.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
OSTK AMZN 2 stocks |
$11,306
8.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$6,180
4.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,187
2.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$679
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$541
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$316
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$208
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Uranium | Energy
NXE DNN URG 3 stocks |
$103
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|