Refined Wealth Management Portfolio Holdings by Sector
Refined Wealth Management
- $143 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BNDX VSGX QQQ VTV SRLN BIV GLD TLT 17 stocks |
$100,167
70.26% of portfolio
|
  14  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$20,590
14.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
OSTK AMZN 2 stocks |
$11,648
8.17% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$7,146
5.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$769
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$564
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$554
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$339
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$271
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$212
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$207
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Uranium | Energy
NXE DNN URG 3 stocks |
$106
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|