Surience Private Wealth LLC Purchases in Q4 2025

Surience Private Wealth LLC

  • $92.6 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
47.8K
New
$278.39 - $304.13 $13.3M - $14.5M
47.8K $13.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
429K
New
$26.44 - $27.53 $11.3M - $11.8M
429K $11.7M
XLF
Financial Sector Spdr

ETFs
128K
New
$51.76 - $53.77 $6.6M - $6.86M
128K $6.69M
AMZN
Amazon Com Inc

Consumer Cyclical
18.9K
New
$213.04 - $254.0 $4.03M - $4.8M
18.9K $4.44M
RTX
Raytheon Technologies Corp

Industrials
23.9K
New
$157.0 - $179.44 $3.76M - $4.29M
23.9K $4.2M
IBM
International Business Machines Corp

Technology
13.6K
New
$275.97 - $314.98 $3.76M - $4.29M
13.6K $4.05M
CAT
Caterpillar Inc

Industrials
7.25K
New
$480.82 - $585.49 $3.49M - $4.25M
7.25K $4M
EDV
Vanguard Extended Duration Tre

ETFs
32.4K
New
$67.2 - $71.16 $2.18M - $2.31M
32.4K $2.19M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
21.3K
New
$102.37 - $105.36 $2.18M - $2.25M
21.3K $2.19M
HSUN
Hartford Fds Exchange Traded T

ETFs
61.4K
New
N/A
61.4K $2.09M
TSLA
Tesla, Inc.

Consumer Cyclical
2.3K
+ 50.47%
$401.99 - $468.37 $926K - $1.08M
6.87K $2.81M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.65K
New
$49.98 - $50.59 $282K - $286K
5.65K $283K
PSLV
Sprott Physical Silver Trust

Financial Services
14.3K
New
$15.32 - $18.07 $219K - $258K
14.3K $238K
IEF
Ishares Barclays

ETFs
2.43K
New
$96.12 - $97.72 $234K - $238K
2.43K $234K
MUB
Ishares National Muni Bond ETF

ETFs
2.12K
New
$106.36 - $107.61 $226K - $228K
2.12K $226K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.59K
New
$82.92 - $88.2 $215K - $228K
2.59K $226K
EEM
Ishares Msci Emerging Markets

ETFs
3.99K
New
$51.94 - $56.01 $207K - $223K
3.99K $219K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
613
New
$325.34 - $368.61 $199K - $226K
613 $211K
MSFT
Microsoft Corp

Technology
250
+ 35.61%
$496.82 - $542.07 $124K - $136K
952 $483K
PHYS
Sprott Physical Gold Trust

Financial Services
3.18K
+ 44.59%
$29.62 - $33.31 $94K - $106K
10.3K $320K
GE
General Electric CO

Industrials
214
+ 1.49%
$291.49 - $314.28 $62.4K - $67.3K
14.6K $4.38M
Vanguard Wellington Fd
3.35K
New
N/A
3.35K $0
Activity Summary
Buys All Purchases 23 New Holdings 19 Increased Positions 4 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 3 Puts 0
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