Surience Private Wealth LLC Purchases in Q2 2025

Surience Private Wealth LLC

  • $103 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
67.1K
New
$135.31 - $188.64 $9.08M - $12.7M
67.1K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
19.5K
+ 2008.63%
$496.48 - $617.85 $9.7M - $12.1M
20.5K $12.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
21.3K
New
$416.06 - $551.64 $8.86M - $11.7M
21.3K $11.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
235K
New
$35.35 - $42.68 $8.29M - $10M
235K $10M
SOXX
Ishares Semiconductor ETF

ETFs
25.4K
New
$154.86 - $239.07 $3.93M - $6.07M
25.4K $6.06M
FTNT
Fortinet, Inc.

Technology
39.4K
New
$84.71 - $108.69 $3.34M - $4.28M
39.4K $4.16M
HOOD
Robinhood Markets, Inc.

Technology
42.9K
New
$34.17 - $93.63 $1.47M - $4.02M
42.9K $4.02M
V
Visa Inc.

Financial Services
11.2K
New
$308.27 - $373.31 $3.46M - $4.19M
11.2K $3.98M
ZS
Zscaler, Inc.

Technology
11K
New
$174.67 - $315.32 $1.92M - $3.46M
11K $3.45M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
66.8K
New
$45.2 - $46.6 $3.02M - $3.11M
66.8K $3.09M
NVDA
Nvidia Corp

Technology
12.7K
+ 93.79%
$94.31 - $157.99 $1.2M - $2.01M
26.3K $4.16M
TSLA
Tesla, Inc.

Consumer Cyclical
8.08K
+ 536.61%
$221.86 - $362.89 $1.79M - $2.93M
9.58K $3.04M
PM
Philip Morris International Inc.

Consumer Defensive
12.2K
New
$149.23 - $184.95 $1.82M - $2.25M
12.2K $2.22M
PLTR
Palantir Technologies Inc.

Technology
13.3K
+ 258.54%
$74.01 - $144.25 $981K - $1.91M
18.4K $2.51M
SOXL
Direxion Daily Semiconductor B

ETFs
52.2K
New
$8.25 - $25.2 $431K - $1.32M
52.2K $1.31M
TNA
Direxion Daily Small Cap Bull

ETFs
38.9K
New
$19.12 - $33.54 $743K - $1.3M
38.9K $1.3M
TQQQ
Proshares Ultrapro Qqq

ETFs
16K
New
$38.9 - $81.42 $622K - $1.3M
16K $1.3M
GE
General Electric CO

Industrials
1.55K
+ 10.8%
$166.81 - $257.39 $259K - $400K
15.9K $4.1M
NFLX
Netflix Inc

Communication Services
635
New
$855.86 - $1339.13 $543K - $850K
635 $850K
COIN
Coinbase Global, Inc.

Technology
641
+ 25.79%
$151.47 - $375.07 $97.1K - $240K
3.13K $1.1M
Super Micro Computer Inc
51.1K
New
N/A
51.1K $0
Ark 21 Shares Bitcoin ETF
33.2K
+ 642.84%
N/A
38.4K $0
Activity Summary
Buys All Purchases 23 New Holdings 16 Increased Positions 7 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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