Surience Private Wealth LLC Portfolio Holdings
Surience Private Wealth LLC
- $104 Million
- Q3 2025
Surience Private Wealth LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $104 Million distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $14.1M, Ishares Tr with a value of $13.5M, Spdr Series Tr Spdr S&P Homebu with a value of $8.51M, Ishares Global Comm Services E with a value of $8.4M, and Invesco Qqq Trust, Series 1 with a value of $7.9M.
Examining the 13F form we can see an increase of $1.19M in the current position value, from $103M to 104M.
Below you can find more details about Surience Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$104 Million
ETFs: $72.1 Million
Technology: $20.7 Million
Financial Services: $4.35 Million
Industrials: $4.33 Million
Consumer Cyclical: $2.03 Million
Consumer Defensive: $217,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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