Surience Private Wealth LLC Portfolio Holdings
Surience Private Wealth LLC
- $56.4 Million
- Q1 2025
Surience Private Wealth LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $56.4 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Mome with a value of $8.01M, Vaneck ETF Tr Semiconductor Et with a value of $7.94M, Ishares Russell 2000 ETF with a value of $5.03M, Pimco ETF Tr Enhanced Sht Matu with a value of $4.52M, and Ishares Tr with a value of $4.12M.
Examining the 13F form we can see an decrease of $19.7M in the current position value, from $76.2M to 56.4M.
Below you can find more details about Surience Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$56.4 Million
ETFs: $34.4 Million
Communication Services: $6.89 Million
Financial Services: $5.32 Million
Technology: $4.32 Million
Industrials: $2.88 Million
Consumer Defensive: $1.13 Million
Utilities: $605,000
Basic Materials: $511,000
Other: $390,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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