Surience Private Wealth LLC Portfolio Holdings
Surience Private Wealth LLC
- $76.2 Million
- Q4 2024
Surience Private Wealth LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $76.2 Million distributed in 23 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $8.71M, Spdr S&P 500 ETF Trust with a value of $8.61M, Microsoft Corp with a value of $4.66M, Apple Inc. with a value of $4.59M, and Honeywell International Inc with a value of $4.48M.
Examining the 13F form we can see an decrease of $21.1M in the current position value, from $97.3M to 76.2M.
Below you can find more details about Surience Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$76.2 Million
ETFs: $36 Million
Technology: $17.5 Million
Financial Services: $8.84 Million
Industrials: $4.48 Million
Communication Services: $4.3 Million
Consumer Cyclical: $3.98 Million
Consumer Defensive: $1.1 Million
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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