Surience Private Wealth LLC Portfolio Holdings by Sector
Surience Private Wealth LLC
- $76.2 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQ SPY IGV IWM IEI VTIP SJNK MINT 10 stocks |
$36,009
47.27% of portfolio
|
  4  
|
  4  
|
  4  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$7,824
10.27% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW COIN 2 stocks |
$5,049
6.63% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,589
6.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$4,478
5.88% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$4,445
5.84% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$4,397
5.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$4,302
5.65% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,982
5.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,099
1.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|