Surience Private Wealth LLC Portfolio Holdings by Sector

Surience Private Wealth LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs XLK SCHD IWM SPY XLF EDV TLH JNK 15 stocks	$58,373 63.01% of portfolio	11	4	11	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4,439 4.79% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$4,381 4.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$4,201 4.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$4,045 4.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$4,002 4.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$3,816 4.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$3,034 3.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2,807 3.03% of portfolio	1	-	-	-	0 Calls 0 Puts

Other Industrial Metals & Mining \| Basic Materials VALE 1 stocks	$2,071 2.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS PSLV 2 stocks	$558 0.6% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$483 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$219 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$214 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts

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