Surience Private Wealth LLC Portfolio Holdings by Sector

Surience Private Wealth LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IWM ITA XHB IXP QQQ SPY JNK AGG 14 stocks	$72,129 69.54% of portfolio	8	6	8	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD 2 stocks	$8,400 8.1% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR HOOD MSFT 3 stocks	$6,547 6.31% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP COIN 2 stocks	$5,732 5.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$4,326 4.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$4,137 3.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2,029 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$217 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$210 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Surience Private Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Surience Private Wealth LLC with notifications on news.