Surience Private Wealth LLC Portfolio Holdings by Sector

Surience Private Wealth LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPMO SMH IWM MINT SHV SJNK SPY IEI 10 stocks	$34,390 60.92% of portfolio	7	3	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$5,323 9.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$2,881 5.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$2,880 5.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$2,443 4.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$1,571 2.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,566 2.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1,471 2.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1,134 2.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT 2 stocks	$856 1.52% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EIX 1 stocks	$605 1.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials VALE 1 stocks	$511 0.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology COIN 1 stocks	$427 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$390 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts

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