Surience Private Wealth LLC Portfolio Holdings by Sector
Surience Private Wealth LLC
- $105 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
XRT SOXX IWM IWX DBA LQD SJNK TLH 10 stocks |
$56,917
54.04% of portfolio
|
  10  
|
- |
  8  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP UBER COIN 3 stocks |
$8,111
7.7% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$4,759
4.52% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS PSLV 2 stocks |
$4,376
4.15% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
KEY 1 stocks |
$4,278
4.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$4,079
3.87% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$4,015
3.81% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
TWLO GOOG 2 stocks |
$3,964
3.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$3,914
3.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,679
3.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$3,218
3.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$2,297
2.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,135
1.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$317
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$263
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|