Surience Private Wealth LLC Portfolio Holdings by Sector
Surience Private Wealth LLC
- $97.3 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
XLK QQQ SPY IWM IEI LQD TLH ITOT 10 stocks |
$59,055
60.7% of portfolio
|
  7  
|
  1  
|
  5  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM INFY 2 stocks |
$6,806
7.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$4,864
5.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS PSLV 2 stocks |
$4,482
4.61% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$4,225
4.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$4,171
4.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$4,061
4.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$4,008
4.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$3,407
3.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,374
1.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$327
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$260
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$244
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|