Surience Private Wealth LLC Portfolio Holdings by Sector
Surience Private Wealth LLC
- $103 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY ITA QQQ SPSM SOXX VMBS VTIP SJNK 14 stocks |
$67,231
65.57% of portfolio
|
  10  
|
  4  
|
  9  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
FTNT HOOD ZS PLTR MSFT 5 stocks |
$14,671
14.31% of portfolio
|
  4  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$4,155
4.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$4,104
4.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$3,980
3.88% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,043
2.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$2,217
2.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,187
1.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$1,095
1.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$850
0.83% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|