Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $132 Million
  • Q4 2024

Refined Wealth Management has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nuveen Esg Large Cap Growth Et with a value of $18.8M, Vanguard Total International B with a value of $18.3M, Vanguard World Fd Esg Intl Stk with a value of $15.7M, Coinbase Global, Inc. with a value of $12.3M, and Overstock.Com, Inc with a value of $10.2M.

Examining the 13F form we can see an increase of $2.24M in the current position value, from $129M to 132M.

Below you can find more details about Refined Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
ETFs: $96.8 Million
Technology: $16.2 Million
Consumer Cyclical: $11.5 Million
Industrials: $6.72 Million
Financial Services: $316,000
Energy: $103,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.47B
$72,000 0.05% of portfolio
11,000
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $132 Million
  • Prior Value $129 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Refined Wealth Management Portfolio

Follow Refined Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Refined Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email