Refined Wealth Management Portfolio Holdings by Sector
Refined Wealth Management
- $147 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VSGX BNDX QQQ VTV SRLN BIV GLD TLT 18 stocks |
$104,409
70.96% of portfolio
|
  8  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN 1 stocks |
$19,593
13.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
OSTK AMZN 2 stocks |
$11,572
7.86% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$7,968
5.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$911
0.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$725
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$576
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$432
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$297
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$270
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$239
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE DNN URG 3 stocks |
$145
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|