Refined Wealth Management Portfolio Holdings by Sector
Refined Wealth Management
- $129 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BNDX NULG VSGX SRLN TLT VCLT GLD XSOE 13 stocks |
$100,882
77.95% of portfolio
|
  10  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
OSTK AMZN 2 stocks |
$9,824
7.59% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$8,932
6.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$4,977
3.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,977
2.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$614
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$581
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$321
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$212
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Uranium | Energy
NXE DNN URG 3 stocks |
$102
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|