Surience Private Wealth LLC Portfolio Holdings
Surience Private Wealth LLC
- $97.3 Million
- Q3 2024
Surience Private Wealth LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $97.3 Million distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $12.6M, Invesco Qqq Trust, Series 1 with a value of $12.5M, Spdr S&P 500 ETF Trust with a value of $12.3M, Ishares Russell 2000 ETF with a value of $11.1M, and Pay Pal Holdings, Inc. with a value of $4.23M.
Examining the 13F form we can see an increase of $24.7M in the current position value, from $72.5M to 97.3M.
Below you can find more details about Surience Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$97.3 Million
ETFs: $59.1 Million
Technology: $15.8 Million
Financial Services: $8.71 Million
Consumer Defensive: $4.78 Million
Basic Materials: $4.06 Million
Industrials: $4.01 Million
Consumer Cyclical: $327,000
Communication Services: $260,000
Other: $244,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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