Portfolio (Quarterly)
Guide ↗
SURIENCE PRIVATE WEALTH LLC
· CIK 0001900195| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ITA | ISHARES TR | — | 64,527 | $13.5M | 12.35% | SOLD |
| 2 | XHB | SPDR SERIES TRUST | — | 76,820 | $8.5M | 7.78% | SOLD |
| 3 | IXP | ISHARES TR | — | 67,959 | $8.4M | 7.68% | SOLD |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 24,818 | $4.5M | 4.14% | SOLD |
| 5 | SHOP | SHOPIFY INC | Technology | 28,287 | $4.2M | 3.84% | SOLD |
| 6 | AMD | ADVANCED MICRO DEVICES INC | Technology | 25,334 | $4.1M | 3.75% | SOLD |
| 7 | AGG | ISHARES TR | — | 26,569 | $2.7M | 2.44% | SOLD |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | — | 33,803 | $2.0M | 1.85% | SOLD |
| 9 | HOOD | ROBINHOOD MKTS INC | Financial Services | 11,578 | $1.7M | 1.52% | SOLD |
| 10 | COIN | COINBASE GLOBAL INC | Financial Services | 4,531 | $1.5M | 1.40% | SOLD |
| 11 | — CALL | ISHARES TR | — | 15,000 | $1.3M | 1.23% | SOLD |
| 12 | TLT | ISHARES TR | — | 14,265 | $1.3M | 1.17% | SOLD |
| 13 | UPRO | PROSHARES TR | — | 8,096 | $903K | 0.82% | SOLD |
| 14 | TQQQ | PROSHARES TR | — | 8,715 | $901K | 0.82% | SOLD |
| 15 | TMF | DIREXION SHS ETF TR | — | 22,102 | $888K | 0.81% | SOLD |
| 16 | TNA | DIREXION SHS ETF TR | — | 19,420 | $879K | 0.80% | SOLD |
| 17 | VMBS | VANGUARD SCOTTSDALE FDS | — | 13,490 | $633K | 0.58% | SOLD |
| 18 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 13,858 | $527K | 0.48% | SOLD |
| 19 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 13,627 | $467K | 0.43% | SOLD |
Sector Allocation
Industrials
30.1%
Financial Services
29.8%
Technology
17.4%
Consumer Cyclical
17.2%
Basic Materials
5.1%
Consumer Defensive
0.5%