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Size ($ in 1000's)
At 12/31/2023: $98,472 At 09/30/2023: $51,626
Surience Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Surience Private Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Surience Private Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Surience Private Wealth LLC.
In the Surience Private Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Surience Private Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Surience Private Wealth LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD WORLD FDS (VOX) |
105,676 |
+105,676 |
$12,441 | VOX | 105,676 | +105,676 | $12,441 | SELECT SECTOR SPDR TR (XLK) |
62,535 |
+62,535 |
$12,037 | XLK | 62,535 | +62,535 | $12,037 | INVESCO QQQ TR |
29,338 |
+29,338 |
$12,015 | QQQ | 29,338 | +29,338 | $12,015 | ISHARES TR (IWM) |
29,661 |
+29,661 |
$5,953 | IWM | 29,661 | +29,661 | $5,953 | ISHARES TR (IWO) |
22,805 |
+22,805 |
$5,752 | IWO | 22,805 | +22,805 | $5,752 | ADVANCED MICRO DEVICES INC |
27,723 |
+27,723 |
$4,087 | AMD | 27,723 | +27,723 | $4,087 | AMAZON COM INC |
26,568 |
+12,336 |
$4,037 | AMZN | 26,568 | +12,336 | $4,037 | TESLA INC |
16,209 |
+16,209 |
$4,028 | TSLA | 16,209 | +16,209 | $4,028 | META PLATFORMS INC |
11,343 |
+5,307 |
$4,015 | META | 11,343 | +5,307 | $4,015 | SOUTHERN COPPER CORP |
46,238 |
-5,051 |
$3,980 | SCCO | 46,238 | -5,051 | $3,980 | COSTCO WHSL CORP NEW |
5,961 |
-721 |
$3,935 | COST | 5,961 | -721 | $3,935 | MARATHON PETE CORP |
26,313 |
+14,261 |
$3,904 | MPC | 26,313 | +14,261 | $3,904 | PAYPAL HLDGS INC |
63,307 |
+16,960 |
$3,888 | PYPL | 63,307 | +16,960 | $3,888 | ADOBE INC |
6,483 |
+6,483 |
$3,868 | ADBE | 6,483 | +6,483 | $3,868 | PALO ALTO NETWORKS INC |
12,585 |
+12,585 |
$3,711 | PANW | 12,585 | +12,585 | $3,711 | SPDR SER TR (SJNK) |
113,318 |
-78,464 |
$2,849 | SJNK | 113,318 | -78,464 | $2,849 | ISHARES TR (SHV) |
25,448 |
-13,897 |
$2,803 | SHV | 25,448 | -13,897 | $2,803 | SPROTT PHYSICAL GOLD TR |
130,910 |
+130,910 |
$2,085 | PHYS | 130,910 | +130,910 | $2,085 | ISHARES TR (TLT) |
15,239 |
+15,239 |
$1,507 | TLT | 15,239 | +15,239 | $1,507 | MICROSOFT CORP |
3,046 |
+1,394 |
$1,145 | MSFT | 3,046 | +1,394 | $1,145 | ALPHABET INC |
1,560 |
UNCH |
$220 | GOOG | 1,560 | UNCH | $220 |
See Full List: All Stocks Held By Surience Private Wealth LLC
— Including: Biggest new positions Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By Surience Private Wealth LLC
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