HoldingsChannel.com
| 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 | $220 |
See Full List: All Stocks Held By Surience Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Surience Private Wealth LLC
|
Size ($ 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 |
