Fund HoldingsSURIENCE PRIVATE WEALTH LLC

Total Portfolio Value
$105.59M
Total Bought
$86.24M
Total Sold
$78.74M
Net Transaction
+$7.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR SP RETAIL
0173,430+173,430013,69912.97%+13,699
ISHARES TR059,993+59,993013,55412.84%+13,554
ISHARES TR0104,933+104,93308,0087.58%+8,008
KEYCORP(KEY)0270,624+270,62404,2794.05%+4,279
PHILLIPS 66(PSX)024,976+24,97604,0803.86%+4,080
AIRBNB INC024,342+24,34204,0153.80%+4,015
PALANTIR TECHNOLOGIES INC(PLTR)0173,917+173,91704,0023.79%+4,002
SHOPIFY INC(SHOP)051,173+51,17303,9493.74%+3,949
UBER TECHNOLOGIES INC(UBER)051,038+51,03803,9293.72%+3,929
INTERNATIONAL BUSINESS MACHS(IBM)020,497+20,49703,9143.71%+3,914
ISHARES TR29,66146,130+16,4695,9539,7019.19%+3,748
TWILIO INC(TWLO)060,958+60,95803,7283.53%+3,728
INVESCO DB MULTI-SECTOR COMM(DBA)0135,762+135,76203,3613.18%+3,361
ECOLAB INC(ECL)013,937+13,93703,2183.05%+3,218
ISHARES TR027,591+27,59103,0052.85%+3,005
SPROTT PHYSICAL SILVER TR(PSLV)0260,998+260,99802,1642.05%+2,164
ISHARES TR017,315+17,31501,8191.72%+1,819
PROSHARES TR
ULTRAPRO QQQ
07,528+7,52804630.44%+463
DIREXION SHS ETF TR
DAILY SMALL CAP
07,610+7,61003270.31%+327
ARK 21SHARES BITCOIN ETF(ARKB)03,624+3,62402570.24%+257
COINBASE GLOBAL INC(COIN)0879+87902330.22%+233
SPDR SER TR
ST TERM HIGH ETF
113,318118,312+4,9942,8492,9842.83%+135
SPROTT PHYSICAL GOLD TR(PHYS)130,910127,921-2,9892,0852,2132.10%+128
NOVO-NORDISK A S(NVO)2,0502,05002122630.25%+51
ALPHABET INC(GOOG)1,5601,56002202380.22%+18
TESLA INC(TSLA)16,20920,934+4,7254,0283,6803.49%-348
MICROSOFT CORP(MSFT)3,0461,804-1,2421,1457590.72%-386
ISHARES TR15,2390-15,2391,5070-1,507
PAYPAL HLDGS INC(PYPL)63,30734,299-29,0083,8882,2982.18%-1,590
COSTCO WHSL CORP NEW(COST)5,9611,550-4,4113,9351,1361.08%-2,799
ISHARES TR25,4480-25,4482,8030-2,803
PALO ALTO NETWORKS INC(PANW)12,5850-12,5853,7110-3,711
AMAZON COM INC(AMZN)26,5681,760-24,8084,0373170.30%-3,719
ADOBE INC(ADBE)6,4830-6,4833,8680-3,868
MARATHON PETE CORP(MPC)26,3130-26,3133,9040-3,904
SOUTHERN COPPER CORP(SCCO)46,2380-46,2383,9800-3,980
META PLATFORMS INC(META)11,3430-11,3434,0150-4,015
ADVANCED MICRO DEVICES INC(AMD)27,7230-27,7234,0870-4,087
ISHARES TR22,8050-22,8055,7520-5,752
INVESCO QQQ TR29,3380-29,33812,0150-12,015
SELECT SECTOR SPDR TR
ST STR TECHN ETF
62,5350-62,53512,0370-12,037
VANGUARD WORLD FDS
COMM SRVC ETF
105,6760-105,67612,4410-12,441
Page 1 of 1