SURIENCE PRIVATE WEALTH LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Yakima, WA
CIK
0001900195
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 27 97,822 XLK, QQQ, SPY, IWM 13F-HR 10/21/2024 000172554724005963
Q2 2024 27 77,781 SH, IWM, QQQ, PROSHARES TR 13F-HR 8/9/2024 000172554724003848
Q1 2024 30 105,593 XRT, SOXX, IWM, IWX 13F-HR 5/13/2024 000172554724002131
Q4 2023 22 98,468 VOX, XLK, QQQ, IWM 13F-HR 2/14/2024 000172554724000524
Q3 2023 18 51,625 IWY, SJNK, SHV, SCCO 13F-HR 11/14/2023 000172554723002027
Q2 2023 26 69,858 IWY, ITB, SJNK, SHV 13F-HR 8/7/2023 000172554723000188
Q1 2023 18 67,883 XLY, ITA, SPY, QQQ 13F-HR 5/4/2023 000172554723000099
Q4 2022 21 75,360 SPY, QQQ, IWM, VTIP 13F-HR 2/14/2023 000172554723000075
Q3 2022 17 38,928 SH, VTIP, SHV, SPSB 13F-HR 11/10/2022 000172554722000197
Q2 2022 13 66,298 WIZ, SPY, QQQ, TIP 13F-HR 7/25/2022 000172554722000115
Q1 2022 23 114,310 WIZ, QQQ, SPY, SOXX 13F-HR 4/20/2022 000172554722000065
Q4 2021 23 122,671 SOXX, XLY, SJNK, TIP 13F-HR 1/25/2022 000172554722000010