The Analysis of SURIENCE PRIVATE WEALTH LLC's Holdings
Currently, SURIENCE PRIVATE WEALTH LLC holds 29 types of securities in its portfolio with a total value $105.6M. In the most recent quarter, they have increased their positions in IWM (+58.1K shares, valued at $14.1M), XHB (+76.8K shares, valued at $8.5M), IXP (+68.0K shares, valued at $8.4M); decreased their positions in SPY (-8.8K shares, valued at $5.9M), QQQ (-8.1K shares, valued at $4.9M), HOOD (-31.4K shares, valued at $4.5M); initiated new positions in IWM (+58.1K shares, valued at $14.1M), XHB (+76.8K shares, valued at $8.5M), IXP (+68.0K shares, valued at $8.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWM ISHARES TR58.1K sharesnew addition2025-09-302025-10-09
ITA ISHARES TR64.5K shares-3.87%2025-09-302025-10-09 XHB SPDR SERIES TRUST76.8K sharesnew addition2025-09-302025-10-09 IXP ISHARES TR68.0K sharesnew addition2025-09-302025-10-09 QQQ INVESCO QQQ TR13.2K shares-38.16%2025-09-302025-10-09 SPY SPDR S&P 500 ETF TR11.7K shares-42.95%2025-09-302025-10-09 PLTR PALANTIR TECHNOLOGIES INC24.8K shares34.98%2025-09-302025-10-09 GE GE AEROSPACE14.4K shares-9.80%2025-09-302025-10-09 NVDA NVIDIA CORPORATION23.1K shares-12.34%2025-09-302025-10-09 SHOP SHOPIFY INC28.3K sharesnew addition2025-09-302025-10-09 GS GOLDMAN SACHS GROUP INC5.2K sharesnew addition2025-09-302025-10-09 AMD ADVANCED MICRO DEVICES INC25.3K sharesnew addition2025-09-302025-10-09 JNK SPDR SERIES TRUST27.4K sharesnew addition2025-09-302025-10-09 AGG ISHARES TR26.6K sharesnew addition2025-09-302025-10-09 TSLA TESLA INC4.6K shares-52.37%2025-09-302025-10-09 VGIT VANGUARD SCOTTSDALE FDS33.8K sharesnew addition2025-09-302025-10-09 HOOD ROBINHOOD MKTS INC11.6K shares-73.04%2025-09-302025-10-09 COIN COINBASE GLOBAL INC4.5K shares44.95%2025-09-302025-10-09 TLT ISHARES TR14.3K sharesnew addition2025-09-302025-10-09 UPRO PROSHARES TR8.1K sharesnew addition2025-09-302025-10-09 TQQQ PROSHARES TR8.7K shares-45.49%2025-09-302025-10-09 TMF DIREXION SHS ETF TR22.1K sharesnew addition2025-09-302025-10-09 TNA DIREXION SHS ETF TR19.4K shares-50.05%2025-09-302025-10-09 VMBS VANGUARD SCOTTSDALE FDS13.5K shares-79.79%2025-09-302025-10-09 ARKB ARK 21SHARES BITCOIN ETF13.9K shares-63.89%2025-09-302025-10-09 ETHE GRAYSCALE ETHEREUM TRUST ETF13.6K sharesnew addition2025-09-302025-10-09 MSFT MICROSOFT CORP702 shares-34.64%2025-09-302025-10-09 COST COSTCO WHSL CORP NEW235 shares-80.42%2025-09-302025-10-09 PHYS SPROTT ASSET MANAGEMENT LP7.1K sharesnew addition2025-09-302025-10-09 Call Option Holdings
Put Option Holdings
No put option holdings data available