71 is the total number of securities SURIENCE PRIVATE WEALTH LLC has owned. The longest SURIENCE PRIVATE WEALTH LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | MICROSOFT CORP | 8 | 8 | 0.53% | 0.89% | 1.48% | Q4 2021 | Q3 2023 | 8 |
| SPY | SPDR S&P 500 ETF TR | 7 | 7 | 0.79% | 10.74% | 24.64% | Q4 2021 | Q2 2023 | 7 |
| SJNK | SPDR SER TR | 4 | 3 | 4.11% | 6.09% | 9.09% | Q4 2021 | Q3 2023 | 7 |
| IWM | ISHARES TR | 7 | 7 | 0.26% | 2.68% | 10.27% | Q4 2021 | Q2 2023 | 7 |
| IEI | ISHARES TR | 7 | 7 | 0.41% | 1.49% | 6.32% | Q4 2021 | Q2 2023 | 7 |
| IWF | ISHARES TR | 7 | 7 | 0.27% | 0.38% | 0.60% | Q4 2021 | Q2 2023 | 7 |
| QQQ | INVESCO QQQ TR | 6 | 6 | 0.53% | 9.83% | 24.30% | Q1 2022 | Q2 2023 | 6 |
| VTIP | VANGUARD MALVERN FDS | 6 | 6 | 0.43% | 4.27% | 11.84% | Q1 2022 | Q2 2023 | 6 |
| LQD | ISHARES TR | 6 | 6 | 0.39% | 1.24% | 4.82% | Q1 2022 | Q2 2023 | 6 |
| PHYS | SPROTT PHYSICAL GOLD TR | 3 | 1 | 2.14% | 3.25% | 4.88% | Q4 2021 | Q4 2022 | 4 |
| AMZN | AMAZON COM INC | 2 | 2 | 0.25% | 1.10% | 3.50% | Q4 2021 | Q3 2023 | 4 |
| IWY | ISHARES TR | 2 | 1 | 6.11% | 15.24% | 20.21% | Q4 2021 | Q3 2023 | 3 |
| SHV | ISHARES TR | 2 | 1 | 7.33% | 8.91% | 11.00% | Q3 2022 | Q3 2023 | 3 |
| TIP | ISHARES TR | 3 | 3 | 4.57% | 5.95% | 6.96% | Q4 2021 | Q2 2022 | 3 |
| NVDA | NVIDIA CORPORATION | 2 | 1 | 2.63% | 3.20% | 3.88% | Q4 2021 | Q2 2023 | 3 |
| AMD | ADVANCED MICRO DEVICES... | 2 | 1 | 2.38% | 2.90% | 3.90% | Q4 2021 | Q2 2023 | 3 |
| GDX | VANECK ETF TRUST | 2 | 1 | 1.63% | 2.51% | 3.33% | Q4 2021 | Q4 2022 | 3 |
| GOOG | ALPHABET INC | 2 | 1 | 0.18% | 0.26% | 0.40% | Q4 2021 | Q3 2023 | 3 |
| DUDE | EA SERIES TRUST | 2 | 2 | 15.18% | 18.78% | 22.37% | Q1 2022 | Q2 2022 | 2 |
| XLY | SELECT SECTOR SPDR TR | 1 | 1 | 12.45% | 14.49% | 16.52% | Q4 2021 | Q1 2023 | 2 |
| SOXX | ISHARES TR | 2 | 2 | 8.36% | 11.63% | 14.89% | Q4 2021 | Q1 2022 | 2 |
| SPSB | SPDR SER TR | 2 | 2 | 5.90% | 8.28% | 10.67% | Q3 2022 | Q4 2022 | 2 |
| XOM | EXXON MOBIL CORP | 2 | 2 | 4.29% | 6.39% | 8.50% | Q3 2022 | Q4 2022 | 2 |
| WIZ | EA SERIES TRUST | 2 | 2 | 4.91% | 6.13% | 7.36% | Q1 2022 | Q2 2022 | 2 |
| IBM | INTERNATIONAL BUSINESS... | 2 | 2 | 3.80% | 6.13% | 8.46% | Q3 2022 | Q4 2022 | 2 |
| SCCO | SOUTHERN COPPER CORP | 2 | 2 | 3.84% | 5.66% | 7.48% | Q2 2023 | Q3 2023 | 2 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 3.22% | 5.27% | 7.31% | Q4 2022 | Q3 2023 | 2 |
| EEM | ISHARES TR | 2 | 2 | 4.42% | 5.19% | 5.95% | Q4 2022 | Q1 2023 | 2 |
| RIO | RIO TINTO PLC | 2 | 2 | 4.20% | 4.36% | 4.52% | Q3 2022 | Q4 2022 | 2 |
| XLE | SELECT SECTOR SPDR TR | 1 | 1 | 3.48% | 4.32% | 5.16% | Q1 2022 | Q4 2022 | 2 |
| SHOP | SHOPIFY INC | 2 | 2 | 3.28% | 3.69% | 4.10% | Q2 2023 | Q3 2023 | 2 |
| FB | META PLATFORMS INC | 2 | 2 | 3.51% | 3.65% | 3.79% | Q2 2023 | Q3 2023 | 2 |
| TSLA | TESLA INC | 2 | 2 | 3.29% | 3.57% | 3.85% | Q4 2021 | Q1 2022 | 2 |
| VEU | VANGUARD INTL EQUITY I... | 2 | 2 | 0.42% | 2.53% | 4.64% | Q1 2023 | Q2 2023 | 2 |
| SH | PROSHARES TR | 1 | 1 | 22.10% | 22.10% | 22.10% | Q3 2022 | Q3 2022 | 1 |
| ITB | ISHARES TR | 1 | 1 | 19.16% | 19.16% | 19.16% | Q2 2023 | Q2 2023 | 1 |
| ITA | ISHARES TR | 1 | 1 | 16.38% | 16.38% | 16.38% | Q1 2023 | Q1 2023 | 1 |
| CVS | CVS HEALTH CORP | 1 | 1 | 8.64% | 8.64% | 8.64% | Q3 2022 | Q3 2022 | 1 |
| CAT | CATERPILLAR INC | 1 | 1 | 6.98% | 6.98% | 6.98% | Q3 2023 | Q3 2023 | 1 |
| V | VISA INC | 1 | 1 | 6.80% | 6.80% | 6.80% | Q3 2023 | Q3 2023 | 1 |
| XRT | SPDR SER TR | 1 | 1 | 5.83% | 5.83% | 5.83% | Q4 2021 | Q4 2021 | 1 |
| IEF | ISHARES TR | 1 | 1 | 5.40% | 5.40% | 5.40% | Q1 2022 | Q1 2022 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 5.25% | 5.25% | 5.25% | Q3 2023 | Q3 2023 | 1 |
| SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 5.21% | 5.21% | 5.21% | Q1 2023 | Q1 2023 | 1 |
| PXD | PIONEER NAT RES CO | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2022 | Q4 2022 | 1 |
| MO | ALTRIA GROUP INC | 1 | 1 | 4.60% | 4.60% | 4.60% | Q4 2022 | Q4 2022 | 1 |
| FNF | FIDELITY NATIONAL FINA... | 1 | 1 | 4.35% | 4.35% | 4.35% | Q3 2022 | Q3 2022 | 1 |
| FTNT | FORTINET INC | 1 | 1 | 4.27% | 4.27% | 4.27% | Q4 2021 | Q4 2021 | 1 |
| PANW | PALO ALTO NETWORKS INC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2022 | Q1 2022 | 1 |
| FDX | FEDEX CORP | 1 | 1 | 4.13% | 4.13% | 4.13% | Q2 2023 | Q2 2023 | 1 |
| FXI | ISHARES TR | 1 | 1 | 3.98% | 3.98% | 3.98% | Q1 2023 | Q1 2023 | 1 |
| FEZ | SPDR INDEX SHS FDS | 1 | 1 | 3.91% | 3.91% | 3.91% | Q1 2023 | Q1 2023 | 1 |
| NVO | NOVO-NORDISK A S | 1 | 1 | 3.86% | 3.86% | 3.86% | Q4 2021 | Q4 2021 | 1 |
| COF | CAPITAL ONE FINL CORP | 1 | 1 | 3.86% | 3.86% | 3.86% | Q3 2022 | Q3 2022 | 1 |
| JPM | JPMORGAN CHASE & CO | 1 | 1 | 3.84% | 3.84% | 3.84% | Q2 2023 | Q2 2023 | 1 |
| BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 3.82% | 3.82% | 3.82% | Q2 2023 | Q2 2023 | 1 |
| ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 3.79% | 3.79% | 3.79% | Q2 2023 | Q2 2023 | 1 |
| EPD | ENTERPRISE PRODS PARTN... | 1 | 1 | 3.75% | 3.75% | 3.75% | Q2 2023 | Q2 2023 | 1 |
| MDLZ | MONDELEZ INTL INC | 1 | 1 | 3.59% | 3.59% | 3.59% | Q2 2023 | Q2 2023 | 1 |
| CRM | SALESFORCE COM INC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q4 2021 | Q4 2021 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q4 2021 | Q4 2021 | 1 |
| MPC | MARATHON PETE CORP | 1 | 1 | 3.53% | 3.53% | 3.53% | Q3 2023 | Q3 2023 | 1 |
| ETN | EATON CORP PLC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q3 2023 | Q3 2023 | 1 |
| NEM | NEWMONT CORP | 1 | 1 | 3.32% | 3.32% | 3.32% | Q4 2022 | Q4 2022 | 1 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 3.26% | 3.26% | 3.26% | Q3 2023 | Q3 2023 | 1 |
| SQ | BLOCK INC | 1 | 1 | 3.25% | 3.25% | 3.25% | Q3 2023 | Q3 2023 | 1 |
| ROKU | ROKU INC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2023 | Q3 2023 | 1 |
| HUBS | HUBSPOT INC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2021 | Q4 2021 | 1 |
| GLD | SPDR GOLD TR | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2023 | Q1 2023 | 1 |
| GDX | VANECK ETF TRUST | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2023 | Q1 2023 | 1 |
| AAPL | APPLE INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including MICROSOFT CORP, SPDR S&P 500 ETF TR, and SPDR SER TR, are the highest-conviction holdings of SURIENCE PRIVATE WEALTH LLC.
The conviction is calculated by counting the number of quarters a security has been reported by SURIENCE PRIVATE WEALTH LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that SURIENCE PRIVATE WEALTH LLC owns currently or has owned in the past.