| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 11 | Q2 2024 | 1.5% |
| SPDR SER TR | 10 | Q2 2024 | 9.1% |
| ISHARES TR | 10 | Q2 2024 | 10.3% |
| INVESCO QQQ TR | 8 | Q2 2024 | 24.3% |
| ISHARES TR | 8 | Q2 2024 | 5.4% |
| SPDR S&P 500 ETF TR | 7 | Q2 2023 | 24.6% |
| SPROTT PHYSICAL GOLD TR | 7 | Q2 2024 | 4.9% |
| ISHARES TR | 7 | Q2 2023 | 6.3% |
| AMAZON COM INC | 7 | Q2 2024 | 4.1% |
| ISHARES TR | 7 | Q2 2023 | 0.6% |
View SURIENCE PRIVATE WEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-26 |
View SURIENCE PRIVATE WEALTH LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.