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SURIENCE PRIVATE WEALTH LLC

13F
SURIENCE PRIVATE WEALTH LLC
Last update 2025-07-15 29 Stocks (16 new)
Value $106.00 Mil Turnover 86 %
Countries:
SURIENCE PRIVATE WEALTH LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
20,517
12,676.5
+2,008.63%
11.910
+11.35%
0.000
+16.39%
+8.89%
654,583.2
 
ITA
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
67,127
12,662.8
New Holding
11.900
+11.90%
0.150
+28.89%
+35.78%
8,887.2
 
QQQ
INVESCO QQQ Trust
21,290
11,744.4
New Holding
11.030
+11.03%
0.000
+21.03%
+10.81%
360,250.4
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
234,633
9,995.4
New Holding
9.390
+9.39%
0.090
+12.93%
-1.78%
11,719.4
 
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
25,382
6,058.7
New Holding
5.690
+5.69%
0.040
+32.21%
+12.44%
13,703.0
 
FTNT
Fortinet Inc
39,373
4,162.5
New Holding
3.910
+3.91%
0.010
+4.02%
+10.89%
80,192.7
Software
NVDA
NVIDIA Corp
26,305
4,155.9
+93.79%
3.900
+1.89%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
GE
GE Aerospace
15,947
4,104.6
+10.80%
3.860
+0.38%
0.000
+35.96%
+61.22%
284,208.4
Aerospace & Defense
HOOD
Robinhood Markets Inc
42,939
4,020.4
New Holding
3.780
+3.78%
0.000
+111.69%
+173.56%
89,950.1
Capital Markets
V
Visa Inc
11,211
3,980.5
New Holding
3.740
+3.74%
0.000
+5.61%
+12.38%
691,480.5
Credit Services

SURIENCE PRIVATE WEALTH LLC's Historical Top Holdings Breakdowns

SURIENCE PRIVATE WEALTH LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMO
Invesco S&P 500 Momentum ETF
2025-06-30
Sold Out
Sold Out
-13.92%
82.32 ($99.71) 112.47
$114.34
14.67%
Sold Out
0
-86,547
SMH
VanEck Vectors Semiconductor ETF
2025-06-30
Sold Out
Sold Out
-13.80%
179.95 ($231.55) 278.88
$287.80
24.29%
Sold Out
0
-37,561
ITA
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
2025-06-30
New Buy
New Buy
+11.90%
135.31 ($165.81) 188.64
$196.84
18.71%
New holding
67,127
67,127
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+11.35%
496.48 ($571.44) 617.85
$634.42
11.02%
Add 2008.63%
20,517
19,544
QQQ
INVESCO QQQ Trust
2025-06-30
New Buy
New Buy
+11.03%
416.06 ($496.89) 551.64
$565.01
13.71%
New holding
21,290
21,290
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-06-30
New Buy
New Buy
+9.39%
35.35 ($40.33) 42.68
$43.76
8.50%
New holding
234,633
234,633
IWM
iShares Russell 2000 ETF
2025-06-30
Sold Out
Sold Out
-8.75%
174.82 ($201.21) 215.79
$223.55
11.10%
Sold Out
0
-25,234
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2025-06-30
Reduce
Reduce
-7.13%
100.04 ($100.31) 100.62
$100.52
0.21%
Reduce -90.75%
4,160
-40,807
SHV
iShares Short Treasury Bond ETF
2025-06-30
Reduce
Reduce
-6.49%
110.06 ($110.26) 110.46
$110.34
0.07%
Reduce -90.58%
3,514
-33,808
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
2025-06-30
New Buy
New Buy
+5.69%
154.86 ($200.2) 239.07
$241.46
20.61%
New holding
25,382
25,382

SURIENCE PRIVATE WEALTH LLC Total Holding History ($B)

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SURIENCE PRIVATE WEALTH LLC's Asset Allocation

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SURIENCE PRIVATE WEALTH LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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SURIENCE PRIVATE WEALTH LLC's Hypothetical Growth since 2025-06-30

SURIENCE PRIVATE WEALTH LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SURIENCE PRIVATE WEALTH LLC's Holdings Heat Map

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