SP

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:
Top Holdings: SPY(11.91%)ITA(11.90%)QQQ(11.03%)SPSM(9.39%)SOXX(5.69%)
Summary Stock Picks Current Portfolio
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)

To

SURIENCE PRIVATE WEALTH LLC's Asset Allocation

To

SURIENCE PRIVATE WEALTH LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

SURIENCE PRIVATE WEALTH LLC's Holdings Bubble Chart

SURIENCE PRIVATE WEALTH LLC News

  • 1

Discussions on SURIENCE PRIVATE WEALTH LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.