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Home > Institutional Investor > Surience Private Wealth Llc > Profile

Instuitional Investor - Surience Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Surience Private Wealth Llc
Portfolio Value $98,468,804
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 105,676 $12,440,646 12.63%
2.
Sector Spdr Trust
 XLB 62,535 $12,036,641 12.22%
3.
Invesco Qqq Tr
 29,338 $12,014,585 12.2%
4.
Ishares Trust
 IEF 29,661 $5,953,339 6.04%
5.
Ishares Trust
 IEF 22,805 $5,751,928 5.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)