SURIENCE PRIVATE WEALTH LLC
CIK 1900195 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- VOX12.63%
- XLK12.22%
- QQQ12.20%
- IWM6.05%
- IWO5.84%
- AMD4.15%
- AMZN4.10%
- TSLA4.09%
- META4.08%
- SCCO4.04%
Share classes counted separately69.40%
Portfolio value by quarter
Top 10 holdings 22
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOXVANGUARD COMMUNICATION SERVICOMM SRVC ETF View history and evidence | $12.44M | 12.63% | 105.68K shares | — | ↗▾ | |
| 02 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $12.04M | 12.22% | 62.53K shares | — | ↗▾ | |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $12.01M | 12.20% | 29.34K shares | — | ↗▾ | |
| 04 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $5.95M | 6.05% | 29.66K shares | — | ↗▾ | |
| 05 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $5.75M | 5.84% | 22.80K shares | — | ↗▾ | |
| 06 | AMDADVANCED MICRO DEVICES View history and evidence | $4.09M | 4.15% | 27.72K shares | — | ↗▾ | |
| 07 | AMZNAMAZON.COM INC View history and evidence | $4.04M | 4.10% | 26.57K shares | — | ↗▾ | |
| 08 | TSLATESLA INC View history and evidence | $4.03M | 4.09% | 16.21K shares | — | ↗▾ | |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $4.01M | 4.08% | 11.34K shares | — | ↗▾ | |
| 10 | SCCOSOUTHERN COPPER CORP View history and evidence | $3.98M | 4.04% | 46.24K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWY ISHARES RUSSELL TOP 200 GROW | Non-derivative | — | — | SEC filing ↗ | |
| CAT CATERPILLAR INC | Non-derivative | — | — | SEC filing ↗ | |
| V VISA INC-CLASS A SHARES | Non-derivative | — | — | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1900195 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98468804
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.