Surience Private Wealth

Surience Private Wealth as of March 31, 2023

Portfolio Holdings for Surience Private Wealth

Surience Private Wealth holds 18 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Sbi Cons Discr (XLY) 16.5 $11M 75k 149.54
Ishares Tr Us Aer Def Etf (ITA) 16.4 $11M 97k 115.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.8 $9.4M 23k 409.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.6 $6.5M 20k 320.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.3 $3.6M 76k 47.82
Skyworks Solutions (SWKS) 5.2 $3.5M 30k 117.98
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.8 $3.3M 30k 109.61
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.7 $3.2M 128k 24.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.6 $3.2M 59k 53.47
Ishares Tr Msci Emg Mkt Etf (EEM) 4.4 $3.0M 76k 39.46
Ishares Tr China Lg-cap Etf (FXI) 4.0 $2.7M 92k 29.53
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 3.9 $2.7M 59k 44.90
Spdr Gold Tr Gold Shs Put Option (GLD) 2.7 $1.8M 10k 183.22
Microsoft Corporation (MSFT) 1.3 $879k 3.0k 288.25
Vaneck Etf Trust Gold Miners Etf Put Option (GDX) 1.0 $647k 20k 32.35
Ishares Tr Russell 2000 Etf (IWM) 0.7 $460k 2.6k 178.40
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.7 $455k 3.9k 117.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $271k 1.1k 244.33