Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $106,450,494
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,517 $12,676,519 11.91%
2.
Ishares Tr - US AER DEF ETF
 67,127 $12,662,837 11.9%
3.
Invesco Qqq Tr
 21,290 $11,744,416 11.03%
4.
Spdr Series Trust - PORTFOLIO S&P600
 234,633 $9,995,366 9.39%
5.
Ishares Trust
 IEF 25,382 $6,058,683 5.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)