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  Name: SURIENCE PRIVATE WEALTH LLC
  City: YAKIMA
  State: WA
  Zip: 98901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $105,593,000
  Total Value Change : $7,121,000
  Securities Held Change : 8
   
All Securities Held : 30
  New Positions : 19
  Closed Positions : 12
  Increased Positions : 4
  Unchanged Positions : 2
  Decreased Positions : 5

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Holdings Found : 12     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FB)1 Year Chart         FB Meta Platforms Inc 33 Closed $467.78 $0 0 0% -4,015,000 -11,343 0    Internet Service Prov...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 39 Closed $308.58 $0 0 0% -3,711,000 -12,585 0    Networking & Communic...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 32 Closed $455.71 $0 0 0% -12,015,000 -29,338 0    Closed - End Fund - Debt
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 38 Closed $483.93 $0 0 0% -3,868,000 -6,483 0    Application Software
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 31 Closed $165.52 $0 0 0% -4,087,000 -27,723 0    Semiconductor- Broad...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 37 Closed $110.37 $0 0 0% -2,803,000 -25,448 0    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 36 Closed $264.76 $0 0 0% -5,752,000 -22,805 0    Closed - End Fund - E...
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 42 Closed $115.17 $0 0 0% -3,980,000 -46,238 0    Gold
   (XLK)1 Year Chart         XLK SPDR Technology Sector 35 Closed $215.14 $0 0 0% -12,037,000 -62,535 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 41 Closed $91.70 $0 0 0% -1,507,000 -15,239 0    Closed - End Fund - E...
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 34 Closed $133.94 $0 0 0% -12,441,000 -105,676 0    Closed - End Fund - E...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 40 Closed $176.02 $0 0 0% -3,904,000 -26,313 0    Oil & Gas Refining, P...
      12 Records Found
  1    
Page 1 of 1
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