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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 : 4     View All Holdings Currently Viewing:  Increased 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
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 3 - $205.44 $9,701,000 46,130 9.19% 3,748,000 16,469 0.002    Closed - End Fund - E...
   (SHOP)1 Year Chart         SHOP Shopify Inc 9 - $56.97 $3,949,000 51,173 3.74% 3,949,000 51,173 0.004    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 13 - $177.81 $3,680,000 20,934 3.49% -348,000 4,725 0.001    Auto Manufacturers
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 17 - $24.91 $2,984,000 118,312 2.83% 135,000 4,994 0.089    N/A

      4 Records Found
  1    
Page 1 of 1
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