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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 : 5     View All Holdings Currently Viewing:  Decreased 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
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 18 - $62.19 $2,298,000 34,299 2.18% -1,590,000 -29,008 0.003    N/A
   (PHYS)1 Year Chart         PHYS Sprott Physical Goldtr Units 19 - $18.50 $2,213,000 127,921 2.1% 128,000 -2,989 0.06    Closed - End Fund - Debt
   (COST)1 Year Chart         COST Costco Wholesale Corp 22 - $801.86 $1,136,000 1,550 1.08% -2,799,000 -4,411 0    Discount, Variety Stores
   (MSFT)1 Year Chart         MSFT Microsoft Corp 23 - $430.52 $759,000 1,804 0.72% -386,000 -1,242 0    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 26 - $183.13 $317,000 1,760 0.3% -3,720,000 -24,808 0    Internet Software & S...

      5 Records Found
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