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  Name: Refined Wealth Management
  City: SALT LAKE CITY
  State: UT
  Zip: 84102
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,955,000
  Total Value Change : $13,722,000
  Securities Held Change : 3
   
All Securities Held : 29
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 6
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 21 - $898.78 $598,000 662 0.42% 270,000 0 0    Semiconductor - Speci...
   (UNP)1 Year Chart         UNP Union Pacific Corp 22 - $247.40 $572,000 2,326 0.4% 1,000 0 0    Railroads
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 23 - $412.05 $297,000 706 0.21% 45,000 0 0    Property & Casualty I...
   (NXE)1 Year Chart         NXE NexGen Energy Ltd 26 - $7.20 $85,000 11,000 0.06% 8,000 0 0.003    N/A
   (DNN)1 Year Chart         DNN Denison Mines Corp 27 - $2.07 $21,000 10,850 0.01% 2,000 0 0.002    Industrial Metals & M...
   (URG)1 Year Chart         URG UR-Energy Inc 28 - $1.74 $17,000 10,800 0.01% 0 0 0.006    Nonmetallic Mineral M...

      6 Records Found
  1    
Page 1 of 1
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