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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 : 2023-12-31
  Total Value : $98,472,000
  Total Value Change : $46,846,000
  Securities Held Change : 4
   
All Securities Held : 22
  New Positions : 9
  Closed Positions : 8
  Increased Positions : 8
  Unchanged Positions : 1
  Decreased Positions : 4

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Holdings Found : 8     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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 3 - $442.06 $12,015,000 29,338 12.2% 12,015,000 29,338 0.006    Closed - End Fund - Debt
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 4 - $204.31 $5,953,000 29,661 6.05% 5,953,000 29,661 0.001    Closed - End Fund - E...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 6 - $151.92 $4,087,000 27,723 4.15% 4,087,000 27,723 0.002    Semiconductor- Broad...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 7 - $187.48 $4,037,000 26,568 4.1% 2,228,000 12,336 0    Internet Software & S...
   (FB)1 Year Chart         FB Meta Platforms Inc 9 - $476.20 $4,015,000 11,343 4.08% 2,203,000 5,307 0    Internet Service Prov...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 12 - $179.56 $3,904,000 26,313 3.96% 2,080,000 14,261 0.004    Oil & Gas Refining, P...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 13 - $62.93 $3,888,000 63,307 3.95% 1,179,000 16,960 0.005    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 20 - $414.74 $1,145,000 3,046 1.16% 623,000 1,394 0    Application Software

      8 Records Found
  1    
Page 1 of 1
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