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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 : 4     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
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 10 - $115.17 $3,980,000 46,238 4.04% 118,000 -5,051 0.006    Gold
   (COST)1 Year Chart         COST Costco Wholesale Corp 11 - $787.19 $3,935,000 5,961 4% 160,000 -721 0.001    Discount, Variety Stores
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 16 - $24.91 $2,849,000 113,318 2.89% -1,842,000 -78,464 0.086    N/A
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 17 - $110.21 $2,803,000 25,448 2.85% -1,543,000 -13,897 0.014    Closed - End Fund - E...

      4 Records Found
  1    
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