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| Name: |
SURIENCE PRIVATE WEALTH LLC |
| City: |
YAKIMA |
| State: |
WA |
| Zip: |
98901 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
VOX |
Vanguard Telecom Services ETF |
1 |
New |
$132.17 |
$12,441,000 |
105,676 |
12.63% |
12,441,000 |
105,676 |
0.392 |
Closed - End Fund - E... |
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XLK |
SPDR Technology Sector |
2 |
New |
$205.54 |
$12,037,000 |
62,535 |
12.22% |
12,037,000 |
62,535 |
0.021 |
Closed - End Fund - E... |
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IWO |
iShares Russell 2000 Growth |
5 |
New |
$259.92 |
$5,752,000 |
22,805 |
5.84% |
5,752,000 |
22,805 |
0.055 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
8 |
New |
$177.81 |
$4,028,000 |
16,209 |
4.09% |
4,028,000 |
16,209 |
0.001 |
Auto Manufacturers |
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ADBE |
Adobe Systems Inc |
14 |
New |
$482.29 |
$3,868,000 |
6,483 |
3.93% |
3,868,000 |
6,483 |
0.001 |
Application Software |
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PANW |
Palo Alto Networks Inc |
15 |
New |
$297.47 |
$3,711,000 |
12,585 |
3.77% |
3,711,000 |
12,585 |
0.004 |
Networking & Communic... |
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PHYS |
Sprott Physical Goldtr Units |
18 |
New |
$18.33 |
$2,085,000 |
130,910 |
2.12% |
2,085,000 |
130,910 |
0.061 |
Closed - End Fund - Debt |
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TLT |
iShares Tr Lehman 20+yr Tres |
19 |
New |
$90.12 |
$1,507,000 |
15,239 |
1.53% |
1,507,000 |
15,239 |
0.001 |
Closed - End Fund - E... |
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NVO |
Novo Nordisk A/S (ADR) |
22 |
New |
$128.42 |
$212,000 |
2,050 |
0.22% |
212,000 |
2,050 |
0 |
Drug Manufacturers - ... |
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