SURIENCE PRIVATE WEALTH LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$77.5M
Signature - Title
Armand Doucette - PRESIDENT, CHIEF INVESTMENT OFFICER
Location
Yakima, WA
Summary
This page shows a list of all the recent 13F filings made by SURIENCE PRIVATE WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SURIENCE PRIVATE WEALTH LLC reported 23 stock holdings with total value $77.5M as of Q4 2024. Top holdings included QQQ, SPY, MSFT, AAPL, and HON.
Holdings Value