0001725547-22-000197.txt : 20221110
0001725547-22-000197.hdr.sgml : 20221110
20221110101415
ACCESSION NUMBER: 0001725547-22-000197
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221110
DATE AS OF CHANGE: 20221110
EFFECTIVENESS DATE: 20221110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SURIENCE PRIVATE WEALTH LLC
CENTRAL INDEX KEY: 0001900195
IRS NUMBER: 831077153
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21483
FILM NUMBER: 221375473
BUSINESS ADDRESS:
STREET 1: 402 E YAKIMA AVE
STREET 2: SUITE 120
CITY: YAKIMA
STATE: WA
ZIP: 98901
BUSINESS PHONE: (509) 853-1597
MAIL ADDRESS:
STREET 1: 402 E YAKIMA AVE
STREET 2: SUITE 120
CITY: YAKIMA
STATE: WA
ZIP: 98901
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
0001900195
XXXXXXXX
09-30-2022
09-30-2022
false
SURIENCE PRIVATE WEALTH LLC
402 E YAKIMA AVE
SUITE 120
YAKIMA
WA
98901
13F HOLDINGS REPORT
028-21483
N
Armand Doucette
PRESIDENT, CHIEF INVESTMENT OFFICER
(509) 853-1597
Armand Doucette
Yakima
WA
11-10-2022
0
17
38928
false
INFORMATION TABLE
2
Form13fInfoTable.xml
CVS HEALTH CORP
COM
126650100
3363
35264
SH
SOLE
0
0
35264
CAPITAL ONE FINL CORP
COM
14040H105
1501
16286
SH
SOLE
0
0
16286
EXXON MOBIL CORP
COM
30231G102
3307
37880
SH
SOLE
0
0
37880
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
1695
46832
SH
SOLE
0
0
46832
INTERNATIONAL BUSINESS MACHS
COM
459200101
3295
27736
SH
SOLE
0
0
27736
INVESCO QQQ TR
UNIT SER 1
46090E103
205
767
SH
SOLE
0
0
767
ISHARES TR
IBOXX INV CP ETF
464287242
310
3028
SH
SOLE
0
0
3028
ISHARES TR
RUS 1000 GRW ETF
464287614
233
1109
SH
SOLE
0
0
1109
ISHARES TR
RUSSELL 2000 ETF
464287655
425
2580
SH
SOLE
0
0
2580
ISHARES TR
3 7 YR TREAS BD
464288661
494
4324
SH
SOLE
0
0
4324
ISHARES TR
SHORT TREAS BD
464288679
4281
38917
SH
SOLE
0
0
38917
MICROSOFT CORP
COM
594918104
385
1652
SH
SOLE
0
0
1652
PROSHARES TR
SHORT S&P 500 NE
74347B425
8603
497871
SH
SOLE
0
0
497871
RIO TINTO PLC
SPONSORED ADR
767204100
1758
31926
SH
SOLE
0
0
31926
SPDR S&P 500 ETF TR
TR UNIT
78462F103
308
861
SH
SOLE
0
0
861
SPDR SER TR
PORTFOLIO SHORT
78464A474
4154
142160
SH
SOLE
0
0
142160
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
4611
95853
SH
SOLE
0
0
95853