0001725547-24-000524.txt : 20240214 0001725547-24-000524.hdr.sgml : 20240214 20240214110234 ACCESSION NUMBER: 0001725547-24-000524 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SURIENCE PRIVATE WEALTH LLC CENTRAL INDEX KEY: 0001900195 ORGANIZATION NAME: 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: 24634091 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 X0202 13F-HR LIVE false false false 0001900195 XXXXXXXX 12-31-2023 12-31-2023 false SURIENCE PRIVATE WEALTH LLC
402 E YAKIMA AVE SUITE 120 YAKIMA WA 98901
13F HOLDINGS REPORT 028-21483 000313055 801-120656 N
Armand Doucette PRESIDENT, CHIEF INVESTMENT OFFICER (509) 853-1597 Armand Doucette Yakima WA 02-14-2024 0 22 98468804 false
INFORMATION TABLE 2 Form13fInfoTable.xml ADOBE INC COM 00724F101 3867758 6483 SH SOLE 0 0 6483 ADVANCED MICRO DEVICES INC COM 007903107 4086647 27723 SH SOLE 0 0 27723 ALPHABET INC CAP STK CL C 02079K107 219851 1560 SH SOLE 0 0 1560 AMAZON COM INC COM 023135106 4036742 26568 SH SOLE 0 0 26568 COSTCO WHSL CORP NEW COM 22160K105 3934792 5961 SH SOLE 0 0 5961 META PLATFORMS INC CL A 30303M102 4014968 11343 SH SOLE 0 0 11343 INVESCO QQQ TR UNIT SER 1 46090E103 12014585 29338 SH SOLE 0 0 29338 ISHARES TR 20 YR TR BD ETF 464287432 1506832 15239 SH SOLE 0 0 15239 ISHARES TR RUS 2000 GRW ETF 464287648 5751928 22805 SH SOLE 0 0 22805 ISHARES TR RUSSELL 2000 ETF 464287655 5953339 29661 SH SOLE 0 0 29661 ISHARES TR SHORT TREAS BD 464288679 2802588 25448 SH SOLE 0 0 25448 MARATHON PETE CORP COM 56585A102 3903797 26313 SH SOLE 0 0 26313 MICROSOFT CORP COM 594918104 1145341 3046 SH SOLE 0 0 3045 NOVO-NORDISK A S ADR 670100205 212073 2050 SH SOLE 0 0 2050 PALO ALTO NETWORKS INC COM 697435105 3711065 12585 SH SOLE 0 0 12585 PAYPAL HLDGS INC COM 70450Y103 3887683 63307 SH SOLE 0 0 63307 SPDR SER TR BLOOMBERG SHT TE 78468R408 2848815 113318 SH SOLE 0 0 113318 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 12036641 62535 SH SOLE 0 0 62534 SOUTHERN COPPER CORP COM 84265V105 3979705 46238 SH SOLE 0 0 46238 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2085396 130910 SH SOLE 0 0 130910 TESLA INC COM 88160R101 4027612 16209 SH SOLE 0 0 16209 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 12440646 105676 SH SOLE 0 0 105676