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Armand Doucette

@Surience Private Wealth Llc

Latest period2024 - Q4ReportedManaged Assets$77.452MTotal holdings23
Assets growth rate-20.82%Assets growth rate (2-Q avg)2.48%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Surience Private Wealth Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Surience Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 77.452M in assets, with a quarterly growth rate of -20.82% and a 2-quarter average growth rate of 2.48%. The portfolio is managed by Armand Doucette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Decreased -33.7%
11.26%
$8.713M
17,044 shares@ $511.24 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -31.4%
11.12%
$8.606M
14,684 shares@ $586.09 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 512.7%
6.02%
$4.659M
11,053 shares@ $421.51 avg price
AAPLApple Inc
Recent Activity
New Position
5.93%
$4.589M
18,327 shares@ $250.42 avg price
HONHoneywell Intl Inc
Recent Activity
New Position
5.79%
$4.478M
19,824 shares@ $225.89 avg price
IGVIshares Tr
Recent Activity
New Position
5.76%
$4.455M
44,493 shares@ $100.12 avg price
MSMorgan Stanley
Recent Activity
New Position
5.74%
$4.446M
35,362 shares@ $125.73 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -4.84%
5.68%
$4.398M
51,524 shares@ $85.35 avg price
NFLXNetflix Inc
Recent Activity
New Position
5.56%
$4.302M
4,827 shares@ $891.33 avg price
IWMIshares Tr
Recent Activity
Decreased -61.41%
5.55%
$4.293M
19,427 shares@ $220.97 avg price