Armand Doucette

@Surience Private Wealth Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$77.452M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Recent Activity New Position	5.93%	$4.589M 18,327 shares@ $250.42 avg price	New Position
HONHoneywell Intl Inc Recent Activity New Position	5.79%	$4.478M 19,824 shares@ $225.89 avg price	New Position
IGVIshares Tr Recent Activity New Position	5.76%	$4.455M 44,493 shares@ $100.12 avg price	New Position
MSMorgan Stanley Recent Activity New Position	5.74%	$4.446M 35,362 shares@ $125.73 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	5.56%	$4.302M 4,827 shares@ $891.33 avg price	New Position
NOWServicenow Inc Recent Activity New Position	5.43%	$4.203M 3,965 shares@ $1060.13 avg price	New Position
TSLATesla Inc Recent Activity New Position	5.15%	$3.982M 9,861 shares@ $403.84 avg price	New Position
VTIPVanguard Malvern Fds Recent Activity New Position	3.54%	$2.74M 56,598 shares@ $48.42 avg price	New Position
SJNKSpdr Ser Tr Recent Activity New Position	3.54%	$2.74M 108,502 shares@ $25.26 avg price	New Position
MINTPimco Etf Tr Recent Activity New Position	1.22%	$938,179 9,350 shares@ $100.34 avg price	New Position