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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
XLKSelect Sector Spdr Tr
Recent Activity
Exited
0%
$12.572M
55,689 shares@ $225.77 avg price
AVGOBroadcom Inc
Recent Activity
Exited
0%
$4.171M
24,179 shares@ $172.51 avg price
SHWSherwin Williams Co
Recent Activity
Exited
0%
$4.064M
10,647 shares@ $381.67 avg price
TDGTransdigm Group Inc
Recent Activity
Exited
0%
$4.007M
2,808 shares@ $1427.13 avg price
IBMInternational Business Machs
Recent Activity
Exited
0%
$3.478M
15,730 shares@ $221.08 avg price
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$3.408M
28,073 shares@ $121.4 avg price
INFYInfosys Ltd
Recent Activity
Exited
0%
$3.329M
149,484 shares@ $22.28 avg price
LQDIshares Tr
Recent Activity
Exited
0%
$3.19M
28,235 shares@ $112.98 avg price
TLHIshares Tr
Recent Activity
Exited
0%
$3.131M
28,637 shares@ $109.33 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Exited
0%
$2.254M
110,608 shares@ $20.38 avg price