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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
NOWServicenow Inc
Recent Activity
New Position
5.43%
$4.203M
3,965 shares@ $1060.13 avg price
TSLATesla Inc
Recent Activity
New Position
5.15%
$3.982M
9,861 shares@ $403.84 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -61.9%
4.09%
$3.166M
41,867 shares@ $75.63 avg price
IEIIshares Tr
Recent Activity
Decreased -9.35%
3.78%
$2.921M
25,275 shares@ $115.55 avg price
VTIPVanguard Malvern Fds
Recent Activity
New Position
3.54%
$2.74M
56,598 shares@ $48.42 avg price
SJNKSpdr Ser Tr
Recent Activity
New Position
3.54%
$2.74M
108,502 shares@ $25.26 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -22.58%
1.42%
$1.1M
1,200 shares@ $916.27 avg price
MINTPimco Etf Tr
Recent Activity
New Position
1.22%
$938,179
9,350 shares@ $100.34 avg price
COINCoinbase Global Inc
Recent Activity
New Position
1.1%
$846,703
3,410 shares@ $248.3 avg price
ARKBArk 21shares Bitcoin Etf
Recent Activity
Increased 102.19%
1.02%
$784,494
8,411 shares@ $93.28 avg price