0001725547-23-002027.txt : 20231114 0001725547-23-002027.hdr.sgml : 20231114 20231114131221 ACCESSION NUMBER: 0001725547-23-002027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SURIENCE PRIVATE WEALTH LLC CENTRAL INDEX KEY: 0001900195 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: 231403647 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 09-30-2023 09-30-2023 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 (509) 853-1597 Armand Doucette Yakima WA 11-14-2023 0 18 51625956 false INFORMATION TABLE 2 Form13fInfoTable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1683276 19406 SH SOLE 0 0 19406 ALPHABET INC CAP STK CL C 02079K107 205686 1560 SH SOLE 0 0 1560 AMAZON COM INC COM 023135106 1809172 14232 SH SOLE 0 0 14232 CATERPILLAR INC COM 149123101 3603054 13198 SH SOLE 0 0 13198 COSTCO WHSL CORP NEW COM 22160K105 3775095 6682 SH SOLE 0 0 6682 META PLATFORMS INC CL A 30303M102 1812068 6036 SH SOLE 0 0 6036 ISHARES TR SHORT TREAS BD 464288679 4346442 39345 SH SOLE 0 0 39345 ISHARES TR RUS TP200 GR ETF 464289438 10434904 67834 SH SOLE 0 0 67834 MARATHON PETE CORP COM 56585A102 1823950 12052 SH SOLE 0 0 12052 MICROSOFT CORP COM 594918104 521623 1652 SH SOLE 0 0 1652 PAYPAL HLDGS INC COM 70450Y103 2709446 46347 SH SOLE 0 0 46347 ROKU INC COM CL A 77543R102 1670936 23671 SH SOLE 0 0 23671 SPDR SER TR BLOOMBERG SHT TE 78468R408 4690988 191782 SH SOLE 0 0 191782 SHOPIFY INC CL A 82509L107 1693416 31032 SH SOLE 0 0 31032 SOUTHERN COPPER CORP COM 84265V105 3861617 51289 SH SOLE 0 0 51289 BLOCK INC CL A 852234103 1676790 37885 SH SOLE 0 0 37885 VISA INC COM CL A 92826C839 3508832 15255 SH SOLE 0 0 15255 EATON CORP PLC SHS G29183103 1798661 8433 SH SOLE 0 0 8433