S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
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Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
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Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Sneaky CEO Hides Monster AI Stock Under Secret Trade Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
The perfect AI stock under $10 (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
66,000% upside on tiny biotech? (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Sneaky CEO Hides Monster AI Stock Under Secret Trade Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
The perfect AI stock under $10 (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
66,000% upside on tiny biotech? (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Sneaky CEO Hides Monster AI Stock Under Secret Trade Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
The perfect AI stock under $10 (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
66,000% upside on tiny biotech? (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
Sneaky CEO Hides Monster AI Stock Under Secret Trade Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage

Refined Wealth Management Top Holdings and 13F Report (2024)

About Refined Wealth Management

Investment Activity

  • Refined Wealth Management has $128.23 million in total holdings as of December 31, 2023.
  • Refined Wealth Management owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 4.95% of the portfolio was purchased this quarter.
  • About 4.62% of the portfolio was sold this quarter.
  • This quarter, Refined Wealth Management has purchased 26 new stocks and bought additional shares in 14 stocks.
  • Refined Wealth Management sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Vanguard Mid-Cap ETF
12,359 shares (about $2.88M)
Enovix
113,423 shares (about $1.42M)
Vanguard ESG International Stock ETF
9,918 shares (about $548.27K)
Overstock.com
14,642 shares (about $405.44K)
Vanguard Long-Term Corporate Bond ETF
3,211 shares (about $257.36K)

Largest Sales this Quarter

Nuveen ESG Large-Cap Growth ETF
76,936 shares (about $5.34M)
Chevron
1,543 shares (about $230.16K)
First Trust Enhanced Short Maturity ETF
2,880 shares (about $171.82K)
Marathon Petroleum
1,021 shares (about $151.48K)
Coinbase Global
110 shares (about $19.13K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRefined Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$18,197,302$93,497 0.5%368,62814.2%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$16,287,271$5,344,754 -24.7%234,45012.7%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$15,088,693$548,268 3.8%272,95011.8%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$9,317,590$19,131 -0.2%53,5747.3%Finance
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$8,882,094$57,654 0.7%211,8316.9%ETF
Overstock.com, Inc. stock logo
OSTK
Overstock.com
$8,215,014$405,437 5.2%296,6786.4%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$7,814,394$181,643 2.4%79,0296.1%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$7,695,758$257,361 3.5%96,0176.0%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,556,174$23,323 0.4%34,2955.1%Finance
Chevron Co. stock logo
CVX
Chevron
$5,341,628$230,156 -4.1%35,8114.2%Energy
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$4,603,520$204,008 4.6%159,4023.6%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,423,802$2,875,146 185.7%19,0163.4%ETF
Enovix Co. stock logo
ENVX
Enovix
$4,031,866$1,420,056 54.4%322,0343.1%Oils/Energy
Apple Inc. stock logo
AAPL
Apple
$2,409,256$385 0.0%12,5141.9%Computer and Technology
Invesco DWA Developed Markets Momentum ETF stock logo
PIZ
Invesco DWA Developed Markets Momentum ETF
$2,396,707$146,414 6.5%75,4631.9%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$2,105,725$151,479 -6.7%14,1931.6%Oils/Energy
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,275,555$116,483 10.0%5,9791.0%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$918,525$171,821 -15.8%15,3960.7%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$810,600$18,385 2.3%5,3350.6%Retail/Wholesale
Vanguard 500 Index Fund stock logo
VOO
Vanguard 500 Index Fund
$594,839$8,298 -1.4%1,3620.5%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$571,276$2,947 0.5%2,3260.4%Transportation
NVIDIA Co. stock logo
NVDA
NVIDIA
$327,8360.0%6620.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$251,8020.0%7060.2%Finance
NexGen Energy Ltd. stock logo
NXE
NexGen Energy
$77,0000.0%11,0000.1%Basic Materials
Denison Mines Corp. stock logo
DNN
Denison Mines
$19,2050.0%10,8500.0%Basic Materials
Ur-Energy Inc. stock logo
URG
Ur-Energy
$16,6320.0%10,8000.0%Basic Materials

Showing largest 100 holdings. View all holdings.