Refined Wealth Management Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Refined Wealth ManagementInvestment ActivityRefined Wealth Management has $141.96 million in total holdings as of March 31, 2024.Refined Wealth Management owns shares of 29 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.72% of the portfolio was purchased this quarter.About 3.14% of the portfolio was sold this quarter.This quarter, Refined Wealth Management has purchased 26 new stocks and bought additional shares in 12 stocks.Refined Wealth Management sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total International Bond ETF $18,495,958Nuveen ESG Large-Cap Growth ETF $17,936,397Vanguard ESG International Stock ETF $15,435,997Coinbase Global $13,745,942Overstock.com $10,791,745 Largest New Holdings this Quarter BITWISE BITCOIN ETF TR $4,889,925 HoldingEaton $200,115 HoldingiShares MSCI USA ESG Select ETF $200,109 Holding Largest Purchases this Quarter BITWISE BITCOIN ETF TR 126,322 shares (about $4.89M)Enovix 136,758 shares (about $1.10M)iShares 20+ Year Treasury Bond ETF 4,616 shares (about $436.76K)Vanguard Long-Term Corporate Bond ETF 5,215 shares (about $407.97K)Vanguard Total International Bond ETF 7,383 shares (about $363.17K) Largest Sales this Quarter SPDR Gold Shares 9,610 shares (about $1.98M)Invesco DWA Developed Markets Momentum ETF 45,157 shares (about $1.56M)Coinbase Global 1,726 shares (about $457.60K)Vanguard ESG International Stock ETF 4,358 shares (about $250.45K)Marathon Petroleum 649 shares (about $130.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRefined Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDXVanguard Total International Bond ETF$18,495,958$363,169 ▲2.0%376,01113.0%ETFNULGNuveen ESG Large-Cap Growth ETF$17,936,397$52,557 ▲0.3%235,13912.6%ETFVSGXVanguard ESG International Stock ETF$15,435,997$250,454 ▼-1.6%268,59210.9%ETFCOINCoinbase Global$13,745,942$457,597 ▼-3.2%51,8489.7%FinanceOSTKOverstock.com$10,791,745$138,038 ▲1.3%300,5227.6%Retail/WholesaleSRLNSPDR Blackstone Senior Loan ETF$9,059,655$139,468 ▲1.6%215,1436.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,919,370$407,969 ▲5.4%101,2325.6%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$7,914,452$436,764 ▲5.8%83,6455.6%ETFCVXChevron$5,692,161$43,378 ▲0.8%36,0864.0%Oils/EnergyGLDSPDR Gold Shares$5,078,197$1,976,969 ▼-28.0%24,6853.6%FinanceBITWISE BITCOIN ETF TR$4,889,925$4,889,925 ▲New Holding126,3223.4%SHS BEN INTVOVanguard Mid-Cap ETF$4,796,725$45,474 ▲1.0%19,1983.4%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$4,759,165$63,192 ▲1.3%161,5473.4%FinanceENVXEnovix$3,674,924$1,095,432 ▲42.5%458,7922.6%Oils/EnergyMPCMarathon Petroleum$2,729,022$130,769 ▼-4.6%13,5441.9%Oils/EnergyAAPLApple$2,101,447$44,412 ▼-2.1%12,2551.5%Computer and TechnologyVBVanguard Small-Cap ETF$1,392,062$25,373 ▲1.9%6,0901.0%ETFPIZInvesco DWA Developed Markets Momentum ETF$1,044,360$1,556,133 ▼-59.8%30,3060.7%ETFFTSMFirst Trust Enhanced Short Maturity ETF$917,552$358 ▼0.0%15,3900.6%ManufacturingAMZNAmazon.com$915,428$46,899 ▼-4.9%5,0750.6%Retail/WholesaleVOOVanguard S&P 500 ETF$676,079$21,158 ▲3.2%1,4060.5%ETFNVDANVIDIA$598,1570.0%6620.4%Computer and TechnologyUNPUnion Pacific$571,9970.0%2,3260.4%TransportationBRK.BBerkshire Hathaway$296,8870.0%7060.2%FinanceETNEaton$200,115$200,115 ▲New Holding6400.1%Industrial ProductsSUSAiShares MSCI USA ESG Select ETF$200,109$200,109 ▲New Holding1,8330.1%ETFNXENexGen Energy$85,4700.0%11,0000.1%Basic MaterialsDNNDenison Mines$21,1580.0%10,8500.0%Basic MaterialsURGUr-Energy$17,2800.0%10,8000.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
