Refined Wealth Management
Top Portfolio Positions
24 positions ·
$69,233,401 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
23,203 | $13,392,307 | 19.34% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
59,151 | $10,328,356 | 14.92% | |
| CVX |
Chevron Corp
Energy
|
44,436 | $9,193,808 | 13.28% | |
| BITB |
Bitwise Bitcoin ETF
|
245,693 | $9,043,959 | 13.06% | |
| GLD |
Spdr Gold Trust
|
17,074 | $7,346,771 | 10.61% | |
| MPC |
Marathon Petroleum Corp
Energy
|
24,991 | $6,102,302 | 8.81% | |
| ENVX |
Enovix Corp
Industrials
|
854,471 | $4,426,159 | 6.39% | |
| XRP |
Bitwise XRP ETF
|
148,603 | $2,233,503 | 3.23% | |
| BBBY |
Bed Bath & Beyond, Inc.
|
422,565 | $1,960,701 | 2.83% | |
| NVDA |
Nvidia Corp
Technology
|
4,848 | $845,491 | 1.22% |
Portfolio Trend
20 quarters · across all stocks
Holdings in URG
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,092 | 10,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,012 | 10,800 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $19,332 | 10,800 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,340 | 10,800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,236 | 10,800 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,420 | 10,800 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,852 | 10,800 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $15,120 | 10,800 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $17,280 | 10,800 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,632 | 10,800 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $16,632 | 10,800 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $11,340 | 10,800 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $11,448 | 10,800 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $12,420 | 10,800 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $11,772 | 10,800 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $11,448 | 10,800 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $17,280 | 10,800 | Shares | Sole | 2022-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||