TP
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Turn8 Private Wealth Inc.13F | |
| Turn8 Private Wealth Inc. | |
| Last update 2025-05-28 | 51 Stocks (9 new) |
| Value $128.00 Mil | Turnover 12 % |
Turn8 Private Wealth Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEPI | JPMorgan Equity Premium Income ETF | 101,121 | 5,776.1 | -32.59% | 4.520 | -1.99% | 0.010 | +6.59% | +3.16% | 40,918.9 | ||
XLE | The Energy Select Sector SPDR Fund | 61,135 | 5,723.4 | -19.51% | 4.470 | -0.91% | 0.020 | +12.24% | +4.55% | 27,918.1 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 46,299 | 5,035.4 | +13.98% | 3.940 | +0.48% | 0.020 | +3.21% | +3.44% | 29,721.3 | ||
MSFT | Microsoft Corp | 11,000 | 4,131.1 | +3.19% | 3.230 | +0.10% | 0.000 | +29.80% | +19.67% | 3,734,630.3 | Software | |
BRK.B | Berkshire Hathaway Inc | 7,420 | 3,951.7 | +1.91% | 3.090 | +0.06% | 0.000 | -9.89% | +5.27% | 1,028,856.3 | Insurance | |
AAPL | Apple Inc | 16,646 | 3,697.6 | +9.27% | 2.890 | +0.25% | 0.000 | +3.42% | -16.27% | 3,124,201.4 | Hardware | |
WM | Waste Management Inc | 15,937 | 3,689.6 | +1.18% | 2.880 | +0.03% | 0.000 | -1.27% | +14.08% | 91,970.3 | Waste Management | |
JPM | JPMorgan Chase & Co | 14,618 | 3,585.8 | -0.49% | 2.800 | -0.01% | 0.000 | +23.46% | +22.26% | 801,490.9 | Banks | |
AMZN | Amazon.com Inc | 18,607 | 3,540.2 | -6.28% | 2.770 | -0.20% | 0.000 | +23.86% | +2.81% | 2,394,685.0 | Retail - Cyclical | |
RY | Royal Bank of Canada | 31,052 | 3,499.3 | +13.30% | 2.740 | +0.32% | 0.000 | +15.25% | +11.27% | 186,249.8 | Banks |
Turn8 Private Wealth Inc.'s Historical Top Holdings Breakdowns
Turn8 Private Wealth Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLI | Industrial Select Sector SPDR | 2025-03-31 | Sold Out Sold Out | -4.80% | 128.78 ($135.13) 141.67 | $150.91 | 11.67% | Sold Out | 0 | -51,130 | |
DLR | Digital Realty Trust Inc | 2025-03-31 | Sold Out Sold Out | -2.32% | 142.1 ($162.65) 183.56 | $170.39 | 4.76% | Sold Out | 0 | -18,350 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | New Buy New Buy | +2.29% | 51.45 ($55.7) 58.51 | $54.42 | -2.30% | New holding | 56,500 | 56,500 | |
EQIX | Equinix Inc | 2025-03-31 | New Buy New Buy | +2.19% | 803 ($898.89) 959.97 | $758.45 | -15.62% | New holding | 3,437 | 3,437 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Reduce Reduce | -1.99% | 56.17 ($58.26) 59.71 | $56.80 | -2.50% | Reduce -32.59% | 101,121 | -48,893 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Sold Out Sold Out | -1.07% | 271.18 ($290.53) 303.12 | $307.81 | 5.95% | Sold Out | 0 | -5,155 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Reduce Reduce | -0.91% | 85.7 ($90.17) 93.96 | $88.15 | -2.25% | Reduce -19.51% | 61,135 | -14,820 | |
BIPC | Brookfield Infrastructure Corp | 2025-03-31 | Add Add | +0.61% | 34.22 ($39.36) 42.8 | $41.23 | 4.75% | Add 44.97% | 69,489 | 21,554 | |
BABA | Alibaba Group Holding Ltd | 2025-03-31 | New Buy New Buy | +0.57% | 80.53 ($115.31) 147.57 | $108.28 | -6.10% | New holding | 5,500 | 5,500 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | New Buy New Buy | +0.57% | 74.7 ($78.14) 80.27 | $82.46 | 5.53% | New holding | 9,174 | 9,174 |
Turn8 Private Wealth Inc. Total Holding History ($B)
Turn8 Private Wealth Inc.'s Asset Allocation
Turn8 Private Wealth Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Turn8 Private Wealth Inc.'s Hypothetical Growth since 2025-03-31
Turn8 Private Wealth Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Turn8 Private Wealth Inc.'s Holdings Heat Map
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Turn8 Private Wealth Inc.'s Holdings Bubble Chart
Turn8 Private Wealth Inc. News
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