Blvd Private Wealth, LLC Top Holdings and 13F Report (2025) About Blvd Private Wealth, LLCInvestment ActivityBlvd Private Wealth, LLC has $106.13 million in total holdings as of June 30, 2025.Blvd Private Wealth, LLC owns shares of 73 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings Trane Technologies $24,121,412Ingersoll Rand $7,340,219TIDAL TR II $5,049,697Schwab Intermediate-Term U.S. Treasury ETF $4,725,289Avantis U.S. Equity ETF $4,399,281 Sector AllocationMap of 500 Largest Holdings ofBlvd Private Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorTTTrane Technologies$24,121,41255,14622.7%ConstructionIRIngersoll Rand$7,340,21988,2456.9%IndustrialsTIDAL TR II$5,049,697192,6634.8%RET STCKD GL STKSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,725,289188,7854.5%ETFAVUSAvantis U.S. Equity ETF$4,399,28143,6354.1%ETFAVDEAvantis International Equity ETF$4,368,66259,0284.1%ETFSMHVanEck Semiconductor ETF$3,950,33514,1653.7%ManufacturingQQQInvesco QQQ$2,858,5985,1822.7%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$2,398,0175,4422.3%FinanceSPYSPDR S&P 500 ETF Trust$2,359,5693,8192.2%FinanceKRANESHARES TRUST$2,257,42073,3052.1%90 KWEB JAN 27J P MORGAN EXCHANGE TRADED F$2,219,96335,4742.1%HEDGED EQUITY LASCHGSchwab U.S. Large-Cap Growth ETF$1,998,40268,4151.9%ETFJ P MORGAN EXCHANGE TRADED F$1,950,94223,0991.8%U S TECH LEADERSINNOVATOR ETFS TRUST$1,809,13465,1941.7%INTL DVLPD 10 BUAVREAvantis Real Estate ETF$1,724,62539,0541.6%ETFLITGlobal X Lithium & Battery Tech ETF$1,679,15543,7281.6%ETFMSFTMicrosoft$1,566,8853,1501.5%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$1,481,62921,6171.4%ETFUPSUnited Parcel Service$1,479,37714,6561.4%TransportationNVDANVIDIA$1,428,3929,0411.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,332,04950,2661.3%ETFARKFARK Fintech Innovation ETF$1,320,10626,2761.2%ETFCTECGlobal X CleanTech ETF$1,251,815176,0641.2%ManufacturingAAPLApple$1,107,9435,4001.0%Computer and TechnologyALLEAllegion$1,094,7367,5961.0%IndustrialsINNOVATOR ETFS TRUST$1,003,88536,5890.9%EMERGING MRKT 10AMZNAmazon.com$930,2124,2400.9%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$918,6204,0450.9%ETFVTVVanguard Value ETF$808,7624,5760.8%ETFGTOInvesco Total Return Bond ETF$796,42716,9850.8%ETFHONHoneywell International$722,1613,1010.7%Multi-Sector ConglomeratesIYWiShares U.S. Technology ETF$693,9464,0050.7%ManufacturingAVGOBroadcom$659,9102,3940.6%Computer and TechnologyTHNQROBO Global Artificial Intelligence ETF$642,18011,6760.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$566,30410,4100.5%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$551,16410,8220.5%ETFMETAMeta Platforms$537,3307280.5%Computer and TechnologyICLNiShares Global Clean Energy ETF$530,11640,4360.5%ETFGOOGAlphabet$528,8002,9810.5%Computer and TechnologyHFXINYLI FTSE International Equity Currency Neutral ETF$429,52514,5750.4%ETFVVVanguard Large-Cap ETF$415,3971,4560.4%ETFXLKTechnology Select Sector SPDR Fund$386,9351,5280.4%ETFJPMJPMorgan Chase & Co.$337,4551,1640.3%FinanceNOCTInnovator Growth-100 Power Buffer ETF - October$313,3105,7490.3%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$309,7306,5900.3%ETFIAPRInnovator MSCI EAFE Power Buffer ETF - April$300,20710,2670.3%ETFKRANESHARES TRUST$296,1049,3320.3%KWEB COVERD CALLTSMTaiwan Semiconductor Manufacturing$290,8131,2840.3%Computer and TechnologyTGRWT. Rowe Price Growth Stock ETF$290,7876,9170.3%ETFXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$287,3377,9860.3%ETFIVViShares Core S&P 500 ETF$286,8564620.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$284,4443,2050.3%ETFBUFBInnovator Laddered Allocation Buffer ETF$279,0368,2360.3%ETFQTOCInnovator Growth Accelerated Plus ETF - October$275,3818,6360.3%ETFHLALWahed FTSE USA Shariah ETF$274,6655,1320.3%ETFVVisa$269,1287580.3%Business ServicesMAMastercard$265,7984730.3%Business ServicesINNOVATOR ETFS TRUST$249,88910,4600.2%PREM INC 40 BARRSOXLDirexion Daily Semiconductors Bull 3x Shares$247,4849,8560.2%ETFRACEFerrari$245,3705000.2%Auto/Tires/TrucksSPOTSpotify Technology$242,4793160.2%Computer and TechnologyNOWServiceNow$237,4862310.2%Computer and TechnologyCOSTCostco Wholesale$236,5962390.2%Retail/WholesaleQLDProShares Ultra QQQ$233,0661,9800.2%ETFAMERICAN CENTY ETF TR$233,0113,2800.2%AVANTIS US LARGBNOVInnovator U.S. Equity Buffer ETF - November$220,0095,3330.2%ETFRSPInvesco S&P 500 Equal Weight ETF$208,8191,1490.2%ETFAVUVAvantis U.S. Small Cap Value ETF$208,7102,2910.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$205,8168,4420.2%ETFASMLASML$201,9502520.2%Computer and TechnologySESEA$200,2451,2520.2%Computer and TechnologyBINCiShares Flexible Income Active ETF$200,1583,7880.2%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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