Turn8 Private Wealth Inc. Top Holdings and 13F Report (2025) About Turn8 Private Wealth Inc.Investment ActivityTurn8 Private Wealth Inc. has $138.46 million in total holdings as of June 30, 2025.Turn8 Private Wealth Inc. owns shares of 44 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 12.01% of the portfolio was purchased this quarter.About 15.47% of the portfolio was sold this quarter.This quarter, Turn8 Private Wealth Inc. has purchased 51 new stocks and bought additional shares in 27 stocks.Turn8 Private Wealth Inc. sold shares of 12 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $6,798,601JPMorgan Equity Premium Income ETF $6,791,493Microsoft $5,769,751Cameco $5,574,887Royal Bank Of Canada $5,528,927 Largest New Holdings this Quarter 464287184 - iShares China Large-Cap ETF $2,572,696 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $1,030,814 Holding722304102 - PDD $658,100 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 9,608 shares (about $6.07M)iShares China Large-Cap ETF 68,137 shares (about $2.57M)Alibaba Group 15,204 shares (about $1.79M)iShares 0-3 Month Treasury Bond ETF 10,237 shares (about $1.03M)JPMorgan Equity Premium Income ETF 18,028 shares (about $1.03M) Largest Sales this Quarter CGI Group 15,971 shares (about $2.21M)Accenture 4,920 shares (about $1.47M)Cameco 9,793 shares (about $998.81K)Vanguard Dividend Appreciation ETF 3,342 shares (about $684.01K)NVIDIA 2,326 shares (about $392.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTurn8 Private Wealth Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$6,798,601$6,069,593 ▲832.6%10,7624.9%FinanceJEPIJPMorgan Equity Premium Income ETF$6,791,493$1,027,596 ▲17.8%119,1494.9%ETFMSFTMicrosoft$5,769,751$213,657 ▲3.8%11,4234.2%Computer and TechnologyCCJCameco$5,574,887$998,808 ▼-15.2%54,6604.0%Basic MaterialsRYRoyal Bank Of Canada$5,528,927$8,203 ▼-0.1%31,0064.0%FinanceXLEEnergy Select Sector SPDR Fund$5,237,820$56,362 ▲1.1%61,8003.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,068,358$6,577 ▼-0.1%46,2393.7%FinanceNVDANVIDIA$4,702,727$392,527 ▼-7.7%27,8673.4%Computer and TechnologyGOOGLAlphabet$4,352,301$305,085 ▲7.5%23,3963.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,332,176$170,208 ▲4.1%18,9113.1%Computer and TechnologyAMZNAmazon.com$4,301,162$191,069 ▲4.6%19,4723.1%Retail/WholesaleGSThe Goldman Sachs Group$4,103,545$320,008 ▼-7.2%5,7323.0%FinanceWMTWalmart$4,008,191$54,027 ▲1.4%39,7652.9%Retail/WholesaleJPMJPMorgan Chase & Co.$3,935,395$312,379 ▼-7.4%13,5432.8%FinanceBLACKROCK INC-NEW$3,893,151$184,767 ▲5.0%3,5822.8%COMAAPLApple$3,769,984$293,629 ▲8.4%18,0522.7%Computer and TechnologyWMWaste Management$3,722,212$50,001 ▲1.4%16,1542.7%Business ServicesJJacobs Solutions$3,687,011$296,294 ▲8.7%26,4432.7%Business ServicesBRK.BBerkshire Hathaway$3,628,940$94,320 ▲2.7%7,6182.6%FinanceCOSTCostco Wholesale$3,586,360$88,045 ▲2.5%3,6662.6%Retail/WholesaleAPOApollo Global Management$3,436,811$123,983 ▲3.7%23,8672.5%FinanceVVisa$3,424,243$134,400 ▲4.1%9,8602.5%Business ServicesLMTLockheed Martin$3,404,237$54,106 ▲1.6%7,6132.5%AerospaceUNPUnion Pacific$3,368,914$158,170 ▲4.9%14,8032.4%TransportationMPCMarathon Petroleum$3,281,530$288,315 ▼-8.1%19,9752.4%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,073,6000.0%56,5002.2%ETFEQIXEquinix$2,891,701$198,995 ▲7.4%3,6912.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,857,852$122,413 ▼-4.1%28,8092.1%FinanceISTBiShares Core 1-5 Year USD Bond ETF$2,822,943$123,084 ▲4.6%58,0262.0%ManufacturingFXIiShares China Large-Cap ETF$2,572,696$2,572,696 ▲New Holding68,1371.9%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,505,520$179,594 ▲7.7%49,5261.8%ManufacturingBABAAlibaba Group$2,441,165$1,792,672 ▲276.4%20,7041.8%Retail/WholesaleACNAccenture$1,423,613$1,470,539 ▼-50.8%4,7631.0%Computer and TechnologyGIBCGI Group$1,392,417$2,212,765 ▼-61.4%10,0501.0%Computer and TechnologyBMOBank Of Montreal$1,188,1770.0%10,9050.9%FinanceVIGVanguard Dividend Appreciation ETF$1,038,904$684,007 ▼-39.7%5,0760.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,030,814$1,030,814 ▲New Holding10,2370.7%ETFXLUUtilities Select Sector SPDR Fund$955,585$206,436 ▲27.6%11,7020.7%ETFPCARPACCAR$658,100$214,931 ▲48.5%6,9230.5%Auto/Tires/TrucksPDDPDD$658,100$658,100 ▲New Holding24,4210.5%Retail/WholesaleEFAiShares MSCI EAFE ETF$397,249$84,384 ▲27.0%4,4440.3%FinanceJPSTJPMorgan Ultra-Short Income ETF$334,115$3,751 ▲1.1%6,5920.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$293,036$1,756 ▲0.6%2,1700.2%ETFBNDVanguard Total Bond Market ETF$219,122$4,197 ▼-1.9%2,9760.2%ETFCPTCamden Property Trust$0$2,950,487 ▼-100.0%00.0%FinanceCNQCanadian Natural Resources$0$2,813,987 ▼-100.0%00.0%EnergyPLDPrologis$0$2,581,790 ▼-100.0%00.0%FinanceBROOKFIELD INFRASTRU F CLASS A$0$2,510,814 ▼-100.0%00.0%COMADBEAdobe$0$2,462,646 ▼-100.0%00.0%Computer and TechnologyEWCiShares MSCI Canada ETF$0$353,669 ▼-100.0%00.0%ETFSHOPShopify$0$302,174 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$211,014 ▼-100.0%00.0%FinanceABBVAbbVie$0$209,520 ▼-100.0%00.0%MedicalEEMiShares MSCI Emerging Markets ETF$0$205,390 ▼-100.0%00.0%FinanceShowing 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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