Turn8 Private Wealth Inc. Top Holdings and 13F Report (2025) About Turn8 Private Wealth Inc.Investment ActivityTurn8 Private Wealth Inc. has $127.92 million in total holdings as of March 31, 2025.Turn8 Private Wealth Inc. owns shares of 51 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 11.96% of the portfolio was purchased this quarter.About 14.29% of the portfolio was sold this quarter.This quarter, Turn8 Private Wealth Inc. has purchased 45 new stocks and bought additional shares in 27 stocks.Turn8 Private Wealth Inc. sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings JPMorgan Equity Premium Income ETF $5,776,152Energy Select Sector SPDR Fund $5,723,345iShares iBoxx $ Investment Grade Corporate Bond ETF $5,035,442Microsoft $4,131,107Berkshire Hathaway $3,951,743 Largest New Holdings this Quarter 46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $2,925,570 Holding29444U700 - Equinix $2,802,357 Holding01609W102 - Alibaba Group $727,265 Holding81369Y886 - Utilities Select Sector SPDR Fund $723,369 Holding78462F103 - SPDR S&P 500 ETF Trust $645,536 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 56,500 shares (about $2.93M)Equinix 3,437 shares (about $2.80M)BROOKFIELD INFRASTRU F CLASS A 21,554 shares (about $778.80K)Alibaba Group 5,500 shares (about $727.27K)Utilities Select Sector SPDR Fund 9,174 shares (about $723.37K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 48,893 shares (about $2.79M)Energy Select Sector SPDR Fund 14,820 shares (about $1.39M)Visa 2,399 shares (about $840.75K)NVIDIA 3,339 shares (about $361.88K)Prologis 2,784 shares (about $311.22K) 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 PortfolioSectorJEPIJPMorgan Equity Premium Income ETF$5,776,152$2,792,826 ▼-32.6%101,1214.5%ETFXLEEnergy Select Sector SPDR Fund$5,723,345$1,387,421 ▼-19.5%61,1354.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,035,442$617,643 ▲14.0%46,2993.9%FinanceMSFTMicrosoft$4,131,107$127,689 ▲3.2%11,0003.2%Computer and TechnologyBRK.BBerkshire Hathaway$3,951,743$74,029 ▲1.9%7,4203.1%FinanceAAPLApple$3,697,575$313,647 ▲9.3%16,6462.9%Computer and TechnologyWMWaste Management$3,689,574$43,061 ▲1.2%15,9372.9%Business ServicesJPMJPMorgan Chase & Co.$3,585,795$17,662 ▼-0.5%14,6182.8%FinanceAMZNAmazon.com$3,540,167$237,254 ▼-6.3%18,6072.8%Retail/WholesaleRYRoyal Bank of Canada$3,499,321$410,651 ▲13.3%31,0522.7%FinanceWMTWalmart$3,443,913$224,655 ▼-6.1%39,2292.7%Retail/WholesaleCOSTCostco Wholesale$3,382,109$30,265 ▼-0.9%3,5762.6%Retail/WholesaleGSThe Goldman Sachs Group$3,375,525$80,851 ▲2.5%6,1792.6%FinanceGOOGLAlphabet$3,364,347$72,372 ▲2.2%21,7562.6%Computer and TechnologyLMTLockheed Martin$3,346,751$184,491 ▲5.8%7,4922.6%AerospaceUNPUnion Pacific$3,332,873$66,147 ▲2.0%14,1082.6%TransportationVVisa$3,319,907$840,753 ▼-20.2%9,4732.6%Business ServicesNVDANVIDIA$3,272,317$361,881 ▼-10.0%30,1932.6%Computer and TechnologyBLACKROCK INC-NEW$3,229,389$124,935 ▲4.0%3,4122.5%COMMPCMarathon Petroleum$3,165,843$210,376 ▲7.1%21,7302.5%EnergyAPOApollo Global Management$3,150,441$189,936 ▼-5.7%23,0062.5%FinanceACNAccenture$3,021,483$382,561 ▲14.5%9,6832.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,015,888$27,888 ▲0.9%18,1682.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,999,749$347,772 ▲13.1%30,0432.3%FinanceCPTCamden Property Trust$2,950,487$99,919 ▲3.5%24,1252.3%FinanceJJacobs Solutions$2,939,803$205,634 ▲7.5%24,3182.3%Business ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,925,570$2,925,570 ▲New Holding56,5002.3%ETFCNQCanadian Natural Resources$2,813,987$248,546 ▲9.7%91,4122.2%EnergyEQIXEquinix$2,802,357$2,802,357 ▲New Holding3,4372.2%FinanceISTBiShares Core 1-5 Year USD Bond ETF$2,685,205$372,617 ▲16.1%55,4962.1%ManufacturingCCJCameco$2,654,367$694,386 ▲35.4%64,4532.1%Basic MaterialsGIBCGI$2,598,789$222,017 ▲9.3%26,0212.0%Computer and TechnologyPLDPrologis$2,581,790$311,223 ▼-10.8%23,0952.0%FinanceBROOKFIELD INFRASTRU F CLASS A$2,510,814$778,801 ▲45.0%69,4892.0%COMADBEAdobe$2,462,646$497,438 ▲25.3%6,4211.9%Computer and TechnologySLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,311,673$54,906 ▲2.4%45,9761.8%ManufacturingVIGVanguard Dividend Appreciation ETF$1,654,346$218,929 ▼-11.7%8,4181.3%ETFBMOBank of Montreal$1,041,8060.0%10,9050.8%FinanceBABAAlibaba Group$727,265$727,265 ▲New Holding5,5000.6%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$723,369$723,369 ▲New Holding9,1740.6%ETFSPYSPDR S&P 500 ETF Trust$645,536$645,536 ▲New Holding1,1540.5%FinancePCARPACCAR$453,938$34,761 ▲8.3%4,6620.4%Auto/Tires/TrucksEWCiShares MSCI Canada ETF$353,669$142,543 ▲67.5%8,6790.3%ETFJPSTJPMorgan Ultra-Short Income ETF$330,007$330,007 ▲New Holding6,5180.3%ETFSHOPShopify$302,174$5,710 ▼-1.9%3,1750.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$286,055$286,055 ▲New Holding3,5000.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$263,1750.0%2,1570.2%ETFBNDVanguard Total Bond Market ETF$222,773$1,469 ▲0.7%3,0330.2%ETFQQQInvesco QQQ$211,014$211,014 ▲New Holding4500.2%FinanceABBVAbbVie$209,520$173,902 ▼-45.4%1,0000.2%MedicalEEMiShares MSCI Emerging Markets ETF$205,390$205,390 ▲New Holding4,7000.2%FinanceXLIIndustrial Select Sector SPDR Fund$0$6,736,888 ▼-100.0%00.0%ETFDLRDigital Realty Trust$0$3,254,005 ▼-100.0%00.0%FinanceVTIVanguard Total Stock Market ETF$0$1,493,970 ▼-100.0%00.0%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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