Sponsored

The Analysis of Turn8 Private Wealth Inc.'s Holdings & P&L

Currently, Turn8 Private Wealth Inc. holds 54 types of securities in its portfolio with a total value $149.9M. In the most recent quarter, they have increased their positions in MAGS (+43.0K shares, valued at $2.8M), BSX (+56.6K shares, valued at $2.5M), BIIB (+12.1K shares, valued at $2.5M); decreased their positions in FXI (-75.1K shares, valued at $2.7M), N/A (-5.9K shares, valued at $2.2M), LQD (-19.5K shares, valued at $2.1M); initiated new positions in MAGS (+43.0K shares, valued at $2.8M), BSX (+56.6K shares, valued at $2.5M), BIIB (+12.1K shares, valued at $2.5M).

1M P&L

+1.4M+1.15%

3M P&L

+7.6M+6.56%

HY P&L

+12.5M+11.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A36.2M

28.7%

2Software - Infrastructure14.3M

11.3%

3Semiconductors13.1M

10.4%

Top Industries by Stock Count

1N/A18 stocks

41.9%

2Internet Content & Information3 stocks

7.0%

3Banks - Diversified3 stocks

7.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP22.1K shares20.15%2026-06-302026-08-03

GOOGL ALPHABET INC CL-A22.9K shares-7.40%2026-06-302026-08-03

TSM TAIWAN SEMICON MAN SP/ADR17.8K shares-8.71%2026-06-302026-08-03

JEPI JPMORGAN EQT PREM ICM ETF129.1K shares-11.23%2026-06-302026-08-03

RY ROYAL BANK OF CANADA29.9K shares-4.80%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC5.4K shares-10.34%2026-06-302026-08-03

NVDA NVIDIA CORP26.6K shares-9.81%2026-06-302026-08-03

MPC MARATHON PETROLEUM CORP18.5K shares-20.76%2026-06-302026-08-03

Sponsored

PANW PALO ALTO NETWORKS INC14.6K shares-13.56%2026-06-302026-08-03

AMZN AMAZON COM INC19.1K shares-9.44%2026-06-302026-08-03

WMT WALMART INC41.9K shares-4.31%2026-06-302026-08-03

JP MORGAN CHASE & CO JP MORGAN CHASE & CO13.8K shares-11.35%2026-06-302026-08-03

XLE STATE ST EGY SLCT SCT ETF80.8K shares-18.33%2026-06-302026-08-03

CNQ CANADIAN NAT RES LTD F99.6K shares0.03%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY-B-NEW8.4K shares-9.37%2026-06-302026-08-03

LQD ISHARES INVESTMENT GRADE CORPORATE BOND ETF38.6K shares-33.50%2026-06-302026-08-03

Sponsored

JP MORG NSDQ EQ PREM ETF JP MORG NSDQ EQ PREM ETF66.4K shares0.00%2026-06-302026-08-03

ALIBABA GROUP HOLDING-ADR ALIBABA GROUP HOLDING-ADR34.8K shares-6.87%2026-06-302026-08-03

PPA INVESCO AEROSPACE & DEFENSE ETF21.2K shares-14.17%2026-06-302026-08-03

BLK BLACKROCK INC-NEW3.6K shares-10.51%2026-06-302026-08-03

CCJ CAMECO CORP39.1K shares0.06%2026-06-302026-08-03

FXI ISHARES CHINA LRG CAP ETF80.5K shares-48.24%2026-06-302026-08-03

MAGS LIST FD ROUNDHILL MAG ETF43.0K sharesnew addition2026-06-302026-08-03

BSX BOSTON SCIENTIFIC CORP56.6K sharesnew addition2026-06-302026-08-03

Sponsored

BIIB BIOGEN INC12.1K sharesnew addition2026-06-302026-08-03

ISTB ISHARES CORE 1-5Y USD BND50.2K shares-32.28%2026-06-302026-08-03

ISHRS CORE US AGG BND ETF ISHRS CORE US AGG BND ETF24.0K shares-32.49%2026-06-302026-08-03

VISA INC CLASS-A VISA INC CLASS-A6.4K shares-45.86%2026-06-302026-08-03

VANGUARD TTL STK MRKT ETF VANGUARD TTL STK MRKT ETF5.9K shares-50.00%2026-06-302026-08-03

SLQD ISHARES 0-5 YEAR INVESTMT41.4K shares-31.20%2026-06-302026-08-03

QFIN QIFU HOLDINGS INC ADR134.7K shares-2.09%2026-06-302026-08-03

BMO BANK OF MONTREAL11.3K shares0.76%2026-06-302026-08-03

Sponsored

BIDU BAIDU INC ADS13.0K shares0.00%2026-06-302026-08-03

VIG VANGUARD DIV APPR ETF5.8K shares-25.17%2026-06-302026-08-03

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC11.5K shares-56.51%2026-06-302026-08-03

META PLATFORMS INC CL-A META PLATFORMS INC CL-A2.4K shares386.29%2026-06-302026-08-03

SGOV ISHS 0-3 MTH TREAS BD ETF11.9K shares-43.12%2026-06-302026-08-03

IVE ISHARES S&P 500 VALUE ETF5.0K sharesnew addition2026-06-302026-08-03

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR21.1K shares-36.09%2026-06-302026-08-03

AAPL APPLE INC2.4K shares-30.02%2026-06-302026-08-03

Sponsored

IBIT ISHARES BITCOIN TRUST ETF21.1K shares-33.18%2026-06-302026-08-03

STATE STREET SPDR ETF STATE STREET SPDR ETF913 shares-45.33%2026-06-302026-08-03

EFA ISHARES MSCI EAFE ETF5.7K shares-2.78%2026-06-302026-08-03

ITOT ISHARES CORE S&P TOTAL US1.9K shares-33.61%2026-06-302026-08-03

TD TORONTO DOMINION BANK2.2K shares-45.64%2026-06-302026-08-03

GOOG ALPHABET INC CL-C719 shares-50.00%2026-06-302026-08-03

JPST JP MORG ULT-SHRT INCM ETF4.8K shares-49.48%2026-06-302026-08-03

ABBVIE INC ABBVIE INC800 sharesnew addition2026-06-302026-08-03

Sponsored

EWC ISHARES MSCI CANADA ETF3.4K sharesnew addition2026-06-302026-08-03

BND VANGUARD TOTAL BND MK ETF2.1K shares-43.06%2026-06-302026-08-03

CRSP CRISPR THERAPEUTICS AG2.6K sharesnew addition2026-06-302026-08-03

DFAC DIMENSIONAL US CORE EQ 22.3K sharesnew addition2026-06-302026-08-03

SOFI SOFI TECHNOLOGIES INC3.5K sharesnew addition2026-06-302026-08-03

ZTEK ZENTEK LTD6.7K sharesnew addition2026-06-302026-08-03

MSFT

MICROSOFT CORP

20.15%

Shares22.1K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC CL-A

-7.40%

Shares22.9K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICON MAN SP/ADR

-8.71%

Shares17.8K

Event2026-06-30

Filed2026-08-03

JEPI

JPMORGAN EQT PREM ICM ETF

-11.23%

Shares129.1K

Event2026-06-30

Filed2026-08-03

ROYAL BANK OF CANADA

-4.80%

Shares29.9K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

-10.34%

Shares5.4K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORP

-9.81%

Shares26.6K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETROLEUM CORP

-20.76%

Shares18.5K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

-13.56%

Shares14.6K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-9.44%

Shares19.1K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-4.31%

Shares41.9K

Event2026-06-30

Filed2026-08-03

JP MORGAN CHASE & CO

-11.35%

Shares13.8K

Event2026-06-30

Filed2026-08-03

XLE

STATE ST EGY SLCT SCT ETF

-18.33%

Shares80.8K

Event2026-06-30

Filed2026-08-03

CNQ

CANADIAN NAT RES LTD F

0.03%

Shares99.6K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY-B-NEW

-9.37%

Shares8.4K

Event2026-06-30

Filed2026-08-03

LQD

ISHARES INVESTMENT GRADE CORPORATE BOND ETF

-33.50%

Shares38.6K

Event2026-06-30

Filed2026-08-03

JP MORG NSDQ EQ PREM ETF

0.00%

Shares66.4K

Event2026-06-30

Filed2026-08-03

ALIBABA GROUP HOLDING-ADR

-6.87%

Shares34.8K

Event2026-06-30

Filed2026-08-03

PPA

INVESCO AEROSPACE & DEFENSE ETF

-14.17%

Shares21.2K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC-NEW

-10.51%

Shares3.6K

Event2026-06-30

Filed2026-08-03

CCJ

CAMECO CORP

0.06%

Shares39.1K

Event2026-06-30

Filed2026-08-03

FXI

ISHARES CHINA LRG CAP ETF

-48.24%

Shares80.5K

Event2026-06-30

Filed2026-08-03

MAGS

LIST FD ROUNDHILL MAG ETF

New

Shares43.0K

Event2026-06-30

Filed2026-08-03

BSX

BOSTON SCIENTIFIC CORP

New

Shares56.6K

Event2026-06-30

Filed2026-08-03

BIIB

BIOGEN INC

New

Shares12.1K

Event2026-06-30

Filed2026-08-03

ISTB

ISHARES CORE 1-5Y USD BND

-32.28%

Shares50.2K

Event2026-06-30

Filed2026-08-03

ISHRS CORE US AGG BND ETF

-32.49%

Shares24.0K

Event2026-06-30

Filed2026-08-03

VISA INC CLASS-A

-45.86%

Shares6.4K

Event2026-06-30

Filed2026-08-03

VANGUARD TTL STK MRKT ETF

-50.00%

Shares5.9K

Event2026-06-30

Filed2026-08-03

SLQD

ISHARES 0-5 YEAR INVESTMT

-31.20%

Shares41.4K

Event2026-06-30

Filed2026-08-03

QFIN

QIFU HOLDINGS INC ADR

-2.09%

Shares134.7K

Event2026-06-30

Filed2026-08-03

BMO

BANK OF MONTREAL

0.76%

Shares11.3K

Event2026-06-30

Filed2026-08-03

BIDU

BAIDU INC ADS

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD DIV APPR ETF

-25.17%

Shares5.8K

Event2026-06-30

Filed2026-08-03

APOLLO GLOBAL MGMT INC

-56.51%

Shares11.5K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC CL-A

386.29%

Shares2.4K

Event2026-06-30

Filed2026-08-03

SGOV

ISHS 0-3 MTH TREAS BD ETF

-43.12%

Shares11.9K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES S&P 500 VALUE ETF

New

Shares5.0K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

-36.09%

Shares21.1K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-30.02%

Shares2.4K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

-33.18%

Shares21.1K

Event2026-06-30

Filed2026-08-03

STATE STREET SPDR ETF

-45.33%

Shares913

Event2026-06-30

Filed2026-08-03

EFA

ISHARES MSCI EAFE ETF

-2.78%

Shares5.7K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES CORE S&P TOTAL US

-33.61%

Shares1.9K

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BANK

-45.64%

Shares2.2K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC CL-C

-50.00%

Shares719

Event2026-06-30

Filed2026-08-03

JPST

JP MORG ULT-SHRT INCM ETF

-49.48%

Shares4.8K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

New

Shares800

Event2026-06-30

Filed2026-08-03

EWC

ISHARES MSCI CANADA ETF

New

Shares3.4K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD TOTAL BND MK ETF

-43.06%

Shares2.1K

Event2026-06-30

Filed2026-08-03

CRSP

CRISPR THERAPEUTICS AG

New

Shares2.6K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL US CORE EQ 2

New

Shares2.3K

Event2026-06-30

Filed2026-08-03

SOFI

SOFI TECHNOLOGIES INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-03

ZTEK

ZENTEK LTD

New

Shares6.7K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available