The Analysis of BLVD Private Wealth, LLC's Holdings & P&L


Currently, BLVD Private Wealth, LLC holds 64 types of securities in its portfolio with a total value $115.1M. In the most recent quarter, they have increased their positions in BWZ (+208.0K shares, valued at $5.6M), HARD (+66.8K shares, valued at $2.4M), AIA (+12.8K shares, valued at $1.4M); decreased their positions in SCHR (-223.8K shares, valued at $5.6M), LIT (-18.0K shares, valued at $1.3M), HFXI (-24.1K shares, valued at $807.7K); initiated new positions in BWZ (+208.0K shares, valued at $5.6M), HARD (+66.8K shares, valued at $2.4M), AIA (+12.8K shares, valued at $1.4M).


1M P&L
+610.7K+0.53%
3M P&L
+2.7M+2.33%
HY P&L
+12.9M+12.37%

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/A67.5M
61.2%
2Building Products & Equipment26.4M
23.9%
3Specialty Industrial Machinery7.0M
6.3%

Top Industries by Stock Count

1N/A45 stocks
76.3%
2Semiconductors2 stocks
3.4%
3Security & Protection Services1 stocks
1.7%
Stock Holdings
TT
TRANE TECHNOLOGIES PLC
-0.37%
Shares63.4K
Event2026-03-31
Filed2026-04-24
IR
INGERSOLL RAND INC
-1.41%
Shares87.0K
Event2026-03-31
Filed2026-04-24
PBFR
PGIM ROCK ETF TR
28.67%
Shares195.4K
Event2026-03-31
Filed2026-04-24
BWZ
SPDR SERIES TRUST
New
Shares208.0K
Event2026-03-31
Filed2026-04-24
AVDE
AMERICAN CENTY ETF TR
0.26%
Shares62.2K
Event2026-03-31
Filed2026-04-24
RSSB
TIDAL TRUST II
-9.86%
Shares173.1K
Event2026-03-31
Filed2026-04-24
AVUS
AMERICAN CENTY ETF TR
-8.24%
Shares40.3K
Event2026-03-31
Filed2026-04-24
SMH
VANECK ETF TRUST
-17.08%
Shares10.0K
Event2026-03-31
Filed2026-04-24
IBUF
INNOVATOR ETFS TRUST
12.00%
Shares105.1K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
INVESCO QQQ TR
-4.41%
Shares4.6K
Event2026-03-31
Filed2026-04-24
HARD
SIMPLIFY EXCHANGE TRADED FUN
New
Shares66.8K
Event2026-03-31
Filed2026-04-24
SPY
STATE STR SPDR S&P 500 ETF T
-2.07%
Shares3.6K
Event2026-03-31
Filed2026-04-24
DIA
STATE STR SPDR DOW JONES IND
-11.36%
Shares4.7K
Event2026-03-31
Filed2026-04-24
KBUF
KRANESHARES TRUST
5.07%
Shares67.2K
Event2026-03-31
Filed2026-04-24
SCHG
SCHWAB STRATEGIC TR
-0.26%
Shares63.7K
Event2026-03-31
Filed2026-04-24
AVRE
AMERICAN CENTY ETF TR
-1.52%
Shares41.8K
Event2026-03-31
Filed2026-04-24
UPS
UNITED PARCEL SVCS INC
-20.09%
Shares18.1K
Event2026-03-31
Filed2026-04-24
EBUF
INNOVATOR ETFS TRUST
6.85%
Shares59.2K
Event2026-03-31
Filed2026-04-24
JTEK
J P MORGAN EXCHANGE TRADED F
9.87%
Shares21.9K
Event2026-03-31
Filed2026-04-24
VTV
VANGUARD INDEX FDS
17.50%
Shares8.6K
Event2026-03-31
Filed2026-04-24
AVEM
AMERICAN CENTY ETF TR
-9.77%
Shares20.1K
Event2026-03-31
Filed2026-04-24
QQQM
INVESCO EXCH TRADED FD TR II
26.04%
Shares6.4K
Event2026-03-31
Filed2026-04-24
SCHD
SCHWAB STRATEGIC TR
-6.64%
Shares48.9K
Event2026-03-31
Filed2026-04-24
NVDA
NVIDIA CORPORATION
-4.30%
Shares8.3K
Event2026-03-31
Filed2026-04-24
AIA
ISHARES TR
New
Shares12.8K
Event2026-03-31
Filed2026-04-24
CTEC
GLOBAL X FDS
75.01%
Shares23.0K
Event2026-03-31
Filed2026-04-24
FIW
FIRST TR EXCHANGE-TRADED FD
New
Shares12.5K
Event2026-03-31
Filed2026-04-24
AAPL
APPLE INC
-9.41%
Shares4.8K
Event2026-03-31
Filed2026-04-24
ALLE
ALLEGION PLC
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-24
MSFT
MICROSOFT CORP
-13.80%
Shares2.7K
Event2026-03-31
Filed2026-04-24
LIT
GLOBAL X FDS
-60.17%
Shares11.9K
Event2026-03-31
Filed2026-04-24
ARKF
ARK ETF TR
-2.25%
Shares20.4K
Event2026-03-31
Filed2026-04-24
AMZN
AMAZON COM INC
-10.54%
Shares3.6K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
BROADCOM INC
-1.71%
Shares2.4K
Event2026-03-31
Filed2026-04-24
HON
HONEYWELL INTL INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
-7.38%
Shares2.4K
Event2026-03-31
Filed2026-04-24
IYW
ISHARES TR
-6.21%
Shares3.6K
Event2026-03-31
Filed2026-04-24
JEPQ
J P MORGAN EXCHANGE TRADED F
-10.05%
Shares10.9K
Event2026-03-31
Filed2026-04-24
SOXL
DIREXION SHARES ETF TRUST
0.00%
Shares9.9K
Event2026-03-31
Filed2026-04-24
ICLN
ISHARES TR
22.94%
Shares24.8K
Event2026-03-31
Filed2026-04-24
HELO
J P MORGAN EXCHANGE TRADED F
-5.78%
Shares6.7K
Event2026-03-31
Filed2026-04-24
SPYX
SPDR SERIES TRUST
-6.47%
Shares7.6K
Event2026-03-31
Filed2026-04-24
META
META PLATFORMS INC
-5.26%
Shares649
Event2026-03-31
Filed2026-04-24
ETFS GOLD TR
ETFS GOLD TR
New
Shares8.2K
Event2026-03-31
Filed2026-04-24
JPM
JPMORGAN CHASE & CO
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-8.52%
Shares988
Event2026-03-31
Filed2026-04-24
VV
VANGUARD INDEX FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
BALT
INNOVATOR ETFS TRUST
-1.89%
Shares9.6K
Event2026-03-31
Filed2026-04-24
GCOW
PACER FDS TR
-4.44%
Shares6.7K
Event2026-03-31
Filed2026-04-24
IVV
ISHARES TR
-0.22%
Shares458
Event2026-03-31
Filed2026-04-24
ASML
ASML HLDG NV
-3.42%
Shares226
Event2026-03-31
Filed2026-04-24
SCHR
SCHWAB STRATEGIC TR
-94.99%
Shares11.8K
Event2026-03-31
Filed2026-04-24
KLIP
KRANESHARES TRUST
3.40%
Shares11.4K
Event2026-03-31
Filed2026-04-24
HFXI
NEW YORK LIFE INVESTMENTS ET
-74.97%
Shares8.0K
Event2026-03-31
Filed2026-04-24
HLAL
LISTED FDS TR
-2.37%
Shares4.5K
Event2026-03-31
Filed2026-04-24
TGRW
T ROWE PRICE ETF INC
-1.20%
Shares6.6K
Event2026-03-31
Filed2026-04-24
GLTR
ABRDN PRECIOUS METALS BASKET
New
Shares1.1K
Event2026-03-31
Filed2026-04-24
AVUV
AMERICAN CENTY ETF TR
-7.18%
Shares2.0K
Event2026-03-31
Filed2026-04-24
SCMB
SCHWAB STRATEGIC TR
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-24
VEA
VANGUARD TAX-MANAGED FDS
-1.54%
Shares3.3K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
-9.05%
Shares724
Event2026-03-31
Filed2026-04-24
SLYG
SPDR SERIES TRUST
-28.55%
Shares2.1K
Event2026-03-31
Filed2026-04-24
VYMI
VANGUARD WHITEHALL FDS
New
Shares2.2K
Event2026-03-31
Filed2026-04-24
COST
COSTCO WHOLESALE CORPORATION
New
Shares204
Event2026-03-31
Filed2026-04-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
BLVD Private Wealth, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo