Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TT
-0.37%TRANE TECHNOLOGIES PLC
Shares63.4K
Event2026-03-31
Filed2026-04-24
IR
-1.41%INGERSOLL RAND INC
Shares87.0K
Event2026-03-31
Filed2026-04-24
PBFR
28.67%PGIM ROCK ETF TR
Shares195.4K
Event2026-03-31
Filed2026-04-24
BWZ
NewSPDR SERIES TRUST
Shares208.0K
Event2026-03-31
Filed2026-04-24
AVDE
0.26%AMERICAN CENTY ETF TR
Shares62.2K
Event2026-03-31
Filed2026-04-24
RSSB
-9.86%TIDAL TRUST II
Shares173.1K
Event2026-03-31
Filed2026-04-24
AVUS
-8.24%AMERICAN CENTY ETF TR
Shares40.3K
Event2026-03-31
Filed2026-04-24
SMH
-17.08%VANECK ETF TRUST
Shares10.0K
Event2026-03-31
Filed2026-04-24
IBUF
12.00%INNOVATOR ETFS TRUST
Shares105.1K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
-4.41%INVESCO QQQ TR
Shares4.6K
Event2026-03-31
Filed2026-04-24
HARD
NewSIMPLIFY EXCHANGE TRADED FUN
Shares66.8K
Event2026-03-31
Filed2026-04-24
SPY
-2.07%STATE STR SPDR S&P 500 ETF T
Shares3.6K
Event2026-03-31
Filed2026-04-24
DIA
-11.36%STATE STR SPDR DOW JONES IND
Shares4.7K
Event2026-03-31
Filed2026-04-24
KBUF
5.07%KRANESHARES TRUST
Shares67.2K
Event2026-03-31
Filed2026-04-24
SCHG
-0.26%SCHWAB STRATEGIC TR
Shares63.7K
Event2026-03-31
Filed2026-04-24
AVRE
-1.52%AMERICAN CENTY ETF TR
Shares41.8K
Event2026-03-31
Filed2026-04-24
UPS
-20.09%UNITED PARCEL SVCS INC
Shares18.1K
Event2026-03-31
Filed2026-04-24
EBUF
6.85%INNOVATOR ETFS TRUST
Shares59.2K
Event2026-03-31
Filed2026-04-24
JTEK
9.87%J P MORGAN EXCHANGE TRADED F
Shares21.9K
Event2026-03-31
Filed2026-04-24
VTV
17.50%VANGUARD INDEX FDS
Shares8.6K
Event2026-03-31
Filed2026-04-24
AVEM
-9.77%AMERICAN CENTY ETF TR
Shares20.1K
Event2026-03-31
Filed2026-04-24
QQQM
26.04%INVESCO EXCH TRADED FD TR II
Shares6.4K
Event2026-03-31
Filed2026-04-24
SCHD
-6.64%SCHWAB STRATEGIC TR
Shares48.9K
Event2026-03-31
Filed2026-04-24
NVDA
-4.30%NVIDIA CORPORATION
Shares8.3K
Event2026-03-31
Filed2026-04-24
AIA
NewISHARES TR
Shares12.8K
Event2026-03-31
Filed2026-04-24
CTEC
75.01%GLOBAL X FDS
Shares23.0K
Event2026-03-31
Filed2026-04-24
FIW
NewFIRST TR EXCHANGE-TRADED FD
Shares12.5K
Event2026-03-31
Filed2026-04-24
AAPL
-9.41%APPLE INC
Shares4.8K
Event2026-03-31
Filed2026-04-24
ALLE
0.00%ALLEGION PLC
Shares7.6K
Event2026-03-31
Filed2026-04-24
MSFT
-13.80%MICROSOFT CORP
Shares2.7K
Event2026-03-31
Filed2026-04-24
LIT
-60.17%GLOBAL X FDS
Shares11.9K
Event2026-03-31
Filed2026-04-24
ARKF
-2.25%ARK ETF TR
Shares20.4K
Event2026-03-31
Filed2026-04-24
AMZN
-10.54%AMAZON COM INC
Shares3.6K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
-1.71%BROADCOM INC
Shares2.4K
Event2026-03-31
Filed2026-04-24
HON
0.00%HONEYWELL INTL INC
Shares3.1K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
-7.38%ALPHABET INC
Shares2.4K
Event2026-03-31
Filed2026-04-24
IYW
-6.21%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-24
JEPQ
-10.05%J P MORGAN EXCHANGE TRADED F
Shares10.9K
Event2026-03-31
Filed2026-04-24
SOXL
0.00%DIREXION SHARES ETF TRUST
Shares9.9K
Event2026-03-31
Filed2026-04-24
ICLN
22.94%ISHARES TR
Shares24.8K
Event2026-03-31
Filed2026-04-24
HELO
-5.78%J P MORGAN EXCHANGE TRADED F
Shares6.7K
Event2026-03-31
Filed2026-04-24
SPYX
-6.47%SPDR SERIES TRUST
Shares7.6K
Event2026-03-31
Filed2026-04-24
META
-5.26%META PLATFORMS INC
Shares649
Event2026-03-31
Filed2026-04-24
ETFS GOLD TR
NewETFS GOLD TR
Shares8.2K
Event2026-03-31
Filed2026-04-24
JPM
0.00%JPMORGAN CHASE & CO
Shares1.2K
Event2026-03-31
Filed2026-04-24
TSM
-8.52%TAIWAN SEMICONDUCTOR MANUFAC
Shares988
Event2026-03-31
Filed2026-04-24
VV
0.00%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-04-24
BALT
-1.89%INNOVATOR ETFS TRUST
Shares9.6K
Event2026-03-31
Filed2026-04-24
GCOW
-4.44%PACER FDS TR
Shares6.7K
Event2026-03-31
Filed2026-04-24
IVV
-0.22%ISHARES TR
Shares458
Event2026-03-31
Filed2026-04-24
ASML
-3.42%ASML HLDG NV
Shares226
Event2026-03-31
Filed2026-04-24
SCHR
-94.99%SCHWAB STRATEGIC TR
Shares11.8K
Event2026-03-31
Filed2026-04-24
KLIP
3.40%KRANESHARES TRUST
Shares11.4K
Event2026-03-31
Filed2026-04-24
HFXI
-74.97%NEW YORK LIFE INVESTMENTS ET
Shares8.0K
Event2026-03-31
Filed2026-04-24
HLAL
-2.37%LISTED FDS TR
Shares4.5K
Event2026-03-31
Filed2026-04-24
TGRW
-1.20%T ROWE PRICE ETF INC
Shares6.6K
Event2026-03-31
Filed2026-04-24
GLTR
NewABRDN PRECIOUS METALS BASKET
Shares1.1K
Event2026-03-31
Filed2026-04-24
AVUV
-7.18%AMERICAN CENTY ETF TR
Shares2.0K
Event2026-03-31
Filed2026-04-24
SCMB
0.00%SCHWAB STRATEGIC TR
Shares8.3K
Event2026-03-31
Filed2026-04-24
VEA
-1.54%VANGUARD TAX-MANAGED FDS
Shares3.3K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
-9.05%ALPHABET INC
Shares724
Event2026-03-31
Filed2026-04-24
SLYG
-28.55%SPDR SERIES TRUST
Shares2.1K
Event2026-03-31
Filed2026-04-24
VYMI
NewVANGUARD WHITEHALL FDS
Shares2.2K
Event2026-03-31
Filed2026-04-24
COST
NewCOSTCO WHOLESALE CORPORATION
Shares204
Event2026-03-31
Filed2026-04-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available