The Analysis of BLVD Private Wealth, LLC's Holdings


Currently, BLVD Private Wealth, LLC holds 76 types of securities in its portfolio with a total value $116.6M. In the most recent quarter, they have increased their positions in TT (+8.5K shares, valued at $3.6M), PBFR (+111.5K shares, valued at $3.2M), CTEC (+14.5K shares, valued at $727.1K); decreased their positions in HELO (-27.9K shares, valued at $1.8M), LIT (-11.3K shares, valued at $644.1K), SMH (-1.6K shares, valued at $531.6K); initiated new positions in PBFR (+111.5K shares, valued at $3.2M), CTEC (+14.5K shares, valued at $727.1K), BALT (+9.5K shares, valued at $310.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TT TRANE TECHNOLOGIES PLC63.6K shares15.34%2025-09-302025-10-29history
IR INGERSOLL RAND INC88.2K shares0.00%2025-09-302025-10-29history
RSSB TIDAL TRUST II195.2K shares1.34%2025-09-302025-10-29history
SCHR SCHWAB STRATEGIC TR212.7K shares12.68%2025-09-302025-10-29history
AVUS AMERICAN CENTY ETF TR45.0K shares3.14%2025-09-302025-10-29history
AVDE AMERICAN CENTY ETF TR61.6K shares4.37%2025-09-302025-10-29history
SMH VANECK ETF TRUST12.5K shares-11.50%2025-09-302025-10-29history
PBFR PGIM ROCK ETF TR111.5K sharesnew addition2025-09-302025-10-29history
Sponsored
QQQ INVESCO QQQ TR5.0K shares-3.74%2025-09-302025-10-29history
IBUF INNOVATOR ETFS TRUST90.4K shares38.70%2025-09-302025-10-29history
DIA SPDR DOW JONES INDL AVERAGE5.4K shares-1.38%2025-09-302025-10-29history
SPY SPDR S&P 500 ETF TR3.7K shares-2.99%2025-09-302025-10-29history
KBUF KRANESHARES TRUST66.3K shares-9.61%2025-09-302025-10-29history
SCHG SCHWAB STRATEGIC TR65.8K shares-3.83%2025-09-302025-10-29history
AVRE AMERICAN CENTY ETF TR43.0K shares10.22%2025-09-302025-10-29history
UPS UNITED PARCEL SERVICE INC22.8K shares55.33%2025-09-302025-10-29history
Sponsored
JTEK J P MORGAN EXCHANGE TRADED F20.2K shares-12.68%2025-09-302025-10-29history
LIT GLOBAL X FDS32.4K shares-25.91%2025-09-302025-10-29history
AVEM AMERICAN CENTY ETF TR22.1K shares2.44%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION8.8K shares-2.50%2025-09-302025-10-29history
MSFT MICROSOFT CORP3.2K shares0.60%2025-09-302025-10-29history
EBUF INNOVATOR ETFS TRUST51.5K shares40.79%2025-09-302025-10-29history
SCHD SCHWAB STRATEGIC TR50.8K shares1.06%2025-09-302025-10-29history
AAPL APPLE INC5.4K shares-0.02%2025-09-302025-10-29history
Sponsored
ALLE ALLEGION PLC7.6K shares0.00%2025-09-302025-10-29history
ARKF ARK ETF TR21.0K shares-20.01%2025-09-302025-10-29history
QQQM INVESCO EXCH TRADED FD TR II4.8K shares18.84%2025-09-302025-10-29history
VTV VANGUARD INDEX FDS6.3K shares38.42%2025-09-302025-10-29history
HFXI NEW YORK LIFE INVESTMENTS ET31.2K shares113.81%2025-09-302025-10-29history
AMZN AMAZON COM INC4.1K shares-4.43%2025-09-302025-10-29history
AVGO BROADCOM INC2.4K shares0.92%2025-09-302025-10-29history
IYW ISHARES TR3.8K shares-5.12%2025-09-302025-10-29history
Sponsored
CTEC GLOBAL X FDS14.5K sharesnew addition2025-09-302025-10-29history
JEPQ J P MORGAN EXCHANGE TRADED F11.9K shares14.32%2025-09-302025-10-29history
GOOG ALPHABET INC2.8K shares-6.34%2025-09-302025-10-29history
HON HONEYWELL INTL INC3.1K shares-0.81%2025-09-302025-10-29history
THNQ EXCHANGE TRADED CONCEPTS TRU10.0K shares-14.47%2025-09-302025-10-29history
SPYX SPDR SERIES TRUST10.0K shares-7.48%2025-09-302025-10-29history
META META PLATFORMS INC711 shares-2.34%2025-09-302025-10-29history
HELO J P MORGAN EXCHANGE TRADED F7.6K shares-78.61%2025-09-302025-10-29history
Sponsored
VV VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-29history
XLK SELECT SECTOR SPDR TR1.4K shares-6.41%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.1.2K shares0.00%2025-09-302025-10-29history
SOXL DIREXION SHS ETF TR9.9K shares0.00%2025-09-302025-10-29history
KLIP KRANESHARES TRUST10.4K shares11.76%2025-09-302025-10-29history
GTO INVESCO ACTIVELY MANAGED EXC7.0K shares-58.95%2025-09-302025-10-29history
BUFF INNOVATOR ETFS TRUST6.6K shares0.55%2025-09-302025-10-29history
OCTQ INNOVATOR ETFS TRUST13.2K shares26.38%2025-09-302025-10-29history
Sponsored
NOCT INNOVATOR ETFS TRUST5.5K shares-3.93%2025-09-302025-10-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares-12.54%2025-09-302025-10-29history
ICLN ISHARES TR20.2K shares-49.97%2025-09-302025-10-29history
BALT INNOVATOR ETFS TRUST9.5K sharesnew addition2025-09-302025-10-29history
TGRW T ROWE PRICE ETF INC6.7K shares-2.88%2025-09-302025-10-29history
IVV ISHARES TR452 shares-2.16%2025-09-302025-10-29history
SLYG SPDR SERIES TRUST3.1K shares-2.90%2025-09-302025-10-29history
HLAL LISTED FDS TR4.6K shares-10.29%2025-09-302025-10-29history
Sponsored
GCOW PACER FDS TR6.5K sharesnew addition2025-09-302025-10-29history
MA MASTERCARD INCORPORATED437 shares-7.61%2025-09-302025-10-29history
V VISA INC713 shares-5.94%2025-09-302025-10-29history
QTOC INNOVATOR ETFS TRUST7.2K shares-16.79%2025-09-302025-10-29history
RACE FERRARI N V492 shares-1.60%2025-09-302025-10-29history
ASML ASML HOLDING N V234 shares-7.14%2025-09-302025-10-29history
SE SEA LTD1.3K shares0.32%2025-09-302025-10-29history
SPOT SPOTIFY TECHNOLOGY S A312 shares-1.27%2025-09-302025-10-29history
Sponsored
BUFB INNOVATOR ETFS TRUST6.1K shares-26.42%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW232 shares-2.93%2025-09-302025-10-29history
IAPR INNOVATOR ETFS TRUST7.1K shares-30.87%2025-09-302025-10-29history
RSP INVESCO EXCHANGE TRADED FD T1.1K shares-2.52%2025-09-302025-10-29history
XBJL INNOVATOR ETFS TRUST5.7K shares-29.13%2025-09-302025-10-29history
DSI ISHARES TR1.7K sharesnew addition2025-09-302025-10-29history
AVUV AMERICAN CENTY ETF TR2.1K shares-8.73%2025-09-302025-10-29history
NOW SERVICENOW INC226 shares-2.16%2025-09-302025-10-29history
Sponsored
GOOGL ALPHABET INC855 sharesnew addition2025-09-302025-10-29history
AVLC AMERICAN CENTY ETF TR2.7K shares-18.08%2025-09-302025-10-29history
SHOP SHOPIFY INC1.4K sharesnew addition2025-09-302025-10-29history
AXP AMERICAN EXPRESS CO609 sharesnew addition2025-09-302025-10-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available