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

Currently, Turn8 Private Wealth Inc. holds 51 types of securities in its portfolio with a total value $160.0M. In the most recent quarter, they have increased their positions in CNQ (+99.6K shares, valued at $4.8M), PPA (+24.7K shares, valued at $4.1M), VTI (+11.7K shares, valued at $3.8M); decreased their positions in AAPL (-14.3K shares, valued at $3.6M), SPY (-4.3K shares, valued at $2.8M), J (-17.8K shares, valued at $2.3M); initiated new positions in CNQ (+99.6K shares, valued at $4.8M), PPA (+24.7K shares, valued at $4.1M), VTI (+11.7K shares, valued at $3.8M).

1M P&L

+3.5M+2.35%

3M P&L

+4.7M+3.22%

HY P&L

+11.6M+8.26%

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/A59.8M

42.3%

2Internet Retail12.0M

8.5%

3Semiconductors11.7M

8.3%

Top Industries by Stock Count

1N/A20 stocks

43.5%

2Banks - Diversified4 stocks

8.7%

3Internet Retail3 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JEPI JPMORGAN EQT PREM ICM ETF145.4K shares22.06%2026-03-312026-04-27

ALPHABET INC CL-A ALPHABET INC CL-A24.7K shares7.42%2026-03-312026-04-27

MSFT MICROSOFT CORP18.4K shares61.34%2026-03-312026-04-27

TSM TAIWAN SEMICON MAN SP/ADR19.5K shares6.24%2026-03-312026-04-27

LQD ISHARES INVESTMENT GRADE CORPORATE BOND ETF58.1K shares39.80%2026-03-312026-04-27

XLE STATE ST EGY SLCT SCT ETF98.9K shares-20.00%2026-03-312026-04-27

MPC MARATHON PETROLEUM CORP23.3K shares12.20%2026-03-312026-04-27

FXI ISHARES CHINA LRG CAP ETF155.6K shares123.98%2026-03-312026-04-27

Sponsored

WMT WALMART INC43.8K shares9.53%2026-03-312026-04-27

NVDA NVIDIA CORP29.5K shares9.09%2026-03-312026-04-27

RY ROYAL BANK OF CANADA31.4K shares12.37%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC6.0K shares7.40%2026-03-312026-04-27

CNQ CANADIAN NAT RES LTD F99.6K sharesnew addition2026-03-312026-04-27

BABA ALIBABA GROUP HOLDING-ADR37.3K shares70.27%2026-03-312026-04-27

JPM JP MORGAN CHASE & CO15.5K shares17.56%2026-03-312026-04-27

BERKSHIRE HATHAWAY-B-NEW BERKSHIRE HATHAWAY-B-NEW9.3K shares16.32%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC21.1K shares9.90%2026-03-312026-04-27

CCJ CAMECO CORP39.1K shares-19.80%2026-03-312026-04-27

PPA INVESCO AEROSPACE & DEFENSE ETF24.7K sharesnew addition2026-03-312026-04-27

BLACKROCK INC-NEW BLACKROCK INC-NEW4.0K shares14.30%2026-03-312026-04-27

VTI VANGUARD TTL STK MRKT ETF11.7K sharesnew addition2026-03-312026-04-27

JEPQ JP MORG NSDQ EQ PREM ETF66.4K shares2.45%2026-03-312026-04-27

ISTB ISHARES CORE 1-5Y USD BND74.1K shares35.26%2026-03-312026-04-27

V VISA INC CLASS-A11.7K shares15.16%2026-03-312026-04-27

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AGG ISHRS CORE US AGG BND ETF35.6K shares40.86%2026-03-312026-04-27

SLQD ISHARES 0-5 YEAR INVESTMT60.1K shares28.09%2026-03-312026-04-27

PDD PDD HOLDINGS INC ADR28.9K shares18.41%2026-03-312026-04-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC26.3K shares7.73%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC16.9K sharesnew addition2026-03-312026-04-27

EEM ISHARES MSCI EMERGING MARKET45.0K sharesnew addition2026-03-312026-04-27

SGOV ISHS 0-3 MTH TREAS BD ETF20.9K shares32.23%2026-03-312026-04-27

QFIN QIFU HOLDINGS INC ADR137.6K shares11.63%2026-03-312026-04-27

Sponsored

VIG VANGUARD DIV APPR ETF7.7K shares53.14%2026-03-312026-04-27

XLU SELECT SECTOR SPDR TR33.1K shares45.22%2026-03-312026-04-27

BMO BANK OF MONTREAL11.2K shares0.84%2026-03-312026-04-27

BIDU BAIDU INC ADS13.0K sharesnew addition2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF31.6K sharesnew addition2026-03-312026-04-27

PCAR PACCAR INC10.2K shares60.49%2026-03-312026-04-27

SPY STATE STREET SPDR ETF1.7K shares-72.02%2026-03-312026-04-27

J JACOB SOLUTIONS INC8.1K shares-68.83%2026-03-312026-04-27

Sponsored

ABT ABBOTT LABORATORIES .10.0K sharesnew addition2026-03-312026-04-27

AAPL APPLE INC3.5K shares-80.40%2026-03-312026-04-27

EFA ISHARES MSCI EAFE ETF5.9K shares27.44%2026-03-312026-04-27

JPST JP MORG ULT-SHRT INCM ETF9.5K sharesnew addition2026-03-312026-04-27

ITOT ISHARES CORE S&P TOTAL US2.9K shares31.64%2026-03-312026-04-27

ALPHABET INC CL-C ALPHABET INC CL-C1.4K sharesnew addition2026-03-312026-04-27

TD TORONTO DOMINION BANK4.1K sharesnew addition2026-03-312026-04-27

META META PLATFORMS INC CL-A496 shares-34.99%2026-03-312026-04-27

Sponsored

BND VANGUARD TOTAL BND MK ETF3.6K shares22.81%2026-03-312026-04-27

SHOP SHOPIFY INC CL-A SVS1.7K shares0.00%2026-03-312026-04-27

ABVE ABOVE FOOD INGREDIENTS26.3K sharesnew addition2026-03-312026-04-27

JEPI

JPMORGAN EQT PREM ICM ETF

22.06%

Shares145.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC CL-A

7.42%

Shares24.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

61.34%

Shares18.4K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICON MAN SP/ADR

6.24%

Shares19.5K

Event2026-03-31

Filed2026-04-27

LQD

ISHARES INVESTMENT GRADE CORPORATE BOND ETF

39.80%

Shares58.1K

Event2026-03-31

Filed2026-04-27

XLE

STATE ST EGY SLCT SCT ETF

-20.00%

Shares98.9K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETROLEUM CORP

12.20%

Shares23.3K

Event2026-03-31

Filed2026-04-27

FXI

ISHARES CHINA LRG CAP ETF

123.98%

Shares155.6K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

9.53%

Shares43.8K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORP

9.09%

Shares29.5K

Event2026-03-31

Filed2026-04-27

ROYAL BANK OF CANADA

12.37%

Shares31.4K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

7.40%

Shares6.0K

Event2026-03-31

Filed2026-04-27

CNQ

CANADIAN NAT RES LTD F

New

Shares99.6K

Event2026-03-31

Filed2026-04-27

BABA

ALIBABA GROUP HOLDING-ADR

70.27%

Shares37.3K

Event2026-03-31

Filed2026-04-27

JPM

JP MORGAN CHASE & CO

17.56%

Shares15.5K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY-B-NEW

16.32%

Shares9.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

9.90%

Shares21.1K

Event2026-03-31

Filed2026-04-27

CCJ

CAMECO CORP

-19.80%

Shares39.1K

Event2026-03-31

Filed2026-04-27

PPA

INVESCO AEROSPACE & DEFENSE ETF

New

Shares24.7K

Event2026-03-31

Filed2026-04-27

BLACKROCK INC-NEW

14.30%

Shares4.0K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD TTL STK MRKT ETF

New

Shares11.7K

Event2026-03-31

Filed2026-04-27

JEPQ

JP MORG NSDQ EQ PREM ETF

2.45%

Shares66.4K

Event2026-03-31

Filed2026-04-27

ISTB

ISHARES CORE 1-5Y USD BND

35.26%

Shares74.1K

Event2026-03-31

Filed2026-04-27

VISA INC CLASS-A

15.16%

Shares11.7K

Event2026-03-31

Filed2026-04-27

AGG

ISHRS CORE US AGG BND ETF

40.86%

Shares35.6K

Event2026-03-31

Filed2026-04-27

SLQD

ISHARES 0-5 YEAR INVESTMT

28.09%

Shares60.1K

Event2026-03-31

Filed2026-04-27

PDD

PDD HOLDINGS INC ADR

18.41%

Shares28.9K

Event2026-03-31

Filed2026-04-27

APOLLO GLOBAL MGMT INC

7.73%

Shares26.3K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

New

Shares16.9K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES MSCI EMERGING MARKET

New

Shares45.0K

Event2026-03-31

Filed2026-04-27

SGOV

ISHS 0-3 MTH TREAS BD ETF

32.23%

Shares20.9K

Event2026-03-31

Filed2026-04-27

QFIN

QIFU HOLDINGS INC ADR

11.63%

Shares137.6K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD DIV APPR ETF

53.14%

Shares7.7K

Event2026-03-31

Filed2026-04-27

XLU

SELECT SECTOR SPDR TR

45.22%

Shares33.1K

Event2026-03-31

Filed2026-04-27

BMO

BANK OF MONTREAL

0.84%

Shares11.2K

Event2026-03-31

Filed2026-04-27

BIDU

BAIDU INC ADS

New

Shares13.0K

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares31.6K

Event2026-03-31

Filed2026-04-27

PCAR

PACCAR INC

60.49%

Shares10.2K

Event2026-03-31

Filed2026-04-27

SPY

STATE STREET SPDR ETF

-72.02%

Shares1.7K

Event2026-03-31

Filed2026-04-27

JACOB SOLUTIONS INC

-68.83%

Shares8.1K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES .

New

Shares10.0K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-80.40%

Shares3.5K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES MSCI EAFE ETF

27.44%

Shares5.9K

Event2026-03-31

Filed2026-04-27

JPST

JP MORG ULT-SHRT INCM ETF

New

Shares9.5K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES CORE S&P TOTAL US

31.64%

Shares2.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC CL-C

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

TORONTO DOMINION BANK

New

Shares4.1K

Event2026-03-31

Filed2026-04-27