The Analysis of Turn8 Private Wealth Inc.'s Holdings
Currently, Turn8 Private Wealth Inc. holds 44 types of securities in its portfolio with a total value $139.3M. In the most recent quarter, they have increased their positions in N/A (+6.7K shares, valued at $598.2K), SGOV (+5.1K shares, valued at $518.5K), JEPQ (+8.3K shares, valued at $456.6K); decreased their positions in SPY (-5.0K shares, valued at $3.3M), CCJ (-5.9K shares, valued at $494.8K), UNP (-1.7K shares, valued at $399.7K); initiated new positions in N/A (+6.7K shares, valued at $598.2K), N/A (+34.0K shares, valued at $332.7K), SHOP (+1.7K shares, valued at $259.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JEPI JPMORGAN EQT PREM ICM ETF119.6K shares0.39%2025-09-302025-11-07
MSFT MICROSOFT CORP11.3K shares-1.02%2025-09-302025-11-07 XLE ENERGY SELECT SEC SPDR61.8K shares0.00%2025-09-302025-11-07 GOOGL ALPHABET INC CL-A22.4K shares-4.37%2025-09-302025-11-07 TSM TAIWAN SEMICON MAN SP/ADR18.4K shares-2.64%2025-09-302025-11-07 NVDA NVIDIA CORP26.9K shares-3.29%2025-09-302025-11-07 LQD ISHARES INVESTMENT GRADE CORPORATE BOND ETF42.9K shares-7.13%2025-09-302025-11-07 RY ROYAL BANK OF CANADA31.8K shares2.42%2025-09-302025-11-07 AAPL APPLE INC17.9K shares-1.07%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC5.6K shares-2.49%2025-09-302025-11-07 AMZN AMAZON COM INC19.2K shares-1.45%2025-09-302025-11-07 JPM JP MORGAN CHASE & CO13.3K shares-2.02%2025-09-302025-11-07 WMT WALMART INC40.1K shares0.96%2025-09-302025-11-07 BLK BLACKROCK INC-NEW3.5K shares-1.87%2025-09-302025-11-07 CCJ CAMECO CORP48.8K shares-10.78%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP8.2K shares7.63%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY-B-NEW8.0K shares5.46%2025-09-302025-11-07 MPC MARATHON PETROLEUM CORP20.8K shares4.07%2025-09-302025-11-07 J JACOB SOLUTIONS INC26.0K shares-1.70%2025-09-302025-11-07 BABA ALIBABA GROUP HOLDING-ADR21.6K shares4.23%2025-09-302025-11-07 SPY SPDR S&P 500 ETF5.8K shares-46.46%2025-09-302025-11-07 WM WASTE MANAGEMENT INC16.9K shares4.67%2025-09-302025-11-07 COST COSTCO WHOLESALE CORP3.9K shares5.86%2025-09-302025-11-07 JEPQ JP MORG NSDQ EQ PREM ETF64.8K shares14.62%2025-09-302025-11-07 V VISA INC CLASS-A10.2K shares3.62%2025-09-302025-11-07 APO APOLLO GLOBAL MGMT INC24.9K shares4.15%2025-09-302025-11-07 PDD PDD HOLDINGS INC ADR24.4K shares0.10%2025-09-302025-11-07 UNP UNION PACIFIC CORP13.1K shares-11.42%2025-09-302025-11-07 FXI ISHARES CHINA LRG CAP ETF69.7K shares2.29%2025-09-302025-11-07 ISTB ISHARES CORE 1-5Y USD BND54.8K shares-5.50%2025-09-302025-11-07 AGG ISHRS CORE US AGG BND ETF25.0K shares-13.07%2025-09-302025-11-07 SLQD ISHARES 0-5 YEAR INVESTMT47.1K shares-4.99%2025-09-302025-11-07 SGOV ISHS 0-3 MTH TREAS BD ETF15.4K shares50.30%2025-09-302025-11-07 BMO BANK OF MONTREAL11.0K shares1.04%2025-09-302025-11-07 VIG VANGUARD DIV APPR ETF5.0K shares-0.69%2025-09-302025-11-07 XLU SECTOR SPDR TR- UTILITIES11.5K shares-1.58%2025-09-302025-11-07 PCAR PACCAR INC6.4K shares-8.09%2025-09-302025-11-07 EFA ISHARES MSCI EAFE ETF5.1K shares14.15%2025-09-302025-11-07 ITOT ISHARES CORE S&P TOTAL US2.2K shares1.24%2025-09-302025-11-07 SHOP SHOPIFY INC CL-A SVS1.7K sharesnew addition2025-09-302025-11-07 PLTR PALANTIR TECHS INC CL-A1.2K sharesnew addition2025-09-302025-11-07 BND VANGUARD TOTAL BND MK ETF2.9K shares-1.85%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available