Turn8 Private Wealth

Turn8 Private Wealth as of March 31, 2025

Portfolio Holdings for Turn8 Private Wealth

Turn8 Private Wealth holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jpmorgan Eqt Prem Icm Etf Etf (JEPI) 4.5 $5.8M 101k 57.12
Energy Select Sec Spdr Etf (XLE) 4.5 $5.7M 61k 93.62
Ishares Investment Grade Corporate Bond Etf Etf (LQD) 3.9 $5.0M 46k 108.76
Microsoft Corporation (MSFT) 3.2 $4.1M 11k 375.56
Berkshire Hathaway (BRK.B) 3.1 $4.0M 7.4k 532.58
Apple (AAPL) 2.9 $3.7M 17k 222.13
Waste Management (WM) 2.9 $3.7M 16k 231.51
JPMorgan Chase & Co. (JPM) 2.8 $3.6M 15k 245.30
Amazon (AMZN) 2.8 $3.5M 19k 190.26
Rbc Cad (RY) 2.7 $3.5M 31k 112.69
Wal-Mart Stores (WMT) 2.7 $3.4M 39k 87.79
Costco Wholesale Corporation (COST) 2.6 $3.4M 3.6k 945.78
Goldman Sachs (GS) 2.6 $3.4M 6.2k 546.29
Alphabet Inc Class A cs (GOOGL) 2.6 $3.4M 22k 154.64
Lockheed Martin Corporation (LMT) 2.6 $3.3M 7.5k 446.71
Union Pacific Corporation (UNP) 2.6 $3.3M 14k 236.24
Visa (V) 2.6 $3.3M 9.5k 350.46
NVIDIA Corporation (NVDA) 2.6 $3.3M 30k 108.38
Blackrock (BLK) 2.5 $3.2M 3.4k 946.48
Marathon Petroleum Corp (MPC) 2.5 $3.2M 22k 145.69
Apollo Global Mgmt (APO) 2.5 $3.2M 23k 136.94
Accenture (ACN) 2.4 $3.0M 9.7k 312.04
Taiwan Semiconductor Mfg (TSM) 2.4 $3.0M 18k 166.00
Ishares Core Us Agg Bd Et Etf (AGG) 2.3 $3.0M 30k 99.85
Camden Property Trust (CPT) 2.3 $3.0M 24k 122.30
Jacobs Engineering Group (J) 2.3 $2.9M 24k 120.89
Jp Morg Nsdq Eq Prem Etf Etf (JEPQ) 2.3 $2.9M 57k 51.78
Canadian Natural Resources (CNQ) 2.2 $2.8M 91k 30.78
Equinix (EQIX) 2.2 $2.8M 3.4k 815.35
Ishares Core 1-5y Usd Bnd Etf (ISTB) 2.1 $2.7M 56k 48.39
Cameco Corporation (CCJ) 2.1 $2.7M 65k 41.18
Cgi Inc Cl-a Sub Vtg Cl A (GIB) 2.0 $2.6M 26k 99.87
Prologis (PLD) 2.0 $2.6M 23k 111.79
Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) 2.0 $2.5M 70k 36.13
Adobe Systems Incorporated (ADBE) 1.9 $2.5M 6.4k 383.53
Ishares 0-5 Year Investmt Etf (SLQD) 1.8 $2.3M 46k 50.28
Vanguard Div Appr Etf Etf (VIG) 1.3 $1.7M 8.4k 196.52
Bank Of Montreal Cadcom (BMO) 0.8 $1.0M 11k 95.53
Alibaba Group Holding- Sponsored ADR (BABA) 0.6 $727k 5.5k 132.23
Sector Spdr Tr- Utilities Etf (XLU) 0.6 $723k 9.2k 78.85
Spdr S&p 500 Etf Etf (SPY) 0.5 $646k 1.2k 559.39
Paccar (PCAR) 0.4 $454k 4.7k 97.37
Ishares Msci Canada Etf Etf (EWC) 0.3 $354k 8.7k 40.75
Jpmorgan Ultra Short Income Etf Etf (JPST) 0.3 $330k 6.5k 50.63
Shopify Inc cl a (SHOP) 0.2 $302k 3.2k 95.17
Ishares Msci Eafe Etf Etf (EFA) 0.2 $286k 3.5k 81.73
Ishares Core S&p Total Us Etf (ITOT) 0.2 $263k 2.2k 122.01
Vanguard Total Bnd Mrkt Etf (BND) 0.2 $223k 3.0k 73.45
Invesco Qqq Trust Etf Etf (QQQ) 0.2 $211k 450.00 468.92
Abbvie (ABBV) 0.2 $210k 1.0k 209.52
Ishares Msci Emg Mrk Indx Etf (EEM) 0.2 $205k 4.7k 43.70