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CIK: 0002070026
Total reported value
$149.9M
$149.9M
45 檔
20.7%
According to the latest 13F quarterly dataset, Turn8 Private Wealth Inc. managed an equity portfolio of $149.9M at the end of Q4 2024, spanning 45 distinct U.S. exchange-listed positions.
During Q4 2024, Turn8 Private Wealth Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.10% | -0.22% | — | |
| 2 | XLI | Ss Industrial Select Sector | ETF-Other | 4.80% | — | — | |
| 3 | XLE | Ss Energy Select Sector | ETF-Other | 4.64% | -0.73% | — | |
| 4 | RY | Royal Bank Of Canada | Stock-Financials | 3.33% | +0.96% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | +0.35% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | +1.98% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.11% | +0.52% | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.09% | -1.14% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | +1.00% | — | |
| 10 | APO | Apollo Global Management Inc | Stock-Financials | 2.87% | -0.93% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.08% | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.69% | -0.26% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.67% | -0.73% | — | |
| 14 | GIB | Cgi Inc | Stock-Tech | 2.62% | — | — | |
| 15 | CNQ | Canadian Natural Resources | Stock-Energy | 2.60% | -0.11% | — | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.53% | +1.07% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | +0.25% | — | |
| 18 | CCJ | Cameco CORP | Stock-Energy | 2.49% | -0.27% | — | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.46% | +0.47% | — | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.45% | — | — | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 2.40% | +0.05% | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.36% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.35% | +0.06% | — | |
| 24 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.32% | — | — | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 2.27% | — | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 2.25% | — | — | |
| 27 | J | Jacobs Solutions Inc | Stock-Industrials | 2.15% | -0.64% | EXIT | |
| 28 | ACN | Accenture plc | Stock-Tech | 2.12% | — | — | |
| 29 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.02% | -0.10% | — | |
| 30 | PLD | Prologis Inc | Stock-Real Estate | 1.95% | — | — | |
| 31 | CPT | Camden Property Trust | Stock-Real Estate | 1.93% | — | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.83% | -0.62% | — | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.63% | -0.62% | — | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.62% | — | — | |
| 35 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.59% | -0.51% | — | |
| 36 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 1.44% | — | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.33% | -0.13% | — | |
| 38 | BMO | Bank Of Montreal | Stock-Financials | 1.08% | +0.38% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | -0.90% | — | |
| 40 | PCAR | Paccar Inc | Stock-Industrials | 0.32% | -0.74% | EXIT | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.25% | -0.13% | EXIT | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.13% | NEW | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | -0.05% | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | -0.07% | — | |
| 45 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.15% | +0.13% | NEW |
According to official SEC Form 13F filings, Turn8 Private Wealth Inc. reported a total U.S. public equity portfolio value of $149.9M across 45 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JEPI, XLI, XLE) accounted for 20.7% of total reported equity market value during Q4 2024.
During Q4 2024, Turn8 Private Wealth Inc.'s top holdings by market value included JEPI (6.1%)、XLI (4.8%)、XLE (4.6%). The largest single position, JEPI, represented 6.1% of total portfolio value.
In Q4 2024, Turn8 Private Wealth Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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