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CIK: 0002070026
Total reported value
$149.9M
$149.9M
51 檔
16.4%
As reported in its official Q1 2025 Form 13F filing, Turn8 Private Wealth Inc.'s tracked investment portfolio stood at $149.9M with 51 total positions.
In Q1 2025, Turn8 Private Wealth Inc. displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.52% | -0.22% | -32.59% | |
| 2 | XLE | Ss Energy Select Sector | ETF-Other | 4.47% | -0.73% | -19.51% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.94% | -1.14% | +13.98% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | +1.98% | +3.19% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.09% | +0.06% | +1.91% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.89% | -0.08% | +9.27% | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 2.88% | — | +1.18% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | +0.25% | -0.49% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | +0.52% | -6.28% | |
| 10 | RY | Royal Bank Of Canada | Stock-Financials | 2.74% | +0.96% | +13.30% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.69% | -0.26% | -6.12% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.64% | — | -0.89% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.64% | +0.47% | +2.45% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +1.00% | +2.20% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.62% | — | +5.83% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 2.61% | — | +2.02% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | -0.73% | -20.21% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.35% | -9.96% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 2.52% | +0.05% | +4.02% | |
| 20 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.47% | -0.10% | +7.12% | |
| 21 | APO | Apollo Global Management Inc | Stock-Financials | 2.46% | -0.93% | -5.69% | |
| 22 | ACN | Accenture plc | Stock-Tech | 2.36% | — | +14.50% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.36% | +1.07% | +0.93% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.35% | -0.62% | +13.11% | |
| 25 | CPT | Camden Property Trust | Stock-Real Estate | 2.31% | — | +3.51% | |
| 26 | J | Jacobs Solutions Inc | Stock-Industrials | 2.30% | -0.64% | EXIT | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.29% | +0.41% | — | |
| 28 | CNQ | Canadian Natural Resources | Stock-Energy | 2.20% | -0.11% | +9.69% | |
| 29 | EQIX | Equinix Inc | Stock-Real Estate | 2.19% | — | — | |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.10% | -0.62% | +16.11% | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 2.08% | -0.27% | +35.43% | |
| 32 | GIB | Cgi Inc | Stock-Tech | 2.03% | — | +9.34% | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 2.02% | — | -10.76% | |
| 34 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 1.96% | — | +44.97% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 1.93% | — | +25.31% | |
| 36 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.81% | -0.51% | +2.43% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.29% | -0.13% | -11.69% | |
| 38 | BMO | Bank Of Montreal | Stock-Financials | 0.81% | +0.38% | — | |
| 39 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.57% | -0.36% | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | -0.31% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.23% | — | |
| 42 | PCAR | Paccar Inc | Stock-Industrials | 0.35% | -0.74% | EXIT | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.28% | +0.13% | NEW | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.26% | -0.14% | — | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.24% | -0.13% | EXIT | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.22% | +0.04% | — | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | -0.05% | — | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.07% | +0.66% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | — | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.13% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.9% | +13.98% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +1.91% | Add |
| 3 | WM | Waste Management Inc | +0.6% | +1.18% | Add |
| 4 | BIPC | Brookfield Infrastructure-a | +0.5% | +44.97% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.5% | +13.11% | Add |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.5% | +16.11% | Add |
| 7 | MPC | Marathon Petroleum CORP | +0.5% | +7.12% | Add |
| 8 | CPT | Camden Property Trust | +0.4% | +3.51% | Add |
| 9 | UNP | Union Pacific CORP | +0.4% | +2.02% | Add |
| 10 | ADBE | Adobe Inc | +0.3% | +25.31% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | -0.49% | Trim |
| 12 | COST | Costco Wholesale CORP | +0.3% | -0.89% | Trim |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.2% | +2.43% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | +2.45% | Add |
| 15 | AAPL | Apple Inc | +0.2% | +9.27% | Add |
| 16 | LMT | Lockheed Martin CORP | +0.2% | +5.83% | Add |
| 17 | J | Jacobs Solutions Inc | +0.2% | +7.52% | Add |
| 18 | EWC | Ishares Msci Canada ETF | +0.1% | +67.52% | Add |
| 19 | BLK | Blackrock Inc | +0.1% | +4.02% | Add |
| 20 | PLD | Prologis Inc | +0.1% | -10.76% | Trim |
| 21 | MSFT | Microsoft CORP | 0% | +3.19% | Add |
| 22 | WMT | Walmart Inc | — | -6.12% | Trim |
| 23 | SHOP | Shopify Inc - Class A | 0% | -1.85% | Trim |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | -11.69% | Trim |
| 25 | V | Visa Inc-class A Shares | -0.1% | -20.21% | Trim |
| 26 | ABBV | Abbvie Inc | -0.1% | -45.36% | Trim |
| 27 | XLE | Ss Energy Select Sector | -0.2% | -19.51% | Trim |
| 28 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | +0.93% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.20% | Add |
| 30 | BMO | Bank Of Montreal | -0.3% | — | Unchanged |
| 31 | AMZN | Amazon.com Inc | -0.3% | -6.28% | Trim |
| 32 | CNQ | Canadian Natural Resources | -0.4% | +9.69% | Add |
| 33 | APO | Apollo Global Management Inc | -0.4% | -5.69% | Trim |
| 34 | CCJ | Cameco CORP | -0.4% | +35.43% | Add |
| 35 | RY | Royal Bank Of Canada | -0.6% | +13.30% | Add |
| 36 | GIB | Cgi Inc | -0.6% | +9.34% | Add |
| 37 | NVDA | Nvidia CORP | -0.7% | -9.96% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -1.6% | -32.59% | Trim |
| 39 | XLI | Ss Industrial Select Sector | — | EXIT | Sold out |
| 40 | DLR | Digital Realty Trust Inc | — | EXIT | Sold out |
| 41 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 42 | EQIX | Equinix Inc | — | NEW | New buy |
| 43 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 44 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 48 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 50 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
According to official SEC Form 13F filings, Turn8 Private Wealth Inc. reported a total U.S. public equity portfolio value of $149.9M across 51 disclosed positions in Q1 2025.
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, XLE, LQD) accounted for 16.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
JEPQ
市值: $2.9M
Top Position Liquidated / Trimmed
XLI
前期市值: $6.7M
During Q1 2025, Turn8 Private Wealth Inc.'s top holdings by market value included JEPI (4.5%)、XLE (4.5%)、LQD (3.9%). The largest single position, JEPI, represented 4.5% of total portfolio value.
In Q1 2025, Turn8 Private Wealth Inc. made 49 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 3 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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