Turn8 Private Wealth Inc.
- SEC CIK
- 0002070026
- Latest filing
- Aug 3, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed May 28, 2025. Long positions only.
- Positions
- 45
- No filing for Q3 2024
- Portfolio value
- $140.3M
- No filing for Q3 2024
Turn8 Private Wealth Inc. did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 150,014 | $8.55M | 6.1% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 51,130 | $6.74M | 4.8% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 75,955 | $6.51M | 4.6% | – | – | – |
| RYRoyal Bank of Canada | Stock | 27,408 | $4.68M | 3.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 33,532 | $4.50M | 3.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 10,660 | $4.49M | 3.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 19,854 | $4.36M | 3.1% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 40,620 | $4.34M | 3.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 21,288 | $4.03M | 2.9% | – | – | History |
| APOApollo Global Management, Inc. | COM | 24,393 | $4.03M | 2.9% | – | – | History |
| AAPLApple Inc. | Stock | 15,234 | $3.81M | 2.7% | – | – | History |
| WMTWalmart Inc. | Stock | 41,788 | $3.78M | 2.7% | – | – | History |
| VVisa Inc. | Stock | 11,872 | $3.75M | 2.7% | – | – | History |
| GIBCgi Inc | CL A | 23,798 | $3.68M | 2.6% | – | – | History |
| CNQCanadian Natural Resources Ltd | COM | 83,338 | $3.65M | 2.6% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,000 | $3.55M | 2.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 14,690 | $3.52M | 2.5% | – | – | History |
| CCJCameco Corp | Stock | 47,592 | $3.49M | 2.5% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 6,031 | $3.45M | 2.5% | – | – | History |
| LMTLockheed Martin Corp | Stock | 7,079 | $3.44M | 2.5% | – | – | History |
| BLKBlackRock, Inc. | Stock | 3,280 | $3.36M | 2.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 3,608 | $3.31M | 2.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,281 | $3.30M | 2.4% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 18,350 | $3.25M | 2.3% | – | – | History |
| WMWaste Management Inc | Stock | 15,751 | $3.18M | 2.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 13,828 | $3.15M | 2.2% | – | – | History |
| JJacobs Solutions Inc. | COM | 22,617 | $3.02M | 2.2% | – | – | History |
| ACNAccenture plc | Stock | 8,457 | $2.98M | 2.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 20,286 | $2.83M | 2.0% | – | – | History |
| PLDPrologis, Inc. | REIT | 25,879 | $2.74M | 1.9% | – | – | History |
| CPTCamden Property Trust | REIT | 23,308 | $2.70M | 1.9% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,560 | $2.57M | 1.8% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 47,795 | $2.28M | 1.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 5,124 | $2.28M | 1.6% | – | – | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 44,884 | $2.23M | 1.6% | – | – | – |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 47,935 | $2.03M | 1.4% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,532 | $1.87M | 1.3% | – | – | – |
| BMOBank of Montreal | COM | 10,905 | $1.52M | 1.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,155 | $1.49M | 1.1% | – | – | – |
| PCARPaccar Inc | COM | 4,305 | $447.8K | 0.3% | – | – | History |
| SHOPShopify Inc. | Stock | 3,235 | $349.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,830 | $325.2K | 0.2% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,157 | $277.4K | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,013 | $216.7K | 0.2% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 5,181 | $208.8K | 0.1% | – | – | – |