Top 50 Turn8 Private Wealth Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | JPMORGAN EQT PREM ICM ETF | 5.15% | 145.4K | $8.2M | +22.06%(+26.29K) | $58.02(-3.60%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL-A | 4.44% | 24.7K | $7.1M | +7.42%(+1.71K) | $187.70(+114.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.26% | 18.4K | $6.8M | +61.34%(+7.00K) | $426.46(-4.98%) | 2026-03-31 | |
| TSM | TAIWAN SEMICON MAN SP/ADR | 4.11% | 19.5K | $6.6M | +6.24%(+1.14K) | $193.88(+106.21%) | 2026-03-31 | |
| LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | 3.95% | 58.1K | $6.3M | +39.80%(+16.53K) | $109.63(-0.92%) | 2026-03-31 | |
| XLE | STATE ST EGY SLCT SCT ETF | 3.78% | 98.9K | $6.1M | -20.00%(-24.72K) | $43.38(+32.86%) | 2026-03-31 | |
| MPC | MARATHON PETROLEUM CORP | 3.56% | 23.3K | $5.7M | +12.20%(+2.54K) | $157.37(+58.28%) | 2026-03-31 | |
| FXI | ISHARES CHINA LRG CAP ETF | 3.49% | 155.6K | $5.6M | +123.98%(+86.14K) | $36.77(+4.06%) | 2026-03-31 | |
| WMT | WALMART INC | 3.4% | 43.8K | $5.4M | +9.53%(+3.81K) | $88.56(+48.45%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 3.21% | 29.5K | $5.1M | +9.09%(+2.46K) | $132.41(+70.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.98% | +33.03% |
| Top 20 Holdings Unweighted | +9.58% | +31.58% |
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