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Turn8 Private Wealth Inc.

Portfolio Manager
Turn8 Private Wealth Inc.
Performance
-1.11% (2026 Q1)
AUM (13F)
$160.04M
# of Holdings
51
Performance Rank
Allocation (Top 20)
67.64%

Turn8 Private Wealth Inc. Holdings Map

Top 50 Turn8 Private Wealth Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JEPI
JPMORGAN EQT PREM ICM ETF
5.15%145.4K$8.2M
+22.06%(+26.29K)
2025-Q1: 101.1K shares2025-Q2: 119.1K shares2025-Q3: 119.6K shares2025-Q4: 119.2K shares2026-Q1: 145.4K shares
$58.02(-3.60%)
2026-03-31
GOOGL
ALPHABET INC CL-A
4.44%24.7K$7.1M
+7.42%(+1.71K)
2025-Q1: 21.8K shares2025-Q2: 23.4K shares2025-Q3: 22.4K shares2025-Q4: 23.0K shares2026-Q1: 24.7K shares
$187.70(+114.51%)
2026-03-31
MSFT
MICROSOFT CORP
4.26%18.4K$6.8M
+61.34%(+7.00K)
2025-Q1: 11.0K shares2025-Q2: 11.4K shares2025-Q3: 11.3K shares2025-Q4: 11.4K shares2026-Q1: 18.4K shares
$426.46(-4.98%)
2026-03-31
TSM
TAIWAN SEMICON MAN SP/ADR
4.11%19.5K$6.6M
+6.24%(+1.14K)
2025-Q1: 18.2K shares2025-Q2: 18.9K shares2025-Q3: 18.4K shares2025-Q4: 18.3K shares2026-Q1: 19.5K shares
$193.88(+106.21%)
2026-03-31
LQD
ISHARES INVESTMENT GRADE CORPORATE BOND ETF
3.95%58.1K$6.3M
+39.80%(+16.53K)
2025-Q1: 46.3K shares2025-Q2: 46.2K shares2025-Q3: 42.9K shares2025-Q4: 41.5K shares2026-Q1: 58.1K shares
$109.63(-0.92%)
2026-03-31
XLE
STATE ST EGY SLCT SCT ETF
3.78%98.9K$6.1M
-20.00%(-24.72K)
2025-Q1: 61.1K shares2025-Q2: 61.8K shares2025-Q3: 61.8K shares2025-Q4: 123.6K shares2026-Q1: 98.9K shares
$43.38(+32.86%)
2026-03-31
MPC
MARATHON PETROLEUM CORP
3.56%23.3K$5.7M
+12.20%(+2.54K)
2025-Q1: 21.7K shares2025-Q2: 20.0K shares2025-Q3: 20.8K shares2025-Q4: 20.8K shares2026-Q1: 23.3K shares
$157.37(+58.28%)
2026-03-31
FXI
ISHARES CHINA LRG CAP ETF
3.49%155.6K$5.6M
+123.98%(+86.14K)
2025-Q1: 0 shares2025-Q2: 68.1K shares2025-Q3: 69.7K shares2025-Q4: 69.5K shares2026-Q1: 155.6K shares
$36.77(+4.06%)
2026-03-31
WMT
WALMART INC
3.4%43.8K$5.4M
+9.53%(+3.81K)
2025-Q1: 39.2K shares2025-Q2: 39.8K shares2025-Q3: 40.1K shares2025-Q4: 40.0K shares2026-Q1: 43.8K shares
$88.56(+48.45%)
2026-03-31
NVDA
NVIDIA CORP
3.21%29.5K$5.1M
+9.09%(+2.46K)
2025-Q1: 30.2K shares2025-Q2: 27.9K shares2025-Q3: 26.9K shares2025-Q4: 27.0K shares2026-Q1: 29.5K shares
$132.41(+70.55%)
2026-03-31

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