Turn8 Private Wealth Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TP Turn8 Private Wealth Inc. | Institutional Filer | ▲ 14.68% | $160.0M | 51 |
Current Portfolio Holdings
Showing all 51 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JEPI | JPMORGAN EQT PREM ICM ETF | — | 145K | $8.2M | 5.15% |
| 2 | GOOGL | Alphabet Inc. | Technology | 25K | $7.1M | 4.44% |
| 3 | MSFT | Microsoft Corporation | Technology | 18K | $6.8M | 4.26% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 19K | $6.6M | 4.11% |
| 5 | LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | — | 58K | $6.3M | 3.95% |
| 6 | XLE | Energy Select Sector SPDR Fund | — | 99K | $6.1M | 3.78% |
| 7 | MPC | Marathon Petroleum Corporation | Energy | 23K | $5.7M | 3.56% |
| 8 | FXI | ISHARES CHINA LRG CAP ETF | — | 156K | $5.6M | 3.49% |
| 9 | WMT | Walmart Inc. | Consumer Defensive | 44K | $5.4M | 3.40% |
| 10 | NVDA | NVIDIA Corporation | Technology | 29K | $5.1M | 3.21% |
| 11 | RY | Royal Bank of Canada | Financial Services | 31K | $5.1M | 3.16% |
| 12 | GS | The Goldman Sachs Group, Inc. | Financial Services | 6K | $5.1M | 3.16% |
| 13 | CNQ | Canadian Natural Resources Limited | Energy | 100K | $4.8M | 3.03% |
| 14 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 37K | $4.7M | 2.93% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 16K | $4.6M | 2.86% |
Showing 1 to 15 of 51 holdings