The Analysis of BLVD Private Wealth, LLC's Holdings
Currently, BLVD Private Wealth, LLC holds 69 types of securities in its portfolio with a total value $114.9M. In the most recent quarter, they have increased their positions in PBFR (+40.4K shares, valued at $1.2M), SCHR (+22.9K shares, valued at $574.0K), TSLA (+543 shares, valued at $244.2K); decreased their positions in LIT (-2.6K shares, valued at $165.7K), SMH (-431 shares, valued at $155.2K), AVUS (-1.1K shares, valued at $126.6K); initiated new positions in TSLA (+543 shares, valued at $244.2K), IEF (+2.5K shares, valued at $241.3K), SCMB (+8.3K shares, valued at $213.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TT TRANE TECHNOLOGIES PLC63.6K shares0.00%2025-12-312026-01-27
IR INGERSOLL RAND INC88.2K shares-0.01%2025-12-312026-01-27 SCHR SCHWAB STRATEGIC TR235.6K shares10.76%2025-12-312026-01-27 RSSB TIDAL TRUST II192.1K shares-1.64%2025-12-312026-01-27 AVDE AMERICAN CENTY ETF TR62.0K shares0.71%2025-12-312026-01-27 AVUS AMERICAN CENTY ETF TR43.9K shares-2.52%2025-12-312026-01-27 PBFR PGIM ROCK ETF TR151.9K shares36.21%2025-12-312026-01-27 SMH VANECK ETF TRUST12.1K shares-3.44%2025-12-312026-01-27 IBUF INNOVATOR ETFS TRUST93.8K shares3.78%2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE5.3K shares-2.11%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR3.7K shares-0.89%2025-12-312026-01-27 UPS UNITED PARCEL SERVICE INC22.6K shares-0.73%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR63.8K shares-2.98%2025-12-312026-01-27 KBUF KRANESHARES TRUST64.0K shares-3.43%2025-12-312026-01-27 LIT GLOBAL X FDS29.8K shares-7.89%2025-12-312026-01-27 AVRE AMERICAN CENTY ETF TR42.4K shares-1.39%2025-12-312026-01-27 JTEK J P MORGAN EXCHANGE TRADED F20.0K shares-1.00%2025-12-312026-01-27 AVEM AMERICAN CENTY ETF TR22.3K shares0.63%2025-12-312026-01-27 NVDA NVIDIA CORPORATION8.6K shares-2.02%2025-12-312026-01-27 EBUF INNOVATOR ETFS TRUST55.4K shares7.54%2025-12-312026-01-27 MSFT MICROSOFT CORP3.1K shares-2.62%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR52.3K shares3.04%2025-12-312026-01-27 AAPL APPLE INC5.3K shares-2.76%2025-12-312026-01-27 VTV VANGUARD INDEX FDS7.3K shares15.49%2025-12-312026-01-27 QQQM INVESCO EXCH TRADED FD TR II5.0K shares5.06%2025-12-312026-01-27 ALLE ALLEGION PLC7.6K shares0.00%2025-12-312026-01-27 HFXI NEW YORK LIFE INVESTMENTS ET32.1K shares2.96%2025-12-312026-01-27 ARKF ARK ETF TR20.9K shares-0.66%2025-12-312026-01-27 AMZN AMAZON COM INC4.0K shares-0.27%2025-12-312026-01-27 BROADCOM INC BROADCOM INC2.4K shares-0.75%2025-12-312026-01-27 ALPHABET INC ALPHABET INC2.6K shares-6.30%2025-12-312026-01-27 IYW ISHARES TR3.8K shares0.00%2025-12-312026-01-27 JEPQ J P MORGAN EXCHANGE TRADED F12.1K shares1.36%2025-12-312026-01-27 CTEC GLOBAL X FDS13.1K shares-9.14%2025-12-312026-01-27 THNQ EXCHANGE TRADED CONCEPTS TRU9.8K shares-1.54%2025-12-312026-01-27 HON HONEYWELL INTL INC3.1K shares0.00%2025-12-312026-01-27 HELO J P MORGAN EXCHANGE TRADED F7.1K shares-5.89%2025-12-312026-01-27 SPYX SPDR SERIES TRUST8.1K shares-18.69%2025-12-312026-01-27 META META PLATFORMS INC685 shares-3.66%2025-12-312026-01-27 SOXL DIREXION SHS ETF TR9.9K shares0.00%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.1.2K shares0.00%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR2.4K shares66.57%2025-12-312026-01-27 VV VANGUARD INDEX FDS1.1K shares-25.48%2025-12-312026-01-27 ICLN ISHARES TR20.2K shares-0.35%2025-12-312026-01-27 KLIP KRANESHARES TRUST11.0K shares5.77%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares-3.83%2025-12-312026-01-27 BALT INNOVATOR ETFS TRUST9.7K shares2.96%2025-12-312026-01-27 IVV ISHARES TR459 shares1.55%2025-12-312026-01-27 TGRW T ROWE PRICE ETF INC6.7K shares-0.39%2025-12-312026-01-27 GCOW PACER FDS TR7.0K shares7.33%2025-12-312026-01-27 HLAL LISTED FDS TR4.6K shares0.83%2025-12-312026-01-27 SLYG SPDR SERIES TRUST3.0K shares-4.43%2025-12-312026-01-27 NOCT INNOVATOR ETFS TRUST4.4K shares-20.03%2025-12-312026-01-27 ASML ASML HOLDING N V234 shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC796 shares-6.90%2025-12-312026-01-27 TSLA TESLA INC543 sharesnew addition2025-12-312026-01-27 V VISA INC694 shares-2.66%2025-12-312026-01-27 IEF ISHARES TR2.5K sharesnew addition2025-12-312026-01-27 MA MASTERCARD INCORPORATED402 shares-8.01%2025-12-312026-01-27 SHOP SHOPIFY INC1.4K shares3.43%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO609 shares0.00%2025-12-312026-01-27 AVUV AMERICAN CENTY ETF TR2.1K shares0.57%2025-12-312026-01-27 SCMB SCHWAB STRATEGIC TR8.3K sharesnew addition2025-12-312026-01-27 DSI ISHARES TR1.6K shares-1.93%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS3.3K sharesnew addition2025-12-312026-01-27 AVLC AMERICAN CENTY ETF TR2.6K shares-3.39%2025-12-312026-01-27 BUFB INNOVATOR ETFS TRUST5.6K shares-8.27%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available