The Analysis of Turn8 Private Wealth Inc.'s Holdings
Currently, Turn8 Private Wealth Inc. holds 46 types of securities in its portfolio with a total value $139.5M. In the most recent quarter, they have increased their positions in SIEGY (+25.7K shares, valued at $3.6M), XLE (+61.8K shares, valued at $2.8M), QFIN (+123.2K shares, valued at $2.4M); decreased their positions in RY (-3.8K shares, valued at $652.4K), LQD (-1.4K shares, valued at $155.6K), N/A (-412 shares, valued at $59.6K); initiated new positions in SIEGY (+25.7K shares, valued at $3.6M), QFIN (+123.2K shares, valued at $2.4M), META (+763 shares, valued at $503.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JEPI JPMORGAN EQT PREM ICM ETF119.2K shares-0.38%2025-12-312026-02-10
TSM TAIWAN SEMICON MAN SP/ADR18.3K shares-0.40%2025-12-312026-02-10 XLE ENERGY SELECT SEC SPDR123.6K shares100.00%2025-12-312026-02-10 MSFT MICROSOFT CORP11.4K shares0.88%2025-12-312026-02-10 NVDA NVIDIA CORP27.0K shares0.30%2025-12-312026-02-10 GS GOLDMAN SACHS GROUP INC5.6K shares-0.41%2025-12-312026-02-10 AAPL APPLE INC17.8K shares-0.35%2025-12-312026-02-10 RY ROYAL BANK OF CANADA27.9K shares-12.04%2025-12-312026-02-10 LQD ISHARES INVESTMENT GRADE CORPORATE BOND ETF41.5K shares-3.29%2025-12-312026-02-10 CCJ CAMECO CORP48.7K shares-0.06%2025-12-312026-02-10 WMT WALMART INC40.0K shares-0.38%2025-12-312026-02-10 AMZN AMAZON COM INC19.2K shares-0.07%2025-12-312026-02-10 JPM JP MORGAN CHASE & CO13.2K shares-0.38%2025-12-312026-02-10 SPY SPDR S&P 500 ETF6.0K shares3.58%2025-12-312026-02-10 WM WASTE MANAGEMENT INC16.9K shares-0.18%2025-12-312026-02-10 JEPQ JP MORG NSDQ EQ PREM ETF64.8K shares0.14%2025-12-312026-02-10 SIEGY SIEMENS AG SPON ADR25.7K sharesnew addition2025-12-312026-02-10 V VISA INC CLASS-A10.2K shares-0.29%2025-12-312026-02-10 J JACOB SOLUTIONS INC25.9K shares-0.30%2025-12-312026-02-10 MPC MARATHON PETROLEUM CORP20.8K shares-0.04%2025-12-312026-02-10 COST COSTCO WHOLESALE CORP3.8K shares-1.65%2025-12-312026-02-10 BABA ALIBABA GROUP HOLDING-ADR21.9K shares1.58%2025-12-312026-02-10 PDD PDD HOLDINGS INC ADR24.4K shares0.00%2025-12-312026-02-10 ISTB ISHARES CORE 1-5Y USD BND54.8K shares-0.09%2025-12-312026-02-10 FXI ISHARES CHINA LRG CAP ETF69.5K shares-0.31%2025-12-312026-02-10 AGG ISHRS CORE US AGG BND ETF25.3K shares0.84%2025-12-312026-02-10 SLQD ISHARES 0-5 YEAR INVESTMT47.0K shares-0.22%2025-12-312026-02-10 QFIN QIFU HOLDINGS INC ADR123.2K sharesnew addition2025-12-312026-02-10 SGOV ISHS 0-3 MTH TREAS BD ETF15.8K shares2.53%2025-12-312026-02-10 BMO BANK OF MONTREAL11.1K shares0.94%2025-12-312026-02-10 VIG VANGUARD DIV APPR ETF5.1K shares0.20%2025-12-312026-02-10 XLU SECTOR SPDR TR- UTILITIES22.8K shares97.72%2025-12-312026-02-10 PCAR PACCAR INC6.4K shares0.33%2025-12-312026-02-10 META META PLATFORMS INC CL-A763 sharesnew addition2025-12-312026-02-10 EFA ISHARES MSCI EAFE ETF4.6K shares-8.75%2025-12-312026-02-10 ITOT ISHARES CORE S&P TOTAL US2.2K shares0.41%2025-12-312026-02-10 SHOP SHOPIFY INC CL-A SVS1.7K shares-2.58%2025-12-312026-02-10 BND VANGUARD TOTAL BND MK ETF2.9K shares0.41%2025-12-312026-02-10 PLTR PALANTIR TECHS INC CL-A1.2K shares0.00%2025-12-312026-02-10 CRSP CRISPR THERAPEUTICS AG2.6K sharesnew addition2025-12-312026-02-10 TSLA TESLA INC275 sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available