Turn8 Private Wealth Inc.
51 holdingsFiling period: 2026-03-31Current AUM: $177.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JEPI | JPMORGAN EQT PREM ICM ETF | 145.4K | $8.2M | $8.4M | 4.72% | +26.3K | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC CL-A | 24.7K | $7.1M | $8.8M | 4.97% | +1.7K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 18.4K | $6.8M | $8.6M | 4.83% | +7.0K | 2026-03-31 |
| 4 | TSM | TAIWAN SEMICON MAN SP/ADR | 19.5K | $6.6M | $7.9M | 4.45% | +1.1K | 2026-03-31 |
| 5 | LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | 58.1K | $6.3M | $6.2M | 3.48% | +16.5K | 2026-03-31 |
| 6 | XLE | STATE ST EGY SLCT SCT ETF | 98.9K | $6.1M | $5.9M | 3.32% | -24,720 | 2026-03-31 |
| 7 | MPC | MARATHON PETROLEUM CORP | 23.3K | $5.7M | $7.4M | 4.17% | +2.5K | 2026-03-31 |
| 8 | FXI | ISHARES CHINA LRG CAP ETF | 155.6K | $5.6M | $5.7M | 3.21% | +86.1K | 2026-03-31 |
| 9 | WMT | WALMART INC | 43.8K | $5.4M | $4.9M | 2.75% | +3.8K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORP | 29.5K | $5.1M | $5.9M | 3.34% | +2.5K | 2026-03-31 |
| 11 | RY | ROYAL BANK OF CANADA | 31.4K | $5.1M | $6.6M | 3.70% | +3.5K | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 6.0K | $5.1M | $6.1M | 3.44% | +412 | 2026-03-31 |
| 13 | CNQ | CANADIAN NAT RES LTD F | 99.6K | $4.8M | $4.7M | 2.68% | -- | 2026-03-31 |
| 14 | BABA | ALIBABA GROUP HOLDING-ADR | 37.3K | $4.7M | $4.6M | 2.58% | +15.4K | 2026-03-31 |
| 15 | JPM | JP MORGAN CHASE & CO | 15.5K | $4.6M | $5.5M | 3.09% | +2.3K | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY-B-NEW | 9.3K | $4.5M | $4.5M | 2.52% | +1.3K | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 21.1K | $4.4M | $5.7M | 3.23% | +1.9K | 2026-03-31 |
| 18 | CCJ | CAMECO CORP | 39.1K | $4.2M | $3.4M | 1.90% | -9,652 | 2026-03-31 |
| 19 | PPA | INVESCO AEROSPACE & DEFENSE ETF | 24.7K | $4.1M | $4.3M | 2.43% | -- | 2026-03-31 |
| 20 | BLK | BLACKROCK INC-NEW | 4.0K | $3.9M | $4.4M | 2.47% | +501 | 2026-03-31 |
| 21 | VTI | VANGUARD TTL STK MRKT ETF | 11.7K | $3.8M | $4.3M | 2.43% | -- | 2026-03-31 |
| 22 | JEPQ | JP MORG NSDQ EQ PREM ETF | 66.4K | $3.7M | $3.9M | 2.19% | +1.6K | 2026-03-31 |
| 23 | ISTB | ISHARES CORE 1-5Y USD BND | 74.1K | $3.6M | $3.6M | 2.01% | +19.3K | 2026-03-31 |
| 24 | V | VISA INC CLASS-A | 11.7K | $3.5M | $4.3M | 2.43% | +1.5K | 2026-03-31 |
| 25 | AGG | ISHRS CORE US AGG BND ETF | 35.6K | $3.5M | $3.5M | 1.96% | +10.3K | 2026-03-31 |
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