Turn8 Private Wealth Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 28, 2025), Turn8 Private Wealth Inc. reported 45 stock positions worth $140.3 million. Its top holding was JPMorgan Equity Premium Inco (JEPI) at 6.1% of the portfolio, followed by SS Industrial Select Sector (XLI, 4.8%) and SS Energy Select Sector (XLE, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- POINTE CLAIRE, A8
- CIK
- 0002070026
- Portfolio Value
- $140.3M (Q4 2024)
- SEC Filing
- 0002070026-25-000001 ↗ filed May 28, 2025
Holdings Value
Holdings 45 stocks · $140.3M
| JEPI JPMorgan Equity Premium Inco | 6.10% | 150,014 | $8.6M | — |
| XLI SS Industrial Select Sector | 4.80% | 51,130 | $6.7M | — |
| XLE SS Energy Select Sector | 4.64% | 75,955 | $6.5M | — |
| RY Royal Bank of Canada | 3.33% | 27,408 | $4.7M | — |
| NVDA Nvidia Corp. | 3.21% | 33,532 | $4.5M | — |
| MSFT Microsoft Corp. | 3.20% | 10,660 | $4.5M | — |
| AMZN Amazon.com Inc. | 3.11% | 19,854 | $4.4M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.09% | 40,620 | $4.3M | — |
| GOOGL Alphabet Inc. Class A | 2.87% | 21,288 | $4.0M | — |
| APO Apollo Global Management Inc. | 2.87% | 24,393 | $4.0M | — |
| AAPL Apple Inc. | 2.72% | 15,234 | $3.8M | — |
| WMT Walmart Inc. | 2.69% | 41,788 | $3.8M | — |
| V Visa Inc. Class A | 2.67% | 11,872 | $3.8M | — |
| GIB Cgi Inc. | 2.62% | 23,798 | $3.7M | — |
| CNQ Canadian Natural Resources | 2.60% | 83,338 | $3.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.53% | 18,000 | $3.6M | — |
| JPM JPMorgan Chase & Co. | 2.51% | 14,690 | $3.5M | — |
| CCJ Cameco Corp. | 2.49% | 47,592 | $3.5M | — |
| GS Goldman Sachs Group Inc. | 2.46% | 6,031 | $3.5M | — |
| LMT Lockheed Martin Corp. | 2.45% | 7,079 | $3.4M | — |
| BLK BlackRock Inc. | 2.40% | 3,280 | $3.4M | — |
| COST Costco Wholesale Corp. | 2.36% | 3,608 | $3.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.35% | 7,281 | $3.3M | — |
| DLR Digital Realty Trust Inc. | 2.32% | 18,350 | $3.3M | — |
| WM Waste Management Inc. | 2.27% | 15,751 | $3.2M | — |
| UNP Union Pacific Corp. | 2.25% | 13,828 | $3.2M | — |
| J Jacobs Solutions Inc. | 2.15% | 22,617 | $3.0M | — |
| ACN Accenture PLC Class A | 2.12% | 8,457 | $3.0M | — |
| MPC Marathon Petroleum Corp. | 2.02% | 20,286 | $2.8M | — |
| PLD Prologis Inc. | 1.95% | 25,879 | $2.7M | — |
| CPT Camden Property Trust | 1.93% | 23,308 | $2.7M | — |
| AGG iShares Core U.S. Aggregate | 1.83% | 26,560 | $2.6M | — |
| ISTB iShares Core 1-5 Year Usd Bo | 1.63% | 47,795 | $2.3M | — |
| ADBE Adobe Inc. | 1.62% | 5,124 | $2.3M | — |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.59% | 44,884 | $2.2M | — |
| BIPC Brookfield Infrastructure-A | 1.44% | 47,935 | $2.0M | — |
| VIG Vanguard Dividend Apprec ETF | 1.33% | 9,532 | $1.9M | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 1.08% | 10,905 | $1.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 5,155 | $1.5M | — |
| PCAR Paccar Inc. | 0.32% | 4,305 | $448K | — |
| SHOP Shopify Inc. Class A | 0.25% | 3,235 | $349K | — |
| ABBV Abbvie Inc. | 0.23% | 1,830 | $325K | — |
| ITOT iShares Core S&P Total U.S. | 0.20% | 2,157 | $277K | — |
| BND Vanguard Total Bond Market | 0.15% | 3,013 | $217K | — |
| EWC iShares MSCI Canada ETF | 0.15% | 5,181 | $209K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $149.9M | MSFT, GOOGL, TSM, JEPI, RY |
| Q1 2026 | 51 | $160.0M | JEPI, GOOGL, MSFT, TSM, LQD |
| Q4 2025 | 46 | $139.5M | GOOGL, JEPI, TSM, XLE, MSFT |
| Q3 2025 | 44 | $139.3M | JEPI, MSFT, XLE, GOOGL, TSM |
| Q2 2025 | 44 | $138.5M | SPY, JEPI, MSFT, CCJ, RY |
| Q1 2025 | 51 | $127.9M | JEPI, XLE, LQD, MSFT, BRK.B |
| Q4 2024 | 45 | $140.3M | JEPI, XLI, XLE, RY, NVDA |