BLVD Private Wealth, LLC

CIK: 0002079537SEC EDGAR →

Portfolio Value

$114.9M

Holdings

69

As of

Q4 2025

New Positions

69

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TRANE TECHNOLOGIES PLC

63,605$24.8M
21.55%
2

INGERSOLL RAND INC

88,233$7.0M
6.08%
3

SCHWAB STRATEGIC TR

235,611$5.9M
5.14%
4

TIDAL TRUST II

192,050$5.4M
4.70%
5

AMERICAN CENTY ETF TR

62,046$5.1M
4.45%
6

AMERICAN CENTY ETF TR

43,870$4.9M
4.27%
7

PGIM ROCK ETF TR

151,889$4.4M
3.86%
8

VANECK ETF TRUST

12,105$4.4M
3.79%
9

INVESCO QQQ TR

4,790$2.9M
2.56%
10

INNOVATOR ETFS TRUST

93,842$2.7M
2.39%

Quarterly Changes

Top Buys

TTNEW
$24.8M
IRNEW
$7.0M
SCHRNEW
$5.9M
RSSBNEW
$5.4M
AVDENEW
$5.1M

Top Sells

No sells this quarter

New Positions (69)

$24.8M · 64K shares
$7.0M · 88K shares
$5.9M · 236K shares
$5.4M · 192K shares
$5.1M · 62K shares
$4.9M · 44K shares
$4.4M · 152K shares
$4.4M · 12K shares
$2.9M · 5K shares
$2.7M · 94K shares
$2.5M · 5K shares
$2.5M · 4K shares
$2.2M · 23K shares
$2.1M · 64K shares
$2.0M · 64K shares
$1.9M · 30K shares
$1.8M · 42K shares
$1.8M · 20K shares
$1.7M · 22K shares
$1.6M · 9K shares
$1.6M · 55K shares
$1.5M · 3K shares
$1.4M · 52K shares
$1.4M · 5K shares
$1.4M · 7K shares
$1.3M · 5K shares
$1.2M · 8K shares
$1.0M · 32K shares
$994K · 21K shares
$932K · 4K shares
$829K · 2K shares
$820K · 3K shares
$758K · 4K shares
$701K · 12K shares
$698K · 13K shares
$624K · 10K shares
$600K · 3K shares
$474K · 7K shares
$457K · 8K shares
$452K · 685 shares
$414K · 10K shares
$375K · 1K shares
$342K · 2K shares
$341K · 1K shares
$331K · 20K shares
$330K · 11K shares
$328K · 1K shares
$326K · 10K shares
$314K · 459 shares
$307K · 7K shares
$289K · 7K shares
$287K · 5K shares
$280K · 3K shares
$255K · 4K shares
$250K · 234 shares
$249K · 796 shares
$244K · 543 shares
$243K · 694 shares
$241K · 3K shares
$229K · 402 shares
$228K · 1K shares
$225K · 609 shares
$214K · 2K shares
$213K · 8K shares
$209K · 2K shares
$209K · 1K shares
$206K · 3K shares
$204K · 3K shares
$203K · 6K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services48$63.5M55.3%
Industrials5$35.8M31.2%
Unknown4$6.7M5.8%
Technology7$6.2M5.4%
Communication Services3$1.5M1.3%
Consumer Cyclical2$1.2M1.0%