BLVD Private Wealth, LLC
Net seller this quarter
$135M
36
-$301K
43.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TT | $30.9M | 22.99% | 0.03% | -0.6% | Q2 2025 |
 IR | $7.13M | 5.30% | 0.02% | Not reported | Q2 2025 |
 SMH | $5.59M | 4.15% | Not reported | -15.1% | Q2 2025 |
 QQQ | $3.23M | 2.40% | Not reported | -4.3% | Q2 2025 |
 SPY | $2.58M | 1.92% | Not reported | -3.9% | Q2 2025 |
| DIA | $2.4M | 1.79% | Not reported | -1.3% | Q2 2025 |
 UPS | $1.97M | 1.46% | 0.00% | +1.3% | Q2 2025 |
 CTEC | $1.5M | 1.11% | Not reported | +0.5% | Q3 2025 |
 AAPL | $1.34M | 0.99% | 0.00% | -2.8% | Q2 2025 |
 NVDA | $1.29M | 0.96% | 0.00% | -22.2% | Q2 2025 |
 ALLE | $1.07M | 0.79% | 0.01% | Not reported | Q2 2025 |
 MSFT | $919K | 0.68% | 0.00% | -7.4% | Q2 2025 |
 TSM | $730K | 0.54% | 0.00% | +54.7% | Q2 2025 |
 AMZN | $698K | 0.52% | 0.00% | -19.0% | Q2 2025 |
 AVGO | $686K | 0.51% | 0.00% | -23.0% | Q2 2025 |
 ASML | $649K | 0.48% | 0.00% | +44.3% | Q2 2025 |
 GOOG | $584K | 0.43% | Not reported | -31.8% | Q2 2025 |
 STX | $466K | 0.35% | 0.00% | New | Q2 2026 |
| SPYX | $449K | 0.33% | Not reported | -3.4% | Q2 2025 |
 JPM | $381K | 0.28% | 0.00% | Not reported | Q2 2025 |
 BALT | $365K | 0.27% | Not reported | +11.3% | Q3 2025 |
 HON | $344K | 0.26% | 0.00% | Not reported | Q2 2025 |
 HONA | $340K | 0.25% | Not reported | New | Q2 2026 |
 TGRW | $316K | 0.23% | Not reported | Not reported | Q2 2025 |
 SGOL | $314K | 0.23% | 0.00% | Not reported | Q1 2026 |
 META | $290K | 0.22% | Not reported | -20.8% | Q2 2025 |
 SE | $271K | 0.20% | 0.00% | Not reported | Q2 2025 |
 LIN | $255K | 0.19% | 0.00% | New | Q2 2026 |
| GOOGL | $236K | 0.18% | 0.00% | -8.7% | Q3 2025 |
 TSLA | $223K | 0.17% | 0.00% | Not reported | Q4 2025 |
 AZN | $210K | 0.16% | Not reported | New | Q2 2026 |
 PM | $209K | 0.16% | 0.00% | New | Q2 2026 |
| GLTR | $208K | 0.15% | 0.01% | Not reported | Q1 2026 |
 MA | $200K | 0.15% | 0.00% | Not reported | Q2 2025 |
 NU | $140K | 0.10% | Not reported | New | Q2 2026 |
 LYG | $86.7K | 0.06% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| TT | $26.4M | 22.95% | 0.03% | -0.4% | Q2 2025 |
| IR | $6.97M | 6.06% | 0.02% | -1.4% | Q2 2025 |
| SMH | $3.85M | 3.34% | Not reported | -17.1% | Q2 2025 |
| QQQ | $2.64M | 2.30% | Not reported | -4.4% | Q2 2025 |
| SPY | $2.34M | 2.03% | Not reported | -2.1% | Q2 2025 |
| DIA | $2.16M | 1.87% | Not reported | -11.4% | Q2 2025 |
| UPS | $1.78M | 1.54% | 0.00% | -20.1% | Q2 2025 |
| NVDA | $1.44M | 1.25% | 0.00% | -4.3% | Q2 2025 |
| CTEC | $1.34M | 1.17% | Not reported | +75.0% | Q3 2025 |
| AAPL | $1.21M | 1.05% | 0.00% | -9.4% | Q2 2025 |
| ALLE | $1.1M | 0.96% | 0.01% | Not reported | Q2 2025 |
| MSFT | $985K | 0.86% | 0.00% | -13.8% | Q2 2025 |
| AMZN | $753K | 0.65% | 0.00% | -10.5% | Q2 2025 |
| AVGO | $730K | 0.63% | 0.00% | -1.7% | Q2 2025 |
| HON | $695K | 0.60% | 0.00% | Not reported | Q2 2025 |
| GOOG | $695K | 0.60% | Not reported | -7.4% | Q2 2025 |
| SPYX | $404K | 0.35% | Not reported | -6.5% | Q2 2025 |
| META | $371K | 0.32% | Not reported | -5.3% | Q2 2025 |
| SGOL | $367K | 0.32% | 0.00% | New | Q1 2026 |
| JPM | $342K | 0.30% | 0.00% | Not reported | Q2 2025 |
| TSM | $334K | 0.29% | 0.00% | -8.5% | Q2 2025 |
| BALT | $320K | 0.28% | Not reported | -1.9% | Q3 2025 |
| ASML | $299K | 0.26% | 0.00% | -3.4% | Q2 2025 |
| TGRW | $268K | 0.23% | Not reported | -1.2% | Q2 2025 |
| GLTR | $251K | 0.22% | 0.01% | New | Q1 2026 |
| GOOGL | $208K | 0.18% | 0.00% | -9.1% | Q3 2025 |
 COST | $203K | 0.18% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| TT | $24.8M | 21.55% | 0.03% | Not reported | Q2 2025 |
| IR | $6.99M | 6.08% | 0.02% | 0.0% | Q2 2025 |
| SMH | $4.36M | 3.79% | Not reported | -3.4% | Q2 2025 |
| QQQ | $2.94M | 2.56% | Not reported | -4.0% | Q2 2025 |
| DIA | $2.52M | 2.20% | Not reported | -2.1% | Q2 2025 |
| SPY | $2.5M | 2.18% | Not reported | -0.9% | Q2 2025 |
| UPS | $2.24M | 1.95% | 0.00% | -0.7% | Q2 2025 |
| NVDA | $1.61M | 1.40% | 0.00% | -2.0% | Q2 2025 |
| MSFT | $1.49M | 1.30% | 0.00% | -2.6% | Q2 2025 |
| AAPL | $1.43M | 1.24% | 0.00% | -2.8% | Q2 2025 |
| ALLE | $1.21M | 1.05% | 0.01% | Not reported | Q2 2025 |
| AMZN | $933K | 0.81% | 0.00% | -0.3% | Q2 2025 |
| AVGO | $830K | 0.72% | 0.00% | -0.8% | Q2 2025 |
| GOOG | $821K | 0.71% | Not reported | -6.3% | Q2 2025 |
| CTEC | $698K | 0.61% | Not reported | -9.1% | Q3 2025 |
| HON | $600K | 0.52% | 0.00% | Not reported | Q2 2025 |
| SPYX | $457K | 0.40% | Not reported | -18.7% | Q2 2025 |
| META | $452K | 0.39% | Not reported | -3.7% | Q2 2025 |
| JPM | $375K | 0.33% | 0.00% | Not reported | Q2 2025 |
| TSM | $328K | 0.29% | 0.00% | -3.8% | Q2 2025 |
| BALT | $327K | 0.28% | Not reported | +3.0% | Q3 2025 |
| TGRW | $308K | 0.27% | Not reported | -0.4% | Q2 2025 |
| ASML | $250K | 0.22% | 0.00% | Not reported | Q2 2025 |
| GOOGL | $249K | 0.22% | 0.00% | -6.9% | Q3 2025 |
| TSLA | $244K | 0.21% | 0.00% | New | Q4 2025 |
 V | $243K | 0.21% | 0.00% | -2.7% | Q2 2025 |
| MA | $229K | 0.20% | 0.00% | -8.0% | Q2 2025 |
 SHOP | $228K | 0.20% | 0.00% | +3.4% | Q3 2025 |
 AXP | $225K | 0.20% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| TT | $26.8M | 23.02% | 0.03% | +15.3% | Q2 2025 |
| IR | $7.29M | 6.25% | 0.02% | Not reported | Q2 2025 |
| SMH | $4.09M | 3.51% | Not reported | -11.5% | Q2 2025 |
| QQQ | $2.99M | 2.57% | Not reported | -3.7% | Q2 2025 |
| DIA | $2.49M | 2.14% | Not reported | -1.4% | Q2 2025 |
| SPY | $2.47M | 2.12% | Not reported | -3.0% | Q2 2025 |
| UPS | $1.9M | 1.63% | 0.00% | +55.3% | Q2 2025 |
| NVDA | $1.64M | 1.41% | 0.00% | -2.5% | Q2 2025 |
| MSFT | $1.64M | 1.41% | 0.00% | +0.6% | Q2 2025 |
| AAPL | $1.37M | 1.18% | 0.00% | 0.0% | Q2 2025 |
| ALLE | $1.35M | 1.16% | 0.01% | Not reported | Q2 2025 |
| AMZN | $890K | 0.76% | 0.00% | -4.4% | Q2 2025 |
| AVGO | $797K | 0.68% | 0.00% | +0.9% | Q2 2025 |
| CTEC | $727K | 0.62% | Not reported | New | Q3 2025 |
| GOOG | $680K | 0.58% | Not reported | -6.3% | Q2 2025 |
| HON | $647K | 0.56% | 0.00% | -0.8% | Q2 2025 |
| SPYX | $549K | 0.47% | Not reported | -7.5% | Q2 2025 |
| META | $522K | 0.45% | Not reported | -2.3% | Q2 2025 |
| JPM | $367K | 0.31% | 0.00% | Not reported | Q2 2025 |
| BUFF | $324K | 0.28% | 0.00% | +0.6% | Q2 2025 |
| TSM | $314K | 0.27% | 0.00% | -12.5% | Q2 2025 |
| BALT | $311K | 0.27% | Not reported | New | Q3 2025 |
| TGRW | $306K | 0.26% | Not reported | -2.9% | Q2 2025 |
| MA | $249K | 0.21% | 0.00% | -7.6% | Q2 2025 |
| V | $243K | 0.21% | 0.00% | -5.9% | Q2 2025 |
 RACE | $239K | 0.20% | 0.00% | -1.6% | Q2 2025 |
| ASML | $227K | 0.19% | 0.00% | -7.1% | Q2 2025 |
| SE | $224K | 0.19% | 0.00% | +0.3% | Q2 2025 |
 SPOT | $218K | 0.19% | 0.00% | -1.3% | Q2 2025 |
| COST | $215K | 0.18% | 0.00% | -2.9% | Q2 2025 |
 NOW | $208K | 0.18% | 0.00% | -2.2% | Q2 2025 |
| GOOGL | $208K | 0.18% | 0.00% | New | Q3 2025 |
| SHOP | $204K | 0.17% | 0.00% | New | Q3 2025 |
| AXP | $202K | 0.17% | 0.00% | New | Q3 2025 |