Peninsula Wealth, LLC
CIK 1600052 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $586.7M
- المراكز
- 105
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#3427 من 9443 حسب قيمة 13F · أعلى 36.3%
- وزن أكبر 10 مقتنيات
- 71,17%
- وزن أكبر 25 مقتنية
- 88,49%
- المراكز فوق 1%
- 20
- العدد الفعلي للمراكز
- 14,8
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 105
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
31,6%
Healthcare
1,0%
Communication Services
0,9%
Financial Services
0,6%
Retail
0,6%
Consumer Discretionary
0,5%
Financials
0,2%
Industrials
0,2%
Energy
0,1%
Communications
0,1%
Consumer Staples
0,1%
Consumer products
0,1%
أخرى/غير معينة
64,2%
المحفظة الكاملة 105 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| SNOW Snowflake Inc. Common Stock | $72213697 | 12,31% | 467675 | صعود ×1 | |||
| IVW | $65905675 | 11,23% | 649125 | صعود ×1 | |||
| ORCL Oracle Corporation Common Stock | $63956515 | 10,90% | 383800 | صعود ×1 | |||
| VUG | $56536032 | 9,64% | 137745 | صعود ×1 | |||
| IVE | $53429788 | 9,11% | 279913 | صعود ×1 | |||
| VTV | $39134189 | 6,67% | 231153 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $22954938 | 3,91% | 170936 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $16631846 | 2,83% | 32533 | صعود ×1 | |||
| IVLU | $13573830 | 2,31% | 500695 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $13229772 | 2,26% | 52830 | صعود ×1 | |||
| JIG | $12211103 | 2,08% | 195541 | صعود ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $10571299 | 1,80% | 190646 | صعود ×1 | |||
| IEFA | $9238020 | 1,57% | 131446 | صعود ×1 | |||
| VB | $8937996 | 1,52% | 37198 | صعود ×1 | |||
| VEA | $7427620 | 1,27% | 155325 | صعود ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $7189815 | 1,23% | 159067 | صعود ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $7135845 | 1,22% | 51208 | صعود ×1 | |||
| IJH | $6733587 | 1,15% | 108066 | صعود ×1 | |||
| EFV | $6484733 | 1,11% | 123589 | صعود ×1 | |||
| IEMG | $6319270 | 1,08% | 121012 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $4617080 | 0,79% | 10954 | صعود ×1 | |||
| VWO | $4241793 | 0,72% | 96317 | صعود ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $3859757 | 0,66% | 41786 | صعود ×1 | |||
| VO | $3580799 | 0,61% | 13557 | صعود ×1 | |||
| IVV | $3028998 | 0,52% | 5145 | صعود ×1 | |||
| DFLV | $2856838 | 0,49% | 95133 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $2697247 | 0,46% | 6679 | صعود ×1 | |||
| V Visa Inc. | $2287833 | 0,39% | 7239 | صعود ×1 | |||
| MBB iShares MBS ETF | $2276768 | 0,39% | 24834 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2189377 | 0,37% | 9979 | صعود ×1 | |||
| SNPS Synopsys, Inc. - Common Stock | $2050161 | 0,35% | 4224 | صعود ×1 | |||
| CMF | $2013683 | 0,34% | 35155 | صعود ×1 | |||
| DFUV | $1977866 | 0,34% | 48335 | صعود ×1 | |||
| IWY | $1799816 | 0,31% | 7650 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1633323 | 0,28% | 2790 | صعود ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1598851 | 0,27% | 8396 | صعود ×1 | |||
| DFIC | $1563230 | 0,27% | 60485 | صعود ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1555933 | 0,27% | 6711 | صعود ×1 | |||
| IJR | $1485891 | 0,25% | 12896 | صعود ×1 | |||
| BRKB | $1457748 | 0,25% | 3216 | صعود ×1 | |||
| SPEM | $1368811 | 0,23% | 35674 | صعود ×1 | |||
| VTI | $1313868 | 0,22% | 4534 | صعود ×1 | |||
| JCPB | $1301938 | 0,22% | 28260 | صعود ×1 | |||
| VIG | $1288972 | 0,22% | 6582 | صعود ×1 | |||
| DUHP | $1255306 | 0,21% | 37150 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1249258 | 0,21% | 6599 | صعود ×1 | |||
| TEAM Atlassian Corporation - Class A Common Stock | $1245375 | 0,21% | 5117 | صعود ×1 | |||
| IUSV iShares Core S&P U.S. Value ETF | $1155179 | 0,20% | 12476 | صعود ×1 | |||
| DBEF | $1149432 | 0,20% | 27764 | صعود ×1 | |||
| INTU Intuit Inc. - Common Stock | $1122811 | 0,19% | 1786 | صعود ×1 | |||
| BINC | $1088854 | 0,19% | 20931 | صعود ×1 | |||
| HEFA | $1016107 | 0,17% | 29241 | صعود ×1 | |||
| TLH | $995881 | 0,17% | 10005 | صعود ×1 | |||
| EFG | $915528 | 0,16% | 9455 | صعود ×1 | |||
| QUAL | $836689 | 0,14% | 4698 | صعود ×1 | |||
| DYNF | $776694 | 0,13% | 15155 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $749197 | 0,13% | 818 | صعود ×1 | |||
| DFAS | $742696 | 0,13% | 11412 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $715004 | 0,12% | 2983 | صعود ×1 | |||
| IWF | $680277 | 0,12% | 1694 | صعود ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $677426 | 0,12% | 3222 | صعود ×1 | |||
| MA Mastercard Incorporated Common Stock | $674821 | 0,12% | 1282 | صعود ×1 | |||
| CRM Salesforce, Inc. Common Stock | $630582 | 0,11% | 1886 | صعود ×1 | |||
| IWX | $628341 | 0,11% | 7951 | صعود ×1 | |||
| BIV | $619213 | 0,11% | 8286 | صعود ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $567462 | 0,10% | 10976 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $563473 | 0,10% | 5238 | صعود ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $559294 | 0,10% | 9448 | صعود ×1 | |||
| SUB | $558307 | 0,10% | 5293 | صعود ×1 | |||
| LLY Eli Lilly and Company Common Stock | $506121 | 0,09% | 656 | صعود ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $489549 | 0,08% | 3219 | صعود ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $486755 | 0,08% | 6436 | صعود ×1 | |||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $486659 | 0,08% | 6422 | صعود ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $460431 | 0,08% | 2331 | صعود ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $454451 | 0,08% | 7534 | صعود ×1 | |||
| BNDX Vanguard Total International Bond ETF | $450577 | 0,08% | 9186 | صعود ×1 | |||
| MOAT | $448535 | 0,08% | 4837 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $403903 | 0,07% | 4470 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $380592 | 0,06% | 978 | صعود ×1 | |||
| BSV | $379702 | 0,06% | 4914 | صعود ×1 | |||
| RTX RTX Corporation Common Stock | $366646 | 0,06% | 3168 | صعود ×1 | |||
| SPY SPY | $365128 | 0,06% | 623 | صعود ×1 | |||
| PRF | $363060 | 0,06% | 9000 | صعود ×1 | |||
| IDEV | $362966 | 0,06% | 5630 | صعود ×1 | |||
| VWOB Vanguard Emerging Markets Government Bond ETF | $327706 | 0,06% | 5189 | صعود ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $327391 | 0,06% | 647 | صعود ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $319093 | 0,05% | 358 | صعود ×1 | |||
| IYW | $314095 | 0,05% | 1969 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $302276 | 0,05% | 1803 | صعود ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $288771 | 0,05% | 3597 | صعود ×1 | |||
| SPLV | $279502 | 0,05% | 3993 | صعود ×1 | |||
| OBDC Blue Owl Capital Corporation Common Stock | $275819 | 0,05% | 18242 | صعود ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $275644 | 0,05% | 4168 | صعود ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $271242 | 0,05% | 12705 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $241725 | 0,04% | 1360 | صعود ×1 | |||
| IDCC InterDigital, Inc. - Common Stock | $229981 | 0,04% | 1187 | صعود ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $227053 | 0,04% | 435 | صعود ×1 | |||
| HYDB | $223404 | 0,04% | 4752 | صعود ×1 | |||
| XLK XLK | $220894 | 0,04% | 950 | صعود ×1 | |||
| MTUM | $215218 | 0,04% | 1040 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| SNOW | $72213697 | 467675 | 12,31% |
| IVW | $65905675 | 649125 | 11,23% |
| ORCL | $63956515 | 383800 | 10,90% |
| VUG | $56536032 | 137745 | 9,64% |
| IVE | $53429788 | 279913 | 9,11% |
| VTV | $39134189 | 231153 | 6,67% |
| NVDA | $22954938 | 170936 | 3,91% |
| QQQ | $16631846 | 32533 | 2,83% |
| IVLU | $13573830 | 500695 | 2,31% |
| AAPL | $13229772 | 52830 | 2,26% |
| JIG | $12211103 | 195541 | 2,08% |
| EMXC | $10571299 | 190646 | 1,80% |
| IEFA | $9238020 | 131446 | 1,57% |
| VB | $8937996 | 37198 | 1,52% |
| VEA | $7427620 | 155325 | 1,27% |