Platform Wealth Management, LLC
CIK 2110622 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $273.3M
- Positionen
- 57
- Stand
- 30. Juni 2026
#5.456 von 9.443 nach 13F-Wert · Top 57.8%
Portfolio-Wert QoQ: +8.2% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 66,16%
- Gewichtung der Top-25-Positionen
- 89,97%
- Positionen über 1%
- 25
- Effektive Anzahl von Positionen
- 15,1
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 1,78% Geschätzte Käufe $11.360.472 · Verkäufe $4.674.726
- Neue Positionen
- 3
- Erhöht
- 13
- Abgenommen
- 29
- Geschlossen
- 0
Auf dieser Seite
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
Sektoraufschlüsselung
Technology
13,8%
Communication Services
10,6%
Retail
8,5%
Consumer Staples
4,9%
Consumer Discretionary
3,4%
Financial Services
3,0%
Healthcare
2,0%
Financials
1,4%
Consumer products
0,3%
Industrials
0,3%
Utilities
0,1%
Sonstige/Nicht zugeordnet
51,6%
Gesamtportfolio 57 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $48.597.106 | 17,78% | 1.095.516 | $7.721.084 | |||
| AAPL Apple Inc. - Common Stock | $29.940.507 | 10,96% | 103.471 | $710.554 | |||
| AVUV | $15.928.778 | 5,83% | 127.675 | $3.738.396 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $14.410.231 | 5,27% | 40.323 | $1.775.673 | |||
| DFAU | $13.996.241 | 5,12% | 270.773 | $3.324.627 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $13.608.152 | 4,98% | 38.514 | $1.064.625 | |||
| AVO Mission Produce, Inc. - Common Stock | $12.328.838 | 4,51% | 1.045.703 | $198.683 | |||
| DFAI | $12.171.372 | 4,45% | 295.064 | $1.800.581 | |||
| AMZN Amazon.com, Inc. - Common Stock | $10.448.826 | 3,82% | 43.840 | $-125.038 | |||
| COST Costco Wholesale Corporation - Common Stock | $9.393.054 | 3,44% | 10.041 | $559.243 | |||
| MAR Marriott International - Class A Common Stock | $5.899.052 | 2,16% | 15.918 | $791.571 | |||
| DFGR | $5.846.104 | 2,14% | 201.799 | $733.370 | |||
| DFAT | $5.829.942 | 2,13% | 83.404 | $821.344 | |||
| DFAX | $5.079.929 | 1,86% | 137.892 | $171.224 | |||
| BLK BlackRock, Inc. Common Stock | $4.702.028 | 1,72% | 4.890 | $-735.299 | |||
| DFUV | $4.408.331 | 1,61% | 80.137 | $1.087.560 | |||
| CVS CVS Health Corporation Common Stock | $4.406.970 | 1,61% | 42.600 | $1.026.234 | |||
| CRM Salesforce, Inc. Common Stock | $4.305.643 | 1,58% | 27.484 | $-2.977.528 | |||
| DFEM | $4.282.037 | 1,57% | 105.365 | $811.921 | |||
| DFUS | $4.217.452 | 1,54% | 51.470 | $-16.765 | |||
| AVDV | $4.160.409 | 1,52% | 40.373 | $468.454 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $3.232.556 | 1,18% | 21.337 | $-45.021 | |||
| DFAE | $3.106.946 | 1,14% | 77.268 | $617.100 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2.819.153 | 1,03% | 8.613 | $17.318 | |||
| DFNM | $2.757.879 | 1,01% | 57.058 | $1.380.743 | |||
| DFIV | $2.456.123 | 0,90% | 45.467 | $128.490 | |||
| CME CME Group Inc. - Class A Common Stock | $2.112.460 | 0,77% | 9.566 | $-499.823 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2.112.369 | 0,77% | 16.975 | $-2.442.024 | |||
| AVUS | $1.956.934 | 0,72% | 15.279 | $561.361 | |||
| NKE Nike, Inc. Common Stock | $1.692.697 | 0,62% | 41.235 | $-934.385 | |||
| FISV Fiserv, Inc. - Common Stock | $1.450.261 | 0,53% | 29.567 | $-535.754 | |||
| DFIC | $1.392.108 | 0,51% | 37.362 | $247.726 | |||
| SBUX Starbucks Corporation - Common Stock | $1.386.003 | 0,51% | 13.563 | $216.505 | |||
| EA Electronic Arts Inc. - Common Stock | $1.012.488 | 0,37% | 4.938 | Auf ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $953.487 | 0,35% | 7.042 | $-58.473 | |||
| PG Procter & Gamble Company (The) Common Stock | $948.174 | 0,35% | 6.466 | $19.382 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $857.051 | 0,31% | 8.980 | $48.400 | |||
| VOO | $830.769 | 0,30% | 1.210 | $86.203 | |||
| BRKA | $748.850 | 0,27% | 1 | $-5.950 | |||
| DFSD | $678.075 | 0,25% | 14.201 | $-412.883 | |||
| CWBC Community West Bancshares - Common Stock | $665.886 | 0,24% | 24.791 | $108.088 | |||
| JNJ Johnson & Johnson Common Stock | $638.595 | 0,23% | 2.514 | $117.572 | |||
| MSFT Microsoft Corporation - Common Stock | $589.907 | 0,22% | 1.581 | $-187.971 | |||
| DISV | $538.946 | 0,20% | 13.430 | $-66.812 | |||
| DE Deere & Company Common Stock | $475.748 | 0,17% | 750 | $123.312 | |||
| AVGO Broadcom Inc. - Common Stock | $455.189 | 0,17% | 1.205 | $-65.692 | |||
| MCD McDonald's Corporation Common Stock | $443.154 | 0,16% | 1.639 | $-64.935 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $403.003 | 0,15% | 1.215 | $-26.805 | |||
| DFSV | $361.988 | 0,13% | 9.332 | $5.033 | |||
| ABBV AbbVie Inc. Common Stock | $354.561 | 0,13% | 1.409 | $32.619 | |||
| NVDA NVIDIA Corporation - Common Stock | $305.752 | 0,11% | 1.528 | $6.046 | |||
| GLW Corning Incorporated Common Stock | $297.574 | 0,11% | 1.165 | Auf ×1 | |||
| VLUE | $287.926 | 0,11% | 1.441 | Auf ×1 | |||
| IVLU | $284.669 | 0,10% | 6.807 | $-25.020 | |||
| BRKB | $280.719 | 0,10% | 561 | $-15.342 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $230.900 | 0,08% | 2.845 | $2.446 | |||
| LOW Lowe's Companies, Inc. Common Stock | $220.490 | 0,08% | 1.000 | $-20.670 | |||
| Keine Treffer | |||||||
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
| Wertpapier | Wert | Aktien | % des Portfolios |
|---|---|---|---|
| EA | $1.012.488 | 4.938 | 0,37% |
| GLW | $297.574 | 1.165 | 0,11% |
| VLUE | $287.926 | 1.441 | 0,11% |
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| DFAC | Mehr gekauft | +63K | +$7.7M |
| AVUV | Mehr gekauft | +8K | +$3.7M |
| DFAU | Mehr gekauft | +43K | +$3.3M |
| CRM | Reduziert | -9 | -$3.0M |
| ACN | Nur Kursbewegung | +0 | -$2.4M |
| DFAI | Mehr gekauft | +23K | +$1.8M |
| GOOGL | Reduziert | -43 | +$1.8M |
| DFNM | Mehr gekauft | +28K | +$1.4M |
| DFUV | Mehr gekauft | +9K | +$1.1M |
| GOOG | Reduziert | -1K | +$1.1M |