Platform Wealth Management, LLC
पोर्टफोलियो मूल्य QoQ: -27.3% 13F नकद का खुलासा नहीं करता है
शीर्ष 10 होल्डिंग्स का भार66.16%
शीर्ष 25 होल्डिंग्स का भार89.97%
1% से ऊपर की स्थितियाँ25
स्थितियों की प्रभावी संख्या15.1
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 3.5% अनुमानित। खरीदें $11360472 · बेचें $127985268
नई स्थितियाँ3
बढ़ाया13
घटा हुआ35
बंद0
पोर्टफोलियो मूल्य
$273.3M
पोजीशन
57
तिथि अनुसार
30 जून 2026 Q2 2026 के अनुसार डेटा
क्षेत्रवार विवरण
पूर्ण पोर्टफोलियो 57 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $48597106 | 17.78% | 1095516 | $7721084 | |||
| AAPL | $29940507 | 10.96% | 103471 | $-31922161 | |||
| AVUV | $15928778 | 5.83% | 127675 | $3738396 | |||
| GOOGL | $14410231 | 5.27% | 40323 | $-10723906 | |||
| DFAU | $13996241 | 5.12% | 270773 | $3324627 | |||
| GOOG | $13608152 | 4.98% | 38514 | $-12160476 | |||
| AVO | $12328838 | 4.51% | 1045703 | $198683 | |||
| DFAI | $12171372 | 4.45% | 295064 | $1800581 | |||
| AMZN | $10448826 | 3.82% | 43840 | $-11995418 | |||
| COST | $9393054 | 3.44% | 10041 | $-8579836 | |||
| MAR | $5899052 | 2.16% | 15918 | $-4315910 | |||
| DFGR | $5846104 | 2.14% | 201799 | $733370 | |||
| DFAT | $5829942 | 2.13% | 83404 | $821344 | |||
| DFAX | $5079929 | 1.86% | 137892 | $171224 | |||
| BLK | $4702028 | 1.72% | 4890 | $-6146938 | |||
| DFUV | $4408331 | 1.61% | 80137 | $1087560 | |||
| CVS | $4406970 | 1.61% | 42600 | $-2445766 | |||
| CRM | $4305643 | 1.58% | 27484 | $-10592896 | |||
| DFEM | $4282037 | 1.57% | 105365 | $811921 | |||
| DFUS | $4217452 | 1.54% | 51470 | $-16765 | |||
| AVDV | $4160409 | 1.52% | 40373 | $468454 | |||
| TJX | $3232556 | 1.18% | 21337 | $-3449787 | |||
| DFAE | $3106946 | 1.14% | 77268 | $617100 | |||
| JPM | $2819153 | 1.03% | 8613 | $-2389665 | |||
| DFNM | $2757879 | 1.01% | 57058 | $1380743 | |||
| DFIV | $2456123 | 0.90% | 45467 | $128490 | |||
| CME | $2112460 | 0.77% | 9566 | $-3111833 | |||
| ACN | $2112369 | 0.77% | 16975 | $-6977636 | |||
| AVUS | $1956934 | 0.72% | 15279 | $561361 | |||
| NKE | $1692697 | 0.62% | 41235 | $-3840517 | |||
| FISV | $1450261 | 0.53% | 29567 | $-2645443 | |||
| DFIC | $1392108 | 0.51% | 37362 | $247726 | |||
| SBUX | $1386003 | 0.51% | 13563 | $-917467 | |||
| EA | $1012488 | 0.37% | 4938 | ऊपर ×1 | |||
| PEP | $953487 | 0.35% | 7042 | $-1055506 | |||
| PG | $948174 | 0.35% | 6466 | $-712932 | |||
| IXUS | $857051 | 0.31% | 8980 | $48400 | |||
| VOO | $830769 | 0.30% | 1210 | $86203 | |||
| BRK-A | $748850 | 0.27% | 1 | $-5950 | |||
| DFSD | $678075 | 0.25% | 14201 | $-412883 | |||
| CWBC | $665886 | 0.24% | 24791 | $108088 | |||
| JNJ | $638595 | 0.23% | 2514 | $117572 | |||
| MSFT | $589907 | 0.22% | 1581 | $-784758 | |||
| DISV | $538946 | 0.20% | 13430 | $-66812 | |||
| DE | $475748 | 0.17% | 750 | $123312 | |||
| AVGO | $455189 | 0.17% | 1205 | $-65692 | |||
| MCD | $443154 | 0.16% | 1639 | $-64935 | |||
| AON | $403003 | 0.15% | 1215 | $-26805 | |||
| DFSV | $361988 | 0.13% | 9332 | $5033 | |||
| ABBV | $354561 | 0.13% | 1409 | $32619 | |||
| NVDA | $305752 | 0.11% | 1528 | $6046 | |||
| GLW | $297574 | 0.11% | 1165 | ऊपर ×1 | |||
| VLUE | $287926 | 0.11% | 1441 | ऊपर ×1 | |||
| IVLU | $284669 | 0.10% | 6807 | $-25020 | |||
| BRK-B | $280719 | 0.10% | 561 | $-216305 | |||
| PEG | $230900 | 0.08% | 2845 | $2446 | |||
| LOW | $220490 | 0.08% | 1000 | $-20670 | |||
| कोई मिलान नहीं | |||||||
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