Peninsula Wealth, LLC Incresed Positions in Q4 2024

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
24.4K
+ 3.91%
$94.43 - $105.47 $2.3M - $2.57M
649K $65.9M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
206K
+ 69.71%
$26.65 - $29.34 $5.48M - $6.03M
501K $13.6M
JIG
J P Morgan Exchange Traded Fd

ETFs
57.7K
+ 41.88%
$62.5 - $67.55 $3.61M - $3.9M
196K $12.2M
IEMG
Ishares Inc

ETFs
51.3K
+ 73.52%
N/A
121K $6.49M
AAPL
Apple Inc.

Technology
817
+ 1.57%
$221.69 - $259.02 $181K - $212K
52.8K $13.2M
TSLA
Tesla, Inc.

Consumer Cyclical
273
+ 4.26%
$213.65 - $479.86 $58.3K - $131K
6.68K $2.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
215
+ 0.67%
$481.22 - $538.17 $103K - $116K
32.5K $16.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.09K
+ 6.42%
$129.96 - $144.97 $401K - $448K
51.2K $7.14M
AVGO
Broadcom Inc.

Technology
246
+ 3.81%
$159.67 - $250.0 $39.3K - $61.5K
6.71K $1.56M
AMZN
Amazon Com Inc

Consumer Cyclical
561
+ 5.96%
$180.88 - $232.93 $101K - $131K
9.98K $2.19M
V
Visa Inc.

Financial Services
83
+ 1.16%
$273.87 - $320.91 $22.7K - $26.6K
7.24K $2.29M
PLTR
Palantir Technologies Inc.

Technology
1.13K
+ 21.37%
$36.46 - $82.38 $41.3K - $93.3K
6.44K $486K
GOOG
Alphabet Inc.

Communication Services
270
+ 3.32%
$163.08 - $198.16 $44K - $53.5K
8.4K $1.6M
GOOGL
Alphabet Inc.

Communication Services
295
+ 4.68%
$161.86 - $196.66 $47.7K - $58K
6.6K $1.25M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.03K
+ 19.47%
$91.94 - $100.02 $187K - $203K
12.5K $1.16M
CRM
Salesforce, Inc.

Technology
47
+ 2.56%
$270.87 - $367.87 $12.7K - $17.3K
1.89K $630K
JPM
Jpmorgan Chase & CO

Financial Services
172
+ 6.12%
$205.18 - $250.29 $35.3K - $43K
2.98K $715K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.3K
+ 13.48%
$40.97 - $42.66 $135K - $141K
27.8K $1.15M
META
Meta Platforms, Inc.

Communication Services
96
+ 3.56%
$554.08 - $632.68 $53.2K - $60.7K
2.79K $1.65M
CSCO
Cisco Systems, Inc.

Technology
531
+ 5.95%
$52.45 - $60.02 $27.9K - $31.9K
9.45K $559K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
165
+ 7.62%
$172.07 - $207.36 $28.4K - $34.2K
2.33K $460K
NFLX
Netflix Inc

Communication Services
26
+ 7.83%
$687.65 - $936.56 $17.9K - $24.4K
358 $319K
WMT
Walmart Inc.

Consumer Defensive
298
+ 7.14%
$79.1 - $95.7 $23.6K - $28.5K
4.47K $403K
MA
Mastercard Inc

Financial Services
21
+ 1.67%
$491.3 - $536.15 $10.3K - $11.3K
1.28K $675K
PG
Procter & Gamble CO

Consumer Defensive
315
+ 21.17%
$161.05 - $179.7 $50.7K - $56.6K
1.8K $302K
MSFT
Microsoft Corp

Technology
315
+ 2.96%
$406.35 - $454.46 $128K - $143K
11K $4.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 4.21%
$442.29 - $483.08 $57.5K - $62.8K
3.22K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 0.42%
$280.04 - $302.45 $5.32K - $5.75K
4.53K $1.31M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.24%
$873.59 - $994.69 $8.74K - $9.95K
818 $749K
CMF
Ishares California Muni Bond E

ETFs
926
+ 2.71%
$56.66 - $58.1 $52.5K - $53.8K
35.2K $2.01M
VO
Vanguard Mid Cap ETF

ETFs
58
+ 0.43%
$261.5 - $284.63 $15.2K - $16.5K
13.6K $3.58M
INTU
Intuit Inc

Technology
3
+ 0.17%
$602.01 - $706.25 $1.81K - $2.12K
1.79K $1.12M
HPE
Hewlett Packard Enterprise CO

Technology
151
+ 1.2%
$19.31 - $23.95 $2.92K - $3.62K
12.7K $271K
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 8.07%
$385.02 - $431.37 $28.1K - $31.5K
978 $380K
DUHP
Dimensional ETF Tr Dimensional

ETFs
615
+ 1.68%
$33.62 - $35.69 $20.7K - $21.9K
37.2K $1.26M
DFAS
Dimensional ETF Tr U S Small C

ETFs
26
+ 0.23%
$63.58 - $71.15 $1.65K - $1.85K
11.4K $742K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.23%
N/A
6.58K $1.2M
Blackrock ETF Trust Ii
10.4K
+ 98.94%
N/A
20.9K $0
Dimensional ETF Trust
372
+ 0.39%
N/A
95.1K $0
RTX
Raytheon Technologies Corp

Industrials
34
+ 1.08%
$114.45 - $127.21 $3.89K - $4.33K
3.17K $366K
ABBV
Abb Vie Inc.

Healthcare
54
+ 4.13%
$164.99 - $203.87 $8.91K - $11K
1.36K $241K
LLY
Eli Lilly & CO

Healthcare
50
+ 8.25%
$727.2 - $932.06 $36.4K - $46.6K
656 $506K
UNH
Unitedhealth Group Inc

Healthcare
30
+ 4.86%
$485.52 - $625.25 $14.6K - $18.8K
647 $327K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
117
+ 0.24%
$40.38 - $44.35 $4.72K - $5.19K
48.3K $1.98M
XOM
Exxon Mobil Corp

Energy
16
+ 0.31%
$105.51 - $125.37 $1.69K - $2.01K
5.24K $563K
SNPS
Synopsys Inc

Technology
20
+ 0.48%
$485.36 - $588.0 $9.71K - $11.8K
4.22K $2.05M
EFV
Msci Eafe Value ETF

ETFs
9.01K
+ 7.86%
$51.78 - $57.15 $466K - $515K
124K $6.48M
DFIC
Dimensional ETF Tr Dimensional

ETFs
424
+ 0.71%
$25.61 - $28.0 $10.9K - $11.9K
60.5K $1.56M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.11K
+ 0.7%
$45.07 - $47.1 $50.1K - $52.4K
159K $7.19M
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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