Peninsula Wealth, LLC Incresed Positions in Q3 2024

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
80K
+ 24.23%
$125.9 - $170.35 $10.1M - $13.6M
410K $69.9M
IVE
Ishares S&P 500 Value ETF

ETFs
10.8K
+ 4.01%
$181.06 - $197.17 $1.95M - $2.13M
279K $55.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
30.4K
+ 5.12%
$84.77 - $97.13 $2.58M - $2.95M
625K $59.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.14K
+ 14.69%
$434.77 - $502.96 $1.8M - $2.08M
32.3K $15.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.5K
+ 5.72%
$57.32 - $62.65 $604K - $660K
195K $12.1M
AAPL
Apple Inc.

Technology
765
+ 1.49%
$207.23 - $234.82 $159K - $180K
52K $12.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
24.2K
+ 8.93%
$26.43 - $29.86 $639K - $722K
295K $8.71M
GILD
Gilead Sciences, Inc.

Healthcare
8.24K
+ 23.93%
$66.59 - $83.99 $549K - $692K
42.7K $3.58M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.12K
+ 3.75%
$56.04 - $62.99 $511K - $574K
253K $15.4M
JIG
J P Morgan Exchange Traded Fd

ETFs
7.35K
+ 5.63%
$60.68 - $68.76 $446K - $505K
138K $9.29M
IVV
Ishares Core S&P 500 ETF

ETFs
874
+ 18.74%
$520.18 - $576.82 $455K - $504K
5.54K $3.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
12.3K
+ 101.32%
$38.33 - $42.48 $472K - $523K
24.5K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
178
+ 2.86%
$191.76 - $263.26 $34.1K - $46.9K
6.41K $1.68M
CMF
Ishares California Muni Bond E

ETFs
5.54K
+ 19.32%
$56.65 - $58.17 $314K - $322K
34.2K $1.99M
MBB
Ishares Tr

ETFs
2.53K
+ 9.33%
$90.85 - $96.66 $230K - $245K
29.7K $2.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.21K
+ 33.85%
$162.64 - $179.3 $197K - $217K
4.8K $859K
META
Meta Platforms, Inc.

Communication Services
81
+ 3.1%
$453.41 - $572.44 $36.7K - $46.4K
2.69K $1.54M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.88K
+ 32.43%
$44.24 - $49.47 $172K - $192K
15.8K $783K
EFG
Msci Eafe Growth ETF

ETFs
1.53K
+ 14.89%
$96.84 - $108.77 $148K - $166K
11.8K $1.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 2.12%
$405.19 - $478.57 $25.9K - $30.6K
3.09K $1.42M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
851
+ 7.22%
$100.75 - $111.62 $85.7K - $95K
12.6K $1.38M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.46K
+ 12.01%
$51.02 - $52.74 $126K - $130K
23K $1.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.01%
$105.53 - $118.34 $106 - $118
13.2K $1.55M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
119
+ 0.25%
$38.51 - $41.69 $4.58K - $4.96K
48.2K $2.01M
V
Visa Inc.

Financial Services
69
+ 0.97%
$253.74 - $291.56 $17.5K - $20.1K
7.16K $1.97M
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 12.28%
$333.64 - $405.2 $33K - $40.1K
905 $366K
MA
Mastercard Inc

Financial Services
50
+ 4.13%
$429.6 - $500.99 $21.5K - $25K
1.26K $622K
DUHP
Dimensional ETF Tr Dimensional

ETFs
261
+ 0.72%
$30.74 - $34.07 $8.02K - $8.89K
36.5K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
56
+ 9.98%
$488.01 - $604.18 $27.3K - $33.8K
617 $360K
RTX
Raytheon Technologies Corp

Industrials
53
+ 1.72%
$99.55 - $123.34 $5.28K - $6.54K
3.13K $379K
CSCO
Cisco Systems, Inc.

Technology
374
+ 4.38%
$44.74 - $53.22 $16.7K - $19.9K
8.92K $474K
CRM
Salesforce, Inc.

Technology
114
+ 6.61%
$238.42 - $276.53 $27.2K - $31.5K
1.84K $503K
JPM
Jpmorgan Chase & CO

Financial Services
132
+ 4.93%
$194.9 - $224.8 $25.7K - $29.7K
2.81K $592K
ABBV
Abb Vie Inc.

Healthcare
98
+ 8.11%
$163.84 - $199.33 $16.1K - $19.5K
1.31K $257K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 2.93%
$801.83 - $917.05 $18.4K - $21.1K
808 $716K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
245
+ 12.75%
$147.95 - $191.05 $36.2K - $46.8K
2.17K $376K
XOM
Exxon Mobil Corp

Energy
268
+ 5.41%
$109.72 - $119.0 $29.4K - $31.9K
5.22K $612K
IYW
Ishares Dj Us Tech ETF

ETFs
225
+ 11.79%
$133.16 - $158.73 $30K - $35.7K
2.13K $323K
PEP
Pepsico Inc

Consumer Defensive
103
+ 3.23%
$161.9 - $179.3 $16.7K - $18.5K
3.3K $560K
PG
Procter & Gamble CO

Consumer Defensive
119
+ 8.69%
$160.76 - $177.82 $19.1K - $21.2K
1.49K $257K
AMZN
Amazon Com Inc

Consumer Cyclical
475
+ 5.31%
$161.02 - $200.0 $76.5K - $95K
9.42K $1.75M
NFLX
Netflix Inc

Communication Services
22
+ 7.1%
$598.55 - $722.26 $13.2K - $15.9K
332 $235K
AMD
Advanced Micro Devices Inc

Technology
45
+ 3.32%
$128.67 - $183.96 $5.79K - $8.28K
1.4K $229K
LLY
Eli Lilly & CO

Healthcare
21
+ 3.59%
$772.14 - $960.02 $16.2K - $20.2K
606 $536K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.24%
$182.15 - $182.15 $2.91K - $2.91K
6.57K $1.2M
Atlassian Corporation
17
+ 0.28%
N/A
6.02K $0
Blackrock ETF Trust Ii
2.23K
+ 26.88%
N/A
10.5K $0
HPE
Hewlett Packard Enterprise CO

Technology
86
+ 0.69%
$16.1 - $21.44 $1.38K - $1.84K
12.6K $256K
MSFT
Microsoft Corp

Technology
302
+ 2.92%
$395.15 - $467.56 $119K - $141K
10.6K $4.58M
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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