Peninsula Wealth, LLC Reduced Holdings in Q4 2024

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-26.6K
- 6.47%
$165.41 - $192.43 $4.39M - $5.11M
384K $64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-86.8K
- 44.54%
$61.68 - $67.87 $5.35M - $5.89M
108K $6.73M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-61.9K
- 24.5%
$55.45 - $61.08 $3.43M - $3.78M
191K $10.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
-72.5K
- 71.25%
$34.42 - $35.88 $2.49M - $2.6M
29.2K $1.02M
VTV
Vanguard Value ETF

ETFs
-1.06K
- 0.46%
$168.32 - $181.87 $179K - $193K
231K $39.1M
IEFA
Ishares Tr

ETFs
-2K
- 1.5%
$70.06 - $77.43 $140K - $155K
131K $9.24M
VEA
Vanguard Ftse Developed Market

ETFs
-6.51K
- 4.02%
$47.57 - $52.44 $310K - $341K
155K $7.43M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-12K
- 52.24%
$51.54 - $52.55 $619K - $631K
11K $567K
MBB
Ishares Tr

ETFs
-4.86K
- 16.37%
$91.26 - $95.82 $444K - $466K
24.8K $2.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.37K
- 2.4%
$44.04 - $49.49 $104K - $117K
96.3K $4.24M
EFG
Msci Eafe Growth ETF

ETFs
-2.35K
- 19.89%
$96.83 - $106.88 $227K - $251K
9.46K $915K
VEEV
Veeva Systems Inc

Healthcare
-1K
- 23.69%
$201.81 - $250.45 $202K - $250K
3.22K $677K
IVV
Ishares Core S&P 500 ETF

ETFs
-394
- 7.11%
$570.51 - $610.59 $225K - $241K
5.15K $3.03M
UBER
Uber Technologies, Inc

Technology
-417
- 5.24%
$59.93 - $86.34 $25K - $36K
7.53K $454K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.45K
- 23.11%
N/A
4.84K $415K
PEP
Pepsico Inc

Consumer Defensive
-76
- 2.31%
$151.29 - $176.1 $11.5K - $13.4K
3.22K $489K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-337
- 2.55%
$113.92 - $127.38 $38.4K - $42.9K
12.9K $1.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-98
- 2.04%
$176.42 - $186.91 $17.3K - $18.3K
4.7K $836K
SUB
Ishares Short Term National Mu

ETFs
-59
- 1.1%
$104.94 - $106.2 $6.19K - $6.27K
5.29K $558K
IYW
Ishares Dj Us Tech ETF

ETFs
-165
- 7.73%
$148.14 - $166.23 $24.4K - $27.4K
1.97K $314K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-680
- 4.29%
$49.03 - $53.35 $33.3K - $36.3K
15.2K $776K
Atlassian Corporation
-900
- 14.96%
N/A
5.12K $0
VB
Vanguard Small Cap ETF

ETFs
-436
- 1.16%
$233.76 - $261.58 $102K - $114K
37.2K $8.94M
BAC
Bank Of America Corp

Financial Services
-132
- 2.72%
$39.22 - $47.77 $5.18K - $6.31K
4.72K $207K
IWY
Ishares Tr Russell 200 Growth

ETFs
-321
- 4.03%
$216.72 - $244.71 $69.6K - $78.6K
7.65K $1.8M
GILD
Gilead Sciences, Inc.

Healthcare
-894
- 2.09%
$83.95 - $97.9 $75.1K - $87.5K
41.8K $3.86M
NVDA
Nvidia Corp

Technology
-984
- 0.57%
$117.0 - $148.88 $115K - $146K
171K $23M
VUG
Vanguard Growth ETF

ETFs
-790
- 0.57%
$378.79 - $428.11 $299K - $338K
138K $56.5M
SNOW
Snowflake Inc.

Technology
-443
- 0.09%
$109.65 - $186.51 $48.6K - $82.6K
468K $72.2M
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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