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Peninsula Wealth, LLC

13F
Peninsula Wealth, LLC
Last update 2024-11-14 98 Stocks (9 new)
Value $573.00 Mil Turnover 6 %
Countries:
Top Holdings: ORCL(12.53%)IVW(10.57%)IVE(9.80%)SNOW(9.72%)VUG(9.42%)
Summary Stock Picks Current Portfolio
Peninsula Wealth, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ORCL 		Oracle Corp
410,353
71,717.4
+24.23%
12.530
+2.44%
0.010
+7.25%
+66.47%
484,964.2
Software
IVW 		iShares S&P 500 Growth ETF
624,720
60,510.3
+5.12%
10.570
+0.51%
0.110
+11.90%
+39.43%
57,680.2
 
IVE 		iShares S&P 500 Value ETF
279,468
56,108.8
+4.01%
9.800
+0.38%
0.160
+2.51%
+15.57%
35,972.3
 
SNOW 		Snowflake Inc
468,118
55,659.2
0%
9.720
0%
0.140
+47.51%
-15.74%
55,343.0
Software
VUG 		Vanguard Growth ETF
138,535
53,920.5
-2.07%
9.420
-0.21%
0.040
+12.93%
+36.81%
142,083.4
 
VTV 		Vanguard Value ETF
232,216
41,276.4
-2.69%
7.210
-0.20%
0.030
+2.66%
+19.21%
124,968.1
 
NVDA 		NVIDIA Corp
171,920
23,333.0
+0.51%
4.080
+0.02%
0.000
+12.73%
+171.17%
3,287,782.5
Semiconductors
QQQ 		INVESCO QQQ Trust
32,318
15,865.2
+14.69%
2.770
+0.35%
0.010
+11.77%
+30.11%
328,530.7
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
252,510
15,334.9
+3.75%
2.680
+0.10%
0.090
-2.56%
+6.72%
16,194.5
 
IJH 		iShares Core S&P Mid-Cap ETF
194,853
12,433.5
+5.72%
2.170
+0.12%
0.010
+8.34%
+19.50%
98,967.9
 

Peninsula Wealth, LLC's Historical Top Holdings Breakdowns

Peninsula Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SNOW 		Snowflake Inc2023-09-30Add
+16.22%
●
146.94 ($162.82) 188.2
$167.67
2.98%
Add 1337.5%
500,940
466,092
IVW 		iShares S&P 500 Growth ETF2024-06-30Add
+3.56%
●
79.31 ($86.21) 93.31
$104.36
21.05%
Add 50.29%
594,300
198,857
VUG 		Vanguard Growth ETF2024-03-31Reduce
-3.03%
●
301.05 ($329.94) 346.61
$423.72
28.42%
Reduce -20.61%
182,264
-47,309
VUG 		Vanguard Growth ETF2024-06-30Reduce
-2.80%
●
322.46 ($349.89) 377.11
$423.72
21.10%
Reduce -22.39%
141,459
-40,805
IVE 		iShares S&P 500 Value ETF2024-06-30Add
+2.76%
●
176.58 ($182.13) 186.7
$197.98
8.70%
Add 41.88%
268,686
79,308
IVW 		iShares S&P 500 Growth ETF2024-03-31Add
+2.74%
●
72.87 ($80.34) 85.14
$104.36
29.90%
Add 69.88%
395,443
162,664
VTV 		Vanguard Value ETF2024-06-30Reduce
-2.52%
●
154.57 ($159.83) 163.65
$175.06
9.53%
Reduce -24.56%
238,646
-77,673
VTV 		Vanguard Value ETF2024-03-31Reduce
-2.47%
●
147.46 ($154.16) 162.86
$175.06
13.56%
Reduce -20.18%
316,319
-79,982
ORCL 		Oracle Corp2024-09-30Add
+2.44%
●
125.9 ($144.85) 170.4
$173.39
19.70%
Add 24.23%
410,353
80,040
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Reduce
-2.41%
●
47.83 ($49.76) 51.21
$49.98
0.44%
Reduce -56.13%
187,856
-240,354

Peninsula Wealth, LLC Total Holding History ($B)

To

Peninsula Wealth, LLC's Asset Allocation

To

Peninsula Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Peninsula Wealth, LLC's Hypothetical Growth since 2024-09-30

Peninsula Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Peninsula Wealth, LLC's Holdings Heat Map

Size field:

Peninsula Wealth, LLC's Holdings Bubble Chart

Peninsula Wealth, LLC News

  • 1

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