Peninsula Wealth, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Peninsula Wealth, LLC opened 3 positions, added to 28, reduced 9, sold out of 1 and left 3 unchanged. The largest increase in value was SNOW (+$16,554,467); the largest decrease was ORCL (-$7,760,861).
- TSLA: Country of operation United States; Class COM; Shares 2024-09-30 6,406; Shares 2024-12-31 6,679.
- AAPL: Country of operation United States; Class COM; Shares 2024-09-30 52,013; Shares 2024-12-31 52,830.
- AMZN: Country of operation United States; Class COM; Shares 2024-09-30 9,418; Shares 2024-12-31 9,979.
- AVGO: Country of operation United States; Class COM; Shares 2024-09-30 6,465; Shares 2024-12-31 6,711.
Two Form 13F-HR filings compared (SEC CIK 1600052): 2024-09-30 (filed 2024-11-14) and 2024-12-31 (filed 2025-02-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|
TSLA
TESLA INC | United States | COM | 6,406 | 6,679 | +273 | $1,417,840 | $2,697,247 | +$1,279,407 |
|---|
AAPL
APPLE INC | United States | COM | 52,013 | 52,830 | +817 | $12,055,491 | $13,229,772 | +$1,174,281 |
|---|
AMZN
AMAZON COM INC | United States | COM | 9,418 | 9,979 | +561 | $1,760,202 | $2,189,377 | +$429,175 |
|---|
AVGO
BROADCOM INC | United States | COM | 6,465 | 6,711 | +246 | $1,143,075 | $1,555,933 | +$412,858 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 5,303 | 6,436 | +1,133 | $222,355 | $486,755 | +$264,400 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 8,126 | 8,396 | +270 | $1,354,918 | $1,598,851 | +$243,933 |
|---|
V
VISA INC | United States | COM CL A | 7,156 | 7,239 | +83 | $2,057,410 | $2,287,833 | +$230,423 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,304 | 6,599 | +295 | $1,041,242 | $1,249,258 | +$208,016 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 10,639 | 10,954 | +315 | $4,427,078 | $4,617,080 | +$190,002 |
|---|
CRM
SALESFORCE INC | United States | COM | 1,839 | 1,886 | +47 | $534,923 | $630,582 | +$95,659 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 2,811 | 2,983 | +172 | $628,590 | $715,004 | +$86,414 |
|---|
NFLX
NETFLIX INC | United States | COM | 332 | 358 | +26 | $233,064 | $319,093 | +$86,029 |
|---|
META
META PLATFORMS INC | United States | CL A | 2,694 | 2,790 | +96 | $1,553,967 | $1,633,323 | +$79,356 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 5,222 | 5,238 | +16 | $630,084 | $563,473 | -$66,611 |
|---|
WMT
WALMART INC | United States | COM | 4,172 | 4,470 | +298 | $338,844 | $403,903 | +$65,059 |
|---|
SNPS
SYNOPSYS INC | United States | COM | 4,204 | 4,224 | +20 | $2,107,675 | $2,050,161 | -$57,514 |
|---|
CSCO
CISCO SYS INC | United States | COM | 8,917 | 9,448 | +531 | $502,726 | $559,294 | +$56,568 |
|---|
LLY
ELI LILLY & CO | United States | COM | 606 | 656 | +50 | $555,634 | $506,121 | -$49,513 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 1,488 | 1,803 | +315 | $256,463 | $302,276 | +$45,813 |
|---|
INTU
INTUIT | United States | COM | 1,783 | 1,786 | +3 | $1,086,780 | $1,122,811 | +$36,031 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 808 | 818 | +10 | $716,598 | $749,197 | +$32,599 |
|---|
RTX
RTX CORPORATION | United States | COM | 3,134 | 3,168 | +34 | $395,512 | $366,646 | -$28,866 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 1,261 | 1,282 | +21 | $648,405 | $674,821 | +$26,416 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 617 | 647 | +30 | $352,720 | $327,391 | -$25,329 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,086 | 3,216 | +130 | $1,437,119 | $1,457,748 | +$20,629 |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 12,554 | 12,705 | +151 | $262,251 | $271,242 | +$8,991 |
|---|
ABBV
ABBVIE INC | United States | COM | 1,306 | 1,360 | +54 | $248,753 | $241,725 | -$7,028 |
|---|
HD
HOME DEPOT INC | United States | COM | 905 | 978 | +73 | $378,894 | $380,592 | +$1,698 |
|---|
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