Perfromance Wealth Partners, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.38 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $702M, Vanguard Growth ETF with a value of $425M, Microsoft Corp with a value of $182M, Amazon Com Inc with a value of $179M, and Alphabet Inc. with a value of $128M.

Examining the 13F form we can see an increase of $108M in the current position value, from $2.28B to 2.38B.

Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.38 Billion
Technology: $999 Million
ETFs: $685 Million
Financial Services: $206 Million
Consumer Cyclical: $200 Million
Communication Services: $142 Million
Healthcare: $75.8 Million
Consumer Defensive: $51.2 Million
Industrials: $21.3 Million
Other: $4.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $2.38 Billion
  • Prior Value $2.28 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 22 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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