Perfromance Wealth Partners, LLC Purchases in Q2 2025

Perfromance Wealth Partners, LLC

  • $3.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
31.4K
+ 2.33%
$94.31 - $157.99 $2.96M - $4.96M
1.38M $218M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
215K
New
$82.32 - $112.47 $17.7M - $24.2M
215K $24.2M
GS
Goldman Sachs Group Inc

Financial Services
3.12K
+ 2.39%
$462.22 - $707.75 $1.44M - $2.21M
134K $94.8M
ORCL
Oracle Corp

Technology
518
+ 0.24%
$122.82 - $218.63 $63.6K - $113K
221K $48.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
51.6K
New
$187.5 - $246.51 $9.68M - $12.7M
51.6K $12.7M
META
Meta Platforms, Inc.

Communication Services
609
+ 0.88%
$484.66 - $738.09 $295K - $449K
69.9K $51.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.04K
+ 2.02%
$210.28 - $289.91 $849K - $1.17M
204K $59M
FDVV
Fidelity High Dividend ETF

ETFs
108K
New
$43.6 - $52.02 $4.69M - $5.6M
108K $5.6M
COST
Costco Wholesale Corp

Consumer Defensive
577
+ 0.82%
$908.13 - $1056.85 $524K - $610K
70.9K $70.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
30.5K
New
$85.42 - $94.39 $2.6M - $2.88M
30.5K $2.86M
VTV
Vanguard Value ETF

ETFs
7.41K
+ 16.88%
$153.67 - $176.74 $1.14M - $1.31M
51.3K $9.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
821
+ 5.39%
$496.48 - $617.85 $408K - $507K
16K $9.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.98K
+ 73.7%
$416.06 - $551.64 $823K - $1.09M
4.66K $2.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.35K
+ 4.02%
$114.78 - $133.31 $614K - $713K
138K $18.4M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
23.1K
New
$39.69 - $51.24 $915K - $1.18M
23.1K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
1.79K
+ 170.16%
$498.8 - $620.9 $890K - $1.11M
2.83K $1.76M
GOOGL
Alphabet Inc.

Communication Services
639
+ 1.55%
$144.7 - $178.6 $92.5K - $114K
41.8K $7.37M
FNGS
Bank Of Montreal

ETFs
15K
New
$44.91 - $65.15 $674K - $977K
15K $977K
AMAT
Applied Materials Inc

Technology
5.21K
New
$126.95 - $183.52 $661K - $956K
5.21K $953K
IDXX
Idexx Laboratories Inc

Healthcare
825
+ 28.24%
$361.04 - $536.34 $298K - $442K
3.75K $2.01M
FNDE
Schwab Fundamental Emerging Mk

ETFs
21.3K
New
$26.66 - $33.09 $567K - $704K
21.3K $702K
AMD
Advanced Micro Devices Inc

Technology
8
+ 0.05%
$78.21 - $143.81 $626 - $1.15K
17.3K $2.45M
BAC
Bank Of America Corp

Financial Services
12K
+ 67.82%
$34.39 - $47.46 $413K - $570K
29.7K $1.41M
GE
General Electric CO

Industrials
2.3K
+ 176.48%
$166.81 - $257.39 $383K - $591K
3.6K $925K
MET
Metlife Inc

Financial Services
7.95K
New
$68.42 - $82.49 $544K - $656K
7.95K $639K
XLV
Select Sector Spdr Fund Health

ETFs
6.1K
+ 33.45%
$128.77 - $144.3 $785K - $880K
24.3K $3.28M
VIG
Vanguard Dividend Appreciation

ETFs
2.92K
+ 0.91%
N/A
324K $59M
V
Visa Inc.

Financial Services
761
+ 1.37%
$308.27 - $373.31 $235K - $284K
56.5K $20.1M
KO
Coca Cola CO

Consumer Defensive
6.69K
+ 123.32%
$68.37 - $73.9 $457K - $494K
12.1K $856K
COF
Capital One Financial Corp

Financial Services
2.06K
New
$150.57 - $212.76 $310K - $439K
2.06K $438K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
250
+ 8.26%
$328.01 - $475.68 $82K - $119K
3.28K $1.53M
ABT
Abbott Laboratories

Healthcare
2.79K
+ 93.28%
$123.95 - $138.08 $346K - $385K
5.78K $786K
MELI
Mercadolibre Inc

Consumer Cyclical
145
New
$1794.73 - $2613.63 $260K - $379K
145 $378K
HD
Home Depot, Inc.

Consumer Cyclical
964
+ 13.69%
$335.24 - $380.78 $323K - $367K
8.01K $2.94M
AXP
American Express CO

Financial Services
1.1K
New
$231.39 - $318.98 $255K - $351K
1.1K $351K
NOW
Service Now, Inc.

Technology
99
+ 9.6%
$721.65 - $1040.18 $71.4K - $103K
1.13K $1.16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.6K
New
$32.66 - $40.75 $248K - $310K
7.6K $307K
VO
Vanguard Mid Cap ETF

ETFs
1.03K
New
$228.54 - $279.83 $234K - $287K
1.03K $287K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.21K
New
$141.37 - $228.57 $170K - $276K
1.21K $273K
VB
Vanguard Small Cap ETF

ETFs
458
+ 4.24%
$193.73 - $237.37 $88.7K - $109K
11.3K $2.67M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
686
New
$299.15 - $396.54 $205K - $272K
686 $272K
CAT
Caterpillar Inc

Industrials
190
+ 5.6%
$273.94 - $388.21 $52K - $73.8K
3.58K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
1.8K
+ 52.47%
$157.66 - $172.39 $284K - $311K
5.24K $834K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
735
New
$224.32 - $326.09 $165K - $240K
735 $239K
GD
General Dynamics Corp

Industrials
704
+ 45.13%
$247.68 - $291.66 $174K - $205K
2.26K $660K
GLW
Corning Inc

Technology
2.26K
+ 13.46%
$39.07 - $52.59 $88.3K - $119K
19.1K $1M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.12K
New
$82.96 - $110.1 $176K - $234K
2.12K $233K
VIS
Vanguard Industrial ETF

ETFs
833
New
$220.04 - $280.07 $183K - $233K
833 $233K
VGT
Vanguard Information Technolog

ETFs
133
+ 11.11%
$470.37 - $663.28 $62.6K - $88.2K
1.33K $882K
Activity Summary
Buys All Purchases 86 New Holdings 28 Increased Positions 58 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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