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
ACHR
Archer Aviation Inc.

Industrials
21K
New
$6.2 - $13.3 $130K - $279K
21K $227K
UBER
Uber Technologies, Inc

Technology
740
+ 9.58%
$64.62 - $93.3 $47.8K - $69K
8.46K $789K
MRVL
Marvell Technology, Inc.

Technology
2.74K
New
$49.38 - $79.97 $135K - $219K
2.74K $212K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.47K
New
$60.61 - $87.72 $150K - $217K
2.47K $209K
EMR
Emerson Electric CO

Industrials
1.57K
New
$94.15 - $133.33 $148K - $210K
1.57K $209K
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
New
$162.76 - $195.77 $174K - $210K
1.07K $208K
DIS
Walt Disney CO

Communication Services
1.66K
New
$81.72 - $124.01 $136K - $206K
1.66K $206K
CVX
Chevron Corp

Energy
1.43K
New
$133.73 - $168.51 $191K - $241K
1.43K $204K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.36K
New
$113.67 - $150.4 $154K - $204K
1.36K $203K
NTRS
Northern Trust Corp

Financial Services
947
+ 34.34%
$84.45 - $126.79 $80K - $120K
3.71K $469K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.18K
+ 49.69%
$79.56 - $82.92 $174K - $181K
6.58K $545K
BA
Boeing CO

Industrials
501
+ 29.47%
$136.59 - $217.51 $68.4K - $109K
2.2K $461K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.93K
+ 68.14%
$70.7 - $82.14 $136K - $158K
4.75K $390K
NFLX
Netflix Inc

Communication Services
40
+ 14.55%
$855.86 - $1339.13 $34.2K - $53.6K
315 $421K
MCD
Mcdonalds Corp

Consumer Cyclical
623
+ 60.9%
$285.55 - $321.23 $178K - $200K
1.65K $480K
XOM
Exxon Mobil Corp

Energy
1.68K
+ 79.53%
$99.93 - $119.04 $168K - $200K
3.8K $409K
IWD
Ishares Russell 1000 Val ETF

ETFs
650
+ 26.09%
$166.82 - $194.23 $108K - $126K
3.14K $610K
PANW
Palo Alto Networks Inc

Technology
87
+ 2.51%
$152.44 - $204.64 $13.3K - $17.8K
3.55K $726K
CSCO
Cisco Systems, Inc.

Technology
1.36K
+ 30.69%
$53.19 - $69.38 $72.6K - $94.6K
5.81K $403K
HON
Honeywell International Inc

Industrials
350
+ 15.91%
$182.86 - $232.88 $64K - $81.5K
2.55K $593K
MA
Mastercard Inc

Financial Services
200
+ 23.72%
$479.92 - $590.74 $96K - $118K
1.04K $586K
APO
Apollo Global Management, Inc.

Financial Services
608
+ 8.78%
$108.68 - $145.07 $66.1K - $88.2K
7.53K $1.07M
IWN
Ishares Russell2000 Val ETF

ETFs
422
+ 6.36%
$131.84 - $157.76 $55.6K - $66.6K
7.06K $1.11M
AAL
American Airlines Group Inc.

Industrials
9.88K
+ 48.79%
N/A
30.1K $332K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.14K
+ 16.32%
$72.02 - $73.82 $82.1K - $84.2K
8.13K $598K
CRM
Salesforce, Inc.

Technology
171
+ 2.34%
$236.26 - $291.15 $40.4K - $49.8K
7.47K $2.04M
TXN
Texas Instruments Inc

Technology
245
+ 4.44%
N/A
5.77K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
104
+ 1.57%
$45.65 - $57.01 $4.75K - $5.93K
6.72K $382K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.13%
$317.61 - $387.52 $318 - $388
742 $284K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
107
+ 0.26%
$82.21 - $83.12 $8.8K - $8.89K
41.4K $3.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
83
+ 2.72%
$96.84 - $99.46 $8.04K - $8.26K
3.13K $310K
SCI
Service Corp International

Consumer Cyclical
16
+ 0.4%
$73.58 - $81.65 $1.18K - $1.31K
4.04K $329K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
43
+ 1.19%
$121.58 - $136.74 $5.23K - $5.88K
3.66K $496K
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 0.17%
$126.62 - $154.26 $1.01K - $1.23K
4.69K $598K
PEP
Pepsico Inc

Consumer Defensive
310
+ 11.82%
$128.02 - $151.37 $39.7K - $46.9K
2.93K $387K
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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