Perfromance Wealth Partners, LLC Purchases in Q3 2024

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
4.27K
New
$57.47 - $62.76 $245K - $268K
4.27K $267K
AXON
Axon Enterprise, Inc.

Industrials
665
New
$286.16 - $399.6 $190K - $266K
665 $265K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.21K
+ 70.32%
$173.36 - $189.8 $210K - $230K
2.94K $557K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.57K
New
$136.93 - $162.81 $215K - $256K
1.57K $252K
UNP
Union Pacific Corp

Industrials
1.02K
New
$221.78 - $256.09 $226K - $261K
1.02K $251K
CAT
Caterpillar Inc

Industrials
122
+ 3.56%
$316.8 - $391.12 $38.6K - $47.7K
3.55K $1.39M
WDAY
Workday, Inc.

Technology
1K
New
$207.75 - $264.68 $208K - $265K
1K $244K
BNTX
Bio N Tech Se

Healthcare
2K
New
$78.36 - $124.66 $157K - $249K
2K $237K
SNY
Sanofi

Healthcare
4.07K
New
$48.54 - $58.53 $198K - $238K
4.07K $234K
CSCO
Cisco Systems, Inc.

Technology
4.39K
New
$44.74 - $53.22 $196K - $233K
4.39K $233K
MA
Mastercard Inc

Financial Services
412
+ 84.77%
$429.6 - $500.99 $177K - $206K
898 $443K
BMO
Bank Of Montreal

Financial Services
2.5K
New
$79.1 - $90.77 $198K - $227K
2.5K $225K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.08K
New
$72.18 - $107.33 $150K - $223K
2.08K $220K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.6K
New
$52.04 - $64.22 $187K - $231K
3.6K $219K
DHR
Danaher Corp

Healthcare
785
New
$239.25 - $280.76 $188K - $220K
785 $218K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.55K
New
$44.65 - $47.21 $203K - $215K
4.55K $212K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.37K
New
$41.9 - $48.26 $183K - $211K
4.37K $209K
NOC
Northrop Grumman Corp

Industrials
393
New
$423.73 - $533.14 $167K - $210K
393 $207K
TMO
Thermo Fisher Scientific Inc.

Healthcare
327
New
$531.86 - $624.21 $174K - $204K
327 $202K
UNH
Unitedhealth Group Inc

Healthcare
343
New
$488.01 - $604.18 $167K - $207K
343 $200K
DVY
Ishares Tr

ETFs
416
+ 4.15%
$119.99 - $135.74 $49.9K - $56.5K
10.5K $1.41M
RTX
Raytheon Technologies Corp

Industrials
1.26K
+ 58.26%
$99.55 - $123.34 $125K - $155K
3.41K $413K
BA
Boeing CO

Industrials
1.5K
+ 125.0%
$152.04 - $190.6 $228K - $286K
2.7K $410K
LMT
Lockheed Martin Corp

Industrials
142
+ 18.16%
$460.3 - $584.56 $65.4K - $83K
924 $540K
XLV
Select Sector Spdr Fund Health

ETFs
264
+ 1.73%
$143.3 - $157.24 $37.8K - $41.5K
15.5K $2.39M
ZTS
Zoetis Inc.

Healthcare
552
+ 40.65%
$172.58 - $196.48 $95.3K - $108K
1.91K $373K
TXN
Texas Instruments Inc

Technology
708
+ 13.74%
$194.6 - $194.6 $138K - $138K
5.86K $1.14M
GD
General Dynamics Corp

Industrials
335
+ 22.38%
$279.51 - $308.09 $93.6K - $103K
1.83K $553K
IDXX
Idexx Laboratories Inc

Healthcare
110
+ 3.22%
$455.08 - $517.19 $50.1K - $56.9K
3.53K $1.78M
AGNC
Agnc Investment Corp.

Real Estate
10.9K
New
$9.48 - $10.66 $103K - $116K
10.9K $113K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
655
+ 19.26%
$98.85 - $111.3 $64.7K - $72.9K
4.06K $451K
LNT
Alliant Energy Corp

Utilities
595
+ 8.78%
$50.74 - $60.74 $30.2K - $36.1K
7.37K $447K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
57
+ 0.11%
$98.99 - $101.51 $5.64K - $5.79K
53.4K $5.41M
HON
Honeywell International Inc

Industrials
569
+ 25.18%
$196.73 - $220.21 $112K - $125K
2.83K $584K
ADP
Automatic Data Processing Inc

Industrials
116
+ 6.82%
$233.44 - $279.45 $27.1K - $32.4K
1.82K $502K
ACN
Accenture PLC

Technology
69
+ 4.78%
$295.44 - $355.81 $20.4K - $24.6K
1.51K $534K
NVMI
Nova Ltd.

Technology
910
+ 24.5%
$172.87 - $244.49 $157K - $222K
4.63K $963K
AEM
Agnico Eagle Mines LTD

Basic Materials
48
+ 0.87%
$65.04 - $84.24 $3.12K - $4.04K
5.56K $447K
WSO
Watsco Inc

Industrials
101
+ 7.59%
$448.73 - $519.89 $45.3K - $52.5K
1.43K $703K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
14.1K
New
$5.44 - $5.91 $76.7K - $83.3K
14.1K $81K
OBE
Obsidian Energy Ltd.

Energy
14.5K
New
$5.51 - $7.8 $79.6K - $113K
14.5K $80K
DVA
Davita Inc.

Healthcare
8
+ 0.27%
$133.98 - $165.19 $1.07K - $1.32K
3.01K $493K
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 1.37%
$315.12 - $406.43 $3.15K - $4.06K
741 $301K
ETN
Eaton Corp PLC

Industrials
160
+ 22.22%
$272.52 - $333.02 $43.6K - $53.3K
880 $291K
PGR
Progressive Corp

Financial Services
60
+ 5.53%
$209.46 - $259.24 $12.6K - $15.6K
1.15K $290K
JOE
St Joe CO

Real Estate
450
+ 4.66%
$52.59 - $63.7 $23.7K - $28.7K
10.1K $588K
VEA
Vanguard Ftse Developed Market

ETFs
678
+ 10.05%
$47.6 - $53.31 $32.3K - $36.1K
7.43K $392K
RSG
Republic Services, Inc.

Industrials
256
+ 23.29%
$189.34 - $208.21 $48.5K - $53.3K
1.36K $272K
MSI
Motorola Solutions, Inc.

Technology
7
+ 0.79%
$385.65 - $450.49 $2.7K - $3.15K
891 $400K
Activity Summary
Buys All Purchases 126 New Holdings 39 Increased Positions 87 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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