Perfromance Wealth Partners, LLC Incresed Positions in Q4 2024

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
8K
+ 0.63%
$378.79 - $428.11 $3.03M - $3.42M
1.29M $528M
NVDA
Nvidia Corp

Technology
7.56K
+ 0.58%
$117.0 - $148.88 $885K - $1.13M
1.31M $176M
GS
Goldman Sachs Group Inc

Financial Services
2.54K
+ 2.12%
$486.1 - $608.57 $1.23M - $1.55M
122K $69.9M
JPM
Jpmorgan Chase & CO

Financial Services
16K
+ 9.65%
$205.18 - $250.29 $3.28M - $4M
182K $43.5M
KKR
Kkr & Co. Inc.

Financial Services
23.1K
+ 9.91%
$129.87 - $162.87 $3M - $3.77M
256K $37.9M
WMT
Walmart Inc.

Consumer Defensive
8.08K
+ 2.03%
$79.1 - $95.7 $639K - $774K
407K $36.8M
BX
Blackstone Inc.

Financial Services
21.1K
+ 238.8%
$148.45 - $199.05 $3.13M - $4.19M
29.9K $5.15M
COST
Costco Wholesale Corp

Consumer Defensive
1.83K
+ 2.74%
$873.59 - $994.69 $1.6M - $1.82M
68.8K $63.1M
ACN
Accenture PLC

Technology
5.56K
+ 367.61%
$343.9 - $376.86 $1.91M - $2.1M
7.08K $2.49M
META
Meta Platforms, Inc.

Communication Services
1.31K
+ 2.25%
$554.08 - $632.68 $724K - $827K
59.4K $35.1M
PLTR
Palantir Technologies Inc.

Technology
8.44K
+ 40.36%
$36.46 - $82.38 $308K - $695K
29.3K $2.22M
VTV
Vanguard Value ETF

ETFs
8.01K
+ 30.78%
$168.32 - $181.87 $1.35M - $1.46M
34K $5.76M
DXCM
Dexcom Inc

Healthcare
1.42K
+ 4.23%
$65.68 - $81.01 $93.3K - $115K
35K $2.72M
CRM
Salesforce, Inc.

Technology
8
+ 0.11%
$270.87 - $367.87 $2.17K - $2.94K
7.35K $2.46M
AEM
Agnico Eagle Mines LTD

Basic Materials
5.8K
+ 104.26%
$75.99 - $88.85 $440K - $515K
11.4K $887K
WPM
Wheaton Precious Metals Corp.

Basic Materials
7.55K
+ 209.58%
$56.08 - $68.53 $423K - $517K
11.1K $626K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
28K
+ 69.58%
$14.94 - $18.72 $419K - $525K
68.3K $1.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.28K
+ 2.67%
$126.68 - $134.74 $415K - $441K
126K $16.1M
SCI
Service Corp International

Consumer Cyclical
3.01K
+ 100.37%
$73.36 - $88.6 $221K - $267K
6.01K $479K
VB
Vanguard Small Cap ETF

ETFs
596
+ 6.31%
$233.76 - $261.58 $139K - $156K
10K $2.41M
VIG
Vanguard Dividend Appreciation

ETFs
569
+ 0.18%
N/A
311K $56.6M
MS
Morgan Stanley

Financial Services
78
+ 2.67%
$104.42 - $134.99 $8.14K - $10.5K
3K $377K
VGT
Vanguard Information Technolog

ETFs
8
+ 0.75%
$571.78 - $647.97 $4.57K - $5.18K
1.07K $665K
PANW
Palo Alto Networks Inc

Technology
1.76K
+ 100.0%
$181.96 - $405.9 $320K - $714K
3.52K $640K
PH
Parker Hannifin Corp

Industrials
10
+ 0.13%
$621.74 - $709.46 $6.22K - $7.09K
7.73K $4.91M
ITW
Illinois Tool Works Inc

Industrials
229
+ 8.77%
$253.56 - $278.5 $58.1K - $63.8K
2.84K $720K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
702
+ 1.32%
$100.24 - $101.35 $70.4K - $71.1K
54.1K $5.44M
IWP
Ishares Russell Mid Cap Growth

ETFs
42
+ 1.77%
$116.4 - $138.52 $4.89K - $5.82K
2.42K $306K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.2%
$206.1 - $246.94 $618 - $741
1.51K $332K
WSO
Watsco Inc

Industrials
96
+ 6.71%
$466.57 - $568.78 $44.8K - $54.6K
1.53K $723K
IVE
Ishares S&P 500 Value ETF

ETFs
144
+ 7.44%
$189.5 - $206.17 $27.3K - $29.7K
2.08K $396K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.26%
$216.13 - $242.4 $648 - $727
1.14K $251K
Ge Vernova Inc
11.5K
+ 27.22%
N/A
53.9K $0
VBR
Vanguard Small Cap Value ETF

ETFs
18
+ 1.23%
$197.36 - $217.3 $3.55K - $3.91K
1.48K $292K
IBM
International Business Machines Corp

Technology
24
+ 0.25%
$204.9 - $238.04 $4.92K - $5.71K
9.53K $2.09M
RTX
Raytheon Technologies Corp

Industrials
54
+ 1.58%
$114.45 - $127.21 $6.18K - $6.87K
3.47K $401K
PFF
Ishares Trust Ishares Pfd And

ETFs
200
+ 1.29%
$31.23 - $33.51 $6.25K - $6.7K
15.7K $493K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
354
+ 0.75%
$48.33 - $49.08 $17.1K - $17.4K
47.4K $2.3M
URI
United Rentals, Inc.

Industrials
1
+ 0.3%
$704.44 - $880.32 $704 - $880
331 $233K
ECL
Ecolab Inc.

Basic Materials
43
+ 1.41%
$234.32 - $261.43 $10.1K - $11.2K
3.1K $725K
QCOM
Qualcomm Inc

Technology
155
+ 3.19%
$150.4 - $178.04 $23.3K - $27.6K
5.02K $770K
LMT
Lockheed Martin Corp

Industrials
63
+ 6.82%
$479.66 - $614.62 $30.2K - $38.7K
987 $479K
XLV
Select Sector Spdr Fund Health

ETFs
116
+ 0.75%
$136.28 - $154.74 $15.8K - $17.9K
15.7K $2.15M
IDXX
Idexx Laboratories Inc

Healthcare
100
+ 2.84%
$406.92 - $495.42 $40.7K - $49.5K
3.63K $1.5M
ORCL
Oracle Corp

Technology
2.07K
+ 1.11%
$165.41 - $192.43 $342K - $398K
188K $31.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.77K
+ 0.99%
$442.29 - $483.08 $785K - $857K
181K $82M
SCHP
Schwab Strategic Us Tips ETF

ETFs
70K
+ 83.53%
$25.74 - $53.78 $1.8M - $3.76M
154K $3.97M
MSFT
Microsoft Corp

Technology
920
+ 0.2%
$406.35 - $454.46 $374K - $418K
467K $197M
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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