Perfromance Wealth Partners, LLC Incresed Positions in Q1 2025

Perfromance Wealth Partners, LLC

  • $2.77 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.01K
+ 2.77%
$442.66 - $534.52 $2.22M - $2.68M
186K $99M
JPM
Jpmorgan Chase & CO

Financial Services
18K
+ 9.91%
$225.19 - $279.95 $4.05M - $5.04M
200K $49M
META
Meta Platforms, Inc.

Communication Services
9.89K
+ 16.65%
$576.36 - $736.67 $5.7M - $7.29M
69.3K $40M
COST
Costco Wholesale Corp

Consumer Defensive
1.53K
+ 2.22%
$890.62 - $1076.86 $1.36M - $1.65M
70.3K $66.5M
BX
Blackstone Inc.

Financial Services
25.2K
+ 84.42%
$136.53 - $186.74 $3.44M - $4.71M
55.1K $7.7M
V
Visa Inc.

Financial Services
287
+ 0.52%
$306.92 - $362.71 $88.1K - $104K
55.7K $19.5M
VIG
Vanguard Dividend Appreciation

ETFs
10.6K
+ 3.41%
N/A
321K $58.5M
VTV
Vanguard Value ETF

ETFs
9.89K
+ 29.05%
$167.73 - $179.21 $1.66M - $1.77M
43.9K $7.59M
GS
Goldman Sachs Group Inc

Financial Services
8.78K
+ 7.19%
$524.81 - $672.19 $4.61M - $5.9M
131K $71.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.88K
+ 5.45%
$126.11 - $135.06 $867K - $929K
133K $17.1M
CME
Cme Group Inc.

Financial Services
57
+ 0.51%
$225.82 - $266.54 $12.9K - $15.2K
11.3K $3.01M
IBM
International Business Machines Corp

Technology
273
+ 2.87%
$217.4 - $264.74 $59.4K - $72.3K
9.8K $2.44M
CVS
Cvs Health Corp

Healthcare
28
+ 0.26%
$44.22 - $68.64 $1.24K - $1.92K
10.6K $719K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.86K
+ 69.19%
$71.17 - $73.66 $203K - $210K
6.99K $513K
OWL
Blue Owl Capital Inc.

Financial Services
28.2K
+ 24.15%
$18.49 - $26.68 $522K - $753K
145K $2.91M
UBER
Uber Technologies, Inc

Technology
1.09K
+ 16.44%
$63.17 - $81.49 $68.9K - $88.8K
7.72K $562K
KO
Coca Cola CO

Consumer Defensive
1.79K
+ 49.05%
$60.81 - $72.32 $109K - $129K
5.42K $388K
ABT
Abbott Laboratories

Healthcare
892
+ 42.48%
$111.1 - $140.22 $99.1K - $125K
2.99K $396K
TMUS
T Mobile Us, Inc.

Communication Services
237
+ 15.74%
$211.3 - $272.83 $50.1K - $64.7K
1.74K $464K
EWJ
Ishares Msci Japan ETF

ETFs
1.15K
+ 25.64%
$65.24 - $71.7 $74.9K - $82.3K
5.63K $385K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.1%
$229.72 - $269.82 $689 - $809
3.1K $785K
ED
Consolidated Edison Inc

Utilities
6
+ 0.23%
$88.0 - $110.59 $528 - $664
2.58K $284K
IWP
Ishares Russell Mid Cap Growth

ETFs
590
+ 24.43%
$114.9 - $139.6 $67.8K - $82.4K
3.01K $353K
VCIT
Vanguard Intermediate Term Cor

ETFs
500
+ 12.84%
$79.17 - $82.04 $39.6K - $41K
4.4K $359K
SBUX
Starbucks Corp

Consumer Cyclical
156
+ 3.59%
$91.75 - $115.81 $14.3K - $18.1K
4.51K $442K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
102
+ 0.25%
$81.83 - $82.73 $8.35K - $8.44K
41.3K $3.42M
NFLX
Netflix Inc

Communication Services
25
+ 10.0%
$828.4 - $1058.6 $20.7K - $26.5K
275 $256K
PFE
Pfizer Inc

Healthcare
1.53K
+ 18.58%
$25.01 - $27.13 $38.4K - $41.6K
9.79K $248K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
289
+ 5.74%
$507.05 - $563.67 $147K - $163K
5.32K $2.73M
VEA
Vanguard Ftse Developed Market

ETFs
35
+ 0.53%
$47.4 - $52.99 $1.66K - $1.85K
6.61K $336K
CSCO
Cisco Systems, Inc.

Technology
146
+ 3.4%
$58.74 - $64.87 $8.58K - $9.47K
4.45K $274K
CORP
Pimco Investment Grade Corp Bd

ETFs
1
+ 0.01%
$93.89 - $97.32 $93.9 - $97.3
7.39K $715K
Ge Vernova Inc
21.8K
+ 40.46%
N/A
75.7K $0
Ferguson Enterprises Inc
365
+ 22.6%
N/A
1.98K $0
DFS
Discover Financial Services

Financial Services
2
+ 0.16%
$152.99 - $203.25 $306 - $407
1.26K $214K
MS
Morgan Stanley

Financial Services
197
+ 6.56%
$111.68 - $141.08 $22K - $27.8K
3.2K $373K
NTRS
Northern Trust Corp

Financial Services
3
+ 0.11%
$96.09 - $113.81 $288 - $341
2.76K $272K
BAC
Bank Of America Corp

Financial Services
565
+ 3.29%
$39.61 - $47.74 $22.4K - $27K
17.7K $739K
VGT
Vanguard Information Technolog

ETFs
127
+ 11.87%
$542.38 - $646.34 $68.9K - $82.1K
1.2K $649K
VB
Vanguard Small Cap ETF

ETFs
758
+ 7.55%
$217.89 - $252.64 $165K - $192K
10.8K $2.39M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.11%
$411.73 - $482.1 $412 - $482
892 $390K
URI
United Rentals, Inc.

Industrials
1
+ 0.3%
$594.17 - $789.56 $594 - $790
332 $208K
GLW
Corning Inc

Technology
47
+ 0.28%
$44.91 - $54.25 $2.11K - $2.55K
16.8K $768K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.1%
$271.18 - $303.12 $1.08K - $1.21K
4.17K $1.15M
IWN
Ishares Russell2000 Val ETF

ETFs
122
+ 1.87%
$149.27 - $169.4 $18.2K - $20.7K
6.64K $1M
PEB
Pebblebrook Hotel Trust

Real Estate
7.67K
+ 17.81%
$10.13 - $14.01 $77.7K - $108K
50.8K $514K
APO
Apollo Global Management, Inc.

Financial Services
707
+ 11.37%
$126.01 - $172.06 $89.1K - $122K
6.92K $948K
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 0.17%
$123.3 - $154.95 $986 - $1.24K
4.69K $598K
NOW
Service Now, Inc.

Technology
75
+ 7.85%
$783.83 - $1170.39 $58.8K - $87.8K
1.03K $820K
Activity Summary
Buys All Purchases 70 New Holdings 10 Increased Positions 60 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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