Perfromance Wealth Partners, LLC Incresed Positions 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
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
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
COST
Costco Wholesale Corp

Consumer Defensive
577
+ 0.82%
$908.13 - $1056.85 $524K - $610K
70.9K $70.2M
WMT
Walmart Inc.

Consumer Defensive
2.47K
+ 1.17%
$81.79 - $99.98 $202K - $247K
213K $20.8M
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
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
IDXX
Idexx Laboratories Inc

Healthcare
825
+ 28.24%
$361.04 - $536.34 $298K - $442K
3.75K $2.01M
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
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
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
HD
Home Depot, Inc.

Consumer Cyclical
964
+ 13.69%
$335.24 - $380.78 $323K - $367K
8.01K $2.94M
NOW
Service Now, Inc.

Technology
99
+ 9.6%
$721.65 - $1040.18 $71.4K - $103K
1.13K $1.16M
VB
Vanguard Small Cap ETF

ETFs
458
+ 4.24%
$193.73 - $237.37 $88.7K - $109K
11.3K $2.67M
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
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
VGT
Vanguard Information Technolog

ETFs
133
+ 11.11%
$470.37 - $663.28 $62.6K - $88.2K
1.33K $882K
UBER
Uber Technologies, Inc

Technology
740
+ 9.58%
$64.62 - $93.3 $47.8K - $69K
8.46K $789K
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
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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