Perfromance Wealth Partners, LLC Incresed Positions in Q3 2025

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
243
+ 0.03%
$175.16 - $255.24 $42.6K - $62K
826K $201M
NVDA
Nvidia Corp

Technology
33.2K
+ 2.4%
$153.3 - $186.58 $5.08M - $6.19M
1.41M $264M
ORCL
Oracle Corp

Technology
56.1K
+ 25.43%
$218.96 - $328.33 $12.3M - $18.4M
277K $77.9M
GS
Goldman Sachs Group Inc

Financial Services
2.79K
+ 2.09%
$696.56 - $806.32 $1.95M - $2.25M
137K $109M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
97.7K
+ 45.33%
$110.74 - $122.12 $10.8M - $11.9M
313K $37.9M
AVGO
Broadcom Inc.

Technology
8.23K
+ 5.34%
$264.74 - $369.57 $2.18M - $3.04M
162K $53.5M
MSFT
Microsoft Corp

Technology
2.38K
+ 0.51%
$491.09 - $535.64 $1.17M - $1.27M
469K $243M
JPM
Jpmorgan Chase & CO

Financial Services
5.4K
+ 2.65%
$282.78 - $316.06 $1.53M - $1.71M
209K $65.9M
META
Meta Platforms, Inc.

Communication Services
9.6K
+ 13.73%
$695.21 - $791.73 $6.68M - $7.6M
79.5K $58.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
13.7K
+ 26.51%
$243.93 - $275.62 $3.34M - $3.77M
65.3K $17.9M
FDVV
Fidelity High Dividend ETF

ETFs
24.1K
+ 22.39%
$52.42 - $55.71 $1.26M - $1.34M
132K $7.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 9.01%
$617.65 - $666.84 $893K - $964K
17.5K $11.6M
PLTR
Palantir Technologies Inc.

Technology
2.04K
+ 7.29%
$130.68 - $186.97 $267K - $382K
30.1K $5.48M
GE
General Electric CO

Industrials
4.55K
+ 126.44%
$244.75 - $305.63 $1.11M - $1.39M
8.15K $2.45M
TSLA
Tesla, Inc.

Consumer Cyclical
101
+ 0.89%
$293.94 - $444.72 $29.7K - $44.9K
11.4K $5.09M
CM
Canadian Imperial Bank Of Commerce

Financial Services
9.19K
+ 174.64%
$71.11 - $81.68 $653K - $750K
14.4K $1.15M
HD
Home Depot, Inc.

Consumer Cyclical
1.05K
+ 13.07%
$357.4 - $423.42 $374K - $443K
9.06K $3.67M
BAC
Bank Of America Corp

Financial Services
10.9K
+ 36.55%
$44.92 - $52.42 $488K - $570K
40.6K $2.1M
GLW
Corning Inc

Technology
58
+ 0.3%
$51.6 - $82.03 $2.99K - $4.76K
19.1K $1.57M
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.4K
+ 53.78%
$33.13 - $36.31 $379K - $415K
32.7K $1.18M
NFLX
Netflix Inc

Communication Services
418
+ 132.7%
$1147.87 - $1297.18 $480K - $542K
733 $878K
PGR
Progressive Corp

Financial Services
1.76K
+ 155.99%
$238.61 - $264.3 $419K - $465K
2.89K $712K
PH
Parker Hannifin Corp

Industrials
19
+ 0.3%
$697.13 - $769.67 $13.2K - $14.6K
6.32K $4.79M
MCD
Mcdonalds Corp

Consumer Cyclical
1.2K
+ 72.66%
$291.67 - $316.99 $349K - $379K
2.84K $863K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
+ 91.04%
$224.68 - $282.71 $247K - $310K
2.3K $643K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.47K
+ 23.73%
$50.32 - $54.01 $275K - $296K
28.5K $1.54M
ABT
Abbott Laboratories

Healthcare
2.73K
+ 47.21%
$120.51 - $136.62 $329K - $373K
8.51K $1.14M
CAT
Caterpillar Inc

Industrials
14
+ 0.39%
$390.92 - $477.15 $5.47K - $6.68K
3.6K $1.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
170
+ 3.44%
$567.77 - $614.76 $96.5K - $105K
5.11K $3.13M
MA
Mastercard Inc

Financial Services
504
+ 48.32%
$550.18 - $598.96 $277K - $302K
1.55K $879K
URI
United Rentals, Inc.

Industrials
234
+ 70.48%
$774.14 - $975.23 $181K - $228K
566 $540K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.3K
+ 7.54%
$92.18 - $95.14 $212K - $219K
32.8K $3.12M
AMZN
Amazon Com Inc

Consumer Cyclical
319
+ 0.03%
$211.65 - $238.24 $67.5K - $76K
1.03M $227M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
607
+ 13.22%
$225.11 - $247.9 $137K - $150K
5.2K $1.28M
PG
Procter & Gamble CO

Consumer Defensive
1.46K
+ 27.89%
$150.47 - $161.22 $220K - $236K
6.7K $1.03M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
140
+ 6.22%
$103.83 - $179.9 $14.5K - $25.2K
2.39K $427K
NVMI
Nova Ltd.

Technology
300
+ 20.34%
$237.16 - $319.66 $71.1K - $95.9K
1.78K $567K
VEA
Vanguard Ftse Developed Market

ETFs
2.19K
+ 32.58%
$56.02 - $60.3 $123K - $132K
8.9K $533K
IBM
International Business Machines Corp

Technology
911
+ 9.54%
$234.77 - $292.47 $214K - $266K
10.5K $2.95M
AMAT
Applied Materials Inc

Technology
32
+ 0.61%
$156.25 - $204.95 $5K - $6.56K
5.24K $1.07M
ROST
Ross Stores, Inc.

Consumer Cyclical
7
+ 0.15%
$127.59 - $152.81 $893 - $1.07K
4.7K $716K
GD
General Dynamics Corp

Industrials
12
+ 0.53%
$293.92 - $341.0 $3.53K - $4.09K
2.28K $776K
KO
Coca Cola CO

Consumer Defensive
2.33K
+ 19.25%
$65.67 - $71.67 $153K - $167K
14.4K $957K
XLK
Technology Sector Spdr

ETFs
20
+ 0.82%
$250.97 - $282.66 $5.02K - $5.65K
2.46K $693K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.3%
$144.19 - $167.33 $1.44K - $1.67K
3.37K $563K
CVX
Chevron Corp

Energy
278
+ 19.45%
$145.57 - $161.83 $40.5K - $45K
1.71K $265K
XLY
Select Sector Spdr Consumer Di

ETFs
54
+ 3.63%
$216.09 - $242.18 $11.7K - $13.1K
1.54K $369K
XOM
Exxon Mobil Corp

Energy
166
+ 4.37%
$105.83 - $117.22 $17.6K - $19.5K
3.96K $446K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.13%
$334.32 - $426.2 $334 - $426
743 $316K
Activity Summary
Buys All Purchases 89 New Holdings 24 Increased Positions 65 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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