Perfromance Wealth Partners, LLC Incresed Positions in Q3 2024

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
38.9K
+ 0.94%
$207.23 - $234.82 $8.06M - $9.13M
4.16M $969M
META
Meta Platforms, Inc.

Communication Services
51.4K
+ 765.75%
$453.41 - $572.44 $23.3M - $29.4M
58.1K $33.3M
AVGO
Broadcom Inc.

Technology
141K
+ 62269.16%
$136.27 - $1745.86 $19.3M - $247M
142K $24.4M
VUG
Vanguard Growth ETF

ETFs
13.9K
+ 1.1%
$341.08 - $391.94 $4.73M - $5.43M
1.28M $491M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.47K
+ 5.58%
$405.19 - $478.57 $3.84M - $4.53M
179K $82.4M
GS
Goldman Sachs Group Inc

Financial Services
4.8K
+ 4.19%
$459.02 - $510.25 $2.21M - $2.45M
120K $59.2M
KKR
Kkr & Co. Inc.

Financial Services
11.5K
+ 5.2%
$104.51 - $133.23 $1.2M - $1.54M
233K $30.4M
ORCL
Oracle Corp

Technology
6K
+ 3.33%
$125.9 - $170.35 $756K - $1.02M
186K $31.7M
COST
Costco Wholesale Corp

Consumer Defensive
4.22K
+ 6.73%
$801.83 - $917.05 $3.39M - $3.87M
67K $59.4M
JPM
Jpmorgan Chase & CO

Financial Services
9.74K
+ 6.25%
$194.9 - $224.8 $1.9M - $2.19M
166K $34.9M
NVDA
Nvidia Corp

Technology
34K
+ 2.67%
$98.91 - $134.91 $3.36M - $4.58M
1.31M $159M
AMGN
Amgen Inc

Healthcare
4.3K
+ 201.45%
$309.38 - $337.38 $1.33M - $1.45M
6.44K $2.07M
VTV
Vanguard Value ETF

ETFs
6.33K
+ 32.14%
$159.75 - $174.57 $1.01M - $1.1M
26K $4.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
997
+ 6.37%
$517.38 - $573.86 $516K - $572K
16.7K $9.55M
PH
Parker Hannifin Corp

Industrials
24
+ 0.31%
$501.01 - $635.92 $12K - $15.3K
7.72K $4.88M
V
Visa Inc.

Financial Services
773
+ 1.4%
$253.74 - $291.56 $196K - $225K
56.1K $15.4M
TSLA
Tesla, Inc.

Consumer Cyclical
368
+ 3.46%
$191.76 - $263.26 $70.6K - $96.9K
11K $2.88M
CRM
Salesforce, Inc.

Technology
2.52K
+ 52.26%
$238.42 - $276.53 $601K - $697K
7.35K $2.01M
IBM
International Business Machines Corp

Technology
1.52K
+ 19.05%
$175.1 - $223.38 $266K - $340K
9.5K $2.1M
NEM
Newmont Corp

Basic Materials
9.51K
+ 72.54%
$41.65 - $55.85 $396K - $531K
22.6K $1.21M
GOOGL
Alphabet Inc.

Communication Services
6.79K
+ 20.18%
$148.65 - $191.18 $1.01M - $1.3M
40.5K $6.71M
NOW
Service Now, Inc.

Technology
558
+ 134.46%
$730.87 - $937.36 $408K - $523K
973 $870K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.34K
+ 37.63%
$332.02 - $382.76 $446K - $514K
4.91K $1.84M
APO
Apollo Global Management, Inc.

Financial Services
4.22K
+ 211.1%
$99.16 - $125.81 $419K - $531K
6.22K $777K
IWN
Ishares Russell2000 Val ETF

ETFs
2.57K
+ 61.82%
$150.05 - $171.34 $385K - $439K
6.71K $1.12M
BAC
Bank Of America Corp

Financial Services
12.2K
+ 174.41%
$36.65 - $44.13 $448K - $539K
19.2K $763K
ECL
Ecolab Inc.

Basic Materials
1.74K
+ 133.13%
$228.86 - $255.76 $399K - $446K
3.05K $779K
PLTR
Palantir Technologies Inc.

Technology
8.12K
+ 63.59%
$24.09 - $37.95 $196K - $308K
20.9K $777K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
611
+ 13.01%
$475.2 - $527.7 $290K - $322K
5.31K $2.8M
VB
Vanguard Small Cap ETF

ETFs
902
+ 10.56%
$214.77 - $237.72 $194K - $214K
9.44K $2.24M
VTI
Vanguard Total Stock Market Et

ETFs
1.15K
+ 37.16%
$255.18 - $283.2 $292K - $325K
4.23K $1.2M
ITW
Illinois Tool Works Inc

Industrials
1.22K
+ 86.97%
$233.14 - $263.97 $283K - $321K
2.61K $684K
AMAT
Applied Materials Inc

Technology
3.19K
+ 34.19%
$174.88 - $254.97 $559K - $814K
12.5K $2.53M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.52K
+ 17.42%
$57.22 - $80.08 $87K - $122K
10.2K $799K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.21K
+ 70.32%
$173.36 - $189.8 $210K - $230K
2.94K $557K
CAT
Caterpillar Inc

Industrials
122
+ 3.56%
$316.8 - $391.12 $38.6K - $47.7K
3.55K $1.39M
XLK
Technology Sector Spdr

ETFs
1.03K
+ 58.07%
$197.34 - $237.68 $202K - $244K
2.79K $629K
MA
Mastercard Inc

Financial Services
412
+ 84.77%
$429.6 - $500.99 $177K - $206K
898 $443K
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
TXN
Texas Instruments Inc

Technology
708
+ 13.74%
$194.6 - $194.6 $138K - $138K
5.86K $1.14M
ZTS
Zoetis Inc.

Healthcare
552
+ 40.65%
$172.58 - $196.48 $95.3K - $108K
1.91K $373K
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
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
655
+ 19.26%
$98.85 - $111.3 $64.7K - $72.9K
4.06K $451K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
57
+ 0.11%
$98.99 - $101.51 $5.64K - $5.79K
53.4K $5.41M
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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