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
LNT
Alliant Energy Corp

Utilities
595
+ 8.78%
$50.74 - $60.74 $30.2K - $36.1K
7.37K $447K
HON
Honeywell International Inc

Industrials
569
+ 25.18%
$196.73 - $220.21 $112K - $125K
2.83K $584K
ACN
Accenture PLC

Technology
69
+ 4.78%
$295.44 - $355.81 $20.4K - $24.6K
1.51K $534K
ADP
Automatic Data Processing Inc

Industrials
116
+ 6.82%
$233.44 - $279.45 $27.1K - $32.4K
1.82K $502K
NVMI
Nova Ltd.

Technology
910
+ 24.5%
$172.87 - $244.49 $157K - $222K
4.63K $963K
WSO
Watsco Inc

Industrials
101
+ 7.59%
$448.73 - $519.89 $45.3K - $52.5K
1.43K $703K
AEM
Agnico Eagle Mines LTD

Basic Materials
48
+ 0.87%
$65.04 - $84.24 $3.12K - $4.04K
5.56K $447K
DVA
Davita Inc.

Healthcare
8
+ 0.27%
$133.98 - $165.19 $1.07K - $1.32K
3.01K $493K
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 1.37%
$315.12 - $406.43 $3.15K - $4.06K
741 $301K
ETN
Eaton Corp PLC

Industrials
160
+ 22.22%
$272.52 - $333.02 $43.6K - $53.3K
880 $291K
JOE
St Joe CO

Real Estate
450
+ 4.66%
$52.59 - $63.7 $23.7K - $28.7K
10.1K $588K
RSG
Republic Services, Inc.

Industrials
256
+ 23.29%
$189.34 - $208.21 $48.5K - $53.3K
1.36K $272K
VEA
Vanguard Ftse Developed Market

ETFs
678
+ 10.05%
$47.6 - $53.31 $32.3K - $36.1K
7.43K $392K
MSI
Motorola Solutions, Inc.

Technology
7
+ 0.79%
$385.65 - $450.49 $2.7K - $3.15K
891 $400K
URI
United Rentals, Inc.

Industrials
5
+ 1.54%
$627.41 - $814.1 $3.14K - $4.07K
330 $267K
ROST
Ross Stores, Inc.

Consumer Cyclical
200
+ 4.28%
$136.06 - $155.24 $27.2K - $31K
4.88K $733K
CMI
Cummins Inc

Industrials
6
+ 0.57%
$266.63 - $326.4 $1.6K - $1.96K
1.06K $341K
HDV
Ishares Core High Dividend ETF

ETFs
233
+ 9.02%
$107.62 - $118.76 $25.1K - $27.7K
2.82K $331K
AMD
Advanced Micro Devices Inc

Technology
107
+ 0.65%
$128.67 - $183.96 $13.8K - $19.7K
16.7K $2.73M
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.2%
$175.14 - $206.36 $525 - $619
1.5K $310K
VGT
Vanguard Information Technolog

ETFs
47
+ 4.63%
$514.43 - $606.85 $24.2K - $28.5K
1.06K $622K
MS
Morgan Stanley

Financial Services
166
+ 6.01%
$92.07 - $106.96 $15.3K - $17.8K
2.93K $305K
SLV
I Shares Silver Trust

ETFs
544
+ 4.72%
$24.33 - $29.38 $13.2K - $16K
12.1K $343K
IWP
Ishares Russell Mid Cap Growth

ETFs
155
+ 6.99%
$103.87 - $117.59 $16.1K - $18.2K
2.37K $278K
LQD
Ishares Iboxx $ Investment Gra

ETFs
64
+ 1.42%
$106.11 - $113.72 $6.79K - $7.28K
4.57K $515K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
146
+ 12.56%
$147.95 - $191.05 $21.6K - $27.9K
1.31K $227K
BND
Vanguard Bd Index Fd Inc Total

ETFs
67
+ 1.62%
$71.45 - $75.64 $4.79K - $5.07K
4.21K $316K
PANW
Palo Alto Networks Inc

Technology
27
+ 1.56%
$294.18 - $368.01 $7.94K - $9.94K
1.76K $601K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
16
+ 1.0%
$460.0 - $505.78 $7.36K - $8.09K
1.62K $751K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.49%
$1024.09 - $1201.76 $1.02K - $1.2K
207 $217K
FDX
Fedex Corp

Industrials
5
+ 0.5%
$254.64 - $313.52 $1.27K - $1.57K
999 $273K
QCOM
Qualcomm Inc

Technology
355
+ 7.88%
$156.12 - $209.64 $55.4K - $74.4K
4.86K $826K
EW
Edwards Lifesciences Corp

Healthcare
248
+ 5.82%
$59.7 - $93.78 $14.8K - $23.3K
4.51K $297K
NVO
Novo Nordisk A S

Healthcare
8.42K
+ 5.59%
$119.07 - $145.42 $1M - $1.22M
159K $18.9M
MSFT
Microsoft Corp

Technology
10.1K
+ 2.22%
$395.15 - $467.56 $4.01M - $4.74M
466K $201M
AMZN
Amazon Com Inc

Consumer Cyclical
11.3K
+ 1.1%
$161.02 - $200.0 $1.82M - $2.26M
1.04M $194M
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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