Perfromance Wealth Partners, LLC New Holdings in Q3 2025

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEM
Agnico Eagle Mines LTD

Basic Materials
10.3K
New
$116.14 - $168.56 $1.2M - $1.74M
10.3K $1.74M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
50.5K
New
$22.82 - $29.26 $1.15M - $1.48M
50.5K $1.48M
WPM
Wheaton Precious Metals Corp.

Basic Materials
9.66K
New
$86.72 - $111.84 $838K - $1.08M
9.66K $1.08M
EPD
Enterprise Products Partners L.P.

Energy
23.4K
New
$30.74 - $32.14 $719K - $752K
23.4K $731K
BX
Blackstone Inc.

Financial Services
2.86K
New
$152.77 - $188.68 $437K - $540K
2.86K $488K
CBRE
Cbre Group, Inc.

Real Estate
3K
New
$137.04 - $165.9 $412K - $498K
3K $473K
WM
Waste Management Inc

Industrials
2.01K
New
$213.88 - $237.1 $431K - $478K
2.01K $444K
AMP
Ameriprise Financial Inc

Financial Services
890
New
$486.13 - $544.55 $433K - $485K
890 $437K
SHOP
Shopify Inc.

Technology
2.49K
New
$112.11 - $157.12 $279K - $391K
2.49K $369K
RACE
Ferrari N.V.

Consumer Cyclical
662
New
$436.24 - $517.65 $289K - $343K
662 $321K
CEG
Constellation Energy Corp

Utilities
928
New
$298.82 - $354.89 $277K - $329K
928 $305K
LPLA
Lpl Financial Holdings Inc.

Financial Services
839
New
$332.69 - $399.0 $279K - $335K
839 $279K
WTFC
Wintrust Financial Corp

Financial Services
2K
New
$122.55 - $139.81 $245K - $280K
2K $264K
SSRM
Ssr Mining Inc.

Basic Materials
9.41K
New
$11.8 - $24.58 $111K - $231K
9.41K $229K
T
At&T Inc.

Communication Services
7.63K
New
$26.94 - $29.62 $205K - $226K
7.63K $215K
MFG
Mizuho Financial Group Inc

Financial Services
32.1K
New
$5.42 - $6.85 $174K - $220K
32.1K $214K
SAN
Banco Santander, S.A.

Financial Services
20.3K
New
$8.27 - $10.48 $168K - $213K
20.3K $212K
XYL
Xylem Inc.

Industrials
1.43K
New
$129.67 - $147.5 $185K - $210K
1.43K $210K
ALL
Allstate Corp

Financial Services
936
New
$192.0 - $214.65 $180K - $201K
936 $200K
Ishares Ethereum Tr
11.7K
New
N/A
11.7K $0
Empery Digital Inc
20K
New
N/A
20K $0
Ishares Bitcoin Trust ETF
5.69K
New
N/A
5.69K $0
CRH.L
Crh PLC

Basic Materials
2.74K
New
N/A
2.74K $0
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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