Perfromance Wealth Partners, LLC New Holdings in Q3 2024

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
12.3K
New
$56.52 - $63.23 $697K - $780K
12.3K $759K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
7.65K
New
$74.85 - $82.2 $572K - $629K
7.65K $621K
UBER
Uber Technologies, Inc

Technology
6.66K
New
$58.48 - $77.47 $389K - $516K
6.66K $500K
SO
Southern CO

Utilities
5.37K
New
$77.0 - $90.52 $413K - $486K
5.37K $483K
INTU
Intuit Inc

Technology
722
New
$602.97 - $670.49 $435K - $484K
722 $448K
SBUX
Starbucks Corp

Consumer Cyclical
4.4K
New
$72.51 - $98.6 $319K - $434K
4.4K $428K
EWJ
Ishares Msci Japan ETF

ETFs
5.2K
New
$63.12 - $72.99 $328K - $380K
5.2K $372K
NFLX
Netflix Inc

Communication Services
468
New
$598.55 - $722.26 $280K - $338K
468 $331K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.94K
New
$79.29 - $84.02 $312K - $331K
3.94K $329K
GE
General Electric CO

Industrials
1.73K
New
$156.66 - $189.66 $270K - $327K
1.73K $325K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.83K
New
$149.02 - $167.67 $273K - $307K
1.83K $307K
ABT
Abbott Laboratories

Healthcare
2.62K
New
$100.07 - $118.13 $262K - $310K
2.62K $299K
VBR
Vanguard Small Cap Value ETF

ETFs
1.46K
New
$179.99 - $201.6 $263K - $294K
1.46K $293K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.14K
New
$218.05 - $243.47 $248K - $277K
1.14K $276K
DGRO
Ishares Core Dividend Growth E

ETFs
4.27K
New
$57.47 - $62.76 $245K - $268K
4.27K $267K
AXON
Axon Enterprise, Inc.

Industrials
665
New
$286.16 - $399.6 $190K - $266K
665 $265K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.57K
New
$136.93 - $162.81 $215K - $256K
1.57K $252K
UNP
Union Pacific Corp

Industrials
1.02K
New
$221.78 - $256.09 $226K - $261K
1.02K $251K
WDAY
Workday, Inc.

Technology
1K
New
$207.75 - $264.68 $208K - $265K
1K $244K
BNTX
Bio N Tech Se

Healthcare
2K
New
$78.36 - $124.66 $157K - $249K
2K $237K
SNY
Sanofi

Healthcare
4.07K
New
$48.54 - $58.53 $198K - $238K
4.07K $234K
CSCO
Cisco Systems, Inc.

Technology
4.39K
New
$44.74 - $53.22 $196K - $233K
4.39K $233K
BMO
Bank Of Montreal

Financial Services
2.5K
New
$79.1 - $90.77 $198K - $227K
2.5K $225K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.08K
New
$72.18 - $107.33 $150K - $223K
2.08K $220K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.6K
New
$52.04 - $64.22 $187K - $231K
3.6K $219K
DHR
Danaher Corp

Healthcare
785
New
$239.25 - $280.76 $188K - $220K
785 $218K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.55K
New
$44.65 - $47.21 $203K - $215K
4.55K $212K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.37K
New
$41.9 - $48.26 $183K - $211K
4.37K $209K
NOC
Northrop Grumman Corp

Industrials
393
New
$423.73 - $533.14 $167K - $210K
393 $207K
TMO
Thermo Fisher Scientific Inc.

Healthcare
327
New
$531.86 - $624.21 $174K - $204K
327 $202K
UNH
Unitedhealth Group Inc

Healthcare
343
New
$488.01 - $604.18 $167K - $207K
343 $200K
AGNC
Agnc Investment Corp.

Real Estate
10.9K
New
$9.48 - $10.66 $103K - $116K
10.9K $113K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
14.1K
New
$5.44 - $5.91 $76.7K - $83.3K
14.1K $81K
OBE
Obsidian Energy Ltd.

Energy
14.5K
New
$5.51 - $7.8 $79.6K - $113K
14.5K $80K
America Movil Sab De Cv
13.8K
New
N/A
13.8K $0
Ferguson Enterprises Inc
1.62K
New
N/A
1.62K $0
Ge Vernova Inc
42.4K
New
N/A
42.4K $0
Marinus Pharmaceuticals Inc
11K
New
N/A
11K $0
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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