Perfromance Wealth Partners, LLC New Holdings in Q2 2025

Perfromance Wealth Partners, LLC

  • $3.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
215K
New
$82.32 - $112.47 $17.7M - $24.2M
215K $24.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
51.6K
New
$187.5 - $246.51 $9.68M - $12.7M
51.6K $12.7M
FDVV
Fidelity High Dividend ETF

ETFs
108K
New
$43.6 - $52.02 $4.69M - $5.6M
108K $5.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
30.5K
New
$85.42 - $94.39 $2.6M - $2.88M
30.5K $2.86M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
23.1K
New
$39.69 - $51.24 $915K - $1.18M
23.1K $1.18M
FNGS
Bank Of Montreal

ETFs
15K
New
$44.91 - $65.15 $674K - $977K
15K $977K
AMAT
Applied Materials Inc

Technology
5.21K
New
$126.95 - $183.52 $661K - $956K
5.21K $953K
FNDE
Schwab Fundamental Emerging Mk

ETFs
21.3K
New
$26.66 - $33.09 $567K - $704K
21.3K $702K
MET
Metlife Inc

Financial Services
7.95K
New
$68.42 - $82.49 $544K - $656K
7.95K $639K
COF
Capital One Financial Corp

Financial Services
2.06K
New
$150.57 - $212.76 $310K - $439K
2.06K $438K
AXP
American Express CO

Financial Services
1.1K
New
$231.39 - $318.98 $255K - $351K
1.1K $351K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.6K
New
$32.66 - $40.75 $248K - $310K
7.6K $307K
VO
Vanguard Mid Cap ETF

ETFs
1.03K
New
$228.54 - $279.83 $234K - $287K
1.03K $287K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.21K
New
$141.37 - $228.57 $170K - $276K
1.21K $273K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
686
New
$299.15 - $396.54 $205K - $272K
686 $272K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
735
New
$224.32 - $326.09 $165K - $240K
735 $239K
VIS
Vanguard Industrial ETF

ETFs
833
New
$220.04 - $280.07 $183K - $233K
833 $233K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.12K
New
$82.96 - $110.1 $176K - $234K
2.12K $233K
ACHR
Archer Aviation Inc.

Industrials
21K
New
$6.2 - $13.3 $130K - $279K
21K $227K
MRVL
Marvell Technology, Inc.

Technology
2.74K
New
$49.38 - $79.97 $135K - $219K
2.74K $212K
EMR
Emerson Electric CO

Industrials
1.57K
New
$94.15 - $133.33 $148K - $210K
1.57K $209K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.47K
New
$60.61 - $87.72 $150K - $217K
2.47K $209K
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
New
$162.76 - $195.77 $174K - $210K
1.07K $208K
DIS
Walt Disney CO

Communication Services
1.66K
New
$81.72 - $124.01 $136K - $206K
1.66K $206K
CVX
Chevron Corp

Energy
1.43K
New
$133.73 - $168.51 $191K - $241K
1.43K $204K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.36K
New
$113.67 - $150.4 $154K - $204K
1.36K $203K
OEF
Ishares S&P 100 ETF

ETFs
726
New
N/A
726 $193K
Activity Summary
Buys All Purchases 86 New Holdings 28 Increased Positions 58 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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