Perfromance Wealth Partners, LLC Reduced Holdings in Q3 2025

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-25.9K
- 87.33%
$625.65 - $812.69 $16.2M - $21.1M
3.76K $2.87M
WMT
Walmart Inc.

Consumer Defensive
-103K
- 48.37%
$94.4 - $104.27 $9.71M - $10.7M
110K $11.3M
COST
Costco Wholesale Corp

Consumer Defensive
-663
- 0.93%
$915.95 - $994.57 $607K - $659K
70.3K $65M
XLV
Select Sector Spdr Fund Health

ETFs
-22.8K
- 93.64%
$129.01 - $139.72 $2.94M - $3.18M
1.55K $215K
KKR
Kkr & Co. Inc.

Financial Services
-11.6K
- 5.7%
$129.95 - $152.16 $1.51M - $1.77M
192K $25M
VIG
Vanguard Dividend Appreciation

ETFs
-8.32K
- 2.57%
N/A
316K $57.5M
CRM
Salesforce, Inc.

Technology
-1.97K
- 26.39%
$231.66 - $273.65 $457K - $539K
5.5K $1.3M
DXCM
Dexcom Inc

Healthcare
-1.71K
- 5.97%
$66.46 - $89.53 $114K - $153K
26.9K $1.81M
NVO
Novo Nordisk A S

Healthcare
-992
- 3.51%
$45.38 - $71.7 $45K - $71.1K
27.3K $1.52M
ACN
Accenture PLC

Technology
-101
- 1.63%
$232.56 - $304.78 $23.5K - $30.8K
6.1K $1.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.92K
- 4.62%
$82.38 - $83.0 $158K - $159K
39.5K $3.28M
NOW
Service Now, Inc.

Technology
-30
- 2.65%
$850.86 - $1044.69 $25.5K - $31.3K
1.1K $1.01M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.37K
- 3.64%
$26.44 - $27.1 $142K - $145K
142K $3.83M
MELI
Mercadolibre Inc

Consumer Cyclical
-27
- 18.62%
$2292.04 - $2514.05 $61.9K - $67.9K
118 $275K
AXON
Axon Enterprise, Inc.

Industrials
-37
- 5.56%
$698.02 - $870.97 $25.8K - $32.2K
628 $450K
INTU
Intuit Inc

Technology
-55
- 11.09%
$646.03 - $807.39 $35.5K - $44.4K
441 $301K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.48K
- 32.57%
$39.8 - $42.86 $98.5K - $106K
5.13K $219K
ACHR
Archer Aviation Inc.

Industrials
-5.5K
- 26.19%
$8.25 - $13.4 $45.4K - $73.7K
15.5K $148K
VCIT
Vanguard Intermediate Term Cor

ETFs
-934
- 14.2%
$81.75 - $84.54 $76.4K - $79K
5.65K $474K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-200
- 2.67%
$65.64 - $78.22 $13.1K - $15.6K
7.3K $489K
MET
Metlife Inc

Financial Services
-908
- 11.42%
$73.82 - $82.37 $67K - $74.8K
7.04K $580K
TIP
Ishares Tr Tips Bd ETF

ETFs
-499
- 5.12%
$109.11 - $111.88 $54.4K - $55.8K
9.24K $1.03M
TXN
Texas Instruments Inc

Technology
-186
- 3.22%
N/A
5.58K $1.09M
CSGP
Costar Group, Inc.

Real Estate
-454
- 15.88%
$81.42 - $96.83 $37K - $44K
2.41K $202K
VIS
Vanguard Industrial ETF

ETFs
-134
- 16.09%
$281.0 - $296.29 $37.7K - $39.7K
699 $207K
ED
Consolidated Edison Inc

Utilities
-250
- 9.73%
$95.57 - $105.36 $23.9K - $26.3K
2.32K $233K
AMGN
Amgen Inc

Healthcare
-115
- 3.65%
$271.18 - $309.22 $31.2K - $35.6K
3.03K $855K
VTI
Vanguard Total Stock Market Et

ETFs
-360
- 9.2%
$303.93 - $329.86 $109K - $119K
3.56K $1.17M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-355
- 4.37%
$72.57 - $74.72 $25.8K - $26.5K
7.77K $577K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-800
- 4.78%
$24.11 - $24.94 $19.3K - $20K
15.9K $397K
IRM
Iron Mountain Inc

Real Estate
-68
- 1.36%
$89.46 - $104.46 $6.08K - $7.1K
4.94K $503K
EW
Edwards Lifesciences Corp

Healthcare
-115
- 3.41%
$73.75 - $81.83 $8.48K - $9.41K
3.26K $253K
UBER
Uber Technologies, Inc

Technology
-491
- 5.8%
$86.91 - $99.57 $42.7K - $48.9K
7.97K $780K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-118
- 3.77%
$97.75 - $100.75 $11.5K - $11.9K
3.01K $302K
ECL
Ecolab Inc.

Basic Materials
-71
- 2.34%
$259.39 - $285.47 $18.4K - $20.3K
2.96K $811K
CORP
Pimco Investment Grade Corp Bd

ETFs
-133
- 1.8%
$95.87 - $99.18 $12.8K - $13.2K
7.26K $715K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-256
- 0.48%
$102.4 - $103.88 $26.2K - $26.6K
53.4K $5.52M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-52
- 1.35%
$111.05 - $115.21 $5.77K - $5.99K
3.79K $433K
OEF
Ishares S&P 100 ETF

ETFs
-2
- 0.28%
N/A
724 $192K
Ferguson Enterprises Inc
-250
- 12.63%
N/A
1.73K $0
EWJ
Ishares Msci Japan ETF

ETFs
-335
- 5.96%
$71.69 - $81.49 $24K - $27.3K
5.29K $424K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-63
- 1.72%
$136.48 - $142.97 $8.6K - $9.01K
3.59K $503K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4
- 0.1%
$107.66 - $112.36 $431 - $449
3.92K $437K
AXP
American Express CO

Financial Services
-11
- 1.0%
$294.27 - $342.31 $3.24K - $3.77K
1.09K $362K
VBR
Vanguard Small Cap Value ETF

ETFs
-20
- 1.87%
$195.41 - $212.37 $3.91K - $4.25K
1.05K $219K
LNT
Alliant Energy Corp

Utilities
-522
- 7.08%
$60.76 - $67.41 $31.7K - $35.2K
6.85K $461K
PEP
Pepsico Inc

Consumer Defensive
-50
- 1.7%
$133.81 - $152.16 $6.69K - $7.61K
2.88K $404K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-19
- 0.3%
$62.09 - $66.51 $1.18K - $1.26K
6.26K $408K
MS
Morgan Stanley

Financial Services
-214
- 6.71%
$139.09 - $161.16 $29.8K - $34.5K
2.97K $472K
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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