Perfromance Wealth Partners, LLC Reduced Holdings in Q3 2024

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-222K
- 41.7%
$182.15 - $182.15 $40.4M - $40.4M
310K $56.5M
GOOG
Alphabet Inc.

Communication Services
-2.58K
- 0.3%
$149.54 - $192.66 $385K - $496K
846K $141M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-60K
- 32.81%
$117.9 - $128.2 $7.07M - $7.69M
123K $15.7M
DXCM
Dexcom Inc

Healthcare
-570
- 1.67%
$64.0 - $116.06 $36.5K - $66.2K
33.6K $2.25M
MCK
Mckesson Corp

Healthcare
-225
- 10.76%
$479.06 - $630.38 $108K - $142K
1.87K $922K
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.24K
- 8.74%
$240.48 - $267.94 $1.02M - $1.14M
44.3K $11.8M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
-20K
- 33.18%
$14.39 - $17.37 $288K - $347K
40.3K $651K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1.07K
- 26.85%
$124.33 - $156.75 $134K - $168K
2.93K $365K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.47K
- 58.79%
$105.53 - $118.34 $260K - $292K
1.73K $202K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.51K
- 5.63%
$81.31 - $83.29 $204K - $209K
42K $3.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-281
- 8.59%
$434.77 - $502.96 $122K - $141K
2.99K $1.46M
DFAU
Dimensional ETF Tr

ETFs
-2.55K
- 22.53%
$35.8 - $39.69 $91.4K - $101K
8.78K $348K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.4K
- 6.18%
$84.81 - $93.54 $204K - $224K
36.5K $3.35M
PFE
Pfizer Inc

Healthcare
-2.22K
- 19.91%
$27.7 - $31.39 $61.6K - $69.8K
8.95K $258K
INMD
In Mode Ltd.

Healthcare
-2.02K
- 14.26%
$15.43 - $19.06 $31.2K - $38.5K
12.2K $205K
IVV
Ishares Core S&P 500 ETF

ETFs
-174
- 10.62%
$520.18 - $576.82 $90.5K - $100K
1.46K $844K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.5K
- 8.82%
$25.38 - $26.27 $63.5K - $65.7K
25.8K $678K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-503
- 12.45%
$96.25 - $101.98 $48.4K - $51.3K
3.54K $358K
MUB
Ishares National Muni Bond ETF

ETFs
-400
- 5.88%
$106.13 - $108.7 $42.5K - $43.5K
6.41K $695K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-254
- 4.27%
$178.94 - $207.0 $45.5K - $52.6K
5.69K $1.14M
CORP
Pimco Investment Grade Corp Bd

ETFs
-505
- 5.78%
$94.36 - $100.01 $47.7K - $50.5K
8.23K $817K
PEP
Pepsico Inc

Consumer Defensive
-152
- 5.29%
$161.9 - $179.3 $24.6K - $27.3K
2.72K $462K
HYG
Ishares Tr

ETFs
-146
- 3.65%
$76.72 - $80.36 $11.2K - $11.7K
3.85K $309K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-545
- 1.14%
$48.06 - $49.39 $26.2K - $26.9K
47.1K $2.32M
VDC
Vanguard Consumer Staples ETF

ETFs
-34
- 2.35%
$201.77 - $221.32 $6.86K - $7.52K
1.41K $308K
NTRS
Northern Trust Corp

Financial Services
-4
- 0.14%
$82.48 - $92.62 $330 - $370
2.84K $255K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-25
- 0.34%
$57.32 - $62.65 $1.43K - $1.57K
7.33K $456K
TIP
Ishares Tr Tips Bd ETF

ETFs
-109
- 1.0%
$105.92 - $110.83 $11.5K - $12.1K
10.7K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.29%
$160.76 - $177.82 $1.77K - $1.96K
3.84K $664K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-625
- 1.54%
$76.38 - $78.87 $47.7K - $49.3K
40K $3.15M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-27
- 0.66%
$125.95 - $142.04 $3.4K - $3.84K
4.07K $578K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-965
- 1.14%
$51.58 - $53.79 $49.8K - $51.9K
83.7K $4.49M
CYBR
Cyber Ark Software Ltd.

Technology
-75
- 1.22%
$241.52 - $291.61 $18.1K - $21.9K
6.07K $1.77M
IWS
Ishares Russell Midcap Value E

ETFs
-547
- 3.17%
$119.52 - $132.25 $65.4K - $72.3K
16.7K $2.21M
CME
Cme Group Inc.

Financial Services
-501
- 4.26%
$193.43 - $220.62 $96.9K - $111K
11.3K $2.49M
XLU
Utilities Sector Spdr

ETFs
-1.41K
- 5.83%
$67.67 - $80.78 $95.6K - $114K
22.8K $1.84M
BX
Blackstone Inc.

Financial Services
-513
- 5.5%
$120.77 - $159.66 $62K - $81.9K
8.82K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
-498
- 6.1%
$333.64 - $405.2 $166K - $202K
7.67K $3.11M
ABBV
Abb Vie Inc.

Healthcare
-816
- 2.35%
$163.84 - $199.33 $134K - $163K
33.9K $6.7M
WMT
Walmart Inc.

Consumer Defensive
-8.48K
- 2.08%
$66.91 - $81.4 $567K - $690K
399K $32.2M
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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