Perfromance Wealth Partners, LLC Reduced Holdings in Q4 2024

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-127K
- 79.92%
$85.0 - $120.04 $10.8M - $15.3M
32K $2.75M
LLY
Eli Lilly & CO

Healthcare
-144
- 0.21%
$727.2 - $932.06 $105K - $134K
70.1K $54.1M
AMGN
Amgen Inc

Healthcare
-1.62K
- 25.09%
$258.78 - $328.31 $418K - $530K
4.82K $1.26M
ABBV
Abb Vie Inc.

Healthcare
-413
- 1.22%
$164.99 - $203.87 $68.1K - $84.2K
33.5K $5.96M
AMD
Advanced Micro Devices Inc

Technology
-120
- 0.72%
$118.88 - $172.8 $14.3K - $20.7K
16.5K $2M
VGLT
Vanguard Long Term Treasury Et

ETFs
-5.94K
- 48.17%
$55.1 - $61.74 $328K - $367K
6.4K $353K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-9.1K
- 35.22%
$25.3 - $26.31 $230K - $239K
16.7K $428K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.17K
- 5.95%
$90.66 - $99.46 $197K - $216K
34.3K $3.12M
HD
Home Depot, Inc.

Consumer Cyclical
-269
- 3.51%
$385.02 - $431.37 $104K - $116K
7.4K $2.88M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.55K
- 20.27%
$74.68 - $81.45 $116K - $126K
6.1K $455K
ZTS
Zoetis Inc.

Healthcare
-535
- 28.01%
$162.24 - $194.42 $86.8K - $104K
1.38K $224K
XLU
Utilities Sector Spdr

ETFs
-393
- 1.72%
$74.89 - $82.93 $29.4K - $32.6K
22.4K $1.7M
GD
General Dynamics Corp

Industrials
-254
- 13.86%
$260.28 - $314.03 $66.1K - $79.8K
1.58K $415K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-925
- 2.31%
$77.02 - $78.58 $71.2K - $72.7K
39.1K $3.02M
ALB
Albemarle Corp

Basic Materials
-1K
- 25.0%
$86.08 - $111.3 $86.1K - $111K
3K $258K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-831
- 1.98%
$81.68 - $82.93 $67.9K - $68.9K
41.2K $3.38M
TIP
Ishares Tr Tips Bd ETF

ETFs
-702
- 6.54%
$106.33 - $110.69 $74.6K - $77.7K
10K $1.07M
DVY
Ishares Tr

ETFs
-580
- 5.55%
$129.55 - $143.41 $75.1K - $83.2K
9.87K $1.3M
CORP
Pimco Investment Grade Corp Bd

ETFs
-834
- 10.14%
$95.1 - $99.41 $79.3K - $82.9K
7.39K $702K
IVV
Ishares Core S&P 500 ETF

ETFs
-219
- 14.96%
$570.51 - $610.59 $125K - $134K
1.25K $732K
BA
Boeing CO

Industrials
-1K
- 37.04%
$138.14 - $180.72 $138K - $181K
1.7K $300K
NFLX
Netflix Inc

Communication Services
-218
- 46.58%
$687.65 - $936.56 $150K - $204K
250 $222K
CAT
Caterpillar Inc

Industrials
-21
- 0.59%
$360.37 - $416.88 $7.57K - $8.75K
3.53K $1.28M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-13
- 0.8%
$396.64 - $516.74 $5.16K - $6.72K
1.6K $645K
IWS
Ishares Russell Midcap Value E

ETFs
-408
- 2.44%
$128.08 - $140.32 $52.3K - $57.3K
16.3K $2.11M
UBER
Uber Technologies, Inc

Technology
-25
- 0.38%
$59.93 - $86.34 $1.5K - $2.16K
6.63K $400K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-275
- 5.18%
$521.84 - $558.82 $144K - $154K
5.03K $2.71M
VEA
Vanguard Ftse Developed Market

ETFs
-850
- 11.45%
$47.57 - $52.44 $40.4K - $44.6K
6.58K $314K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-618
- 10.86%
$198.04 - $221.51 $122K - $137K
5.07K $1.07M
HON
Honeywell International Inc

Industrials
-579
- 20.47%
$202.84 - $236.0 $117K - $137K
2.25K $508K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-418
- 9.15%
$106.56 - $113.11 $44.5K - $47.3K
4.15K $443K
EWJ
Ishares Msci Japan ETF

ETFs
-726
- 13.95%
$66.18 - $71.84 $48K - $52.2K
4.48K $300K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-209
- 5.13%
$131.66 - $144.0 $27.5K - $30.1K
3.86K $510K
TXN
Texas Instruments Inc

Technology
-328
- 5.6%
N/A
5.53K $1.08M
PEP
Pepsico Inc

Consumer Defensive
-98
- 3.6%
$151.29 - $176.1 $14.8K - $17.3K
2.62K $398K
ABT
Abbott Laboratories

Healthcare
-523
- 19.94%
$111.93 - $119.39 $58.5K - $62.4K
2.1K $237K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.51K
- 14.72%
$77.25 - $91.3 $116K - $138K
8.74K $745K
IWN
Ishares Russell2000 Val ETF

ETFs
-201
- 2.99%
$162.69 - $181.35 $32.7K - $36.5K
6.51K $1.07M
DFAU
Dimensional ETF Tr

ETFs
-1.43K
- 16.24%
$39.27 - $42.38 $56K - $60.4K
7.35K $297K
HDV
Ishares Core High Dividend ETF

ETFs
-246
- 8.73%
$110.82 - $121.28 $27.3K - $29.8K
2.57K $288K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-250
- 7.07%
$96.64 - $101.23 $24.2K - $25.3K
3.29K $318K
GE
General Electric CO

Industrials
-14
- 0.81%
$159.95 - $194.23 $2.24K - $2.72K
1.71K $285K
PFE
Pfizer Inc

Healthcare
-693
- 7.74%
$24.8 - $30.19 $17.2K - $20.9K
8.26K $219K
PG
Procter & Gamble CO

Consumer Defensive
-101
- 2.63%
$161.05 - $179.7 $16.3K - $18.1K
3.74K $626K
RSG
Republic Services, Inc.

Industrials
-190
- 14.02%
$198.0 - $218.75 $37.6K - $41.6K
1.17K $234K
HYG
Ishares Tr

ETFs
-400
- 10.39%
$78.09 - $80.04 $31.2K - $32K
3.45K $271K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-126
- 3.11%
$106.1 - $114.66 $13.4K - $14.4K
3.93K $418K
MCK
Mckesson Corp

Healthcare
-303
- 16.24%
$482.27 - $628.5 $146K - $190K
1.56K $890K
FDX
Fedex Corp

Industrials
-140
- 14.01%
$260.5 - $305.15 $36.5K - $42.7K
859 $241K
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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