Perfromance Wealth Partners, LLC Reduced Holdings in Q2 2025

Perfromance Wealth Partners, LLC

  • $3.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
-42
- 2.82%
$652.83 - $732.78 $27.4K - $30.8K
1.45K $1.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-482
- 9.5%
$171.4 - $227.1 $82.6K - $109K
4.59K $1.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-379
- 7.12%
$456.74 - $568.03 $173K - $215K
4.94K $2.81M
XLK
Technology Sector Spdr

ETFs
-190
- 7.22%
$179.73 - $253.23 $34.1K - $48.1K
2.44K $618K
MS
Morgan Stanley

Financial Services
-13
- 0.41%
$99.83 - $140.86 $1.3K - $1.83K
3.19K $449K
CME
Cme Group Inc.

Financial Services
-100
- 0.88%
$252.37 - $290.71 $25.2K - $29.1K
11.2K $3.09M
DXCM
Dexcom Inc

Healthcare
-6.37K
- 18.2%
$59.83 - $87.57 $381K - $558K
28.6K $2.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-247
- 0.86%
$73.7 - $90.98 $18.2K - $22.5K
28.6K $2.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.2%
$320.42 - $424.58 $3.2K - $4.25K
4.9K $2.08M
PH
Parker Hannifin Corp

Industrials
-380
- 5.69%
$517.23 - $700.54 $197K - $266K
6.3K $4.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-239
- 2.06%
$221.86 - $362.89 $53K - $86.7K
11.3K $3.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.27K
- 3.23%
$219.76 - $276.94 $278K - $350K
37.9K $10.5M
PLTR
Palantir Technologies Inc.

Technology
-780
- 2.71%
$74.01 - $144.25 $57.7K - $113K
28K $3.82M
GOOG
Alphabet Inc.

Communication Services
-17.5K
- 2.08%
$146.58 - $180.01 $2.57M - $3.15M
826K $146M
AVGO
Broadcom Inc.

Technology
-4.98K
- 3.13%
$146.29 - $275.65 $728K - $1.37M
154K $42.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.95K
- 0.28%
$167.32 - $223.3 $493K - $658K
1.03M $226M
MSFT
Microsoft Corp

Technology
-692
- 0.15%
$354.56 - $497.45 $245K - $344K
467K $232M
VUG
Vanguard Growth ETF

ETFs
-1.92K
- 0.15%
$329.49 - $438.4 $634K - $843K
1.29M $566M
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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