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
SBUX
Starbucks Corp

Consumer Cyclical
-49
- 1.11%
$87.44 - $102.5 $4.28K - $5.02K
4.35K $396K
INTU
Intuit Inc

Technology
-56
- 7.76%
$602.01 - $706.25 $33.7K - $39.6K
666 $418K
ROST
Ross Stores, Inc.

Consumer Cyclical
-200
- 4.1%
$138.59 - $156.61 $27.7K - $31.3K
4.68K $707K
EW
Edwards Lifesciences Corp

Healthcare
-802
- 17.77%
$64.54 - $75.92 $51.8K - $60.9K
3.71K $274K
ICE
Intercontinental Exchange, Inc.

Financial Services
-24
- 1.53%
$148.29 - $166.93 $3.56K - $4.01K
1.55K $230K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-80
- 1.9%
$71.75 - $75.11 $5.74K - $6.01K
4.13K $296K
PGR
Progressive Corp

Financial Services
-9
- 0.79%
$239.6 - $268.88 $2.16K - $2.42K
1.14K $272K
VCIT
Vanguard Intermediate Term Cor

ETFs
-41
- 1.04%
$80.13 - $83.77 $3.29K - $3.43K
3.9K $312K
VDC
Vanguard Consumer Staples ETF

ETFs
-15
- 1.06%
$210.96 - $223.62 $3.16K - $3.35K
1.4K $295K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-115
- 3.91%
$77.23 - $82.11 $8.88K - $9.44K
2.83K $219K
ETN
Eaton Corp PLC

Industrials
-7
- 0.8%
$326.96 - $377.52 $2.29K - $2.64K
873 $289K
America Movil Sab De Cv
-2K
- 14.49%
N/A
11.8K $0
MA
Mastercard Inc

Financial Services
-45
- 5.01%
$491.3 - $536.15 $22.1K - $24.1K
853 $449K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.98K
- 4.47%
$264.18 - $304.19 $523K - $603K
42.3K $11.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2
- 0.07%
$278.19 - $315.36 $556 - $631
2.7K $775K
VTI
Vanguard Total Stock Market Et

ETFs
-67
- 1.58%
$280.04 - $302.45 $18.8K - $20.3K
4.16K $1.21M
XLK
Technology Sector Spdr

ETFs
-41
- 1.47%
$220.26 - $241.44 $9.03K - $9.9K
2.75K $639K
CSCO
Cisco Systems, Inc.

Technology
-86
- 1.96%
$52.45 - $60.02 $4.51K - $5.16K
4.3K $254K
ADP
Automatic Data Processing Inc

Industrials
-24
- 1.32%
$280.08 - $307.97 $6.72K - $7.39K
1.79K $524K
NTRS
Northern Trust Corp

Financial Services
-85
- 2.99%
$88.4 - $111.16 $7.51K - $9.45K
2.76K $282K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-25
- 0.84%
$481.22 - $538.17 $12K - $13.5K
2.97K $1.52M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-125
- 3.73%
$338.38 - $446.21 $42.3K - $55.8K
3.23K $1.4M
NOW
Service Now, Inc.

Technology
-17
- 1.75%
$867.18 - $1148.42 $14.7K - $19.5K
956 $1.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-52
- 0.31%
$567.81 - $607.81 $29.5K - $31.6K
16.6K $9.73M
APO
Apollo Global Management, Inc.

Financial Services
-6
- 0.1%
$131.36 - $178.61 $788 - $1.07K
6.22K $1.03M
GOOGL
Alphabet Inc.

Communication Services
-79
- 0.2%
$161.86 - $196.66 $12.8K - $15.5K
40.4K $7.64M
V
Visa Inc.

Financial Services
-632
- 1.13%
$273.87 - $320.91 $173K - $203K
55.5K $17.5M
AVGO
Broadcom Inc.

Technology
-4.65K
- 3.28%
$159.67 - $250.0 $742K - $1.16M
137K $31.7M
GOOG
Alphabet Inc.

Communication Services
-2.34K
- 0.28%
$163.08 - $198.16 $381K - $463K
844K $161M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.87K
- 0.37%
$180.88 - $232.93 $700K - $901K
1.04M $227M
AAPL
Apple Inc.

Technology
-11.6K
- 0.28%
$221.69 - $259.02 $2.57M - $3M
4.15M $1.04B
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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