Perfromance Wealth Partners, LLC Sells in Q2 2025

Perfromance Wealth Partners, LLC

  • $3.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-38.6K
- 0.94%
$172.42 - $223.89 $6.66M - $8.65M
4.07M $834M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-372
- 0.2%
$483.48 - $539.8 $180K - $201K
186K $90.1M
KKR
Kkr & Co. Inc.

Financial Services
-98K
- 32.45%
$92.79 - $134.29 $9.09M - $13.2M
204K $27.1M
LLY
Eli Lilly & CO

Healthcare
-4.26K
- 12.55%
$713.71 - $898.95 $3.04M - $3.83M
29.7K $23.2M
OWL
Blue Owl Capital Inc.

Financial Services
-118K
- 81.25%
$15.9 - $21.16 $1.88M - $2.5M
27.2K $522K
CYBR
Cyber Ark Software Ltd.

Technology
-2.8K
- 50.31%
$305.98 - $406.88 $857K - $1.14M
2.77K $1.13M
ABBV
Abb Vie Inc.

Healthcare
-6
- 0.02%
$170.16 - $206.27 $1.02K - $1.24K
28.7K $5.33M
WSO
Watsco Inc

Industrials
-1.04K
- 68.11%
$421.84 - $520.66 $439K - $541K
487 $215K
NVMI
Nova Ltd.

Technology
-3.15K
- 68.11%
$162.03 - $275.2 $510K - $867K
1.48K $405K
NVO
Novo Nordisk A S

Healthcare
-4.11K
- 12.69%
$58.08 - $81.05 $239K - $333K
28.3K $1.95M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4.64K
- 3.05%
$26.18 - $26.93 $121K - $125K
147K $3.93M
AMGN
Amgen Inc

Healthcare
-39
- 1.22%
$262.28 - $309.85 $10.2K - $12.1K
3.15K $878K
DVY
Ishares Tr

ETFs
-731
- 7.88%
$118.37 - $134.86 $86.5K - $98.6K
8.55K $1.14M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.41K
- 24.67%
$72.12 - $76.23 $101K - $107K
4.29K $325K
TMUS
T Mobile Us, Inc.

Communication Services
-231
- 13.25%
$220.99 - $268.54 $51K - $62K
1.51K $360K
IWS
Ishares Russell Midcap Value E

ETFs
-1.39K
- 10.16%
$110.58 - $132.14 $154K - $184K
12.3K $1.63M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-380
- 0.7%
$102.02 - $103.5 $38.8K - $39.3K
53.6K $5.52M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3
- 0.19%
$421.16 - $509.5 $1.26K - $1.53K
1.6K $712K
SBUX
Starbucks Corp

Consumer Cyclical
-324
- 7.19%
$79.69 - $99.41 $25.8K - $32.2K
4.18K $383K
ITW
Illinois Tool Works Inc

Industrials
-200
- 7.07%
$218.41 - $252.43 $43.7K - $50.5K
2.63K $650K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-642
- 1.65%
$77.74 - $78.78 $49.9K - $50.6K
38.3K $3.01M
ED
Consolidated Edison Inc

Utilities
-6
- 0.23%
$98.05 - $113.3 $588 - $680
2.57K $257K
TIP
Ishares Tr Tips Bd ETF

ETFs
-110
- 1.12%
$107.93 - $110.97 $11.9K - $12.2K
9.74K $1.07M
DKNG
Draft Kings Inc.

Consumer Cyclical
-2K
- 29.87%
$31.67 - $42.89 $63.3K - $85.8K
4.7K $201K
PGR
Progressive Corp

Financial Services
-4
- 0.35%
$255.27 - $288.74 $1.02K - $1.15K
1.13K $300K
PFE
Pfizer Inc

Healthcare
-222
- 2.27%
$21.59 - $24.84 $4.79K - $5.51K
9.57K $231K
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.11%
$394.72 - $440.39 $395 - $440
891 $374K
HDV
Ishares Core High Dividend ETF

ETFs
-39
- 1.78%
$108.41 - $120.51 $4.23K - $4.7K
2.15K $251K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-585
- 8.52%
$51.16 - $62.02 $29.9K - $36.3K
6.28K $389K
MO
Altria Group, Inc.

Consumer Defensive
-73
- 1.87%
$55.56 - $60.91 $4.06K - $4.45K
3.83K $224K
IVE
Ishares S&P 500 Value ETF

ETFs
-92
- 4.54%
$168.34 - $195.42 $15.5K - $18K
1.94K $378K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.12K
- 12.95%
$57.41 - $74.81 $64.1K - $83.5K
7.5K $557K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4
- 0.03%
$29.0 - $30.68 $116 - $123
14.7K $451K
Ge Vernova Inc
-217
- 0.29%
N/A
75.5K $0
INTU
Intuit Inc

Technology
-140
- 22.01%
$544.07 - $787.63 $76.2K - $110K
496 $390K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-23
- 0.58%
$105.23 - $109.61 $2.42K - $2.52K
3.93K $430K
HYG
Ishares Tr

ETFs
-25
- 0.72%
$75.75 - $80.65 $1.89K - $2.02K
3.43K $276K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.23%
$276.76 - $326.81 $1.11K - $1.31K
1.76K $542K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-60
- 1.54%
$97.18 - $113.06 $5.83K - $6.78K
3.84K $434K
EW
Edwards Lifesciences Corp

Healthcare
-150
- 4.26%
$67.07 - $78.22 $10.1K - $11.7K
3.38K $263K
LMT
Lockheed Martin Corp

Industrials
-10
- 1.13%
$430.82 - $486.45 $4.31K - $4.86K
874 $404K
ETN
Eaton Corp PLC

Industrials
-160
- 19.16%
$246.52 - $356.99 $39.4K - $57.1K
675 $240K
SYK
Stryker Corp

Healthcare
-2
- 0.32%
$337.37 - $395.63 $675 - $791
625 $247K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-60
- 0.13%
$49.57 - $50.27 $2.97K - $3.02K
46.9K $2.36M
XLU
Utilities Sector Spdr

ETFs
-375
- 1.74%
$73.09 - $82.77 $27.4K - $31K
21.2K $1.73M
ECL
Ecolab Inc.

Basic Materials
-65
- 2.1%
$225.65 - $270.95 $14.7K - $17.6K
3.04K $817K
VTI
Vanguard Total Stock Market Et

ETFs
-252
- 6.05%
$243.75 - $303.93 $61.4K - $76.6K
3.92K $1.19M
RTX
Raytheon Technologies Corp

Industrials
-12
- 0.36%
$113.75 - $148.48 $1.37K - $1.78K
3.36K $489K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-13
- 0.78%
$224.16 - $285.86 $2.91K - $3.72K
1.66K $473K
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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