Perfromance Wealth Partners, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.71 Billion distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $868M, Vanguard Growth ETF with a value of $473M, Microsoft Corp with a value of $204M, Amazon Com Inc with a value of $199M, and Nvidia Corp with a value of $157M.
Examining the 13F form we can see an increase of $330M in the current position value, from $2.38B to 2.71B.
Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.71 Billion
Technology: $1.27 Billion
ETFs: $669 Million
Consumer Cyclical: $207 Million
Financial Services: $196 Million
Communication Services: $165 Million
Healthcare: $105 Million
Consumer Defensive: $82.3 Million
Industrials: $10 Million
Other: $5.97 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions