Perfromance Wealth Partners, LLC Portfolio Holdings
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
Perfromance Wealth Partners, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.89 Billion distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $969M, Vanguard Growth ETF with a value of $491M, Microsoft Corp with a value of $201M, Amazon Com Inc with a value of $194M, and Nvidia Corp with a value of $159M.
Examining the 13F form we can see an increase of $174M in the current position value, from $2.71B to 2.89B.
Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.89 Billion
Technology: $1.41 Billion
ETFs: $650 Million
Financial Services: $231 Million
Consumer Cyclical: $204 Million
Communication Services: $182 Million
Healthcare: $99.9 Million
Consumer Defensive: $92.7 Million
Industrials: $13.9 Million
Other: $7.5 Million