Perfromance Wealth Partners, LLC Portfolio Holdings
Perfromance Wealth Partners, LLC
- $3.09 Billion
- Q4 2024
Perfromance Wealth Partners, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.09 Billion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.04B, Vanguard Growth ETF with a value of $528M, Amazon Com Inc with a value of $227M, Microsoft Corp with a value of $197M, and Nvidia Corp with a value of $176M.
Examining the 13F form we can see an increase of $201M in the current position value, from $2.89B to 3.09B.
Below you can find more details about Perfromance Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.09 Billion
Technology: $1.5 Billion
ETFs: $684 Million
Financial Services: $266 Million
Consumer Cyclical: $239 Million
Communication Services: $204 Million
Consumer Defensive: $101 Million
Healthcare: $73.2 Million
Industrials: $16.4 Million
Other: $6.01 Million