Perfromance Wealth Partners, LLC Top Holdings and 13F Report (2025) About Perfromance Wealth Partners, LLCInvestment ActivityPerfromance Wealth Partners, LLC has $2.80 billion in total holdings as of March 31, 2025.Perfromance Wealth Partners, LLC owns shares of 172 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Perfromance Wealth Partners, LLC has purchased 185 new stocks and bought additional shares in 60 stocks.Perfromance Wealth Partners, LLC sold shares of 68 stocks and completely divested from 23 stocks this quarter.Largest Holdings Apple $911,805,811Vanguard Growth ETF $479,327,179Amazon.com $196,897,639Microsoft $175,492,766NVIDIA $146,349,943 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding58933Y105 - Merck & Co., Inc. $489,192 Holding580135101 - McDonald's $319,555 Holding01609W102 - Alibaba Group $297,650 Holding75886F107 - Regeneron Pharmaceuticals $257,830 Holding Largest Purchases this Quarter GE VERNOVA INC 21,800 shares (about $6.66M)Meta Platforms 9,893 shares (about $5.70M)KKR & Co. Inc. 45,660 shares (about $5.28M)The Goldman Sachs Group 8,777 shares (about $4.79M)Oracle 32,160 shares (about $4.50M) Largest Sales this Quarter Eli Lilly and Company 36,087 shares (about $29.80M)Walmart 196,569 shares (about $17.26M)Apple 43,770 shares (about $9.72M)AbbVie 4,799 shares (about $1.01M)Vanguard Small-Cap Growth ETF 3,155 shares (about $794.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPerfromance Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$911,805,811$9,722,629 ▼-1.1%4,104,83032.6%Computer and TechnologyVUGVanguard Growth ETF$479,327,179$2,075,109 ▲0.4%1,292,61417.1%ETFAMZNAmazon.com$196,897,639$384,896 ▼-0.2%1,034,8877.0%Retail/WholesaleMSFTMicrosoft$175,492,766$86,715 ▲0.0%467,4956.3%Computer and TechnologyNVDANVIDIA$146,349,943$3,952,401 ▲2.8%1,350,3415.2%Computer and TechnologyGOOGAlphabet$131,729,743$65,460 ▼0.0%843,1784.7%Computer and TechnologyBRK.BBerkshire Hathaway$99,005,024$2,666,628 ▲2.8%185,8973.5%FinanceGSThe Goldman Sachs Group$71,463,393$4,794,782 ▲7.2%130,8162.6%FinanceCOSTCostco Wholesale$66,530,346$1,447,998 ▲2.2%70,3442.4%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$62,315,641$2,053,967 ▲3.4%321,2312.2%ETFJPMJPMorgan Chase & Co.$48,956,270$4,414,667 ▲9.9%199,5771.7%FinanceMETAMeta Platforms$39,952,283$5,701,952 ▲16.6%69,3181.4%Computer and TechnologyKKRKKR & Co. Inc.$34,909,654$5,278,744 ▲17.8%301,9611.2%FinanceORCLOracle$30,787,449$4,496,294 ▲17.1%220,2091.1%Computer and TechnologyLLYEli Lilly and Company$28,054,015$29,804,965 ▼-51.5%33,9671.0%MedicalAVGOBroadcom$26,610,668$3,684,634 ▲16.1%158,9361.0%Computer and TechnologyGE VERNOVA INC$23,104,025$6,655,141 ▲40.5%75,6810.8%COMVVisa$19,533,858$100,582 ▲0.5%55,7380.7%Business ServicesWMTWalmart$18,462,994$17,256,762 ▼-48.3%210,3090.7%Retail/WholesaleVYMVanguard High Dividend Yield ETF$17,147,362$886,855 ▲5.5%132,9670.6%ETFVBKVanguard Small-Cap Growth ETF$9,863,883$794,337 ▼-7.5%39,1780.4%ETFSPYSPDR S&P 500 ETF Trust$8,513,692$770,819 ▼-8.3%15,2200.3%FinanceBXBlackstone$7,701,307$3,525,386 ▲84.4%55,0960.3%FinanceVTVVanguard Value ETF$7,585,922$1,707,545 ▲29.0%43,9150.3%ETFGOOGLAlphabet$6,368,869$124,795 ▲2.0%41,1850.2%Computer and TechnologyABBVAbbVie$6,020,833$1,005,498 ▼-14.3%28,7360.2%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$5,589,303$6,415 ▼-0.1%54,0190.2%ETFSCHPSchwab U.S. TIPS ETF$4,087,468$45,605 ▼-1.1%152,0070.1%ETFPHParker-Hannifin$4,058,513$638,227 ▼-13.6%6,6770.1%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$3,417,907$8,438 ▲0.2%41,3140.1%ManufacturingBSVVanguard Short-Term Bond ETF$3,049,163$10,803 ▼-0.4%38,9520.1%ETFCMECME Group$3,005,470$15,122 ▲0.5%11,3290.1%FinanceTSLATesla$3,000,036$62,717 ▲2.1%11,5760.1%Auto/Tires/TrucksOWLBlue Owl Capital$2,909,921$565,968 ▲24.1%145,2060.1%FinanceVOOVanguard S&P 500 ETF$2,734,535$148,521 ▲5.7%5,3210.1%ETFXLVHealth Care Select Sector SPDR Fund$2,662,153$376,553 ▲16.5%18,2330.1%ETFHDHome Depot$2,581,720$130,112 ▼-4.8%7,0440.1%Retail/WholesaleIBMInternational Business Machines$2,436,372$67,884 ▲2.9%9,7980.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,430,045$45,745 ▼-1.8%28,7920.1%CL AIJKiShares S&P Mid-Cap 400 Growth ETF$2,400,379$454,542 ▼-15.9%28,8230.1%ETFVBVanguard Small-Cap ETF$2,394,013$168,087 ▲7.6%10,7960.1%ETFDXCMDexCom$2,389,8770.0%34,9960.1%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,340,859$25,499 ▼-1.1%46,9110.1%ManufacturingNVONovo Nordisk A/S$2,250,620$31,804 ▲1.4%32,4110.1%MedicalCRMSalesforce$1,958,491$14,760 ▼-0.7%7,2980.1%Computer and TechnologyACNAccenture$1,934,648$273,035 ▼-12.4%6,2000.1%Computer and TechnologyCYBRCyberArk Software$1,881,308$170,690 ▼-8.3%5,5660.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,773,266$361 ▼0.0%4,9110.1%ETFAMDAdvanced Micro Devices$1,772,265$72,637 ▲4.3%17,2500.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$1,728,560$325,380 ▼-15.8%13,7220.1%ETFXLUUtilities Select Sector SPDR Fund$1,701,425$67,417 ▼-3.8%21,5780.1%ETFQQQInvesco QQQ$1,258,679$131,777 ▼-9.5%2,6840.0%FinanceDVYiShares Select Dividend ETF$1,246,480$78,963 ▼-6.0%9,2820.0%ETFIDXXIDEXX Laboratories$1,226,674$296,065 ▼-19.4%2,9210.0%MedicalFSLRFirst Solar$1,166,5700.0%9,2270.0%EnergyVTIVanguard Total Stock Market ETF$1,145,258$1,099 ▲0.1%4,1670.0%ETFCATCaterpillar$1,118,301$44,521 ▼-3.8%3,3910.0%IndustrialsULTAUlta Beauty$1,108,784$73,308 ▼-6.2%3,0250.0%Retail/WholesaleTIPiShares TIPS Bond ETF$1,094,236$20,774 ▼-1.9%9,8500.0%ETFMCKMcKesson$1,002,755$49,128 ▼-4.7%1,4900.0%MedicalIWNiShares Russell 2000 Value ETF$1,001,752$18,420 ▲1.9%6,6350.0%ETFTXNTexas Instruments$992,670$1,258 ▼-0.1%5,5240.0%Computer and TechnologyAMGNAmgen$992,638$509,405 ▼-33.9%3,1860.0%MedicalQQQMInvesco NASDAQ 100 ETF$979,3830.0%5,0740.0%ETFAPOApollo Global Management$947,980$96,811 ▲11.4%6,9230.0%FinanceNVMINova$852,5260.0%4,6250.0%Computer and TechnologyNOWServiceNow$820,820$59,710 ▲7.8%1,0310.0%Computer and TechnologyBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.0%FinanceECLEcolab$785,912$761 ▲0.1%3,1000.0%Basic MaterialsVRTXVertex Pharmaceuticals$777,1660.0%1,6030.0%MedicalWSOWatsco$776,1740.0%1,5270.0%ConstructionGLWCorning$768,944$2,152 ▲0.3%16,7970.0%Computer and TechnologyQCOMQUALCOMM$758,065$12,289 ▼-1.6%4,9350.0%Computer and TechnologyGRBKGreen Brick Partners$758,0300.0%13,0000.0%FinanceBACBank of America$739,605$23,577 ▲3.3%17,7240.0%FinanceCVSCVS Health$719,387$1,897 ▲0.3%10,6180.0%MedicalCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$715,324$97 ▲0.0%7,3920.0%ETFITWIllinois Tool Works$701,620$2,976 ▼-0.4%2,8290.0%IndustrialsVGTVanguard Information Technology ETF$649,229$68,882 ▲11.9%1,1970.0%ETFROSTRoss Stores$598,834$1,022 ▲0.2%4,6860.0%Retail/WholesalePANWPalo Alto Networks$591,097$9,556 ▼-1.6%3,4640.0%Computer and TechnologyIVViShares Core S&P 500 ETF$589,433$110,132 ▼-15.7%1,0490.0%ETFPGProcter & Gamble$585,563$50,956 ▼-8.0%3,4360.0%Consumer StaplesIJTiShares S&P Small-Cap 600 Growth ETF$575,4390.0%4,6220.0%ETFUBERUber Technologies$562,625$79,417 ▲16.4%7,7220.0%Computer and TechnologyPYPLPayPal$562,324$7,765 ▼-1.4%8,6180.0%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$553,7510.0%4,6250.0%ETFXLKTechnology Select Sector SPDR Fund$543,209$24,363 ▼-4.3%2,6310.0%ETFADPAutomatic Data Processing$538,955$8,860 ▼-1.6%1,7640.0%Business ServicesPEBPebblebrook Hotel Trust$514,158$77,738 ▲17.8%50,7560.0%FinanceBNDVanguard Total Bond Market ETF$513,122$209,847 ▲69.2%6,9860.0%ETFSDYSPDR S&P Dividend ETF$490,188$33,783 ▼-6.4%3,6130.0%ETFMRKMerck & Co., Inc.$489,192$489,192 ▲New Holding5,4500.0%MedicalLNTAlliant Energy$474,1950.0%7,3690.0%UtilitiesIWDiShares Russell 1000 Value ETF$468,707$84,108 ▼-15.2%2,4910.0%ETFHONHoneywell International$465,850$10,588 ▼-2.2%2,2000.0%Multi-Sector ConglomeratesTMUST-Mobile US$464,802$63,200 ▲15.7%1,7430.0%Computer and TechnologyMAMastercard$462,065$5,481 ▼-1.2%8430.0%Business ServicesDVADaVita$458,910$1,224 ▼-0.3%3,0000.0%MedicalPFFiShares Preferred and Income Securities ETF$451,946$30,423 ▼-6.3%14,7070.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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