Perfromance Wealth Partners, LLC Top Holdings and 13F Report (2025) About Perfromance Wealth Partners, LLCInvestment ActivityPerfromance Wealth Partners, LLC has $3.11 billion in total holdings as of December 31, 2024.Perfromance Wealth Partners, LLC owns shares of 185 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.40% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Perfromance Wealth Partners, LLC has purchased 197 new stocks and bought additional shares in 49 stocks.Perfromance Wealth Partners, LLC sold shares of 82 stocks and completely divested from 25 stocks this quarter.Largest Holdings Apple $1,038,892,552Vanguard Growth ETF $528,243,554Amazon.com $227,487,699Microsoft $196,951,819NVIDIA $176,439,951 Largest New Holdings this Quarter Vertiv $4,162,670 HoldingBlue Owl Capital $2,720,583 HoldingCVS Health $475,385 HoldingDraftKings $249,054 HoldingLululemon Athletica $241,683 Holding Largest Purchases this Quarter Vertiv 36,640 shares (about $4.16M)JPMorgan Chase & Co. 15,979 shares (about $3.83M)GE VERNOVA INC 11,529 shares (about $3.79M)Blackstone 21,057 shares (about $3.63M)KKR & Co. Inc. 23,119 shares (about $3.42M) Largest Sales this Quarter Novo Nordisk A/S 127,184 shares (about $10.94M)Apple 11,587 shares (about $2.90M)Broadcom 4,649 shares (about $1.08M)Amazon.com 3,869 shares (about $848.82K)Vanguard Small-Cap Growth ETF 1,981 shares (about $554.80K) 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$1,038,892,552$2,901,617 ▼-0.3%4,148,60033.4%Computer and TechnologyVUGVanguard Growth ETF$528,243,554$3,282,698 ▲0.6%1,287,01817.0%ETFAMZNAmazon.com$227,487,699$848,820 ▼-0.4%1,036,9107.3%Retail/WholesaleMSFTMicrosoft$196,951,819$387,780 ▲0.2%467,2646.3%Computer and TechnologyNVDANVIDIA$176,439,951$1,015,232 ▲0.6%1,313,8735.7%Computer and TechnologyGOOGAlphabet$160,654,581$444,677 ▼-0.3%843,5975.2%Computer and TechnologyBRK.BBerkshire Hathaway$81,993,819$804,119 ▲1.0%180,8902.6%FinanceGSThe Goldman Sachs Group$69,882,097$1,453,885 ▲2.1%122,0392.2%FinanceCOSTCostco Wholesale$63,050,872$1,679,512 ▲2.7%68,8132.0%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$60,833,088$111,427 ▲0.2%310,6432.0%ETFLLYEli Lilly and Company$54,081,822$111,168 ▼-0.2%70,0541.7%MedicalJPMJPMorgan Chase & Co.$43,526,609$3,830,332 ▲9.6%181,5801.4%FinanceKKRKKR & Co. Inc.$37,909,502$3,419,533 ▲9.9%256,3011.2%FinanceWMTWalmart$36,761,440$730,390 ▲2.0%406,8781.2%Retail/WholesaleMETAMeta Platforms$34,793,712$765,257 ▲2.2%59,4251.1%Computer and TechnologyAVGOBroadcom$31,745,525$1,077,821 ▼-3.3%136,9291.0%Computer and TechnologyORCLOracle$31,336,460$344,611 ▲1.1%188,0491.0%Computer and TechnologyGE VERNOVA INC$17,723,077$3,792,234 ▲27.2%53,8810.6%COMVVisa$17,524,613$199,736 ▼-1.1%55,4510.6%Business ServicesVYMVanguard High Dividend Yield ETF$16,087,872$417,859 ▲2.7%126,0900.5%ETFVBKVanguard Small-Cap Growth ETF$11,855,799$554,800 ▼-4.5%42,3330.4%ETFSPYSPDR S&P 500 ETF Trust$9,727,810$30,476 ▼-0.3%16,5980.3%FinanceGOOGLAlphabet$7,643,480$14,955 ▼-0.2%40,3780.2%Computer and TechnologyABBVAbbVie$5,959,177$73,390 ▼-1.2%33,5350.2%MedicalVTVVanguard Value ETF$5,761,354$1,355,941 ▲30.8%34,0300.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$5,440,506$70,621 ▲1.3%54,0810.2%ETFBXBlackstone$5,151,031$3,630,636 ▲238.8%29,8750.2%FinancePHParker-Hannifin$4,914,604$6,360 ▲0.1%7,7270.2%Industrial ProductsTSLATesla$4,577,123$137,306 ▲3.1%11,3340.1%Auto/Tires/TrucksVRTVertiv$4,162,670$4,162,670 ▲New Holding36,6400.1%Computer and TechnologySCHPSchwab U.S. TIPS ETF$3,970,148$1,806,912 ▲83.5%153,7030.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,378,560$68,125 ▼-2.0%41,2120.1%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$3,117,171$197,227 ▼-6.0%34,2810.1%ETFBSVVanguard Short-Term Bond ETF$3,020,484$71,475 ▼-2.3%39,0900.1%ETFHDHome Depot$2,878,083$104,636 ▼-3.5%7,3990.1%Retail/WholesaleNVONovo Nordisk A/S$2,748,597$10,940,367 ▼-79.9%31,9530.1%MedicalDXCMDexCom$2,721,639$110,433 ▲4.2%34,9960.1%MedicalOWLBlue Owl Capital$2,720,583$2,720,583 ▲New Holding116,9640.1%FinanceVOOVanguard S&P 500 ETF$2,711,292$148,173 ▼-5.2%5,0320.1%ETFCMECME Group$2,617,6970.0%11,2720.1%FinanceACNAccenture$2,488,914$1,956,656 ▲367.6%7,0750.1%Computer and TechnologyCRMSalesforce$2,458,328$2,675 ▲0.1%7,3530.1%Computer and TechnologyVBVanguard Small-Cap ETF$2,411,931$143,207 ▲6.3%10,0380.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,296,173$17,141 ▲0.8%47,4220.1%ManufacturingPALANTIR TECHNOLOGIES INC$2,218,530$637,939 ▲40.4%29,3340.1%CL AXLVHealth Care Select Sector SPDR Fund$2,153,521$15,958 ▲0.7%15,6540.1%ETFIWSiShares Russell Mid-Cap Value ETF$2,108,889$52,771 ▼-2.4%16,3050.1%ETFIBMInternational Business Machines$2,093,881$5,276 ▲0.3%9,5250.1%Computer and TechnologyCYBRCyberArk Software$2,022,5540.0%6,0710.1%Computer and TechnologyAMDAdvanced Micro Devices$1,998,229$14,495 ▼-0.7%16,5430.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,972,5080.0%4,9120.1%ETFXLUUtilities Select Sector SPDR Fund$1,697,954$29,746 ▼-1.7%22,4330.1%ETFFSLRFirst Solar$1,626,1660.0%9,2270.1%Oils/EnergyQQQInvesco QQQ$1,515,903$12,782 ▼-0.8%2,9650.0%FinanceIDXXIDEXX Laboratories$1,499,133$41,344 ▲2.8%3,6260.0%MedicalULTAUlta Beauty$1,402,649$54,366 ▼-3.7%3,2250.0%Retail/WholesaleDVYiShares Select Dividend ETF$1,295,832$76,148 ▼-5.6%9,8700.0%ETFCATCaterpillar$1,279,092$7,618 ▼-0.6%3,5260.0%Industrial ProductsAMGNAmgen$1,256,545$420,933 ▼-25.1%4,8210.0%MedicalVTIVanguard Total Stock Market ETF$1,206,479$19,417 ▼-1.6%4,1630.0%ETFTIPiShares TIPS Bond ETF$1,069,442$74,798 ▼-6.5%10,0370.0%ETFIWNiShares Russell 2000 Value ETF$1,069,239$32,998 ▼-3.0%6,5130.0%ETFQQQMInvesco NASDAQ 100 ETF$1,067,823$130,058 ▼-10.9%5,0740.0%ETFTXNTexas Instruments$1,037,118$61,503 ▼-5.6%5,5310.0%Computer and TechnologyTFPMTriple Flag Precious Metals$1,027,292$421,511 ▲69.6%68,3040.0%Basic MaterialsAPOApollo Global Management$1,026,682$991 ▼-0.1%6,2160.0%FinanceNOWServiceNow$1,013,475$18,022 ▼-1.7%9560.0%Computer and TechnologyNVMINova$910,8940.0%4,6250.0%Computer and TechnologyMCKMcKesson$890,769$172,683 ▼-16.2%1,5630.0%MedicalAEMAgnico Eagle Mines$887,918$453,227 ▲104.3%11,3530.0%Basic MaterialsGLWCorning$795,9600.0%16,7500.0%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$775,963$576 ▼-0.1%2,6960.0%ETFQCOMQUALCOMM$770,404$23,811 ▲3.2%5,0150.0%Computer and TechnologyBACBank of America$754,120$90,799 ▼-10.7%17,1590.0%FinancePYPLPayPal$745,703$128,708 ▼-14.7%8,7370.0%Computer and TechnologyGRBKGreen Brick Partners$734,3700.0%13,0000.0%FinanceIVViShares Core S&P 500 ETF$732,907$128,921 ▼-15.0%1,2450.0%ETFECLEcolab$725,689$10,076 ▲1.4%3,0970.0%Basic MaterialsWSOWatsco$723,630$45,493 ▲6.7%1,5270.0%ConstructionITWIllinois Tool Works$720,364$58,065 ▲8.8%2,8410.0%Industrial ProductsROSTRoss Stores$707,641$30,254 ▼-4.1%4,6780.0%Retail/WholesaleCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$702,884$79,313 ▼-10.1%7,3910.0%ETFVGTVanguard Information Technology ETF$665,326$4,974 ▲0.8%1,0700.0%ETFVRTXVertex Pharmaceuticals$645,528$5,235 ▼-0.8%1,6030.0%MedicalPANWPalo Alto Networks$640,499$320,250 ▲100.0%3,5200.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$639,153$9,533 ▼-1.5%2,7490.0%ETFWPMWheaton Precious Metals$626,964$424,444 ▲209.6%11,1480.0%Basic MaterialsPGProcter & Gamble$626,173$16,933 ▼-2.6%3,7350.0%Consumer StaplesIJTiShares S&P Small-Cap 600 Growth ETF$625,6800.0%4,6220.0%ETFPEBPebblebrook Hotel Trust$583,7610.0%43,0820.0%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$577,9400.0%4,6250.0%ETFIWDiShares Russell 1000 Value ETF$543,9120.0%2,9380.0%ETFIRMIron Mountain$526,2860.0%5,0070.0%Business ServicesADPAutomatic Data Processing$524,865$7,026 ▼-1.3%1,7930.0%Business ServicesSDYSPDR S&P Dividend ETF$510,207$27,611 ▼-5.1%3,8620.0%ETFHONHoneywell International$508,252$130,790 ▼-20.5%2,2500.0%Multi-Sector ConglomeratesPFFiShares Preferred and Income Securities ETF$493,514$6,288 ▲1.3%15,6970.0%ETFSCIService Co. International$479,814$240,346 ▲100.4%6,0110.0%Consumer StaplesLMTLockheed Martin$479,623$30,614 ▲6.8%9870.0%AerospaceCVSCVS Health$475,385$475,385 ▲New Holding10,5900.0%Retail/WholesaleShowing 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. 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