Perfromance Wealth Partners, LLC holdings history

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244 is the total number of securities Perfromance Wealth Partners, LLC has owned. The longest Perfromance Wealth Partners, LLC has owned a single stock is 8 quarters.

Perfromance Wealth Partners, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC8830.51%33.32%36.17%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS8812.46%13.39%14.70%Q4 2021Q3 20238
AMZN AMAZON COM INC885.37%6.66%8.20%Q4 2021Q3 20238
MSFT MICROSOFT CORP885.81%6.10%6.43%Q4 2021Q3 20238
GOOG ALPHABET INC884.67%5.15%5.58%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...883.31%3.94%4.69%Q4 2021Q3 20238
VYM VANGUARD WHITEHALL FDS880.88%2.29%3.34%Q4 2021Q3 20238
V VISA INC881.99%2.28%2.62%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.31%2.13%3.12%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS881.51%1.77%1.96%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.97%1.54%1.93%Q4 2021Q3 20238
GS GOLDMAN SACHS GROUP INC881.19%1.38%1.81%Q4 2021Q3 20238
BX BLACKSTONE INC880.68%1.22%1.73%Q4 2021Q3 20238
ZTS ZOETIS INC880.50%0.84%1.21%Q4 2021Q3 20238
ABT ABBOTT LABS880.68%0.82%0.99%Q4 2021Q3 20238
TSLA TESLA INC880.09%0.82%1.62%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.57%0.71%0.88%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.48%0.55%0.65%Q4 2021Q3 20238
NKE NIKE INC880.37%0.48%0.58%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.34%0.42%0.52%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.08%0.40%0.58%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.34%0.38%0.42%Q4 2021Q3 20238
ABBV ABBVIE INC880.30%0.37%0.46%Q4 2021Q3 20238
MCD MCDONALDS CORP880.22%0.37%0.48%Q4 2021Q3 20238
WMT WALMART INC880.17%0.36%1.09%Q4 2021Q3 20238
AMGN AMGEN INC880.28%0.35%0.43%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.02%0.31%0.55%Q4 2021Q3 20238
CORP PIMCO ETF TR880.21%0.29%0.34%Q4 2021Q3 20238
AGG ISHARES TR880.20%0.26%0.32%Q4 2021Q3 20238
PYPL PAYPAL HLDGS INC880.03%0.25%1.64%Q4 2021Q3 20238
IJK ISHARES TR880.18%0.22%0.25%Q4 2021Q3 20238
GOOGL ALPHABET INC880.18%0.20%0.23%Q4 2021Q3 20238
XLV SELECT SECTOR SPDR TR880.05%0.20%0.41%Q4 2021Q3 20238
DGX QUEST DIAGNOSTICS INC880.11%0.18%0.24%Q4 2021Q3 20238
TIP ISHARES TR880.14%0.18%0.22%Q4 2021Q3 20238
KO COCA COLA CO880.02%0.18%0.28%Q4 2021Q3 20238
DXCM DEXCOM INC880.10%0.16%0.24%Q4 2021Q3 20238
LLY LILLY ELI & CO880.04%0.16%0.39%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS880.11%0.15%0.18%Q4 2021Q3 20238
XLU SELECT SECTOR SPDR TR880.12%0.15%0.21%Q4 2021Q3 20238
VTIP VANGUARD MALVERN FDS880.08%0.15%0.22%Q4 2021Q3 20238
CAT CATERPILLAR INC880.06%0.14%0.27%Q4 2021Q3 20238
SHY ISHARES TR880.06%0.14%0.21%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.09%0.14%0.18%Q4 2021Q3 20238
MRK MERCK & CO INC880.04%0.13%0.24%Q4 2021Q3 20238
IWS ISHARES TR880.11%0.13%0.16%Q4 2021Q3 20238
HYMB SPDR SER TR880.09%0.12%0.15%Q4 2021Q3 20238
NVO NOVO-NORDISK A S880.06%0.12%0.18%Q4 2021Q3 20238
CME CME GROUP INC880.10%0.12%0.14%Q4 2021Q3 20238
PH PARKER-HANNIFIN CORP880.08%0.11%0.15%Q4 2021Q3 20238
ITW ILLINOIS TOOL WKS INC880.05%0.10%0.19%Q4 2021Q3 20238
AMAT APPLIED MATLS INC880.08%0.10%0.12%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.04%0.09%0.12%Q4 2021Q3 20238
HD HOME DEPOT INC880.05%0.09%0.16%Q4 2021Q3 20238
FSLR FIRST SOLAR INC880.05%0.09%0.12%Q4 2021Q3 20238
IDXX IDEXX LABS INC880.06%0.08%0.11%Q4 2021Q3 20238
HYG ISHARES TR880.04%0.07%0.09%Q4 2021Q3 20238
DVY ISHARES TR880.06%0.07%0.09%Q4 2021Q3 20238
ULTA ULTA BEAUTY INC880.05%0.06%0.10%Q4 2021Q3 20238
ALB ALBEMARLE CORP880.04%0.06%0.09%Q4 2021Q3 20238
IWF ISHARES TR880.05%0.06%0.06%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.04%0.05%0.06%Q4 2021Q3 20238
CYBR CYBERARK SOFTWARE LTD880.04%0.05%0.06%Q4 2021Q3 20238
INMD INMODE LTD880.03%0.05%0.08%Q4 2021Q3 20238
LQD ISHARES TR880.03%0.05%0.06%Q4 2021Q3 20238
IVV ISHARES TR880.04%0.05%0.06%Q4 2021Q3 20238
EW EDWARDS LIFESCIENCES CORP880.03%0.05%0.06%Q4 2021Q3 20238
IWN ISHARES TR880.04%0.05%0.05%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.04%0.04%0.05%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO880.02%0.04%0.09%Q4 2021Q3 20238
IWM ISHARES TR880.04%0.04%0.05%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.03%0.04%0.06%Q4 2021Q3 20238
TXN TEXAS INSTRS INC880.03%0.04%0.05%Q4 2021Q3 20238
MUB ISHARES TR880.03%0.04%0.05%Q4 2021Q3 20238
IWR ISHARES TR880.04%0.04%0.04%Q4 2021Q3 20238
IWO ISHARES TR880.03%0.04%0.04%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.03%0.04%0.04%Q4 2021Q3 20238
IJJ ISHARES TR880.03%0.03%0.04%Q4 2021Q3 20238
HDV ISHARES TR880.02%0.03%0.04%Q4 2021Q3 20238
GLW CORNING INC880.03%0.03%0.04%Q4 2021Q3 20238
BUSE FIRST BUSEY CORP880.01%0.03%0.07%Q4 2021Q3 20238
IJR ISHARES TR880.03%0.03%0.04%Q4 2021Q3 20238
PFF ISHARES TR880.02%0.03%0.04%Q4 2021Q3 20238
JOE ST JOE CO880.02%0.03%0.03%Q4 2021Q3 20238
PFE PFIZER INC880.02%0.03%0.04%Q4 2021Q3 20238
PEP PEPSICO INC880.02%0.03%0.03%Q4 2021Q3 20238
LAC LITHIUM AMERS CORP NEW880.02%0.03%0.03%Q4 2021Q3 20238
IJT ISHARES TR880.02%0.03%0.03%Q4 2021Q3 20238
DVA DAVITA INC880.01%0.03%0.03%Q4 2021Q3 20238
QCOM QUALCOMM INC880.02%0.03%0.04%Q4 2021Q3 20238
ACN ACCENTURE PLC IRELAND880.02%0.03%0.03%Q4 2021Q3 20238
ROST ROSS STORES INC880.02%0.03%0.03%Q4 2021Q3 20238
IYR ISHARES TR880.01%0.03%0.03%Q4 2021Q3 20238
IJH ISHARES TR880.02%0.02%0.03%Q4 2021Q3 20238
PEB PEBBLEBROOK HOTEL TR880.02%0.02%0.03%Q4 2021Q3 20238
IRDM IRIDIUM COMMUNICATIONS...880.02%0.02%0.04%Q4 2021Q3 20238
SDY SPDR SER TR880.02%0.02%0.03%Q4 2021Q3 20238
HON HONEYWELL INTL INC880.02%0.02%0.03%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...880.02%0.02%0.03%Q4 2021Q3 20238
VGT VANGUARD WORLD FDS880.02%0.02%0.03%Q4 2021Q3 20238
GRBK GREEN BRICK PARTNERS INC880.01%0.02%0.03%Q4 2021Q3 20238
RBC REGAL REXNORD CORPORATION880.02%0.02%0.02%Q4 2021Q3 20238
LNT ALLIANT ENERGY CORP880.02%0.02%0.02%Q4 2021Q3 20238
SCI SERVICE CORP INTL880.01%0.02%0.02%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.02%0.02%0.02%Q4 2021Q3 20238
ORCL ORACLE CORP880.02%0.02%0.02%Q4 2021Q3 20238
PANW PALO ALTO NETWORKS INC880.01%0.02%0.02%Q4 2021Q3 20238
DTN WISDOMTREE TR880.01%0.02%0.02%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.01%0.02%0.02%Q4 2021Q3 20238
RVNC REVANCE THERAPEUTICS INC880.01%0.02%0.03%Q4 2021Q3 20238
VDC VANGUARD WORLD FDS880.01%0.02%0.02%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.01%0.01%0.02%Q4 2021Q3 20238
IVE ISHARES TR880.01%0.01%0.02%Q4 2021Q3 20238
GWW GRAINGER W W INC880.01%0.01%0.02%Q4 2021Q3 20238
XLY SELECT SECTOR SPDR TR880.01%0.01%0.02%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.01%0.01%0.02%Q4 2021Q3 20238
XLK SELECT SECTOR SPDR TR880.01%0.01%0.01%Q4 2021Q3 20238
IRM IRON MTN INC NEW880.01%0.01%0.02%Q4 2021Q3 20238
IWP ISHARES TR880.01%0.01%0.02%Q4 2021Q3 20238
MSI MOTOROLA SOLUTIONS INC880.01%0.01%0.02%Q4 2021Q3 20238
MS MORGAN STANLEY880.01%0.01%0.02%Q4 2021Q3 20238
CMI CUMMINS INC880.01%0.01%0.02%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION430.01%1.05%2.43%Q4 2021Q3 20237
ZBRA ZEBRA TECHNOLOGIES COR...770.25%0.86%1.70%Q4 2021Q2 20237
VNQ VANGUARD INDEX FDS770.02%0.27%0.50%Q4 2021Q2 20237
NOBL PROSHARES TR770.02%0.16%0.34%Q1 2022Q3 20237
DIS DISNEY WALT CO770.01%0.08%0.14%Q4 2021Q2 20237
CRM SALESFORCE INC430.02%0.07%0.14%Q4 2021Q3 20237
ECL ECOLAB INC430.01%0.03%0.07%Q4 2021Q3 20237
AMD ADVANCED MICRO DEVICES...770.02%0.03%0.10%Q1 2022Q3 20237
HOLX HOLOGIC INC770.01%0.02%0.03%Q1 2022Q3 20237
BAX BAXTER INTL INC770.01%0.02%0.02%Q4 2021Q2 20237
NTRS NORTHERN TR CORP770.01%0.02%0.02%Q4 2021Q2 20237
TGT TARGET CORP770.01%0.02%0.02%Q4 2021Q2 20237
IWD ISHARES TR520.01%0.01%0.02%Q4 2021Q3 20237
VZ VERIZON COMMUNICATIONS...770.01%0.01%0.02%Q4 2021Q2 20237
BSV VANGUARD BD INDEX FDS660.03%0.08%0.11%Q2 2022Q3 20236
QQQM INVESCO EXCH TRADED FD...660.05%0.06%0.07%Q2 2022Q3 20236
MRNA MODERNA INC660.01%0.02%0.03%Q4 2021Q1 20236
LGLV SPDR SER TR660.01%0.02%0.04%Q2 2022Q3 20236
GD GENERAL DYNAMICS CORP660.01%0.02%0.02%Q2 2022Q3 20236
UNP UNION PAC CORP660.01%0.01%0.02%Q4 2021Q1 20236
KMB KIMBERLY-CLARK CORP330.01%0.01%0.01%Q4 2021Q2 20236
TMO THERMO FISHER SCIENTIF...660.01%0.01%0.01%Q4 2021Q1 20236
FB META PLATFORMS INC310.01%0.27%1.23%Q4 2021Q3 20235
PORTILLOS INC410.01%0.16%0.76%Q1 2022Q2 20235
VO VANGUARD INDEX FDS410.01%0.14%0.25%Q4 2021Q3 20235
BP BP PLC550.06%0.07%0.08%Q3 2022Q3 20235
LOW LOWES COS INC550.01%0.02%0.03%Q2 2022Q2 20235
MDT MEDTRONIC PLC410.01%0.02%0.02%Q4 2021Q2 20235
DNP DNP SELECT INCOME FD INC550.01%0.01%0.02%Q3 2022Q3 20235
NEE NEXTERA ENERGY INC550.01%0.01%0.02%Q4 2021Q4 20225
NOW SERVICENOW INC320.01%0.01%0.01%Q4 2021Q3 20235
IEMG ISHARES INC550.01%0.01%0.01%Q4 2021Q4 20225
SCHD SCHWAB STRATEGIC TR440.54%0.58%0.63%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.04%0.27%0.85%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.09%0.26%0.38%Q4 2022Q3 20234
STIP ISHARES TR440.07%0.19%0.27%Q4 2022Q3 20234
VEU VANGUARD INTL EQUITY I...440.05%0.13%0.19%Q4 2022Q3 20234
VRTX VERTEX PHARMACEUTICALS...440.01%0.02%0.03%Q4 2022Q3 20234
ALGN ALIGN TECHNOLOGY INC440.01%0.02%0.03%Q4 2021Q3 20224
DOCU DOCUSIGN INC440.01%0.02%0.03%Q4 2021Q3 20224
SRPT SAREPTA THERAPEUTICS INC440.01%0.01%0.02%Q4 2022Q3 20234
WBA WALGREENS BOOTS ALLIAN...310.01%0.01%0.02%Q4 2021Q4 20224
K KELLOGG CO440.01%0.01%0.01%Q2 2022Q1 20234
GENERAL ELECTRIC CO220.01%0.01%0.01%Q4 2021Q3 20234
STZ CONSTELLATION BRANDS INC440.01%0.01%0.01%Q4 2021Q3 20224
DE DEERE & CO310.01%0.01%0.01%Q1 2022Q2 20234
F FORD MTR CO DEL440.01%0.01%0.01%Q3 2022Q2 20234
MANDIANT INC440.00%0.00%0.00%Q4 2021Q3 20224
ADBE ADOBE SYSTEMS INCORPOR...331.06%1.20%1.42%Q4 2021Q2 20223
KKR KKR & CO INC330.53%0.64%0.78%Q4 2021Q2 20223
TROW PRICE T ROWE GROUP INC330.30%0.38%0.47%Q4 2021Q2 20223
CG CARLYLE GROUP INC330.26%0.31%0.34%Q4 2021Q2 20223
SCHP SCHWAB STRATEGIC TR330.05%0.16%0.26%Q1 2023Q3 20233
EVH EVOLENT HEALTH INC330.03%0.03%0.04%Q1 2023Q3 20233
LULU LULULEMON ATHLETICA INC330.03%0.03%0.03%Q1 2023Q3 20233
WSO WATSCO INC330.02%0.03%0.03%Q1 2023Q3 20233
CSGP COSTAR GROUP INC330.02%0.02%0.03%Q1 2023Q3 20233
EXAS EXACT SCIENCES CORP330.02%0.02%0.02%Q1 2023Q3 20233
NVG NUVEEN AMT FREE MUN CR...330.01%0.02%0.03%Q3 2022Q1 20233
AWK AMERICAN WTR WKS CO IN...210.01%0.02%0.02%Q4 2021Q3 20223
FND FLOOR & DECOR HLDGS INC330.01%0.02%0.02%Q1 2023Q3 20233
GLD SPDR GOLD TR330.01%0.02%0.02%Q1 2023Q3 20233
ASO ACADEMY SPORTS & OUTDO...330.01%0.01%0.01%Q4 2022Q2 20233
CMCSA COMCAST CORP NEW330.01%0.01%0.01%Q4 2021Q2 20223
RSP INVESCO EXCHANGE TRADE...330.01%0.01%0.01%Q4 2021Q2 20223
AMT AMERICAN TOWER CORP NEW330.01%0.01%0.01%Q4 2021Q2 20223
CSCO CISCO SYS INC210.01%0.01%0.01%Q4 2021Q3 20223
SPLK SPLUNK INC210.01%0.01%0.01%Q1 2022Q2 20233
VBR VANGUARD INDEX FDS210.01%0.01%0.01%Q4 2021Q2 20233
MUX MCEWEN MNG INC330.00%0.01%0.01%Q1 2022Q3 20223
ROBINHOOD MKTS INC330.01%0.01%0.01%Q1 2023Q3 20233
LYFT LYFT INC330.01%0.01%0.01%Q1 2023Q3 20233
EB EVENTBRITE INC330.00%0.00%0.01%Q1 2023Q3 20233
GNRC GENERAC HLDGS INC220.23%0.28%0.32%Q4 2021Q1 20222
MCK MCKESSON CORP220.04%0.04%0.04%Q2 2023Q3 20232
RMD RESMED INC220.02%0.03%0.03%Q1 2023Q2 20232
DFAU DIMENSIONAL ETF TRUST220.02%0.02%0.02%Q2 2023Q3 20232
PLNT PLANET FITNESS INC220.01%0.01%0.02%Q1 2023Q2 20232
DIMENSIONAL ETF TRUST220.01%0.01%0.01%Q2 2023Q3 20232
VMW VMWARE INC110.01%0.01%0.02%Q1 2022Q4 20222
CVX CHEVRON CORP NEW220.01%0.01%0.01%Q2 2023Q3 20232
INTC INTEL CORP220.01%0.01%0.01%Q4 2021Q1 20222
ED CONSOLIDATED EDISON INC220.01%0.01%0.01%Q2 2023Q3 20232
HCA HCA HEALTHCARE INC110.01%0.01%0.01%Q1 2022Q2 20232
T AT&T INC220.01%0.01%0.01%Q4 2021Q1 20222
MCHP MICROCHIP TECHNOLOGY INC.220.01%0.01%0.01%Q4 2021Q1 20222
LAZR LUMINAR TECHNOLOGIES INC220.01%0.01%0.01%Q4 2021Q1 20222
SPTM SPDR SER TR220.01%0.01%0.01%Q4 2021Q1 20222
RYT INVESCO EXCHANGE TRADE...220.01%0.01%0.01%Q4 2021Q1 20222
DLN WISDOMTREE TR220.01%0.01%0.01%Q4 2021Q1 20222
NOTV INOTIV INC220.00%0.00%0.01%Q2 2023Q3 20232
TERRAN ORBITAL CORPORA...220.00%0.00%0.00%Q2 2023Q3 20232
IAG IAMGOLD CORP220.00%0.00%0.00%Q1 2022Q2 20222
GAU GALIANO GOLD INC220.00%0.00%0.00%Q1 2022Q2 20222
IMPAX LABORATORIES INC220.00%0.00%0.00%Q4 2021Q1 20222
SQ SQUARE INC110.69%0.69%0.69%Q4 2021Q4 20211
HLT HILTON WORLDWIDE HLDGS...110.47%0.47%0.47%Q4 2021Q4 20211
NFLX NETFLIX INC110.22%0.22%0.22%Q4 2021Q4 20211
BMO BANK MONTREAL QUE110.07%0.07%0.07%Q4 2021Q4 20211
TD TORONTO DOMINION BK ONT110.05%0.05%0.05%Q4 2021Q4 20211
SJM SMUCKER J M CO110.02%0.02%0.02%Q4 2021Q4 20211
GLOB GLOBANT S A110.02%0.02%0.02%Q1 2023Q1 20231
VV VANGUARD INDEX FDS110.01%0.01%0.01%Q1 2023Q1 20231
ONEV SPDR SER TR110.01%0.01%0.01%Q3 2022Q3 20221
BL BLACKLINE INC110.01%0.01%0.01%Q1 2023Q1 20231
VCSH VANGUARD SCOTTSDALE FDS110.01%0.01%0.01%Q1 2023Q1 20231
FLOT ISHARES TR110.01%0.01%0.01%Q2 2023Q2 20231
DRAFTKINGS INC NEW110.01%0.01%0.01%Q3 2023Q3 20231
NEO NEOGENOMICS INC110.01%0.01%0.01%Q1 2023Q1 20231
SCHW SCHWAB CHARLES CORP110.01%0.01%0.01%Q1 2022Q1 20221
VUSB VANGUARD BD INDEX FDS110.01%0.01%0.01%Q2 2023Q2 20231
CSX CSX CORP110.01%0.01%0.01%Q4 2021Q4 20211
KWR QUAKER CHEM CORP110.01%0.01%0.01%Q4 2021Q4 20211
XLF SELECT SECTOR SPDR TR110.01%0.01%0.01%Q4 2021Q4 20211
USMV ISHARES TR110.01%0.01%0.01%Q4 2021Q4 20211
MA MASTERCARD INCORPORATED110.01%0.01%0.01%Q4 2021Q4 20211
SLCA U S SILICA HLDGS INC110.01%0.01%0.01%Q3 2023Q3 20231
ENOVIX CORPORATION110.01%0.01%0.01%Q3 2023Q3 20231
FBP FIRST BANCORP P R110.01%0.01%0.01%Q4 2021Q4 20211
SWN SOUTHWESTERN ENERGY CO110.00%0.00%0.00%Q1 2023Q1 20231
SVM SILVERCORP METALS INC110.00%0.00%0.00%Q3 2022Q3 20221
NAK NORTHERN DYNASTY MINER...110.00%0.00%0.00%Q3 2022Q3 20221
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The securities at the top of the list , including APPLE INC, VANGUARD INDEX FDS, and AMAZON COM INC, are the highest-conviction holdings of Perfromance Wealth Partners, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Perfromance Wealth Partners, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Perfromance Wealth Partners, LLC owns currently or has owned in the past.