Perfromance Wealth Partners, LLC Purchases in Q4 2025

Perfromance Wealth Partners, LLC

  • $3.57 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
7.57K
+ 4.67%
$324.63 - $385.98 $2.46M - $2.92M
170K $58.2M
NOW
Service Now, Inc.

Technology
5.35K
+ 486.55%
$835.79 - $946.29 $4.47M - $5.06M
6.45K $5.39M
VTV
Vanguard Value ETF

ETFs
20.8K
+ 40.78%
$182.87 - $189.72 $3.8M - $3.95M
71.8K $13.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
25.1K
+ 8.01%
$117.68 - $124.18 $2.95M - $3.11M
338K $39.8M
LMT
Lockheed Martin Corp

Industrials
3.99K
+ 455.95%
$452.1 - $514.24 $1.8M - $2.05M
4.86K $2.29M
XLU
Utilities Sector Spdr

ETFs
19.7K
+ 95.08%
$87.89 - $92.9 $1.73M - $1.83M
40.4K $3.59M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.62K
+ 8.61%
$268.43 - $288.26 $1.51M - $1.62M
71K $19.6M
LLY
Eli Lilly & CO

Healthcare
538
+ 14.29%
$799.57 - $1025.28 $430K - $552K
4.3K $4.4M
WMT
Walmart Inc.

Consumer Defensive
14.6K
+ 13.28%
$101.18 - $109.03 $1.48M - $1.59M
124K $12.8M
AMD
Advanced Micro Devices Inc

Technology
88
+ 0.51%
$164.01 - $264.33 $14.4K - $23.3K
17.3K $4.16M
ABT
Abbott Laboratories

Healthcare
8.42K
+ 98.92%
$123.62 - $134.59 $1.04M - $1.13M
16.9K $2.2M
FDVV
Fidelity High Dividend ETF

ETFs
18K
+ 13.64%
$54.66 - $56.68 $982K - $1.02M
150K $8.4M
GE
General Electric CO

Industrials
2.99K
+ 36.65%
$291.49 - $314.28 $870K - $938K
11.1K $3.34M
BAC
Bank Of America Corp

Financial Services
14.8K
+ 36.33%
$48.65 - $54.11 $718K - $799K
55.4K $2.85M
XLK
Technology Sector Spdr

ETFs
2.46K
+ 99.96%
$278.39 - $304.13 $685K - $748K
4.92K $1.42M
SCHW
Schwab Charles Corp

Financial Services
7.79K
New
$91.91 - $97.71 $716K - $761K
7.79K $715K
FNDE
Schwab Fundamental Emerging Mk

ETFs
17.8K
+ 54.44%
$34.78 - $37.69 $619K - $671K
50.5K $1.89M
XLV
Select Sector Spdr Fund Health

ETFs
4.36K
+ 281.77%
$141.95 - $152.82 $619K - $666K
5.91K $896K
UPS
United Parcel Service Inc

Industrials
6.64K
New
$82.87 - $97.4 $550K - $646K
6.64K $625K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.68K
+ 33.93%
$52.81 - $55.35 $511K - $536K
38.2K $2.08M
APH
Amphenol Corp

Technology
3.37K
New
$121.7 - $143.85 $410K - $484K
3.37K $450K
TSLA
Tesla, Inc.

Consumer Cyclical
2.08K
+ 18.2%
$401.99 - $468.37 $837K - $975K
13.5K $5.53M
VEA
Vanguard Ftse Developed Market

ETFs
5.18K
+ 58.18%
$59.18 - $62.09 $307K - $322K
14.1K $863K
XLY
Select Sector Spdr Consumer Di

ETFs
1.4K
+ 90.91%
$228.75 - $242.18 $320K - $339K
2.94K $679K
QQQ
Invesco Qqq Trust, Series 1

ETFs
472
+ 10.13%
$589.5 - $635.77 $278K - $300K
5.13K $3.1M
SYK
Stryker Corp

Healthcare
808
New
$353.81 - $388.35 $286K - $314K
808 $290K
VTI
Vanguard Total Stock Market Et

ETFs
851
+ 23.94%
$321.8 - $337.95 $274K - $288K
4.41K $1.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
419
+ 8.2%
$600.51 - $631.95 $252K - $265K
5.53K $3.42M
HSY
Hershey CO

Consumer Defensive
1.54K
New
$162.31 - $195.56 $250K - $301K
1.54K $275K
IDXX
Idexx Laboratories Inc

Healthcare
126
+ 3.51%
$616.15 - $722.94 $77.6K - $91.1K
3.72K $2.56M
COP
Conocophillips

Energy
3.04K
New
$85.66 - $95.46 $260K - $290K
3.04K $269K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.09K
+ 9.41%
$92.34 - $95.43 $285K - $294K
35.9K $3.38M
IVV
Ishares Core S&P 500 ETF

ETFs
349
+ 12.87%
$656.2 - $690.71 $229K - $241K
3.06K $2.07M
PFE
Pfizer Inc

Healthcare
9.51K
New
$24.23 - $27.37 $230K - $260K
9.51K $238K
ALB
Albemarle Corp

Basic Materials
2K
New
$84.47 - $115.14 $169K - $230K
2K $230K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.16K
+ 71.57%
$99.87 - $101.27 $215K - $218K
5.17K $517K
ENS
Ener Sys

Industrials
1.51K
New
$109.34 - $138.83 $165K - $209K
1.51K $207K
BA
Boeing CO

Industrials
1.3K
+ 59.02%
$191.81 - $225.32 $249K - $293K
3.5K $671K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.67K
New
$114.27 - $121.15 $190K - $202K
1.67K $194K
MU
Micron Technology Inc

Technology
746
New
$181.6 - $253.3 $135K - $189K
746 $184K
IBM
International Business Machines Corp

Technology
14
+ 0.13%
$275.97 - $314.98 $3.86K - $4.41K
10.5K $3.11M
SHOP
Shopify Inc.

Technology
1.09K
+ 43.95%
$146.04 - $179.01 $160K - $196K
3.58K $522K
AMAT
Applied Materials Inc

Technology
89
+ 1.7%
$209.95 - $240.89 $18.7K - $21.4K
5.33K $1.22M
MA
Mastercard Inc

Financial Services
359
+ 23.21%
$536.85 - $580.45 $193K - $208K
1.91K $1.02M
BX
Blackstone Inc.

Financial Services
1.67K
+ 58.46%
$138.42 - $168.45 $232K - $282K
4.54K $627K
XOM
Exxon Mobil Corp

Energy
853
+ 21.52%
$110.64 - $119.78 $94.4K - $102K
4.82K $566K
MCD
Mcdonalds Corp

Consumer Cyclical
357
+ 12.56%
$293.81 - $310.11 $105K - $111K
3.2K $975K
VRT
Vertiv Holdings CO

Industrials
1.28K
New
N/A
1.28K $110K
MS
Morgan Stanley

Financial Services
468
+ 15.74%
$151.86 - $169.92 $71.1K - $79.5K
3.44K $548K
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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