Perfromance Wealth Partners, LLC Sells in Q1 2025

Perfromance Wealth Partners, LLC

  • $2.77 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-43.8K
- 1.06%
$209.68 - $247.1 $9.18M - $10.8M
4.1M $912M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.02K
- 0.2%
$190.26 - $242.06 $385K - $490K
1.03M $197M
GOOG
Alphabet Inc.

Communication Services
-419
- 0.05%
$156.06 - $207.71 $65.4K - $87K
843K $132M
LLY
Eli Lilly & CO

Healthcare
-36.1K
- 51.51%
$725.72 - $929.72 $26.2M - $33.6M
34K $28.1M
WMT
Walmart Inc.

Consumer Defensive
-197K
- 48.31%
$84.5 - $105.05 $16.6M - $20.6M
210K $18.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.16K
- 7.45%
$247.97 - $296.33 $782K - $935K
39.2K $9.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.38K
- 8.3%
$551.42 - $612.93 $760K - $845K
15.2K $8.51M
PH
Parker Hannifin Corp

Industrials
-1.05K
- 13.59%
$591.65 - $707.05 $621K - $742K
6.68K $4.06M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-5.46K
- 15.92%
$81.62 - $96.63 $445K - $527K
28.8K $2.4M
ACN
Accenture PLC

Technology
-875
- 12.37%
$300.91 - $398.25 $263K - $348K
6.2K $1.93M
IWS
Ishares Russell Midcap Value E

ETFs
-2.58K
- 15.84%
$122.59 - $135.24 $317K - $349K
13.7K $1.73M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.03K
- 38.02%
$254.58 - $302.92 $261K - $310K
1.67K $426K
HD
Home Depot, Inc.

Consumer Cyclical
-355
- 4.8%
$347.25 - $424.87 $123K - $151K
7.04K $2.58M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-200
- 6.2%
$314.47 - $431.35 $62.9K - $86.3K
3.03K $1.11M
IDXX
Idexx Laboratories Inc

Healthcare
-705
- 19.44%
$406.29 - $469.04 $286K - $331K
2.92K $1.23M
AMGN
Amgen Inc

Healthcare
-1.64K
- 33.91%
$258.59 - $327.36 $423K - $535K
3.19K $992K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-281
- 9.48%
$468.34 - $539.52 $132K - $152K
2.68K $1.26M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.02%
$360.07 - $417.26 $360 - $417
4.91K $1.77M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-119
- 1.36%
$65.15 - $91.81 $7.75K - $10.9K
8.62K $562K
CAT
Caterpillar Inc

Industrials
-135
- 3.83%
$326.75 - $407.63 $44.1K - $55K
3.39K $1.12M
SCI
Service Corp International

Consumer Cyclical
-1.98K
- 33.01%
$75.99 - $84.16 $151K - $167K
4.03K $322K
IVV
Ishares Core S&P 500 ETF

ETFs
-196
- 15.74%
$554.06 - $615.85 $109K - $121K
1.05K $589K
CYBR
Cyber Ark Software Ltd.

Technology
-505
- 8.32%
$312.8 - $414.31 $158K - $209K
5.57K $1.88M
XLY
Select Sector Spdr Consumer Di

ETFs
-355
- 19.27%
$192.6 - $233.2 $68.4K - $82.8K
1.49K $293K
XLK
Technology Sector Spdr

ETFs
-118
- 4.29%
$206.38 - $242.18 $24.4K - $28.6K
2.63K $543K
LMT
Lockheed Martin Corp

Industrials
-103
- 10.44%
$423.19 - $506.29 $43.6K - $52.1K
884 $394K
IWD
Ishares Russell 1000 Val ETF

ETFs
-447
- 15.21%
$182.82 - $196.21 $81.7K - $87.7K
2.49K $468K
ETN
Eaton Corp PLC

Industrials
-38
- 4.35%
$271.83 - $371.23 $10.3K - $14.1K
835 $226K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-466
- 6.36%
$57.21 - $65.8 $26.7K - $30.7K
6.86K $400K
PANW
Palo Alto Networks Inc

Technology
-56
- 1.59%
$167.82 - $208.28 $9.4K - $11.7K
3.46K $591K
DVY
Ishares Tr

ETFs
-588
- 5.96%
$128.58 - $138.1 $75.6K - $81.2K
9.28K $1.25M
HON
Honeywell International Inc

Industrials
-50
- 2.22%
$202.75 - $226.52 $10.1K - $11.3K
2.2K $465K
PFF
Ishares Trust Ishares Pfd And

ETFs
-990
- 6.31%
$30.73 - $32.26 $30.4K - $31.9K
14.7K $451K
PG
Procter & Gamble CO

Consumer Defensive
-299
- 8.01%
$158.56 - $176.26 $47.4K - $52.7K
3.44K $585K
CMI
Cummins Inc

Industrials
-6
- 0.57%
$312.92 - $386.07 $1.88K - $2.32K
1.05K $329K
INTU
Intuit Inc

Technology
-30
- 4.5%
$555.63 - $630.23 $16.7K - $18.9K
636 $390K
GE
General Electric CO

Industrials
-411
- 24.01%
$168.59 - $212.13 $69.3K - $87.2K
1.3K $260K
HDV
Ishares Core High Dividend ETF

ETFs
-384
- 14.94%
$110.86 - $121.12 $42.6K - $46.5K
2.19K $264K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-400
- 6.56%
$73.11 - $77.43 $29.2K - $31K
5.7K $432K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-249
- 6.45%
$128.74 - $138.67 $32.1K - $34.5K
3.61K $490K
ITW
Illinois Tool Works Inc

Industrials
-12
- 0.42%
$244.9 - $274.48 $2.94K - $3.29K
2.83K $701K
EW
Edwards Lifesciences Corp

Healthcare
-185
- 4.99%
$67.95 - $76.19 $12.6K - $14.1K
3.53K $255K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-237
- 7.21%
$95.85 - $99.25 $22.7K - $23.5K
3.05K $301K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-198
- 4.77%
$105.1 - $109.61 $20.8K - $21.7K
3.95K $429K
QCOM
Qualcomm Inc

Technology
-80
- 1.6%
$151.94 - $175.86 $12.2K - $14.1K
4.94K $758K
VGLT
Vanguard Long Term Treasury Et

ETFs
-450
- 7.04%
$53.99 - $58.43 $24.3K - $26.3K
5.95K $342K
IVE
Ishares S&P 500 Value ETF

ETFs
-51
- 2.45%
$185.78 - $198.58 $9.47K - $10.1K
2.03K $386K
TXN
Texas Instruments Inc

Technology
-7
- 0.13%
N/A
5.52K $1.07M
ZTS
Zoetis Inc.

Healthcare
-17
- 1.24%
$156.48 - $175.67 $2.66K - $2.99K
1.36K $223K
Activity Summary
Buys All Purchases 70 New Holdings 10 Increased Positions 60 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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