Perfromance Wealth Partners, LLC Sells in Q4 2025

Perfromance Wealth Partners, LLC

  • $3.57 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-2.69K
- 0.97%
$217.57 - $313.0 $586K - $843K
274K $60.3M
META
Meta Platforms, Inc.

Communication Services
-758
- 0.95%
$609.01 - $751.67 $462K - $570K
78.8K $48M
MSFT
Microsoft Corp

Technology
-6.7K
- 1.43%
$496.82 - $542.07 $3.33M - $3.63M
462K $235M
KKR
Kkr & Co. Inc.

Financial Services
-16.4K
- 8.52%
$117.52 - $127.65 $1.93M - $2.09M
176K $21.1M
COST
Costco Wholesale Corp

Consumer Defensive
-2.43K
- 3.46%
$910.94 - $954.99 $2.21M - $2.32M
67.8K $61.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.4K
- 7.98%
$653.02 - $687.39 $912K - $960K
16.1K $10.7M
V
Visa Inc.

Financial Services
-24
- 0.04%
$325.75 - $352.42 $7.82K - $8.46K
56.7K $18.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.85K
- 2.12%
$475.68 - $513.11 $1.83M - $1.98M
178K $90.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.92K
- 5.16%
$291.71 - $309.36 $559K - $593K
35.2K $10.3M
NVDA
Nvidia Corp

Technology
-3.75K
- 0.26%
$179.83 - $207.04 $674K - $776K
1.41M $263M
CAT
Caterpillar Inc

Industrials
-1.32K
- 36.77%
$480.82 - $585.49 $636K - $774K
2.27K $1.25M
CYBR
Cyber Ark Software Ltd.

Technology
-800
- 30.58%
$486.39 - $522.02 $389K - $418K
1.82K $886K
DXCM
Dexcom Inc

Healthcare
-1.79K
- 6.66%
$54.84 - $71.06 $98.3K - $127K
25.1K $1.46M
VUG
Vanguard Growth ETF

ETFs
-11.1K
- 0.86%
$470.44 - $504.26 $5.24M - $5.62M
1.28M $619M
ECL
Ecolab Inc.

Basic Materials
-1.09K
- 36.67%
$253.06 - $281.35 $275K - $306K
1.88K $485K
NVO
Novo Nordisk A S

Healthcare
-1.9K
- 6.95%
$45.68 - $59.65 $86.7K - $113K
25.4K $1.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.78K
- 49.25%
$83.45 - $84.82 $232K - $236K
2.87K $239K
VIG
Vanguard Dividend Appreciation

ETFs
-1.25K
- 0.4%
N/A
315K $57.3M
EPD
Enterprise Products Partners L.P.

Energy
-6.25K
- 26.72%
$30.19 - $32.26 $189K - $202K
17.1K $553K
ABBV
Abb Vie Inc.

Healthcare
-1.05K
- 3.7%
$211.96 - $244.38 $221K - $255K
27.2K $6.37M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.42K
- 5.18%
$93.11 - $97.9 $132K - $139K
26.1K $2.46M
VB
Vanguard Small Cap ETF

ETFs
-326
- 3.05%
$248.1 - $260.08 $80.9K - $84.8K
10.4K $2.59M
AXON
Axon Enterprise, Inc.

Industrials
-41
- 6.53%
$554.37 - $759.44 $22.7K - $31.1K
587 $325K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.45K
- 2.43%
$26.75 - $27.15 $92.3K - $93.7K
139K $3.71M
PG
Procter & Gamble CO

Consumer Defensive
-223
- 3.33%
$145.5 - $153.18 $32.4K - $34.2K
6.48K $944K
CRM
Salesforce, Inc.

Technology
-355
- 6.46%
$235.69 - $263.41 $83.7K - $93.5K
5.14K $1.22M
TIP
Ishares Tr Tips Bd ETF

ETFs
-682
- 7.38%
$110.58 - $112.2 $75.4K - $76.5K
8.56K $947K
MSI
Motorola Solutions, Inc.

Technology
-26
- 2.92%
$379.98 - $462.26 $9.88K - $12K
865 $328K
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.11%
$250.9 - $292.94 $502 - $586
1.76K $441K
IWS
Ishares Russell Midcap Value E

ETFs
-367
- 3.0%
$135.66 - $140.93 $49.8K - $51.7K
11.9K $1.64M
PGR
Progressive Corp

Financial Services
-19
- 0.66%
$203.7 - $246.46 $3.87K - $4.68K
2.87K $645K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-853
- 10.98%
$74.09 - $75.1 $63.2K - $64.1K
6.92K $513K
DVY
Ishares Tr

ETFs
-298
- 3.52%
$138.1 - $143.11 $41.2K - $42.6K
8.17K $1.15M
RACE
Ferrari N.V.

Consumer Cyclical
-2
- 0.3%
$378.72 - $504.09 $757 - $1.01K
660 $275K
WM
Waste Management Inc

Industrials
-97
- 4.82%
$196.77 - $219.98 $19.1K - $21.3K
1.92K $400K
HON
Honeywell International Inc

Industrials
-37
- 1.45%
$194.07 - $220.67 $7.18K - $8.16K
2.51K $492K
MO
Altria Group, Inc.

Consumer Defensive
-131
- 3.42%
$56.38 - $66.65 $7.39K - $8.73K
3.7K $215K
PFF
Ishares Trust Ishares Pfd And

ETFs
-800
- 5.44%
$30.84 - $31.79 $24.7K - $25.4K
13.9K $429K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-122
- 3.4%
$136.06 - $140.64 $16.6K - $17.2K
3.47K $479K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-201
- 0.15%
$137.47 - $143.13 $27.6K - $28.8K
137K $19.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-90
- 2.29%
$110.25 - $112.92 $9.92K - $10.2K
3.83K $422K
LNT
Alliant Energy Corp

Utilities
-200
- 2.92%
$66.31 - $68.97 $13.3K - $13.8K
6.65K $447K
HDV
Ishares Core High Dividend ETF

ETFs
-117
- 5.21%
$118.22 - $122.79 $13.8K - $14.4K
2.13K $260K
PANW
Palo Alto Networks Inc

Technology
-94
- 2.63%
$204.77 - $221.38 $19.2K - $20.8K
3.48K $714K
CORP
Pimco Investment Grade Corp Bd

ETFs
-65
- 0.9%
$97.88 - $99.61 $6.36K - $6.47K
7.19K $704K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-43
- 1.13%
$111.49 - $115.34 $4.79K - $4.96K
3.75K $423K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-400
- 2.51%
$24.85 - $25.28 $9.94K - $10.1K
15.5K $389K
HYG
Ishares Tr

ETFs
-50
- 1.46%
$79.95 - $81.28 $4K - $4.06K
3.38K $270K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4
- 0.01%
$82.69 - $83.12 $331 - $332
39.5K $3.27M
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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