Perfromance Wealth Partners, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
172
Total Value
2799148253
Accession Number
0001951757-25-000393
Form Type
13F-HR
CIK
0001908765
Manager Name
Perfromance Wealth Partners, LLC
Data Enrichment
87% identified
150 identified22 unidentified

Holdings

172 positions
Manager:
SEC
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922908751
VB|922908751
Shares:
10796(+7.5%)
Value:
$2.4B(-0.7%)
DEXCOM INC
DXCM|252131107
Shares:
34996(+0.0%)
Value:
$2.4B(-12.2%)
922020805
922020805
Shares:
46911(-1.1%)
Value:
$2.3B(+1.9%)
NOVO NORDISK A S
NVO|670100205
Shares:
32411(+1.4%)
Value:
$2.3B(-18.1%)
Salesforce, Inc.
CRM|79466L302
Shares:
7298(-0.7%)
Value:
$2.0B(-20.3%)
Accenture plc
ACN|G1151C101
Shares:
6200(-12.4%)
Value:
$1.9B(-22.3%)
CyberArk Software Ltd.
CYBR|M2682V108
Shares:
5566(-8.3%)
Value:
$1.9B(-7.0%)
464287614
IWF|464287614
Shares:
4911(-0.0%)
Value:
$1.8B(-10.1%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
17250(+4.3%)
Value:
$1.8B(-11.3%)
464287473
IWS|464287473
Shares:
13722(-15.8%)
Value:
$1.7B(-18.0%)
81369Y886
81369Y886
Shares:
21578(-3.8%)
Value:
$1.7B(+0.2%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
2684(-9.5%)
Value:
$1.3B(-17.0%)
464287168
DVY|464287168
Shares:
9282(-6.0%)
Value:
$1.2B(-3.8%)
IDEXX LABORATORIES INC /DE
IDXX|45168D104
Shares:
2921(-19.4%)
Value:
$1.2B(-18.2%)
FIRST SOLAR, INC.
FSLR|336433107
Shares:
9227(+0.0%)
Value:
$1.2B(-28.3%)
922908769
VTI|922908769
Shares:
4167(+0.1%)
Value:
$1.1B(-5.1%)
CATERPILLAR INC
CAT|149123101
Shares:
3391(-3.8%)
Value:
$1.1B(-12.6%)
Ulta Beauty, Inc.
ULTA|90384S303
Shares:
3025(-6.2%)
Value:
$1.1B(-20.9%)
464287176
464287176
Shares:
9850(-1.9%)
Value:
$1.1B(+2.3%)
MCKESSON CORP
MCK|58155Q103
Shares:
1490(-4.7%)
Value:
$1.0B(+12.6%)