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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Page 5 of 9
Palo Alto Networks Inc
PANW|697435105
Shares:
3464(-1.6%)
Value:
$591.1M(-7.7%)
464287200
IVV|464287200
Shares:
1049(-15.7%)
Value:
$589.4M(-19.6%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
3436(-8.0%)
Value:
$585.6M(-6.5%)
464287887
IJT|464287887
Shares:
4622(+0.0%)
Value:
$575.4M(-8.0%)
Uber Technologies, Inc
UBER|90353T100
Shares:
7722(+16.4%)
Value:
$562.6M(+40.6%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
8618(-1.4%)
Value:
$562.3M(-24.6%)
464287705
IJJ|464287705
Shares:
4625(+0.0%)
Value:
$553.8M(-4.2%)
81369Y803
XLK|81369Y803
Shares:
2631(-4.3%)
Value:
$543.2M(-15.0%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
1764(-1.6%)
Value:
$539.0M(+2.7%)
Pebblebrook Hotel Trust
PEB|70509V100
Shares:
50756(+17.8%)
Value:
$514.2M(-11.9%)
921937835
BND|921937835
Shares:
6986(+69.2%)
Value:
$513.1M(+72.8%)
78464A763
SDY|78464A763
Shares:
3613(-6.4%)
Value:
$490.2M(-3.9%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
5450
Value:
$489.2M
ALLIANT ENERGY CORP
LNT|018802108
Shares:
7369(+0.0%)
Value:
$474.2M(+8.8%)
464287598
IWD|464287598
Shares:
2491(-15.2%)
Value:
$468.7M(-13.8%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
2200(-2.2%)
Value:
$465.9M(-8.3%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
1743(+15.7%)
Value:
$464.8M(+39.9%)
Mastercard Inc
MA|57636Q104
Shares:
843(-1.2%)
Value:
$462.1M(+2.9%)
DAVITA INC.
DVA|23918K108
Shares:
3000(-0.3%)
Value:
$458.9M(+2.0%)
464288687
464288687
Shares:
14707(-6.3%)
Value:
$451.9M(-8.4%)