HoldingsChannel.com
Perfromance Wealth Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Perfromance Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Perfromance Wealth Partners LLC. In the Perfromance Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Perfromance Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Perfromance Wealth Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 4,208,468 -44,050 $575,382
     AAPL4,208,468-44,050$575,382
VANGUARD INDEX FDS (VUG) 1,000,902 +6,411 $223,091
     VUG1,000,902+6,411$223,091
AMAZON COM INC 1,138,010 +1,080,274 $120,868
     AMZN1,138,010+1,080,274$120,868
MICROSOFT CORP 432,781 -1,492 $111,151
     MSFT432,781-1,492$111,151
ALPHABET INC 45,361 -234 $99,225
     GOOG45,361-234$99,225
VANGUARD SPECIALIZED FUNDS (VIG) 476,325 -48 $68,338
     VIG476,325-48$68,338
VANGUARD INDEX FDS (VTV) 326,284 +5,848 $43,030
     VTV326,284+5,848$43,030
VISA INC 214,793 -1,666 $42,291
     V214,793-1,666$42,291
VANGUARD WHITEHALL FDS (VYM) 337,498 +111,419 $34,324
     VYM337,498+111,419$34,324
VANGUARD INDEX FDS (VBK) 164,545 -2,010 $32,420
     VBK164,545-2,010$32,420
NVIDIA CORPORATION 194,886 -2,053 $29,543
     NVDA194,886-2,053$29,543
BLACKSTONE INC 299,805 -13,520 $27,351
     BX299,805-13,520$27,351
GOLDMAN SACHS GROUP INC 84,132 -5,153 $24,989
     GS84,132-5,153$24,989
BERKSHIRE HATHAWAY INC DEL      $24,943
     BRK.B91,358+1,045$24,943
TESLA INC 33,536 -1,079 $22,584
     TSLA33,536-1,079$22,584
ZOETIS INC 112,101 -6,205 $19,269
     ZTS112,101-6,205$19,269
ADOBE SYSTEMS INCORPORATED 51,655 -4,846 $18,909
     ADBE51,655-4,846$18,909
ZEBRA TECHNOLOGIES CORPORATI 60,501 -3,586 $17,784
     ZBRA60,501-3,586$17,784
ABBOTT LABS 152,027 -877 $16,518
     ABT152,027-877$16,518
JPMORGAN CHASE & CO 117,246 -1,866 $13,203
     JPM117,246-1,866$13,203
COSTCO WHSL CORP NEW 20,449 -87 $9,801
     COST20,449-87$9,801
KKR & CO INC 204,468 -37,226 $9,465
     KKR204,468-37,226$9,465
JOHNSON & JOHNSON 52,717 +18,512 $9,358
     JNJ52,717+18,512$9,358
NIKE INC 83,617 -1,850 $8,546
     NKE83,617-1,850$8,546
BK OF AMERICA CORP 269,958 -35,622 $8,404
     BAC269,958-35,622$8,404
ABBVIE INC 51,201 -3,039 $7,842
     ABBV51,201-3,039$7,842
SPDR S&P 500 ETF TR (SPY) 19,616 -89 $7,400
     SPY19,616-89$7,400
STARBUCKS CORP 90,022 -3,350 $6,877
     SBUX90,022-3,350$6,877
AMGEN INC 27,479 -990 $6,686
     AMGN27,479-990$6,686
PIMCO ETF TR (CORP) 62,413 -2,878 $6,015
     CORP62,413-2,878$6,015
ISHARES TR (AGG) 55,108 -1,161 $5,603
     AGG55,108-1,161$5,603
MCDONALDS CORP 21,689 +1,023 $5,355
     MCD21,689+1,023$5,355
PRICE T ROWE GROUP INC 46,309 -9,022 $5,261
     TROW46,309-9,022$5,261
CARLYLE GROUP INC 145,564 -13,376 $4,609
     CG145,564-13,376$4,609
ISHARES TR (IJK) 65,560 -1,409 $4,178
     IJK65,560-1,409$4,178
QUEST DIAGNOSTICS INC 29,167 -756 $3,879
     DGX29,167-756$3,879
ISHARES TR (TIP) 34,014 -473 $3,875
     TIP34,014-473$3,875
ALPHABET INC 1,774 -130 $3,866
     GOOGL1,774-130$3,866
WALMART INC 30,934 +2,885 $3,761
     WMT30,934+2,885$3,761
VANGUARD BD INDEX FDS (BND) 42,512 -330 $3,199
     BND42,512-330$3,199
SELECT SECTOR SPDR TR (XLU) 42,232 +839 $2,962
     XLU42,232+839$2,962
SPDR SER TR (HYMB) 52,340 -255 $2,689
     HYMB52,340-255$2,689
ISHARES TR (IWS) 25,782 -294 $2,619
     IWS25,782-294$2,619
CME GROUP INC 11,781 UNCH $2,412
     CME11,781UNCH$2,412
UNITEDHEALTH GROUP INC 4,634 -56 $2,380
     UNH4,634-56$2,380
VANGUARD MALVERN FDS (VTIP) 46,544 +7,436 $2,333
     VTIP46,544+7,436$2,333
ISHARES TR (SHY) 27,215 +2,972 $2,253
     SHY27,215+2,972$2,253
APPLIED MATLS INC 21,102 +978 $1,920
     AMAT21,102+978$1,920
COCA COLA CO 29,485 +19,821 $1,855
     KO29,485+19,821$1,855
DEXCOM INC 24,868 +18,671 $1,853
     DXCM24,868+18,671$1,853

See Full List: All Stocks Held By Perfromance Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Perfromance Wealth Partners LLC

Size ($ in 1000's)
At 06/30/2022: $1,779,147
At 03/31/2022: $2,295,057

Perfromance Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Perfromance Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Perfromance Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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