Sponsored

The Analysis of Performance Wealth Partners, LLC's Holdings & P&L

Currently, Performance Wealth Partners, LLC holds 212 types of securities in its portfolio with a total value $3.4B. In the most recent quarter, they have increased their positions in XLE (+544.8K shares, valued at $33.4M), GEV (+25.8K shares, valued at $22.6M), VB (+43.1K shares, valued at $11.3M); decreased their positions in ORCL (-272.4K shares, valued at $40.1M), N/A (-173.6K shares, valued at $16.1M), AAPL (-33.7K shares, valued at $8.5M); initiated new positions in XLE (+544.8K shares, valued at $33.4M), CVX (+27.3K shares, valued at $5.7M), JNJ (+6.0K shares, valued at $1.5M).

1M P&L

+220.0M+6.50%

3M P&L

-2.6B-41.61%

HY P&L

-2.6B-42.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics996.0M

32.7%

2N/A867.3M

28.5%

3Semiconductors252.7M

8.3%

Top Industries by Stock Count

1N/A74 stocks

38.3%

2Drug Manufacturers - General6 stocks

3.1%

3Semiconductors6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC3.9M shares-0.85%2026-03-312026-04-10

VUG VANGUARD INDEX FDS1.3M shares-0.40%2026-03-312026-04-10

NVDA NVIDIA CORPORATION1.4M shares0.11%2026-03-312026-04-10

ALPHABET INC ALPHABET INC813.0K shares-0.26%2026-03-312026-04-10

AMZN AMAZON COM INC1.0M shares-1.13%2026-03-312026-04-10

MSFT MICROSOFT CORP455.1K shares-1.60%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC139.2K shares1.20%2026-03-312026-04-10

GEV GE VERNOVA INC120.1K shares27.41%2026-03-312026-04-10

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL175.9K shares-1.20%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS317.4K shares0.89%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION67.4K shares-0.62%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO216.3K shares1.41%2026-03-312026-04-10

BROADCOM INC BROADCOM INC173.9K shares2.43%2026-03-312026-04-10

META META PLATFORMS INC76.7K shares-2.63%2026-03-312026-04-10

SPMO INVESCO EXCH TRADED FD TR II354.2K shares4.74%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR544.8K sharesnew addition2026-03-312026-04-10

Sponsored

VYM VANGUARD WHITEHALL FDS136.4K shares-0.17%2026-03-312026-04-10

IWY ISHARES TR78.3K shares10.31%2026-03-312026-04-10

WMT WALMART INC144.7K shares16.24%2026-03-312026-04-10

V VISA INC58.9K shares3.84%2026-03-312026-04-10

VTV VANGUARD INDEX FDS84.5K shares17.73%2026-03-312026-04-10

VB VANGUARD INDEX FDS53.5K shares416.16%2026-03-312026-04-10

ALPHABET INC ALPHABET INC41.0K shares2.40%2026-03-312026-04-10

VBK VANGUARD INDEX FDS34.8K shares-1.25%2026-03-312026-04-10

Sponsored

SPY STATE STR SPDR S&P 500 ETF T16.0K shares-0.64%2026-03-312026-04-10

FDVV FIDELITY COVINGTON TRUST181.7K shares21.35%2026-03-312026-04-10

XOM EXXON MOBIL CORP46.5K shares865.34%2026-03-312026-04-10

ABBV ABBVIE INC26.3K shares-3.33%2026-03-312026-04-10

CVX CHEVRON CORPORATION27.3K sharesnew addition2026-03-312026-04-10

STIP ISHARES TR53.9K shares-0.85%2026-03-312026-04-10

PH PARKER-HANNIFIN CORP5.7K shares-4.62%2026-03-312026-04-10

TSLA TESLA INC13.7K shares1.15%2026-03-312026-04-10

Sponsored

BAC BANK AMERICA CORP93.5K shares68.81%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE15.8K shares42.20%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC30.6K shares1.31%2026-03-312026-04-10

USMV ISHARES TR44.3K shares23.53%2026-03-312026-04-10

LLY ELI LILLY & CO4.4K shares2.72%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC17.9K shares3.62%2026-03-312026-04-10

IDMO INVESCO EXCH TRADED FD TR II65.4K shares71.11%2026-03-312026-04-10

SCHP SCHWAB STRATEGIC TR132.5K shares-4.40%2026-03-312026-04-10

Sponsored

SHY ISHARES TR41.0K shares3.91%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS5.7K shares2.22%2026-03-312026-04-10

CME CME GROUP INC11.2K shares0.20%2026-03-312026-04-10

HD HOME DEPOT INC9.7K shares14.67%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS48.9K shares246.96%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR21.3K shares260.73%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP5.0K shares3.52%2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS38.5K shares0.00%2026-03-312026-04-10

Sponsored

FNDE SCHWAB STRATEGIC TR75.5K shares49.43%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR4.9K shares-4.07%2026-03-312026-04-10

MCD MCDONALDS CORP8.4K shares161.21%2026-03-312026-04-10

IJK ISHARES TR25.3K shares-2.84%2026-03-312026-04-10

FSLR FIRST SOLAR INC12.9K shares-2.46%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS10.1K shares-3.08%2026-03-312026-04-10

GLW CORNING INC16.2K shares-15.58%2026-03-312026-04-10

KO COCA COLA CO28.1K shares100.18%2026-03-312026-04-10

Sponsored

AEM AGNICO EAGLE MINES LTD10.3K shares0.00%2026-03-312026-04-10

IDXX IDEXX LABS INC3.7K shares0.03%2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS41.4K shares0.11%2026-03-312026-04-10

IWF ISHARES TR4.8K shares-0.72%2026-03-312026-04-10

IVV ISHARES TR3.1K shares1.11%2026-03-312026-04-10

ABT ABBOTT LABORATORIES19.6K shares15.71%2026-03-312026-04-10

AMAT APPLIED MATLS INC5.5K shares2.78%2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR40.4K shares0.02%2026-03-312026-04-10

Sponsored

SCHW SCHWAB CHARLES CORP19.0K shares144.31%2026-03-312026-04-10

TFPM TRIPLE FLAG PRECIOUS METAL50.5K shares0.00%2026-03-312026-04-10

CAT CATERPILLAR INC2.4K shares7.13%2026-03-312026-04-10

VTI VANGUARD INDEX FDS5.3K shares20.88%2026-03-312026-04-10

ULTA ULTA BEAUTY INC3.1K shares-5.04%2026-03-312026-04-10

IWS ISHARES TR10.5K shares-11.14%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON6.0K sharesnew addition2026-03-312026-04-10

NFLX NETFLIX INC.15.3K shares103.54%2026-03-312026-04-10

Sponsored

DXCM DEXCOM INC23.1K shares-8.04%2026-03-312026-04-10

CM CANADIAN IMPERIAL BANK OF CO14.4K shares0.00%2026-03-312026-04-10

MCK MCKESSON CORP1.5K shares6.93%2026-03-312026-04-10

PG PROCTER & GAMBLE CO9.1K shares40.31%2026-03-312026-04-10

DVY ISHARES TR8.5K shares3.64%2026-03-312026-04-10

WPM WHEATON PRECIOUS METALS CORP9.7K shares0.00%2026-03-312026-04-10

QQQM INVESCO EXCH TRADED FD TR II5.2K shares0.27%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.2K shares-1.12%2026-03-312026-04-10

Sponsored

IWN ISHARES TR6.4K shares-6.66%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC7.6K shares117.71%2026-03-312026-04-10

AMGN AMGEN INC3.0K shares0.13%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares15.94%2026-03-312026-04-10

TXN TEXAS INSTRS INC4.9K shares-12.52%2026-03-312026-04-10

TIP ISHARES TR8.5K shares-0.82%2026-03-312026-04-10

NVO NOVO-NORDISK A S25.1K shares-1.26%2026-03-312026-04-10

ROST ROSS STORES INC4.1K shares-10.02%2026-03-312026-04-10

Sponsored

SLV ISHARES SILVER TR13.1K shares7.91%2026-03-312026-04-10

VGT VANGUARD WORLD FD1.3K shares-0.95%2026-03-312026-04-10

MA MASTERCARD INCORPORATED1.7K shares-10.28%2026-03-312026-04-10

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC7.6K shares0.21%2026-03-312026-04-10

GRBK GREEN BRICK PARTNERS INC13.0K shares0.00%2026-03-312026-04-10

NVMI NOVA LTD1.8K shares0.00%2026-03-312026-04-10

PEB PEBBLEBROOK HOTEL TR61.0K shares20.14%2026-03-312026-04-10

CRM SALESFORCE INC4.0K shares-22.32%2026-03-312026-04-10

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares-5.29%2026-03-312026-04-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC1.6K shares0.06%2026-03-312026-04-10

CORP PIMCO ETF TR7.2K shares0.00%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR5.2K shares5.75%2026-03-312026-04-10

BA BOEING CO3.5K shares-1.11%2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC7.0K shares4.97%2026-03-312026-04-10

IWD ISHARES TR3.1K shares0.00%2026-03-312026-04-10

Sponsored

IJT ISHARES TR4.6K shares0.00%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L17.4K shares1.34%2026-03-312026-04-10

ITW ILLINOIS TOOL WKS INC2.5K shares-5.71%2026-03-312026-04-10

IJJ ISHARES TR4.6K shares0.00%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS8.3K shares20.67%2026-03-312026-04-10

RTX RTX CORPORATION3.2K shares-7.52%2026-03-312026-04-10

CMI CUMMINS INC1.1K shares4.72%2026-03-312026-04-10

MS MORGAN STANLEY3.5K shares2.70%2026-03-312026-04-10

Sponsored

UBER UBER TECHNOLOGIES INC8.1K shares-1.09%2026-03-312026-04-10

CSCO CISCO SYS INC7.4K shares25.29%2026-03-312026-04-10

HON HONEYWELL INTL INC2.5K shares0.20%2026-03-312026-04-10

PGR PROGRESSIVE CORP2.8K shares-2.62%2026-03-312026-04-10

NTRS NORTHERN TR CORP3.8K shares1.43%2026-03-312026-04-10

RRX REGAL REXNORD CORPORATION2.8K shares0.76%2026-03-312026-04-10

IWO ISHARES TR1.7K shares0.00%2026-03-312026-04-10

MET METLIFE INC7.1K shares0.31%2026-03-312026-04-10

Sponsored

IRM IRON MTN INC DEL4.9K shares0.04%2026-03-312026-04-10

IJH ISHARES TR7.3K shares9.41%2026-03-312026-04-10

APH AMPHENOL CORP3.9K shares14.74%2026-03-312026-04-10

LNT ALLIANT ENERGY CORP6.7K shares0.05%2026-03-312026-04-10

QCOM QUALCOMM INC3.7K shares-0.19%2026-03-312026-04-10

SDY SPDR SERIES TRUST3.3K shares-6.34%2026-03-312026-04-10

AGG ISHARES TR4.8K shares-7.60%2026-03-312026-04-10

ECL ECOLAB INC1.8K shares-5.38%2026-03-312026-04-10

Sponsored

DVA DAVITA INC3.0K shares0.00%2026-03-312026-04-10

SBUX STARBUCKS CORP5.0K shares5.18%2026-03-312026-04-10

EWJ ISHARES INC5.3K shares0.25%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC3.9K shares-14.62%2026-03-312026-04-10

WM WASTE MGMT INC DEL1.9K shares0.10%2026-03-312026-04-10

PFF ISHARES TR14.5K shares4.50%2026-03-312026-04-10

PEP PEPSICO INC2.8K shares-0.85%2026-03-312026-04-10

AIVL WISDOMTREE TR3.7K shares-0.53%2026-03-312026-04-10

Sponsored

LQD ISHARES TR3.8K shares0.00%2026-03-312026-04-10

IVE ISHARES TR2.0K shares0.31%2026-03-312026-04-10

MSI MOTOROLA SOLUTIONS INC944 shares9.13%2026-03-312026-04-10

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.7K shares0.87%2026-03-312026-04-10

COP CONOCOPHILLIPS3.1K shares0.66%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP2.2K shares0.69%2026-03-312026-04-10

AMP AMERIPRISE FINL INC890 shares0.00%2026-03-312026-04-10

DLN WISDOMTREE TR4.4K shares-7.37%2026-03-312026-04-10

Sponsored

LULU LULULEMON ATHLETICA INC2.5K sharesnew addition2026-03-312026-04-10

HYMB SPDR SERIES TRUST15.5K shares0.00%2026-03-312026-04-10

TJX TJX COS INC NEW2.4K shares8.29%2026-03-312026-04-10

IEFA ISHARES TR4.2K sharesnew addition2026-03-312026-04-10

IWP ISHARES TR2.9K shares-3.23%2026-03-312026-04-10

HCA HCA HEALTHCARE INC752 shares1.21%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN1.7K shares-2.22%2026-03-312026-04-10

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.5K shares15.54%2026-03-312026-04-10

Sponsored

SHOP SHOPIFY INC2.9K shares-19.08%2026-03-312026-04-10

BMO BANK MONTREAL MEDIUM2.5K shares0.00%2026-03-312026-04-10

ALB ALBEMARLE CORP1.9K shares-6.15%2026-03-312026-04-10

VBR VANGUARD INDEX FDS1.5K shares46.43%2026-03-312026-04-10

HSY HERSHEY CO1.6K shares2.08%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO1.1K shares0.00%2026-03-312026-04-10

AAL AMERICAN AIRLINES GROUP INC30.1K shares0.00%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO1.3K shares0.86%2026-03-312026-04-10

Sponsored

TMUS T-MOBILE US INC1.5K shares0.46%2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-10

IBIT ISHARES BITCOIN TRUST ETF8.1K shares12.42%2026-03-312026-04-10

PYPL PAYPAL HLDGS INC6.8K shares-6.70%2026-03-312026-04-10

CEG CONSTELLATION ENERGY CORP1.1K shares0.09%2026-03-312026-04-10

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV11.8K shares0.00%2026-03-312026-04-10

VO VANGUARD INDEX FDS1.0K shares-2.76%2026-03-312026-04-10

CRH PLC CRH PLC2.7K shares0.04%2026-03-312026-04-10

Sponsored

VOOG VANGUARD ADMIRAL FDS INC686 shares0.00%2026-03-312026-04-10

WTFC WINTRUST FINL CORP2.0K shares0.00%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC809 shares8.45%2026-03-312026-04-10

HDV ISHARES TR2.0K shares-5.36%2026-03-312026-04-10

HYG ISHARES TR3.4K shares0.00%2026-03-312026-04-10

ED CONSOLIDATED EDISON INC2.3K shares0.00%2026-03-312026-04-10

PFE PFIZER INC9.3K shares-1.84%2026-03-312026-04-10

ENS ENERSYS1.5K shares0.13%2026-03-312026-04-10

Sponsored

GLD SPDR GOLD TR609 sharesnew addition2026-03-312026-04-10

ORCL ORACLE CORP1.8K shares-99.36%2026-03-312026-04-10

PWR QUANTA SVCS INC471 sharesnew addition2026-03-312026-04-10

RSG REPUBLIC SVCS INC1.2K shares0.52%2026-03-312026-04-10

IWM ISHARES TR1.0K sharesnew addition2026-03-312026-04-10

VCIT VANGUARD SCOTTSDALE FDS3.0K shares4.01%2026-03-312026-04-10

SYK STRYKER CORPORATION747 shares-7.55%2026-03-312026-04-10

MO ALTRIA GROUP INC3.7K shares0.19%2026-03-312026-04-10

Sponsored

OEF ISHARES TR756 shares0.00%2026-03-312026-04-10

IVW ISHARES TR2.1K shares0.00%2026-03-312026-04-10

ALNY ALNYLAM PHARMACEUTICALS INC725 shares0.00%2026-03-312026-04-10

COKE COCA COLA CONS INC1.3K sharesnew addition2026-03-312026-04-10

T AT&T INC7.9K sharesnew addition2026-03-312026-04-10

CENCORA INC CENCORA INC731 shares0.14%2026-03-312026-04-10

AXON AXON ENTERPRISE INC540 shares-8.01%2026-03-312026-04-10

ETHA ISHARES ETHEREUM TR14.4K shares0.00%2026-03-312026-04-10

Sponsored

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-10

RACE FERRARI N V655 shares-0.76%2026-03-312026-04-10

EW EDWARDS LIFESCIENCES CORP2.8K shares-15.34%2026-03-312026-04-10

KKR & CO INC KKR & CO INC2.4K shares-98.65%2026-03-312026-04-10

IJR ISHARES TR1.7K shares4.92%2026-03-312026-04-10

SOXX ISHARES TR654 sharesnew addition2026-03-312026-04-10

LHX L3HARRIS TECHNOLOGIES INC617 sharesnew addition2026-03-312026-04-10

NOW SERVICENOW INC2.0K shares-68.58%2026-03-312026-04-10

Sponsored

DIS DISNEY WALT CO2.2K sharesnew addition2026-03-312026-04-10

IUSG ISHARES TR1.4K shares0.00%2026-03-312026-04-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.8K sharesnew addition2026-03-312026-04-10

FBND FIDELITY MERRIMACK STR TR4.5K shares0.00%2026-03-312026-04-10

VIS VANGUARD WORLD FD662 shares-4.47%2026-03-312026-04-10

JCI JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-03-312026-04-10

EATON CORP PLC EATON CORP PLC568 shares-19.66%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR6.6K sharesnew addition2026-03-312026-04-10

Sponsored

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-10

OUNZ VANECK MERK GOLD ETF4.4K sharesnew addition2026-03-312026-04-10

OWL BLUE OWL CAPITAL INC14.1K shares-49.45%2026-03-312026-04-10

EMPD EMPERY DIGITAL INC20.0K shares0.00%2026-03-312026-04-10

AAPL

APPLE INC

-0.85%

Shares3.9M

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

-0.40%

Shares1.3M

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

0.11%

Shares1.4M

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-0.26%

Shares813.0K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-1.13%

Shares1.0M

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-1.60%

Shares455.1K

Event2026-03-31

Filed2026-04-10

GOLDMAN SACHS GROUP INC

1.20%

Shares139.2K

Event2026-03-31

Filed2026-04-10

GEV

GE VERNOVA INC

27.41%

Shares120.1K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-1.20%

Shares175.9K

Event2026-03-31

Filed2026-04-10

VIG

VANGUARD SPECIALIZED FUNDS

0.89%

Shares317.4K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

-0.62%

Shares67.4K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

1.41%

Shares216.3K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

2.43%

Shares173.9K

Event2026-03-31

Filed2026-04-10