Perfromance Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Hinsdale, IL
CIK
0001908765
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 197 2,904,554 AAPL, VUG, MSFT, AMZN 13F-HR 10/10/2024 000195175724001005
Q2 2024 164 2,713,535 AAPL, VUG, MSFT, AMZN 13F-HR 7/22/2024 000195175724000572
Q1 2024 166 2,382,742 AAPL, VUG, MSFT, AMZN 13F-HR 4/30/2024 000195175724000421
Q4 2023 164 2,275,680 AAPL, VUG, MSFT, AMZN 13F-HR 1/22/2024 000195175724000091
Q3 2023 167 2,057,241 AAPL, VUG, MSFT, AMZN 13F-HR 10/30/2023 000195175723000644
Q2 2023 185 2,176,034 AAPL, VUG, MSFT, AMZN 13F-HR 7/13/2023 000195175723000345
Q1 2023 180 1,950,794 AAPL, VUG, MSFT, AMZN 13F-HR 4/20/2023 000195175723000197
Q4 2022 162 1,661,926 AAPL, VUG, MSFT, AMZN 13F-HR 1/19/2023 000195175723000019
Q3 2022 163 1,726,803 AAPL, VUG, AMZN, MSFT 13F-HR 10/17/2022 000190876522000006
Q2 2022 167 1,779,147 AAPL, VUG, AMZN, MSFT 13F-HR 7/15/2022 000190876522000005
Q1 2022 178 2,295,057 AAPL, VUG, AMZN, MSFT 13F-HR 4/21/2022 000190876522000004
Q4 2021 180 2,477,640 AAPL, VUG, AMZN, MSFT 13F-HR 2/2/2022 000190876522000002