Back to Perfromance Wealth Partners, LLC

Perfromance Wealth Partners, LLC

All holdings · as of Jun 30, 2026

235 positions

CompanyClassValueShares% of portfolio
Empery Digital Inc.$71.2K20,0000.0%
QuantumScape Corp$94.5K12,5000.0%
BLUE OWL CAPITAL INC.$126.5K14,4590.0%
Blackstone Inc$202.7K1,7230.0%
EMERSON ELECTRIC CO$204.3K1,4270.0%
ALLSTATE CORP$204.4K8590.0%
VANGUARD WHITEHALL FDS$204.5K3,0420.0%
FIDELITY MERRIMACK STR TR$206.9K4,5490.0%
Monster Beverage Corp$208.6K2,1700.0%
Phillips 66$209.3K1,2380.0%
Cencora Inc$209.7K7410.0%
ServiceNow Inc$210.1K2,1160.0%
SCHWAB STRATEGIC TR$210.5K6,6400.0%
DEERE & CO$211.3K3330.0%
LINDE PLC$211.7K4080.0%
WEC ENERGY GROUP, INC.$213.2K1,8260.0%
Moderna, Inc.$214.4K3,0620.0%
INVESCO EXCHANGE TRADED FD T$214.7K1,0090.0%
PFIZER INC$216.3K8,9820.0%
VANGUARD INDEX FDS$217.7K1,1020.0%
KKR & Co. Inc.$218.2K2,3780.0%
INTEL CORP$220.5K1,5790.0%
SPDR SERIES TRUST$222.0K3,8500.0%
VANGUARD INTL EQUITY INDEX F$226.5K3,7940.0%
EXCHANGE TRADED CONCEPTS TRU$231.3K2,7000.0%
Johnson Controls International plc$231.4K1,5840.0%
MICROCHIP TECHNOLOGY INC$231.6K2,5390.0%
Edwards Lifesciences Corp$232.1K2,5660.0%
ROUNDHILL ETF TRUST$232.8K3,1520.0%
STRYKER CORP$235.2K7470.0%
VANGUARD WORLD FD$238.6K6620.0%
COCA COLA CONSOLIDATED INC$240.2K1,2580.0%
ORACLE CORP$242.4K1,6540.0%
FERRARI N V$243.8K6550.0%
WESCO INTERNATIONAL INC$244.6K7080.0%
LAM RESEARCH CORP$244.8K5650.0%
VANGUARD SCOTTSDALE FDS$246.6K2,9840.0%
ALTRIA GROUP, INC.$252.3K3,5060.0%
REPUBLIC SERVICES, INC.$252.5K1,1850.0%
ISHARES TR$255.5K2,3160.0%
Consolidated Edison Inc$256.7K2,3200.0%
SPDR GOLD TR$256.8K6970.0%
ISHARES TR$257.7K9,4020.0%
T-Mobile US, Inc.TMUSCommon Stock$260.9K1,5560.0%
ISHARES TR$261.3K1,3890.0%
HERSHEY CO$262.6K1,4970.0%
United Rentals Inc$269.2K2380.0%
ISHARES TR$269.5K3,3700.0%
ISHARES TR$270.0K7380.0%
Honeywell Aerospace Inc.HONACommon Stock$280.8K1,2700.0%
← PrevPage 1 of 5Next →