Perfromance Wealth Partners, LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Added | 922908736 | $546.28M |
| Added | 46138E339 | $92.73M |
| Trimmed | MICROSOFT CORP | $54.54M |
| New | 92189F676 | $45.80M |
| Trimmed | ORACLE CORP | $39.93M |
| Trimmed | Meta Platforms Inc | $37.54M |
| Added | GE Vernova Inc. | $34.04M |
| Trimmed | Warren E. Buffett | $19.19M |
| Trimmed | KKR & Co. Inc. | $15.93M |
| Added | 922908751 | $15.75M |
| New | 88636R479 | $11.78M |
| Added | 922908744 | $9.09M |
| Trimmed | Apple Inc. | $7.31M |
| New | 33741X102 | $6.78M |
| New | 33738R506 | $6.27M |
| Added | 464289438 | $5.45M |
| New | CHEVRON CORP | $5.08M |
| New | Bloom Energy Corp | $4.50M |
| New | 81369Y506 | $4.34M |
| Added | Broadcom Inc. | $4.30M |
| Added | 316092840 | $4.20M |
| Added | 921943858 | $3.71M |
| Added | Walmart Inc. | $3.69M |
| New | 33736M103 | $3.43M |
| Added | THE GOLDMAN SACHS GROUP, INC. | $3.34M |
| Added | NVIDIA Corp | $2.87M |
| Trimmed | 921946406 | $2.80M |
| Added | BANK OF AMERICA CORP /DE | $2.77M |
| Added | GENERAL ELECTRIC CO | $2.75M |
| Added | 46138E222 | $2.71M |
| Trimmed | HOME DEPOT, INC. | $2.66M |
| Added | AbbVie Inc. | $2.50M |
| Added | COCA COLA CO | $2.28M |
| Added | CATERPILLAR INC | $2.22M |
| Trimmed | Amazon.com Inc | $2.18M |
| Added | MICRON TECHNOLOGY INC | $2.18M |
| Added | 921908844 | $2.03M |
| Added | 81369Y209 | $2.02M |
| Added | JPMORGAN CHASE & CO | $2.00M |
| Added | 808524730 | $1.97M |
| Added | iShares MSCI UAE ETF | $1.86M |
| Added | 464287614 | $1.86M |
| New | JOHNSON & JOHNSON | $1.48M |
| New | 25434V708 | $1.47M |
| Added | Palo Alto Networks Inc | $1.35M |
| Added | Visa Inc | $1.17M |
| Added | 92204A702 | $1.06M |
| Added | 922020805 | $1.04M |
| New | 464287523 | $936.8K |
| Exited | M2682V108 | $810.0K |