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Home > Institutional Investor > Perfromance Wealth Partners, Llc > Profile

Instuitional Investor - Perfromance Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Perfromance Wealth Partners, Llc
Portfolio Value $3,126,129,606
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 4,066,186 $834,259,266 26.69%
2.
Vanguard Index Fds - GROWTH ETF
 1,290,691 $565,839,000 18.1%
3.
Microsoft Corp
 MSFT 466,803 $232,192,340 7.43%
4.
Amazon Com Inc
 AMZN 1,031,940 $226,397,361 7.24%
5.
Nvidia Corp
 NVDA 1,381,748 $218,302,263 6.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)