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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 $2,799,148,253
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 4,104,830 $911,805,811 32.57%
2.
Vanguard Index Fds - GROWTH ETF
 1,292,614 $479,327,179 17.12%
3.
Amazon Com Inc
 AMZN 1,034,887 $196,897,639 7.03%
4.
Microsoft Corp
 MSFT 467,495 $175,492,766 6.27%
5.
Nvidia Corp
 NVDA 1,350,341 $146,349,943 5.23%
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)