Perfromance Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$2.9B
Signature - Title
Ryan Gough - Chief Compliance Officer
Location
Hinsdale, IL
Summary
This page shows a list of all the recent 13F filings made by Perfromance Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Perfromance Wealth Partners, LLC reported 197 stock holdings with total value $2.9B as of Q3 2024. Top holdings included AAPL, VUG, MSFT, AMZN, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 197 $2.9B +$134M -$64.5M +$69.1M AAPL, VUG, MSFT, AMZN, NVDA 13F-HR 10/10/2024, 11:39 AM
Q2 2024 164 $2.71B +$329M -$165M +$165M AAPL, VUG, MSFT, AMZN, NVDA 13F-HR 7/19/2024, 08:07 PM
Q1 2024 167 $2.38B +$194M -$140M +$54.3M AAPL, VUG, MSFT, AMZN, GOOG 13F-HR 4/30/2024, 10:26 AM
Q4 2023 164 $2.28B +$39.6M -$70.1M -$30.5M AAPL, VUG, MSFT, AMZN, GOOG 13F-HR 1/22/2024, 09:10 AM
Q3 2023 167 $2.06B +$62.9M -$64.3M -$1.35M AAPL, VUG, MSFT, AMZN, GOOG 13F-HR 10/30/2023, 11:57 AM
Q2 2023 185 $2.18B +$31.1M -$39.5M -$8.43M AAPL, VUG, MSFT, AMZN, GOOG 13F-HR 7/13/2023, 03:04 PM
Q1 2023 180 $1.95B +$62.6M -$26M +$36.5M AAPL, VUG, MSFT, AMZN, GOOG 13F-HR 4/20/2023, 02:12 PM
Q4 2022 162 $1.66B +$33.6M -$70.7M -$37.1M AAPL, VUG, MSFT, AMZN, GOOG 13F-HR 1/19/2023, 02:18 PM
Q3 2022 163 $1.73B +$163M -$60M +$103M AAPL, VUG, AMZN, MSFT, GOOG 13F-HR 10/14/2022, 08:09 PM
Q2 2022 167 $1.78B +$141M -$45.5M +$95.9M AAPL, VUG, AMZN, MSFT, GOOG 13F-HR 7/15/2022, 12:08 PM
Q1 2022 178 $2.3B +$87.6M -$119M -$31M AAPL, VUG, AMZN, MSFT, GOOG 13F-HR 4/21/2022, 04:39 PM
Q4 2021 180 $2.48B $0 $0 AAPL, VUG, AMZN, MSFT, GOOG 13F-HR 2/2/2022, 05:45 PM