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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 $2,275,680,414
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 4,093,085 $788,041,625 34.62%
2.
Vanguard Index Fds
 1,174,608 $365,162,277 16.04%
3.
Microsoft Corp
 MSFT 408,495 $153,610,625 6.75%
4.
Amazon Com Inc
 AMZN 974,579 $148,077,533 6.5%
5.
Alphabet Inc.
 GOOG 839,754 $118,346,531 5.2%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)