Portfolio (Quarterly)
Guide ↗
Performance Wealth Partners, LLC
· CIK 0001908765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | URI | UNITED RENTALS INC | Industrials | 566 | $540K | 0.01% | SOLD |
| 2 | CBRE | CBRE GROUP INC | Real Estate | 3,003 | $473K | 0.01% | SOLD |
| 3 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,391 | $427K | 0.01% | SOLD |
| 4 | LPLA | LPL FINL HLDGS INC | Financial Services | 839 | $279K | 0.01% | SOLD |
| 5 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 118 | $276K | 0.01% | SOLD |
| 6 | CVX | CHEVRON CORP NEW | Energy | 1,707 | $265K | 0.01% | SOLD |
| 7 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 2,472 | $222K | 0.01% | SOLD |
| 8 | LYFT | LYFT INC | Technology | 10,000 | $220K | 0.01% | SOLD |
| 9 | SPDW | SPDR INDEX SHS FDS | — | 5,127 | $219K | 0.01% | SOLD |
| 10 | T | AT&T INC | Communication Services | 7,628 | $215K | 0.01% | SOLD |
| 11 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 32,078 | $215K | 0.01% | SOLD |
| 12 | SAN | BANCO SANTANDER S.A. | Financial Services | 20,294 | $213K | 0.01% | SOLD |
| 13 | XYL | XYLEM INC | Industrials | 1,425 | $210K | 0.01% | SOLD |
| 14 | EMR | EMERSON ELEC CO | Industrials | 1,573 | $206K | 0.01% | SOLD |
| 15 | CSGP | COSTAR GROUP INC | Real Estate | 2,405 | $203K | 0.01% | SOLD |
| 16 | ALL | ALLSTATE CORP | Financial Services | 936 | $201K | 0.01% | SOLD |
| 17 | ACHR | ARCHER AVIATION INC | Industrials | 15,500 | $148K | 0.00% | SOLD |
Sector Allocation
Technology
62.4%
Communication Services
11.8%
Financial Services
9.7%
Consumer Cyclical
9.1%
Consumer Defensive
2.8%
Utilities
2.3%
Healthcare
0.8%
Industrials
0.7%
Energy
0.2%
Basic Materials
0.1%