Portfolio (Quarterly)
Guide ↗
Performance Wealth Partners, LLC
· CIK 0001908765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 46,491 | $7.9M | 0.23% | SOLD |
| 2 | UBER | UBER TECHNOLOGIES INC | Technology | 8,053 | $579K | 0.02% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 2,518 | $569K | 0.02% | SOLD |
| 4 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 2,550 | $390K | 0.01% | SOLD |
| 5 | BMO | BANK MONTREAL MEDIUM | Financial Services | 2,500 | $338K | 0.01% | SOLD |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,104 | $311K | 0.01% | SOLD |
| 7 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,090 | $304K | 0.01% | SOLD |
| 8 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 725 | $240K | 0.01% | SOLD |
| 9 | T | AT&T INC | Communication Services | 7,929 | $230K | 0.01% | SOLD |
| 10 | ETHA | ISHARES ETHEREUM TR | Financial Services | 14,390 | $228K | 0.01% | SOLD |
| 11 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 617 | $213K | 0.01% | SOLD |
| 12 | DIS | DISNEY WALT CO | Communication Services | 2,181 | $210K | 0.01% | SOLD |
| 13 | ETN | EATON CORP PLC | Industrials | 568 | $203K | 0.01% | SOLD |
| 14 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 4,449 | $200K | 0.01% | SOLD |
Sector Allocation
Technology
66.0%
Financial Services
10.8%
Consumer Cyclical
10.0%
Utilities
5.8%
Consumer Defensive
3.5%
Industrials
1.4%
Healthcare
1.1%
Communication Services
0.9%
Energy
0.3%
Basic Materials
0.2%