0001951757-24-000572.txt : 20240722
0001951757-24-000572.hdr.sgml : 20240722
20240719200722
ACCESSION NUMBER: 0001951757-24-000572
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240722
DATE AS OF CHANGE: 20240719
EFFECTIVENESS DATE: 20240722
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Perfromance Wealth Partners, LLC
CENTRAL INDEX KEY: 0001908765
ORGANIZATION NAME:
IRS NUMBER: 861241865
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21577
FILM NUMBER: 241129024
BUSINESS ADDRESS:
STREET 1: 36 E. HINSDALE AVE.
CITY: HINSDALE
STATE: IL
ZIP: 60521
BUSINESS PHONE: 630-686-5655
MAIL ADDRESS:
STREET 1: 36 E. HINSDALE AVE.
CITY: HINSDALE
STATE: IL
ZIP: 60521
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001908765
XXXXXXXX
06-30-2024
06-30-2024
Perfromance Wealth Partners, LLC
36 E. HINSDALE AVE.
HINSDALE
IL
60521
13F HOLDINGS REPORT
028-21577
N
Ryan Gough
Chief Compliance Officer
630-686-5655
Ryan Gough
Hinsdale
IL
07-19-2024
0
164
2713535299
false
INFORMATION TABLE
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F_13F_Performance_Q22024.xml
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AGNICO EAGLE MINES LTD
COM
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COM
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SOLE
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ALLIANT ENERGY CORP
COM
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SOLE
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ALPHABET INC
CAP STK CL A
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ALPHABET INC
CAP STK CL C
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AMAZON COM INC
COM
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AMGEN INC
COM
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APOLLO GLOBAL MGMT INC
COM
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APPLE INC
COM
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APPLIED MATLS INC
COM
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CME GROUP INC
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CONSOLIDATED EDISON INC
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CYBERARK SOFTWARE LTD
SHS
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COM
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COM
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COM
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DRAFTKINGS INC NEW
COM CL A
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EASTMAN CHEM CO
COM
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EATON CORP PLC
SHS
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ECOLAB INC
COM
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EDWARDS LIFESCIENCES CORP
COM
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ELI LILLY & CO
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FEDEX CORP
COM
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FIRST BUSEY CORP
COM NEW
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FIRST SOLAR INC
COM
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FRANCO NEV CORP
COM
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GENERAL DYNAMICS CORP
COM
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GOLDMAN SACHS GROUP INC
COM
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GRAINGER W W INC
COM
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GREEN BRICK PARTNERS INC
COM
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HCA HEALTHCARE INC
COM
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HEALTH CATALYST INC
COM
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HOLOGIC INC
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
COM
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INMODE LTD
SHS
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COM
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COM
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LOCKHEED MARTIN CORP
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LYFT INC
CL A COM
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CL A
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COM
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SH
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
30303M102
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MICROSOFT CORP
COM
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MODERNA INC
COM
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COM NEW
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COM
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ADR
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ORACLE CORP
COM
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CL A
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PALO ALTO NETWORKS INC
COM
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COM
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PROGRESSIVE CORP
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QUALCOMM INC
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RTX CORPORATION
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COM
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SAREPTA THERAPEUTICS INC
COM
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SCHWAB STRATEGIC TR
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SBI INT-UTILS
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SBI HEALTHCARE
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SBI CONS DISCR
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COM
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TR UNIT
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TESLA INC
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COM
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VERTEX PHARMACEUTICALS INC
COM
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COM
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COM
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