Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERFROMANCE WEALTH PARTNERS LLC | 04-30-2024 | 03-31-2024 | 167 | 2,382,742,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $702,440,301 | 4,096,340 | 0.03 | 0.03 | 3,255 | 0.08 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $424,685,669 | 1,233,834 | 0.02 | 0.02 | 59,226 | 5.04 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $181,992,403 | 432,574 | 0.01 | 0.01 | 24,079 | 5.89 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $179,290,144 | 993,958 | 0.01 | 0.01 | 19,379 | 1.99 | 03-31-2024 |
