Performance Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Performance Wealth Partners, LLC reported 172 stock positions worth $2.8 billion. Its top holding was Apple (AAPL) at 32.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 17.1%) and Amazon.com (AMZN, 7.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 23, added to 60 and reduced 68. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +3%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
HINSDALE, IL
CIK
0001908765
Portfolio Value
$2.8B (Q1 2025)
SEC Filing
0001951757-25-000393 ↗ filed Apr 22, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $2.4B Q1 2024 Q2 2024: $2.7B Q2 2024 Q3 2024: $2.9B Q3 2024 Q4 2024: $3.1B Q4 2024 Q1 2025: $2.8B $2.8B Q1 2025 Q2 2025: $3.1B Q2 2025 Q3 2025: $3.6B Q3 2025 Q4 2025: $3.7B Q4 2025 Q1 2026: $3.4B Q1 2026 Q2 2026: $4.0B Q2 2026

Holdings 172 stocks · $2.8B
AAPL Apple Inc. 32.57% 4,104,830 $911.8M Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui 17.12% 1,292,614 $479.3M Add +0.4%
AMZN Amazon.com Inc. 7.03% 1,034,887 $196.9M Reduce -0.2%
MSFT Microsoft Corp. 6.27% 467,495 $175.5M Add +0.1%
NVDA Nvidia Corp. 5.23% 1,350,341 $146.3M Add +2.8%
GOOG Alphabet Inc. Class C 4.71% 843,178 $131.7M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 3.54% 185,897 $99.0M Add +2.8%
GS Goldman Sachs Group Inc. 2.55% 130,816 $71.5M Add +7.2%
COST Costco Wholesale Corp. 2.38% 70,344 $66.5M Add +2.2%
VIG Vanguard Dividend Apprec ETF 2.23% 321,231 $62.3M Add +3.4%
JPM JPMorgan Chase & Co. 1.75% 199,577 $49.0M Add +9.9%
META Meta Platforms Inc. Class A 1.43% 69,318 $40.0M Add +16.6%
KKR KKR & Co. Inc. 1.25% 301,961 $34.9M Add +17.8%
ORCL Oracle Corp. 1.10% 220,209 $30.8M Add +17.1%
LLY Eli Lilly & Co. 1.00% 33,967 $28.1M Reduce -51.5%
AVGO Broadcom Inc. 0.95% 158,936 $26.6M Add +16.1%
GEV GE Vernova Inc. 0.83% 75,681 $23.1M Add +40.5%
V Visa Inc. Class A 0.70% 55,738 $19.5M Add +0.5%
WMT Walmart Inc. 0.66% 210,309 $18.5M Reduce -48.3%
VYM Vanguard High DVD Yield ETF 0.61% 132,967 $17.1M Add +5.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.35% 39,178 $9.9M Reduce -7.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 15,220 $8.5M Reduce -8.3%
BX Blackstone Inc. 0.28% 55,096 $7.7M Add +84.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.27% 43,915 $7.6M Add +29.1%
GOOGL Alphabet Inc. Class A 0.23% 41,185 $6.4M Add +2.0%
ABBV Abbvie Inc. 0.22% 28,736 $6.0M Reduce -14.3%
STIP iShares 0-5 Year Tips Bond E 0.20% 54,019 $5.6M Reduce -0.1%
SCHP Schwab U.S. Tips ETF 0.15% 152,007 $4.1M Reduce -1.1%
PH Parker Hannifin Corp. 0.14% 6,677 $4.1M Reduce -13.6%
SHY iShares 1-3 Year Treasury Bo 0.12% 41,314 $3.4M Add +0.3%
BSV Vanguard Short-Term Bond ETF 0.11% 38,952 $3.0M Reduce -0.3%
CME Cme Group Inc. 0.11% 11,329 $3.0M Add +0.5%
TSLA Tesla Inc. 0.11% 11,576 $3.0M Add +2.1%
OWL Blue Owl Capital Inc. 0.10% 145,206 $2.9M Add +24.1%
VOO Vanguard S&P 500 ETF 0.10% 5,321 $2.7M Add +5.7%
XLV SS Health Care Select Sector 0.10% 18,233 $2.7M Add +16.5%
HD Home Depot Inc. 0.09% 7,044 $2.6M Reduce -4.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 9,798 $2.4M Add +2.9%
PLTR Palantir Technologies Inc. Class A 0.09% 28,792 $2.4M Reduce -1.9%
IJK iShares S&P Mid-Cap 400 Grow 0.09% 28,823 $2.4M Reduce -15.9%
VB Vanguard Most SM-Cap ETF-Usd 0.09% 10,796 $2.4M Add +7.5%
DXCM Dexcom Inc. 0.09% 34,996 $2.4M No change
VTIP Vanguard Short-Term Tips 0.08% 46,911 $2.3M Reduce -1.1%
NVO Novo-Nordisk A/S-Spons ADR 0.08% 32,411 $2.3M Add +1.4%
CRM Salesforce Inc. 0.07% 7,298 $2.0M Reduce -0.8%
ACN Accenture PLC Class A 0.07% 6,200 $1.9M Reduce -12.4%
CYBR Cyberark Software Ltd./Israel 0.07% 5,566 $1.9M Reduce -8.3%
IWF iShares Russell 1000 Growth 0.06% 4,911 $1.8M Reduce -0.0%
AMD Advanced Micro Devices 0.06% 17,250 $1.8M Add +4.3%
IWS iShares Russell Mid-Cap Valu 0.06% 13,722 $1.7M Reduce -15.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.06% 21,578 $1.7M Reduce -3.8%
QQQ Invesco QQQ Trust Series 1 0.04% 2,684 $1.3M Reduce -9.5%
DVY iShares Select Dividend ETF 0.04% 9,282 $1.2M Reduce -6.0%
IDXX Idexx Laboratories Inc. 0.04% 2,921 $1.2M Reduce -19.4%
FSLR First Solar Inc. 0.04% 9,227 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.04% 4,167 $1.1M Add +0.1%
CAT Caterpillar Inc. 0.04% 3,391 $1.1M Reduce -3.8%
ULTA Ulta Beauty Inc. 0.04% 3,025 $1.1M Reduce -6.2%
TIP iShares Tips Bond ETF 0.04% 9,850 $1.1M Reduce -1.9%
MCK McKesson Corp. 0.04% 1,490 $1.0M Reduce -4.7%
IWN iShares Russell 2000 Value E 0.04% 6,635 $1.0M Add +1.9%
TXN Texas Instruments Inc. 0.04% 5,524 $993K Reduce -0.1%
AMGN Amgen Inc. 0.04% 3,186 $993K Reduce -33.9%
QQQM Invesco Nasdaq 100 ETF 0.04% 5,074 $979K No change
APO Apollo Global Management Inc. 0.03% 6,923 $948K Add +11.4%
NVMI Nova Ltd. 0.03% 4,625 $853K No change
NOW ServiceNow Inc. 0.03% 1,031 $821K Add +7.8%
BRK.A Berkshire Hathaway Inc. Class A 0.03% 1 $798K New
ECL Ecolab Inc. 0.03% 3,100 $786K Add +0.1%
VRTX Vertex Pharmaceuticals Inc. 0.03% 1,603 $777K No change
WSO Watsco Inc. 0.03% 1,527 $776K No change
GLW Corning Inc. 0.03% 16,797 $769K Add +0.3%
QCOM Qualcomm Inc. 0.03% 4,935 $758K Reduce -1.6%
GRBK Green Brick Partners Inc. 0.03% 13,000 $758K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 17,724 $740K Add +3.3%
CVS CVS Health Corp. 0.03% 10,618 $719K Add +0.3%
CORP PIMCO Inv Grade Corp. BD ETF 0.03% 7,392 $715K Add +0.0%
ITW Illinois Tool Works 0.03% 2,829 $702K Reduce -0.4%
VGT Vanguard Info Tech ETF 0.02% 1,197 $649K Add +11.9%
ROST Ross Stores Inc. 0.02% 4,686 $599K Add +0.2%
PANW Palo Alto Networks Inc. 0.02% 3,464 $591K Reduce -1.6%
IVV iShares Core S&P 500 ETF 0.02% 1,049 $589K Reduce -15.7%
PG The Procter & Gamble Co. 0.02% 3,436 $586K Reduce -8.0%
IJT iShares S&P Small-Cap 600 GR 0.02% 4,622 $575K No change
UBER Uber Technologies Inc. 0.02% 7,722 $563K Add +16.4%
PYPL PayPal Holdings Inc. 0.02% 8,618 $562K Reduce -1.4%
IJJ iShares S&P Mid-Cap 400 Valu 0.02% 4,625 $554K No change
XLK SS Technology Select Sector 0.02% 2,631 $543K Reduce -4.3%
ADP Automatic Data Processing 0.02% 1,764 $539K Reduce -1.6%
PEB Pebblebrook Hotel Trust 0.02% 50,756 $514K Add +17.8%
BND Vanguard Total Bond Market 0.02% 6,986 $513K Add +69.2%
SDY SS SPDR S&P Dividend ETF 0.02% 3,613 $490K Reduce -6.5%
MRK Merck & Co. Inc. 0.02% 5,450 $489K New
LNT Alliant Energy Corp. 0.02% 7,369 $474K No change
IWD iShares Russell 1000 Value E 0.02% 2,491 $469K Reduce -15.2%
HON Honeywell International Inc. 0.02% 2,200 $466K Reduce -2.2%
TMUS T-Mobile US Inc. 0.02% 1,743 $465K Add +15.7%
MA Mastercard Inc. Class A 0.02% 843 $462K Reduce -1.2%
DVA Davita Inc. 0.02% 3,000 $459K Reduce -0.3%
PFF iShares Preferred & Income S 0.02% 14,707 $452K Reduce -6.3%
RTX RTX Corp. 0.02% 3,367 $446K Reduce -2.9%
SBUX Starbucks Corp. 0.02% 4,507 $442K Add +3.6%
VCLT Vanguard Long-Term Corp. Bond 0.02% 5,696 $432K Reduce -6.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.02% 5,007 $431K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.02% 3,951 $429K Reduce -4.8%
AIVL Wisdomtree US AI Enhanced Va 0.02% 3,902 $428K Reduce -0.7%
IWO iShares Russell 2000 Growth 0.02% 1,671 $427K Reduce -38.0%
GD General Dynamics Corp. 0.02% 1,560 $425K Reduce -1.1%
HYMB SS SPDR N Ice HY Muni ETF 0.02% 16,742 $422K No change
IJH iShares Core S&P Midcap ETF 0.01% 6,864 $401K Reduce -6.4%
ABT Abbott Laboratories 0.01% 2,992 $397K Add +42.5%
LMT Lockheed Martin Corp. 0.01% 884 $395K Reduce -10.4%
PEP Pepsico Inc. 0.01% 2,623 $393K No change
MSI Motorola Solutions Inc. 0.01% 892 $391K Add +0.1%
INTU Intuit Inc. 0.01% 636 $390K Reduce -4.5%
KO The Coca-Cola Co. 0.01% 5,424 $388K Add +49.0%
IVE iShares S&P 500 Value ETF 0.01% 2,028 $386K Reduce -2.5%
EWJ iShares MSCI Japan ETF 0.01% 5,625 $386K Add +25.6%
SLV iShares Silver Trust 0.01% 12,080 $374K No change
MS Morgan Stanley 0.01% 3,201 $373K Add +6.6%
VCIT Vanguard Int-Term Corporate 0.01% 4,395 $359K Add +12.8%
IWP iShares Russell Mid-Cap Grow 0.01% 3,005 $353K Add +24.4%
AXON Axon Enterprise Inc. 0.01% 665 $350K No change
VGLT Vanguard Long-Term Treasury 0.01% 5,945 $342K Reduce -7.0%
VEA Vanguard Ftse Developed ETF 0.01% 6,611 $336K Add +0.5%
CMI Cummins Inc. 0.01% 1,050 $329K Reduce -0.6%
SCI Service Corp. International 0.01% 4,027 $323K Reduce -33.0%
PGR Progressive Corp. 0.01% 1,131 $320K Reduce -0.4%
MCD McDonald's Corp. 0.01% 1,023 $320K New
FERG Ferguson Enterprises Inc. 0.01% 1,980 $317K Add +22.6%
RRX Regal Rexnord Corp. 0.01% 2,760 $314K No change
AGG iShares Core U.S. Aggregate 0.01% 3,049 $302K Reduce -7.2%
BABA Alibaba Group Holding-SP ADR 0.01% 2,251 $298K New
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.01% 5,260 $296K No change
XLY SS Consumer Disc Select Sect 0.01% 1,487 $294K Reduce -19.3%
BA The Boeing Co. 0.01% 1,700 $290K No change
ED Consolidated Edison Inc. 0.01% 2,576 $285K Add +0.2%
RSG Republic Services Inc. 0.01% 1,165 $282K No change
CSCO Cisco Systems Inc. 0.01% 4,445 $274K Add +3.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.01% 3,450 $272K No change
NTRS Northern Trust Corp. 0.01% 2,758 $272K Add +0.1%
HDV iShares Core High Dividend E 0.01% 2,187 $265K Reduce -14.9%
GE General Electric filed as GE AEROSPACE 0.01% 1,301 $260K Reduce -24.0%
REGN Regeneron Pharmaceuticals 0.01% 407 $258K New
NFLX Netflix Inc. 0.01% 275 $256K Add +10.0%
HCA HCA Healthcare Inc. 0.01% 741 $256K No change
EW Edwards Lifesciences Corp. 0.01% 3,525 $255K Reduce -5.0%
XOM Exxon Mobil Corp. 0.01% 2,115 $252K Reduce -3.6%
PFE Pfizer Inc. 0.01% 9,790 $248K Add +18.6%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.01% 2,500 $239K No change
MO Altria Group Inc. 0.01% 3,904 $234K New
WDAY Workday Inc. Class A 0.01% 1,000 $234K No change
SYK Stryker Corp. 0.01% 627 $233K Reduce -1.4%
DNP DNP Select Income Fund Inc. 0.01% 23,320 $231K No change
ETN Eaton Corp. PLC 0.01% 835 $227K Reduce -4.3%
CSGP Costar Group Inc. 0.01% 2,859 $227K No change
DLN Wisdomtree US Largecap Divid 0.01% 2,825 $224K No change
ZTS Zoetis Inc. 0.01% 1,358 $224K Reduce -1.2%
DKNG Draftkings Inc. Class A 0.01% 6,695 $222K No change
SNY Sanofi-ADR 0.01% 4,000 $222K New
ALB Albemarle Corp. 0.01% 3,000 $216K No change
DFS Discover Financial Services 0.01% 1,258 $215K Add +0.2%
AAL American Airlines Group Inc. 0.01% 20,240 $214K New
URI United Rentals Inc. 0.01% 332 $208K Add +0.3%
FBND Fidelity Total Bond ETF 0.01% 4,549 $208K No change
DOCU Docusign Inc. 0.01% 2,500 $204K New
COR Cencora Inc. 0.01% 730 $203K New
PTLO Portillo's Inc. Class A 0.01% 15,411 $183K No change
AMX America Movil Sab DE CV 0.01% 11,800 $168K No change
LYFT LYFT Inc. Class A 0.00% 10,000 $119K No change
ENVX Enovix Corp. 0.00% 12,768 $94K No change
LAC Lithium Americas Corp. 0.00% 10,500 $28K No change

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -1.1% 32.57% −0.82
LLY Eli Lilly & Co. Reduce -51.5% 1.00% −0.74
WMT Walmart Inc. Reduce -48.3% 0.66% −0.52
GOOG Alphabet Inc. Class C Reduce -0.1% 4.71% −0.46
AMZN Amazon.com Inc. Reduce -0.2% 7.03% −0.28
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.13
TFPM Triple Flag Precious Met Sold out 0.00% −0.03
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -7.5% 0.35% −0.03
AEM Agnico Eagle Mines Ltd. Sold out 0.00% −0.03
WPM Wheaton Precious Metals Corp. Sold out 0.00% −0.02
IJK iShares S&P Mid-Cap 400 Grow Reduce -15.9% 0.09% −0.01
PH Parker Hannifin Corp. Reduce -13.6% 0.14% −0.01
ACN Accenture PLC Class A Reduce -12.4% 0.07% −0.01
GWW WW Grainger Inc. Sold out 0.00% −0.01
IWO iShares Russell 2000 Growth Reduce -38.0% 0.02% −0.01
DFAU Dimensional US Core Equity M Sold out 0.00% −0.01
VDC Vanguard Consumer Staple ETF Sold out 0.00% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Sold out 0.00% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.01
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.01
CRM Salesforce Inc. Reduce -0.8% 0.07% −0.01
EMN Eastman Chemical Co. Sold out 0.00% −0.01
HOLX Hologic Inc. Sold out 0.00% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.3% 0.30% −0.01
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.01
IWM iShares Russell 2000 ETF Sold out 0.00% −0.01
FDX FedEx Corp. Sold out 0.00% −0.01
LULU Lululemon Athletica Inc. Sold out 0.00% −0.01
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.01
BNTX Biontech SE-ADR Sold out 0.00% −0.01
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.01
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.01
IWS iShares Russell Mid-Cap Valu Reduce -15.8% 0.06% −0.01
ULTA Ulta Beauty Inc. Reduce -6.2% 0.04% −0.01
AMGN Amgen Inc. Reduce -33.9% 0.04% −0.00
IDXX Idexx Laboratories Inc. Reduce -19.4% 0.04% −0.00
PYPL PayPal Holdings Inc. Reduce -1.4% 0.02% −0.00
SCI Service Corp. International Reduce -33.0% 0.01% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -9.5% 0.04% −0.00
XLY SS Consumer Disc Select Sect Reduce -19.3% 0.01% −0.00
IVV iShares Core S&P 500 ETF Reduce -15.7% 0.02% −0.00
HCAT Health Catalyst Inc. Sold out 0.00% −0.00
NOTVQ Inotiv Inc. Sold out 0.00% −0.00
LMT Lockheed Martin Corp. Reduce -10.4% 0.01% −0.00
CAT Caterpillar Inc. Reduce -3.8% 0.04% −0.00
ETN Eaton Corp. PLC Reduce -4.3% 0.01% −0.00
XLK SS Technology Select Sector Reduce -4.3% 0.02% −0.00
IWD iShares Russell 1000 Value E Reduce -15.2% 0.02% −0.00
IJH iShares Core S&P Midcap ETF Reduce -6.4% 0.01% −0.00
HD Home Depot Inc. Reduce -4.8% 0.09% −0.00

Portfolio Buys Q4 2024 → Q1 2025
BRK.B Berkshire Hathaway Inc. Class B Add +2.8% 3.54% +0.90
COST Costco Wholesale Corp. Add +2.2% 2.38% +0.35
JPM JPMorgan Chase & Co. Add +9.9% 1.75% +0.35
META Meta Platforms Inc. Class A Add +16.6% 1.43% +0.31
GS Goldman Sachs Group Inc. Add +7.2% 2.55% +0.31
VIG Vanguard Dividend Apprec ETF Add +3.4% 2.23% +0.27
GEV GE Vernova Inc. Add +40.5% 0.83% +0.26
VUG Vanguard Mrngstar GR ETF-Sui Add +0.4% 17.12% +0.15
V Visa Inc. Class A Add +0.5% 0.70% +0.13
BX Blackstone Inc. Add +84.4% 0.28% +0.11
VYM Vanguard High DVD Yield ETF Add +5.5% 0.61% +0.10
ORCL Oracle Corp. Add +17.1% 1.10% +0.09
VTV Vanguard Mrngstr Val ETF-Aui Add +29.1% 0.27% +0.09
KKR KKR & Co. Inc. Add +17.8% 1.25% +0.03
BRK.A Berkshire Hathaway Inc. Class A New 0.03% +0.03
XLV SS Health Care Select Sector Add +16.5% 0.10% +0.03
CME Cme Group Inc. Add +0.5% 0.11% +0.02
IBM Intl Business Machines Corp. Add +2.9% 0.09% +0.02
MRK Merck & Co. Inc. New 0.02% +0.02
OWL Blue Owl Capital Inc. Add +24.1% 0.10% +0.02
SHY iShares 1-3 Year Treasury Bo Add +0.3% 0.12% +0.01
MCD McDonald's Corp. New 0.01% +0.01
BABA Alibaba Group Holding-SP ADR New 0.01% +0.01
VOO Vanguard S&P 500 ETF Add +5.7% 0.10% +0.01
CVS CVS Health Corp. Add +0.3% 0.03% +0.01
REGN Regeneron Pharmaceuticals New 0.01% +0.01
BND Vanguard Total Bond Market Add +69.2% 0.02% +0.01
MO Altria Group Inc. New 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +7.5% 0.09% +0.01
SNY Sanofi-ADR New 0.01% +0.01
AAL American Airlines Group Inc. New 0.01% +0.01
COR Cencora Inc. New 0.01% +0.01
DOCU Docusign Inc. New 0.01% +0.01
UBER Uber Technologies Inc. Add +16.4% 0.02% +0.01
KO The Coca-Cola Co. Add +49.0% 0.01% +0.01
ABT Abbott Laboratories Add +42.5% 0.01% +0.01
TMUS T-Mobile US Inc. Add +15.7% 0.02% +0.01
ECL Ecolab Inc. Add +0.1% 0.03% +0.00
EWJ iShares MSCI Japan ETF Add +25.6% 0.01% +0.00
CORP PIMCO Inv Grade Corp. BD ETF Add +0.0% 0.03% +0.00
SBUX Starbucks Corp. Add +3.6% 0.02% +0.00
ED Consolidated Edison Inc. Add +0.2% 0.01% +0.00
IWP iShares Russell Mid-Cap Grow Add +24.4% 0.01% +0.00
VCIT Vanguard Int-Term Corporate Add +12.8% 0.01% +0.00
FERG Ferguson Enterprises Inc. Add +22.6% 0.01% +0.00
BAC Bank of America Corp. Add +3.3% 0.03% +0.00
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.04% +0.00
NFLX Netflix Inc. Add +10.0% 0.01% +0.00
GLW Corning Inc. Add +0.3% 0.03% +0.00
VEA Vanguard Ftse Developed ETF Add +0.5% 0.01% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 235$4.0BAAPL, VUG, GOOG, NVDA, AMZN
Q1 2026 212$3.4BAAPL, VUG, NVDA, GOOG, AMZN
Q4 2025 198$3.7BAAPL, VUG, NVDA, GOOG, AMZN
Q3 2025 203$3.6BAAPL, VUG, NVDA, MSFT, AMZN
Q2 2025 188$3.1BAAPL, VUG, MSFT, AMZN, NVDA
Q1 2025 172$2.8BAAPL, VUG, AMZN, MSFT, NVDA
Q4 2024 185$3.1BAAPL, VUG, AMZN, MSFT, NVDA
Q3 2024 197$2.9BAAPL, VUG, MSFT, AMZN, NVDA
Q2 2024 164$2.7BAAPL, VUG, MSFT, AMZN, NVDA
Q1 2024 166$2.4BAAPL, VUG, MSFT, AMZN, GOOG