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Ryan Gough

@Perfromance Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$3.111BTotal holdings185
Assets growth rate7.12%Assets growth rate (2-Q avg)7.08%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Perfromance Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 185 positions.

Assets under management

The assets under management (AUM) of Perfromance Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.111B in assets, with a quarterly growth rate of 7.12% and a 2-quarter average growth rate of 7.08%. The portfolio is managed by Ryan Gough, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.27%
33.4%
$1.039B
4.149M shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.37%
7.32%
$227.488M
1.037M shares@ $219.4 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.27%
5.17%
$160.655M
843,597 shares@ $190.44 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.2%
1.74%
$54.082M
70,054 shares@ $772.01 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.28%
1.03%
$31.746M
136,929 shares@ $231.84 avg price
VVisa Inc
Recent Activity
Decreased -1.12%
0.57%
$17.525M
55,451 shares@ $316.04 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -4.47%
0.39%
$11.856M
42,333 shares@ $280.07 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.31%
0.32%
$9.728M
16,598 shares@ $586.09 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.19%
0.25%
$7.643M
40,378 shares@ $189.3 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.21%
0.2%
$5.959M
33,535 shares@ $177.71 avg price