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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
VRTVertiv Holdings Co
Recent Activity
New Position
0.14%
$4.163M
36,640 shares@ $113.61 avg price
OWLBlue Owl Capital Inc
Recent Activity
New Position
0.09%
$2.721M
116,964 shares@ $23.27 avg price
CVSCvs Health Corp
Recent Activity
New Position
0.02%
$475,385
10,590 shares@ $44.89 avg price
DKNGDraftkings Inc New
Recent Activity
New Position
0.01%
$249,054
6,695 shares@ $37.2 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.01%
$241,683
632 shares@ $382.41 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
0.01%
$235,859
2,193 shares@ $107.56 avg price
SYKStryker Corporation
Recent Activity
New Position
0.01%
$228,992
636 shares@ $360.06 avg price
KOCoca Cola Co
Recent Activity
New Position
0.01%
$226,550
3,639 shares@ $62.26 avg price
DFSDiscover Finl Svcs
Recent Activity
New Position
0.01%
$217,577
1,256 shares@ $173.24 avg price
CSGPCostar Group Inc
Recent Activity
New Position
0.01%
$204,676
2,859 shares@ $71.6 avg price