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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
AMATApplied Matls Inc
Recent Activity
Exited
0%
$2.533M
12,535 shares@ $202.06 avg price
NEMNewmont Corp
Recent Activity
Exited
0%
$1.209M
22,611 shares@ $53.46 avg price
MUBIshares Tr
Recent Activity
Exited
0%
$695,775
6,405 shares@ $108.63 avg price
JOESt Joe Co
Recent Activity
Exited
0%
$588,931
10,100 shares@ $58.31 avg price
SOSouthern Co
Recent Activity
Exited
0%
$483,996
5,367 shares@ $90.18 avg price
SUSuncor Energy Inc New
Recent Activity
Exited
0%
$337,412
9,139 shares@ $36.93 avg price
FASDirexion Shs Etf Tr
Recent Activity
Exited
0%
$292,028
2,250 shares@ $129.8 avg price
DGROIshares Tr
Recent Activity
Exited
0%
$267,373
4,265 shares@ $62.7 avg price
UNPUnion Pac Corp
Recent Activity
Exited
0%
$251,656
1,021 shares@ $246.48 avg price
SNYSanofi
Recent Activity
Exited
0%
$234,554
4,070 shares@ $57.63 avg price