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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
VUGVanguard Index Fds
Recent Activity
Increased 0.63%
16.98%
$528.244M
1.287M shares@ $410.44 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.2%
6.34%
$196.952M
467,264 shares@ $421.51 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.58%
5.68%
$176.44M
1.314M shares@ $134.29 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1%
2.64%
$81.994M
180,890 shares@ $453.28 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 2.13%
2.25%
$69.882M
122,039 shares@ $572.63 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.74%
2.03%
$63.051M
68,813 shares@ $916.27 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.19%
1.96%
$60.833M
310,643 shares@ $195.83 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 9.65%
1.4%
$43.527M
181,580 shares@ $239.72 avg price
KKRKkr & Co Inc
Recent Activity
Increased 9.92%
1.22%
$37.91M
256,301 shares@ $147.92 avg price
WMTWalmart Inc
Recent Activity
Increased 2.03%
1.19%
$36.761M
406,878 shares@ $90.36 avg price