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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
LLYEli Lilly & Co
Recent Activity
Decreased -0.2%
1.74%
$54.082M
70,054 shares@ $772.01 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
METAMeta Platforms Inc
Recent Activity
Increased 2.25%
1.12%
$34.794M
59,425 shares@ $585.51 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.28%
1.03%
$31.746M
136,929 shares@ $231.84 avg price
ORCLOracle Corp
Recent Activity
Increased 1.12%
1.01%
$31.336M
188,049 shares@ $166.64 avg price
GEVGe Vernova Inc
Recent Activity
Increased 27.23%
0.57%
$17.723M
53,881 shares@ $328.93 avg price
VVisa Inc
Recent Activity
Decreased -1.12%
0.57%
$17.525M
55,451 shares@ $316.04 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.67%
0.52%
$16.088M
126,090 shares@ $127.6 avg price