test

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
SHYIshares Tr
Recent Activity
Decreased -1.97%
0.11%
$3.379M
41,212 shares@ $81.99 avg price
IJKIshares Tr
Recent Activity
Decreased -5.95%
0.11%
$3.117M
34,281 shares@ $90.93 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.31%
0.1%
$3.02M
39,090 shares@ $77.27 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.5%
0.1%
$2.878M
7,399 shares@ $388.99 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -79.92%
0.09%
$2.749M
31,953 shares@ $86.02 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -5.18%
0.09%
$2.711M
5,032 shares@ $538.82 avg price
IWSIshares Tr
Recent Activity
Decreased -2.44%
0.07%
$2.109M
16,305 shares@ $129.35 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.72%
0.07%
$1.998M
16,543 shares@ $120.8 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -1.72%
0.06%
$1.698M
22,433 shares@ $75.7 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.83%
0.05%
$1.516M
2,965 shares@ $511.27 avg price