Ryan Gough

@Perfromance Wealth Partners, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$3.111B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ISRGIntuitive Surgical Inc Recent Activity New Position	0.01%	$203,564 390 shares@ $521.96 avg price	New Position
PTLOPortillos Inc Recent Activity New Position	0.01%	$144,863 15,411 shares@ $9.4 avg price	New Position
ENVXEnovix Corporation Recent Activity New Position	0.01%	$138,788 12,768 shares@ $10.87 avg price	New Position