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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
BUSEFirst Busey Corp
Recent Activity
Exited
0%
$225,776
8,677 shares@ $26.03 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$220,199
2,075 shares@ $106.12 avg price
DHRDanaher Corporation
Recent Activity
Exited
0%
$218,246
785 shares@ $278.03 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Exited
0%
$217,607
207 shares@ $1051.25 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Exited
0%
$209,200
4,372 shares@ $47.85 avg price
NOCNorthrop Grumman Corp
Recent Activity
Exited
0%
$207,532
393 shares@ $528.08 avg price
INMDInmode Ltd
Recent Activity
Exited
0%
$205,942
12,150 shares@ $16.95 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$202,272
327 shares@ $618.57 avg price
IJRIshares Tr
Recent Activity
Exited
0%
$202,107
1,728 shares@ $116.97 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$200,545
343 shares@ $584.68 avg price