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
METAMeta Platforms Inc
Recent Activity
Increased 2.25%
1.12%
$34.794M
59,425 shares@ $585.51 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
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.67%
0.52%
$16.088M
126,090 shares@ $127.6 avg price
VTVVanguard Index Fds
Recent Activity
Increased 30.78%
0.19%
$5.761M
34,030 shares@ $169.31 avg price
STIPIshares Tr
Recent Activity
Increased 1.32%
0.18%
$5.441M
54,081 shares@ $100.6 avg price
BXBlackstone Inc
Recent Activity
Increased 238.8%
0.17%
$5.151M
29,875 shares@ $172.42 avg price
PHParker-hannifin Corp
Recent Activity
Increased 0.13%
0.16%
$4.915M
7,727 shares@ $636.04 avg price
TSLATesla Inc
Recent Activity
Increased 3.1%
0.15%
$4.577M
11,334 shares@ $403.85 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 83.53%
0.13%
$3.97M
153,703 shares@ $25.83 avg price