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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
ULTAUlta Beauty Inc
Recent Activity
Decreased -3.73%
0.05%
$1.403M
3,225 shares@ $434.93 avg price
DVYIshares Tr
Recent Activity
Decreased -5.55%
0.05%
$1.296M
9,870 shares@ $131.29 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.59%
0.05%
$1.279M
3,526 shares@ $362.77 avg price
AMGNAmgen Inc
Recent Activity
Decreased -25.09%
0.05%
$1.257M
4,821 shares@ $260.64 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.58%
0.04%
$1.206M
4,163 shares@ $289.81 avg price
TIPIshares Tr
Recent Activity
Decreased -6.53%
0.04%
$1.069M
10,037 shares@ $106.55 avg price
IWNIshares Tr
Recent Activity
Decreased -2.99%
0.04%
$1.069M
6,513 shares@ $164.17 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -10.85%
0.04%
$1.068M
5,074 shares@ $210.45 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -5.59%
0.04%
$1.037M
5,531 shares@ $187.52 avg price
APOApollo Global Mgmt Inc
Recent Activity
Decreased -0.09%
0.04%
$1.027M
6,216 shares@ $165.17 avg price