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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
AEMAgnico Eagle Mines Ltd
Recent Activity
Increased 104.27%
0.03%
$887,918
11,353 shares@ $78.21 avg price
QCOMQualcomm Inc
Recent Activity
Increased 3.19%
0.03%
$770,404
5,015 shares@ $153.62 avg price
ECLEcolab Inc
Recent Activity
Increased 1.41%
0.03%
$725,689
3,097 shares@ $234.32 avg price
WSOWatsco Inc
Recent Activity
Increased 6.71%
0.03%
$723,630
1,527 shares@ $473.89 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 8.77%
0.03%
$720,364
2,841 shares@ $253.57 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.76%
0.03%
$665,326
1,070 shares@ $621.8 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100%
0.03%
$640,499
3,520 shares@ $181.96 avg price
WPMWheaton Precious Metals Corp
Recent Activity
Increased 209.59%
0.03%
$626,964
11,148 shares@ $56.25 avg price
PFFIshares Tr
Recent Activity
Increased 1.3%
0.02%
$493,514
15,697 shares@ $31.45 avg price
SCIService Corp Intl
Recent Activity
Increased 100.37%
0.02%
$479,814
6,011 shares@ $79.83 avg price