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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
ACNAccenture Plc Ireland
Recent Activity
Increased 367.62%
0.08%
$2.489M
7,075 shares@ $351.79 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.11%
0.08%
$2.458M
7,353 shares@ $334.33 avg price
VBVanguard Index Fds
Recent Activity
Increased 6.32%
0.08%
$2.412M
10,038 shares@ $240.29 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 0.76%
0.08%
$2.296M
47,422 shares@ $48.42 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 40.37%
0.08%
$2.219M
29,334 shares@ $75.63 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.75%
0.07%
$2.154M
15,654 shares@ $137.58 avg price
IWSIshares Tr
Recent Activity
Decreased -2.44%
0.07%
$2.109M
16,305 shares@ $129.35 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.26%
0.07%
$2.094M
9,525 shares@ $219.84 avg price
CYBRCyberark Software Ltd
Recent Activity
0.07%
$2.023M
6,071 shares@ $333.16 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.72%
0.07%
$1.998M
16,543 shares@ $120.8 avg price