Ryan Gough

@Perfromance Wealth Partners, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$3.111B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LMTLockheed Martin Corp Recent Activity Increased 6.82%	0.02%	$479,623 987 shares@ $485.95 avg price	Increased 6.82%
RTXRtx Corporation Recent Activity Increased 1.59%	0.02%	$401,086 3,466 shares@ $115.73 avg price	Increased 1.59%
IVEIshares Tr Recent Activity Increased 7.45%	0.02%	$396,927 2,079 shares@ $190.93 avg price	Increased 7.45%
MSMorgan Stanley Recent Activity Increased 2.67%	0.02%	$377,663 3,004 shares@ $125.73 avg price	Increased 2.67%
TMUST-mobile Us Inc Recent Activity Increased 0.2%	0.02%	$332,349 1,506 shares@ $220.69 avg price	Increased 0.2%
IWPIshares Tr Recent Activity Increased 1.77%	0.01%	$306,101 2,415 shares@ $126.75 avg price	Increased 1.77%
VBRVanguard Index Fds Recent Activity Increased 1.24%	0.01%	$292,910 1,478 shares@ $198.18 avg price	Increased 1.24%
IWMIshares Tr Recent Activity Increased 0.27%	0.01%	$251,352 1,138 shares@ $220.88 avg price	Increased 0.27%
URIUnited Rentals Inc Recent Activity Increased 0.31%	0.01%	$232,893 331 shares@ $703.61 avg price	Increased 0.31%