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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
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
TFPMTriple Flag Precious Metal
Recent Activity
Increased 69.59%
0.04%
$1.027M
68,304 shares@ $15.04 avg price
APOApollo Global Mgmt Inc
Recent Activity
Decreased -0.09%
0.04%
$1.027M
6,216 shares@ $165.17 avg price
NOWServicenow Inc
Recent Activity
Decreased -1.74%
0.04%
$1.013M
956 shares@ $1060.13 avg price
NVMINova Ltd
Recent Activity
0.03%
$910,894
4,625 shares@ $196.96 avg price
MCKMckesson Corp
Recent Activity
Decreased -16.23%
0.03%
$890,769
1,563 shares@ $569.91 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
Increased 104.27%
0.03%
$887,918
11,353 shares@ $78.21 avg price