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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
GLWCorning Inc
Recent Activity
0.03%
$795,960
16,750 shares@ $47.52 avg price
IWOIshares Tr
Recent Activity
Decreased -0.07%
0.03%
$775,963
2,696 shares@ $287.83 avg price
QCOMQualcomm Inc
Recent Activity
Increased 3.19%
0.03%
$770,404
5,015 shares@ $153.62 avg price
BACBank America Corp
Recent Activity
Decreased -10.74%
0.03%
$754,120
17,159 shares@ $43.95 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -14.71%
0.03%
$745,703
8,737 shares@ $85.36 avg price
GRBKGreen Brick Partners Inc
Recent Activity
0.03%
$734,370
13,000 shares@ $56.49 avg price
IVVIshares Tr
Recent Activity
Decreased -14.95%
0.03%
$732,907
1,245 shares@ $588.69 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