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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
ROSTRoss Stores Inc
Recent Activity
Decreased -4.1%
0.03%
$707,641
4,678 shares@ $151.27 avg price
CORPPimco Etf Tr
Recent Activity
Decreased -10.13%
0.03%
$702,884
7,391 shares@ $95.1 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.76%
0.03%
$665,326
1,070 shares@ $621.8 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -0.8%
0.03%
$645,528
1,603 shares@ $402.7 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100%
0.03%
$640,499
3,520 shares@ $181.96 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.46%
0.03%
$639,153
2,749 shares@ $232.51 avg price
WPMWheaton Precious Metals Corp
Recent Activity
Increased 209.59%
0.03%
$626,964
11,148 shares@ $56.25 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.63%
0.03%
$626,173
3,735 shares@ $167.66 avg price
IJTIshares Tr
Recent Activity
0.03%
$625,680
4,622 shares@ $135.37 avg price
PEBPebblebrook Hotel Tr
Recent Activity
0.02%
$583,761
43,082 shares@ $13.55 avg price