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
IJJIshares Tr Recent Activity	0.02%	$577,940 4,625 shares@ $124.96 avg price
IWDIshares Tr Recent Activity	0.02%	$543,912 2,938 shares@ $185.14 avg price
IRMIron Mtn Inc Del Recent Activity	0.02%	$526,286 5,007 shares@ $105.12 avg price
ADPAutomatic Data Processing In Recent Activity Decreased -1.32%	0.02%	$524,865 1,793 shares@ $292.74 avg price	Decreased -1.32%
SDYSpdr Ser Tr Recent Activity Decreased -5.13%	0.02%	$510,207 3,862 shares@ $132.11 avg price	Decreased -5.13%
HONHoneywell Intl Inc Recent Activity Decreased -20.46%	0.02%	$508,252 2,250 shares@ $225.89 avg price	Decreased -20.46%
PFFIshares Tr Recent Activity Increased 1.3%	0.02%	$493,514 15,697 shares@ $31.45 avg price	Increased 1.3%
SCIService Corp Intl Recent Activity Increased 100.37%	0.02%	$479,814 6,011 shares@ $79.83 avg price	Increased 100.37%
LMTLockheed Martin Corp Recent Activity Increased 6.82%	0.02%	$479,623 987 shares@ $485.95 avg price	Increased 6.82%
CVSCvs Health Corp Recent Activity New Position	0.02%	$475,385 10,590 shares@ $44.89 avg price	New Position