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Killana Williams

@Palumbo Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$257.186MTotal holdings160
Assets growth rate8.68%Assets growth rate (2-Q avg)7.32%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Palumbo Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Palumbo Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 257.186M in assets, with a quarterly growth rate of 8.68% and a 2-quarter average growth rate of 7.32%. The portfolio is managed by Killana Williams, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PNIPimco New York Mun Fd Ii
Recent Activity
New Position
0.19%
$487,445
61,780 shares@ $7.9 avg price
PMXPimco Mun Income Fd Iii
Recent Activity
New Position
0.19%
$484,326
58,635 shares@ $8.27 avg price
KLACKla Corp
Recent Activity
New Position
0.16%
$396,970
513 shares@ $773.83 avg price
CCitigroup Inc
Recent Activity
New Position
0.12%
$297,300
4,749 shares@ $62.61 avg price
WGSGenedx Holdings Corp
Recent Activity
New Position
0.12%
$286,937
6,761 shares@ $42.45 avg price
MMM3m Co
Recent Activity
New Position
0.11%
$266,185
1,947 shares@ $136.72 avg price
PTGXProtagonist Therapeutics Inc
Recent Activity
New Position
0.1%
$234,495
5,211 shares@ $45.0 avg price
GTLBGitlab Inc
Recent Activity
New Position
0.1%
$233,941
4,539 shares@ $51.55 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.09%
$228,371
6,139 shares@ $37.21 avg price
IDYAIdeaya Biosciences Inc
Recent Activity
New Position
0.09%
$223,249
7,047 shares@ $31.69 avg price