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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
EOTEaton Vance Natl Mun Opport
Recent Activity
Exited
0%
$446,597
26,520 shares@ $16.85 avg price
NUWNuveen Amt-free Mun Value Fd
Recent Activity
Exited
0%
$438,081
31,562 shares@ $13.89 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$223,674
1,567 shares@ $142.75 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$218,582
7,058 shares@ $30.97 avg price
OCULOcular Therapeutix Inc
Recent Activity
Exited
0%
$86,643
12,667 shares@ $6.85 avg price
ZVRAZevra Therapeutics Inc
Recent Activity
Exited
0%
$63,220
12,902 shares@ $4.91 avg price
ADCTAdc Therapeutics Sa
Recent Activity
Exited
0%
$41,934
13,270 shares@ $3.17 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$31,661
11,187 shares@ $2.84 avg price