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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
TLTIshares Tr
Recent Activity
Increased 1.87%
4.93%
$12.665M
129,107 shares@ $98.1 avg price
IEFIshares Tr
Recent Activity
Increased 1.9%
3.21%
$8.25M
84,085 shares@ $98.12 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 8%
2.73%
$7.001M
16,270 shares@ $430.31 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 1.69%
2.55%
$6.55M
31,553 shares@ $207.61 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.37%
2.14%
$5.483M
29,427 shares@ $186.34 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Increased 0.46%
2.1%
$5.393M
264,637 shares@ $20.38 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.31%
2.04%
$5.225M
10,705 shares@ $488.07 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.26%
1.96%
$5.025M
5,668 shares@ $886.54 avg price
VVisa Inc
Recent Activity
Increased 1.29%
1.56%
$4.01M
14,584 shares@ $274.95 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 3.48%
1.45%
$3.716M
14,179 shares@ $262.07 avg price