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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
MSTBEtf Ser Solutions
Recent Activity
Decreased -3.11%
0.74%
$1.882M
55,242 shares@ $34.07 avg price
DISDisney Walt Co
Recent Activity
Decreased -6.89%
0.72%
$1.834M
19,069 shares@ $96.2 avg price
OEFIshares Tr
Recent Activity
Decreased -17.5%
0.71%
$1.814M
6,556 shares@ $276.77 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -6.52%
0.7%
$1.775M
29,374 shares@ $60.42 avg price
JOETVirtus Etf Tr Ii
Recent Activity
Decreased -0.98%
0.57%
$1.445M
39,277 shares@ $36.78 avg price
FDSFactset Resh Sys Inc
Recent Activity
Decreased -0.32%
0.49%
$1.258M
2,735 shares@ $459.82 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Decreased -0.04%
0.48%
$1.226M
91,314 shares@ $13.44 avg price
EFAIshares Tr
Recent Activity
Decreased -1.12%
0.41%
$1.033M
12,355 shares@ $83.64 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.85%
0.39%
$1M
2,557 shares@ $391.11 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -1.54%
0.37%
$951,407
2,871 shares@ $331.39 avg price