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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
ECLEcolab Inc
Recent Activity
New Position
0.09%
$208,605
817 shares@ $255.34 avg price
XMTRXometry Inc
Recent Activity
New Position
0.08%
$191,159
10,406 shares@ $18.38 avg price
ZURAZura Bio Ltd
Recent Activity
New Position
0.07%
$155,641
38,335 shares@ $4.07 avg price
CRMDCormedix Inc
Recent Activity
New Position
0.04%
$99,918
12,366 shares@ $8.09 avg price
TMCITreace Med Concepts Inc
Recent Activity
New Position
0.03%
$75,377
12,996 shares@ $5.81 avg price
VTYXVentyx Biosciences Inc
Recent Activity
New Position
0.02%
$26,466
12,140 shares@ $2.19 avg price
BFLYButterfly Network Inc
Recent Activity
New Position
0.01%
$20,678
11,682 shares@ $1.78 avg price