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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
XHBSpdr Ser Tr
Recent Activity
1.21%
$3.102M
24,900 shares@ $124.56 avg price
ETREntergy Corp New
Recent Activity
Increased 3.11%
1.21%
$3.089M
23,468 shares@ $131.62 avg price
KOCoca Cola Co
Recent Activity
Increased 2.26%
1.18%
$3.028M
42,139 shares@ $71.86 avg price
DGXQuest Diagnostics Inc
Recent Activity
Increased 2.15%
1.18%
$3.01M
19,390 shares@ $155.26 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.25%
1.11%
$2.851M
4,877 shares@ $584.67 avg price
FIFiserv Inc
Recent Activity
Increased 2.23%
1.04%
$2.652M
14,761 shares@ $179.66 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 2.6%
0.98%
$2.52M
4,073 shares@ $618.62 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.11%
0.98%
$2.514M
15,515 shares@ $162.06 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -3.73%
0.98%
$2.514M
7,112 shares@ $353.5 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.83%
0.96%
$2.459M
8,074 shares@ $304.51 avg price