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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
MTUMIshares Tr
Recent Activity
Decreased -1.8%
0.23%
$571,960
2,821 shares@ $202.76 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -2.21%
0.21%
$526,670
12,609 shares@ $41.77 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.28%
0.2%
$489,245
4,174 shares@ $117.22 avg price
CVXChevron Corp New
Recent Activity
Decreased -14.48%
0.18%
$454,784
3,088 shares@ $147.28 avg price
PAYXPaychex Inc
Recent Activity
Decreased -0.89%
0.17%
$415,826
3,099 shares@ $134.19 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.05%
0.17%
$414,444
3,650 shares@ $113.55 avg price
EEMIshares Tr
Recent Activity
Decreased -2.26%
0.16%
$410,376
8,948 shares@ $45.87 avg price
SSUSStrategy Shs
Recent Activity
Decreased -2.44%
0.16%
$387,162
9,309 shares@ $41.6 avg price
PKGPackaging Corp Amer
Recent Activity
Decreased -3.26%
0.15%
$363,763
1,689 shares@ $215.38 avg price
TSLATesla Inc
Recent Activity
Decreased -0.69%
0.14%
$335,672
1,283 shares@ $261.64 avg price