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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
SHWSherwin Williams Co
Recent Activity
Increased 2.22%
0.85%
$2.185M
5,725 shares@ $381.65 avg price
NKENike Inc
Recent Activity
Increased 0.66%
0.8%
$2.038M
23,054 shares@ $88.41 avg price
TSCOTractor Supply Co
Recent Activity
Increased 3.1%
0.79%
$2.023M
6,954 shares@ $290.92 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.92%
0.78%
$2.004M
9,063 shares@ $221.09 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.63%
0.78%
$1.991M
12,005 shares@ $165.86 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.11%
0.75%
$1.917M
11,465 shares@ $167.2 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 3.15%
0.74%
$1.886M
1,638 shares@ $1151.61 avg price
CHDChurch & Dwight Co Inc
Recent Activity
Increased 3.19%
0.73%
$1.865M
17,813 shares@ $104.72 avg price
PGProcter And Gamble Co
Recent Activity
Increased 16.26%
0.7%
$1.789M
10,327 shares@ $173.21 avg price
MSCIMsci Inc
Recent Activity
Increased 2.8%
0.69%
$1.76M
3,020 shares@ $582.9 avg price