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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.47%
8.94%
$22.98M
40,051 shares@ $573.77 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -3.02%
5.13%
$13.184M
54,241 shares@ $243.07 avg price
TLTIshares Tr
Recent Activity
Increased 1.87%
4.93%
$12.665M
129,107 shares@ $98.1 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Decreased -0.7%
4.1%
$10.519M
472,342 shares@ $22.28 avg price
AAPLApple Inc
Recent Activity
Decreased -0.3%
4.01%
$10.289M
44,159 shares@ $233.0 avg price
IEFIshares Tr
Recent Activity
Increased 1.9%
3.21%
$8.25M
84,085 shares@ $98.12 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 8%
2.73%
$7.001M
16,270 shares@ $430.31 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 1.69%
2.55%
$6.55M
31,553 shares@ $207.61 avg price
TIPIshares Tr
Recent Activity
Decreased -3.58%
2.37%
$6.073M
54,976 shares@ $110.47 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Decreased -3.78%
2.16%
$5.538M
89,996 shares@ $61.55 avg price