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Hercules Technology Growth Capital shares owned by Palumbo Wealth Management

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Palumbo Wealth Management from 13F filings

Historical chart of Palumbo Wealth Management investment in Hercules Technology Growth Capital

Tip: Access up to 7 years of quarterly data

All positions including Hercules Technology Growth Capital held by Palumbo Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hercules Technology Growth Capital by Palumbo Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $600k 36k 16.67
2023-09-30 $591k 36k 16.42

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Invesco Db Commdy Indx Trck Unit (DBC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Waste Management (WM)
Ishares Tr Tips Bd Etf (TIP)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Amazon (AMZN)
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Sprott Physical Gold Tr Unit (PHYS)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for Palumbo Wealth Management

Top funds holding Hercules Technology Growth Capital

Sound Income Strategies
Van Eck Associates Corp.
Marshall Wace
Legal & General Group
Advisors Capital Management
Raymond James & Associates
Royal Bank of Canada
Two Sigma Advisers
Melia Wealth
Jpmorgan Chase & Co
Gilman Hill Asset Management
S & T Bank
Wells Fargo & Company
Two Sigma Investments
Border to Coast Pensions Partnership

View all funds holding Hercules Technology Growth Capital