Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $259 Million
  • Q4 2024

Palumbo Wealth Management LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $259 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $30.1M, Jp Morgan ETF Tr Ultra Short I with a value of $20.9M, Spdr Gold Trust with a value of $13.1M, Apple Inc. with a value of $11.3M, and Invesco Db Commodity Index Tracking Fund with a value of $10.5M.

Examining the 13F form we can see an increase of $7.94M in the current position value, from $251M to 259M.

Palumbo Wealth Management LLC is based out at Great Neck, NY

Below you can find more details about Palumbo Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Million
ETFs: $106 Million
Technology: $40.2 Million
Financial Services: $24.1 Million
Consumer Cyclical: $18.4 Million
Industrials: $16.8 Million
Healthcare: $16.6 Million
Communication Services: $12 Million
Consumer Defensive: $11.3 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.1 Million 11.61% of portfolio
51,399
Q4 2024 Added 28.33%
$0
$20.9 Million 8.04% of portfolio
414,088
Q4 2024 New
$89.2B
$13.1 Million 5.06% of portfolio
54,198
Q4 2024 Reduced 0.08%
$3.79T
$11.3 Million 4.36% of portfolio
45,126
Q4 2024 Added 2.19%
$3.46B
$10.5 Million 4.03% of portfolio
488,807
Q4 2024 Added 3.49%
$3.09T
$7.24 Million 2.79% of portfolio
17,171
Q4 2024 Added 5.54%
$2.42T
$6.98 Million 2.69% of portfolio
31,807
Q4 2024 Added 8.09%
$90.4B
$6.81 Million 2.62% of portfolio
33,744
Q4 2024 Added 6.94%
$0
$5.53 Million 2.13% of portfolio
274,507
Q4 2024 Added 3.73%
$434B
$5.51 Million 2.13% of portfolio
6,018
Q4 2024 Added 6.18%
$0
$5.53 Million 2.13% of portfolio
10,813
Q4 2024 Added 1.01%
$559B
$4.95 Million 1.91% of portfolio
15,667
Q4 2024 Added 7.43%
$79.6B
$4.08 Million 1.57% of portfolio
16,081
Q4 2024 Added 13.41%
$299B
$3.84 Million 1.48% of portfolio
28,618
Q4 2024 Reduced 0.93%
$16.5B
$3.74 Million 1.44% of portfolio
49,343
Q4 2024 Added 110.26%
$615B
$3.38 Million 1.3% of portfolio
7,455
Q4 2024 Added 2.11%
$1.2T
$3.06 Million 1.18% of portfolio
16,146
Q4 2024 Added 34.49%
$15.6B
$2.99 Million 1.15% of portfolio
21,786
Q4 2024 Added 12.36%
$243B
$2.84 Million 1.09% of portfolio
8,075
Q4 2024 Added 13.54%
$507B
$2.78 Million 1.07% of portfolio
5,505
Q4 2024 Added 12.88%
$784B
$2.74 Million 1.05% of portfolio
11,412
Q4 2024 Added 2.01%
$0
$2.73 Million 1.05% of portfolio
19,849
Q4 2024 Added 99.53%
$212B
$2.68 Million 1.03% of portfolio
9,261
Q4 2024 Added 14.7%
$0
$2.6 Million 1.0% of portfolio
24,900
Q1 2023 New
$81.3B
$2.28 Million 0.88% of portfolio
1,923
Q4 2024 Added 17.4%
$92.8B
$2.26 Million 0.87% of portfolio
6,647
Q4 2024 Added 16.1%
$25.6B
$2.22 Million 0.85% of portfolio
21,156
Q4 2024 Added 18.77%
$1.25T
$2.17 Million 0.84% of portfolio
11,397
Q4 2024 Reduced 0.59%
$6.03B
$2.17 Million 0.84% of portfolio
40,989
Q4 2024 Added 489.43%
$47.7B
$2.08 Million 0.8% of portfolio
3,462
Q4 2024 Added 14.64%
$79.5B
$2.05 Million 0.79% of portfolio
16,362
Q4 2024 Added 10.85%
$229B
$2 Million 0.77% of portfolio
9,116
Q4 2024 Added 0.58%
$234B
$1.87 Million 0.72% of portfolio
3,595
Q4 2024 Reduced 11.74%
$398B
$1.83 Million 0.71% of portfolio
12,670
Q4 2024 Reduced 18.34%
$0
$1.84 Million 0.71% of portfolio
54,349
Q4 2024 Reduced 1.62%
$206B
$1.82 Million 0.7% of portfolio
16,339
Q4 2024 Reduced 14.32%
$0
$1.74 Million 0.67% of portfolio
6,546
Q4 2024 Reduced 0.15%
$372B
$1.74 Million 0.67% of portfolio
39,533
Q4 2024 Reduced 3.37%
$148B
$1.72 Million 0.66% of portfolio
45,790
Q4 2024 Added 263.15%
$393B
$1.66 Million 0.64% of portfolio
9,931
Q4 2024 Reduced 3.83%
$18.1B
$1.57 Million 0.6% of portfolio
3,263
Q4 2024 Added 19.31%
$0
$1.47 Million 0.57% of portfolio
38,844
Q4 2024 Reduced 1.1%
$43.5B
$1.4 Million 0.54% of portfolio
28,409
Q4 2024 Added 11.59%
$1.54T
$1.38 Million 0.53% of portfolio
2,345
Q4 2024 Added 76.85%
$342B
$1.32 Million 0.51% of portfolio
3,945
Q4 2024 Added 7.23%
$85.5B
$1.29 Million 0.5% of portfolio
3,774
Q4 2024 Added 38.7%
$96.9B
$1.27 Million 0.49% of portfolio
16,787
Q4 2024 Reduced 27.18%
$11.4B
$1.26 Million 0.48% of portfolio
11,420
Q4 2024 Reduced 18.98%
$0
$1.22 Million 0.47% of portfolio
94,126
Q4 2024 Added 3.08%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $259 Million
  • Prior Value $251 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 35 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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