Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $289 Million
  • Q1 2025

Palumbo Wealth Management LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $289 Million distributed in 187 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 $25.1M, Jp Morgan ETF Tr Ultra Short I with a value of $19.7M, Spdr Gold Trust with a value of $15.5M, Apple Inc. with a value of $11.7M, and Invesco Db Commodity Index Tracking Fund with a value of $10.9M.

Examining the 13F form we can see an increase of $29.4M in the current position value, from $259M to 289M.

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 $289 Million
ETFs: $106 Million
Technology: $42.8 Million
Financial Services: $30.5 Million
Healthcare: $22.8 Million
Consumer Cyclical: $21.3 Million
Industrials: $19.8 Million
Consumer Defensive: $14.6 Million
Communication Services: $13.6 Million
Other: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.1 Million 8.7% of portfolio
44,935
Q1 2025 Reduced 12.58%
$0
$19.7 Million 6.84% of portfolio
390,054
Q1 2025 Reduced 5.8%
$105B
$15.5 Million 5.37% of portfolio
53,837
Q1 2025 Reduced 0.67%
$3.36T
$11.7 Million 4.03% of portfolio
52,467
Q1 2025 Added 16.27%
$3.36B
$10.9 Million 3.77% of portfolio
483,691
Q1 2025 Reduced 1.05%
$93.7B
$8.64 Million 2.99% of portfolio
37,334
Q1 2025 Added 10.64%
$2.92T
$7.52 Million 2.6% of portfolio
20,022
Q1 2025 Added 16.6%
$1.93T
$6.77 Million 2.34% of portfolio
35,570
Q1 2025 Added 11.83%
$0
$6.66 Million 2.31% of portfolio
277,008
Q1 2025 Added 0.91%
$432B
$6.61 Million 2.29% of portfolio
6,991
Q1 2025 Added 16.17%
$548B
$6.2 Million 2.14% of portfolio
17,677
Q1 2025 Added 12.83%
$685B
$5.5 Million 1.9% of portfolio
10,328
Q1 2025 Added 38.54%
$0
$5.1 Million 1.76% of portfolio
10,869
Q1 2025 Added 0.52%
$73.6B
$4.9 Million 1.7% of portfolio
19,774
Q1 2025 Added 22.96%
$277B
$4.5 Million 1.56% of portfolio
41,564
Q1 2025 Added 45.24%
$17.3B
$4.26 Million 1.48% of portfolio
49,887
Q1 2025 Added 1.1%
$233B
$3.63 Million 1.26% of portfolio
11,622
Q1 2025 Added 25.49%
$0
$3.58 Million 1.24% of portfolio
85,432
Q1 2025 Added 3.82%
$15.6B
$3.54 Million 1.23% of portfolio
25,856
Q1 2025 Added 18.68%
$84.6B
$3.39 Million 1.17% of portfolio
2,367
Q1 2025 Added 23.09%
$185B
$3.26 Million 1.13% of portfolio
10,449
Q1 2025 Added 29.4%
$967B
$3.23 Million 1.12% of portfolio
20,919
Q1 2025 Added 29.56%
$24.3B
$3.02 Million 1.05% of portfolio
27,465
Q1 2025 Added 29.82%
$85.9B
$3.03 Million 1.05% of portfolio
8,691
Q1 2025 Added 30.75%
$404B
$2.94 Million 1.02% of portfolio
17,729
Q1 2025 Added 39.93%
$5.44B
$2.95 Million 1.02% of portfolio
53,539
Q1 2025 Added 30.62%
$0
$2.88 Million 1.0% of portfolio
19,737
Q1 2025 Reduced 0.56%
$714B
$2.85 Million 0.99% of portfolio
11,617
Q1 2025 Added 1.8%
$208B
$2.6 Million 0.9% of portfolio
10,436
Q1 2025 Added 14.48%
$166B
$2.51 Million 0.87% of portfolio
5,054
Q1 2025 Added 40.58%
$0
$2.41 Million 0.84% of portfolio
24,900
Q1 2023 New
$149B
$2.43 Million 0.84% of portfolio
65,772
Q1 2025 Added 43.64%
$42.8B
$2.41 Million 0.83% of portfolio
4,261
Q1 2025 Added 23.08%
$79.5B
$2.37 Million 0.82% of portfolio
18,958
Q1 2025 Added 15.87%
$0
$2.36 Million 0.82% of portfolio
23,411
Q1 2025 Added 672.13%
$0
$2.32 Million 0.8% of portfolio
28,078
Q1 2025 Added 166.5%
$12.3B
$2.27 Million 0.79% of portfolio
19,210
Q1 2025 Added 68.21%
$16.3B
$2.1 Million 0.73% of portfolio
4,615
Q1 2025 Added 41.43%
$318B
$1.97 Million 0.68% of portfolio
47,247
Q1 2025 Added 19.51%
$1.23T
$1.93 Million 0.67% of portfolio
3,345
Q1 2025 Added 42.64%
$997B
$1.9 Million 0.66% of portfolio
12,135
Q1 2025 Added 6.48%
$37.6B
$1.88 Million 0.65% of portfolio
38,119
Q1 2025 Added 34.18%
$382B
$1.84 Million 0.64% of portfolio
10,792
Q1 2025 Added 8.67%
$0
$1.76 Million 0.61% of portfolio
54,325
Q1 2025 Reduced 0.04%
$0
$1.76 Million 0.61% of portfolio
6,621
Q1 2025 Added 1.15%
$165B
$1.55 Million 0.54% of portfolio
15,714
Q1 2025 Reduced 3.83%
$171B
$1.46 Million 0.51% of portfolio
3,814
Q1 2025 Added 68.17%
$268B
$1.4 Million 0.49% of portfolio
5,231
Q1 2025 Added 32.6%
$0
$1.33 Million 0.46% of portfolio
36,306
Q1 2025 Reduced 6.53%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $289 Million
  • Prior Value $259 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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