Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025

Palumbo Wealth Management LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 Million distributed in 197 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 $27.9M, Jp Morgan ETF Tr Ultra Short I with a value of $19.7M, Spdr Gold Trust with a value of $16M, Apple Inc. with a value of $11.7M, and Invesco Db Commodity Index Tracking Fund with a value of $10.3M.

Examining the 13F form we can see an increase of $19M in the current position value, from $289M to 308M.

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 $308 Million
ETFs: $111 Million
Technology: $54 Million
Financial Services: $29.1 Million
Consumer Cyclical: $24.6 Million
Industrials: $23.5 Million
Healthcare: $21.1 Million
Communication Services: $16 Million
Consumer Defensive: $12 Million
Other: $14 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$11.7 Million 3.79% of portfolio
56,798
Q2 2025 Added 8.25%
$2.32T
$10.2 Million 3.32% of portfolio
46,647
Q2 2025 Added 31.14%
$3.77T
$9.99 Million 3.24% of portfolio
20,081
Q2 2025 Added 0.29%
$93.2B
$8.49 Million 2.76% of portfolio
37,118
Q2 2025 Reduced 0.58%
$416B
$7.79 Million 2.53% of portfolio
49,300
Q2 2025 Added 18.61%
$417B
$6.85 Million 2.23% of portfolio
6,924
Q2 2025 Reduced 0.96%
$575B
$6.17 Million 2.0% of portfolio
17,369
Q2 2025 Reduced 1.74%
$0
$5.88 Million 1.91% of portfolio
232,141
Q2 2025 Reduced 16.2%
$79.9B
$4.96 Million 1.61% of portfolio
20,065
Q2 2025 Added 1.47%
$622B
$4.26 Million 1.38% of portfolio
8,766
Q2 2025 Reduced 15.12%
$18B
$4.07 Million 1.32% of portfolio
48,942
Q2 2025 Reduced 1.89%
$1.14T
$3.83 Million 1.24% of portfolio
21,728
Q2 2025 Added 3.87%
$15.6B
$3.51 Million 1.14% of portfolio
25,617
Q2 2025 Reduced 0.92%
$855B
$3.48 Million 1.13% of portfolio
11,998
Q2 2025 Added 3.28%
$220B
$3.45 Million 1.12% of portfolio
11,804
Q2 2025 Added 1.57%
$5.99B
$3.25 Million 1.05% of portfolio
36,007
Q2 2025 Added 1,421.21%
$253B
$3.08 Million 1.0% of portfolio
10,441
Q2 2025 Added 0.05%
$88.1B
$3.01 Million 0.98% of portfolio
8,779
Q2 2025 Added 1.01%
$6.55B
$2.88 Million 0.93% of portfolio
54,489
Q2 2025 Added 1.77%
$439B
$2.79 Million 0.91% of portfolio
18,253
Q2 2025 Added 2.96%
$1.58T
$2.65 Million 0.86% of portfolio
3,587
Q2 2025 Added 7.23%
$23.8B
$2.52 Million 0.82% of portfolio
26,216
Q2 2025 Reduced 4.55%
$42.1B
$2.53 Million 0.82% of portfolio
4,384
Q2 2025 Added 2.89%
$155B
$2.46 Million 0.8% of portfolio
68,823
Q2 2025 Added 4.64%
$383B
$2.4 Million 0.78% of portfolio
50,680
Q2 2025 Added 7.27%
$79.5B
$2.37 Million 0.77% of portfolio
18,896
Q2 2025 Reduced 0.33%
$1.17T
$2.22 Million 0.72% of portfolio
12,501
Q2 2025 Added 3.02%
$168B
$2.17 Million 0.71% of portfolio
5,363
Q2 2025 Added 6.11%
$15.9B
$2 Million 0.65% of portfolio
4,473
Q2 2025 Reduced 3.08%
$221B
$1.9 Million 0.62% of portfolio
15,300
Q2 2025 Reduced 2.63%
$230M
$1.89 Million 0.61% of portfolio
169,890
Q2 2025 Added 268.44%
$40.6B
$1.6 Million 0.52% of portfolio
38,016
Q2 2025 Reduced 0.27%
$375B
$1.6 Million 0.52% of portfolio
10,037
Q2 2025 Reduced 7.0%
$12.6B
$1.52 Million 0.49% of portfolio
4,827
Q2 2025 Reduced 0.82%
$47.5B
$1.49 Million 0.48% of portfolio
7,957
Q2 2025 Added 133.07%
$264B
$1.49 Million 0.48% of portfolio
5,474
Q2 2025 Added 4.65%
$101B
$1.45 Million 0.47% of portfolio
2,847
Q2 2025 Added 8.62%
$250B
$1.41 Million 0.46% of portfolio
9,934
Q2 2025 New
$173B
$1.37 Million 0.44% of portfolio
3,535
Q2 2025 Reduced 7.32%
$169B
$1.31 Million 0.42% of portfolio
2,481
Q2 2025 Reduced 3.69%
$108B
$1.25 Million 0.41% of portfolio
2,705
Q2 2025 Added 300.15%
$12.4B
$1.26 Million 0.41% of portfolio
24,329
Q2 2025 Reduced 3.94%
$148B
$1.14 Million 0.37% of portfolio
3,206
Q2 2025 Added 1.36%
$95B
$1.05 Million 0.34% of portfolio
14,777
Q2 2025 Reduced 11.43%
$220B
$1.02 Million 0.33% of portfolio
2,617
Q2 2025 Added 0.08%
$220B
$974,000 0.32% of portfolio
7,164
Q2 2025 Reduced 3.76%
$74.1B
$948,000 0.31% of portfolio
3,563
Q2 2025 Added 3.43%
$1.92B
$887,000 0.29% of portfolio
81,757
Q2 2025 Reduced 0.88%
$60.5B
$898,000 0.29% of portfolio
9,096
Q2 2025 Added 0.54%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $308 Million
  • Prior Value $289 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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