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 ETFs Only

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%
$3.46B
$10.5 Million 4.03% of portfolio
488,807
Q4 2024 Added 3.49%
$0
$5.53 Million 2.13% of portfolio
10,813
Q4 2024 Added 1.01%
$0
$3.35 Million 1.29% of portfolio
82,285
Q4 2024 Added 3.74%
$0
$2.73 Million 1.05% of portfolio
19,849
Q4 2024 Added 99.53%
$0
$2.6 Million 1.0% of portfolio
24,900
Q1 2023 New
$0
$1.84 Million 0.71% of portfolio
54,349
Q4 2024 Reduced 1.62%
$0
$1.74 Million 0.67% of portfolio
6,546
Q4 2024 Reduced 0.15%
$0
$1.47 Million 0.57% of portfolio
38,844
Q4 2024 Reduced 1.1%
$0
$1.22 Million 0.47% of portfolio
94,126
Q4 2024 Added 3.08%
$0
$994,000 0.38% of portfolio
20,209
Q4 2024 Added 10.8%
$0
$944,000 0.36% of portfolio
12,497
Q4 2024 Added 1.15%
$0
$863,000 0.33% of portfolio
10,536
Q4 2024 Added 43.76%
$0
$829,000 0.32% of portfolio
5,200
Q1 2023 New
$0
$667,000 0.26% of portfolio
2,975
Q4 2024 New
$0
$658,000 0.25% of portfolio
2,272
Q4 2024 Added 0.31%
$0
$659,000 0.25% of portfolio
18,354
Q2 2024 New
$0
$585,000 0.23% of portfolio
2,829
Q4 2024 Added 0.28%
$0
$566,000 0.22% of portfolio
7,451
Q4 2024 New
$0
$548,000 0.21% of portfolio
9,082
Q4 2023 New
$0
$506,000 0.2% of portfolio
4,756
Q4 2024 Reduced 91.35%
$0
$494,000 0.19% of portfolio
5,775
Q4 2024 New
$0
$484,000 0.19% of portfolio
5,238
Q4 2024 Added 0.31%
$0
$442,000 0.17% of portfolio
4,155
Q4 2024 Reduced 2.12%
$0
$391,000 0.15% of portfolio
9,309
Q3 2024 Reduced 2.44%
$0
$371,000 0.14% of portfolio
2,039
Q4 2024 Added 0.3%
$0
$327,000 0.13% of portfolio
2,844
Q4 2024 Added 0.67%
$0
$304,000 0.12% of portfolio
3,032
Q4 2024 Reduced 60.84%
$0
$311,000 0.12% of portfolio
579
Q4 2024 Reduced 3.02%
$0
$284,000 0.11% of portfolio
6,810
Q4 2024 Reduced 23.89%
$0
$254,000 0.1% of portfolio
11,495
Q4 2024 New
$0
$246,000 0.09% of portfolio
3,257
Q4 2024 Added 0.71%
$0
$223,000 0.09% of portfolio
7,123
Q4 2024 New
$0
$202,000 0.08% of portfolio
4,000
Q4 2023 New

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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