Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $251 Million
  • Q3 2024

Palumbo Wealth Management LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $251 Million distributed in 160 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 $23M, Spdr Gold Trust with a value of $13.2M, Ishares Barclays 20+ Year Trea with a value of $12.7M, Invesco Db Commodity Index Tracking Fund with a value of $10.5M, and Apple Inc. with a value of $10.3M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $232M to 251M.

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 $251 Million
ETFs: $110 Million
Technology: $34.4 Million
Financial Services: $23.6 Million
Consumer Cyclical: $16.6 Million
Healthcare: $15.6 Million
Industrials: $15.4 Million
Consumer Defensive: $15.2 Million
Communication Services: $7.71 Million
Other: $11.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.4 Million 2.15% of portfolio
264,637
Q3 2024 Added 0.45%
$0
$487,000 0.19% of portfolio
61,780
Q3 2024 New
$0
$484,000 0.19% of portfolio
58,635
Q3 2024 New
$42.9M
$219,000 0.09% of portfolio
185,961
Q3 2024 Added 9.33%
$35M
$52,000 0.02% of portfolio
78,378
Q3 2024 Reduced 42.17%
$13.5M
$10,000 0.0% of portfolio
17,515
Q3 2024 Added 55.47%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $251 Million
  • Prior Value $232 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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