Palumbo Wealth Management LLC Portfolio Holdings
Palumbo Wealth Management LLC
- $217 Million
- Q1 2024
Palumbo Wealth Management LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $217 Million distributed in 140 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 $19.4M, Spdr Gold Trust with a value of $13M, Invesco Db Commodity Index Tracking Fund with a value of $11.3M, Ishares Barclays 20+ Year Trea with a value of $9.17M, and Ishares Barclays with a value of $8.21M.
Examining the 13F form we can see an increase of $26.6M in the current position value, from $191M to 217M.
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.