Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $232 Million
  • Q2 2024

Palumbo Wealth Management LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $232 Million distributed in 151 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 $21.9M, Spdr Gold Trust with a value of $12M, Ishares Barclays 20+ Year Trea with a value of $11.6M, Invesco Db Commodity Index Tracking Fund with a value of $11.1M, and Apple Inc. with a value of $9.33M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $217M to 232M.

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 $232 Million
ETFs: $105 Million
Technology: $31.6 Million
Financial Services: $20.5 Million
Consumer Cyclical: $15.3 Million
Healthcare: $14.2 Million
Consumer Defensive: $13.7 Million
Industrials: $13.6 Million
Communication Services: $8.06 Million
Other: $9.68 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.6B
$398,000 0.17% of portfolio
76,278
Q2 2024 Added 17.17%
$994M
$174,000 0.07% of portfolio
23,549
Q2 2024 New
$327M
$161,000 0.07% of portfolio
68,345
Q2 2024 Reduced 12.87%
$1.47B
$134,000 0.06% of portfolio
22,104
Q2 2024 Added 27.92%
$668M
$86,000 0.04% of portfolio
12,667
Q2 2024 New
$519M
$82,000 0.04% of portfolio
28,350
Q2 2024 Added 41.26%
$1.08B
$102,000 0.04% of portfolio
10,326
Q2 2024 New
$1.27B
$66,000 0.03% of portfolio
14,861
Q2 2024 Added 6.48%
$535M
$64,000 0.03% of portfolio
18,316
Q2 2024 Added 41.03%
$363M
$41,000 0.02% of portfolio
17,793
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $232 Million
  • Prior Value $217 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Palumbo Wealth Management LLC Portfolio

Follow Palumbo Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palumbo Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email