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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.76B
$482,000 0.19% of portfolio
76,840
Q3 2024 Added 0.74%
$1.23B
$223,000 0.09% of portfolio
7,047
Q3 2024 New
$349M
$197,000 0.08% of portfolio
36,774
Q3 2024 Added 11.25%
$1.86B
$191,000 0.08% of portfolio
10,406
Q3 2024 New
$1.43B
$161,000 0.06% of portfolio
23,954
Q3 2024 Added 8.37%
$745M
$141,000 0.06% of portfolio
20,526
Q3 2024 Reduced 12.84%
$353M
$99,000 0.04% of portfolio
12,366
Q3 2024 New
$1.23B
$99,000 0.04% of portfolio
11,536
Q3 2024 Added 11.72%
$310M
$108,000 0.04% of portfolio
39,723
Q3 2024 Reduced 41.88%
$386M
$75,000 0.03% of portfolio
12,996
Q3 2024 New
$1.35B
$70,000 0.03% of portfolio
15,732
Q3 2024 Added 5.86%
$1.65B
$62,000 0.02% of portfolio
20,680
Q3 2024 Added 12.91%
$535M
$20,000 0.01% of portfolio
11,682
Q3 2024 New
$582M
$37,000 0.01% of portfolio
16,446
Q3 2024 Reduced 41.99%

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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