Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025

Palumbo Wealth Management LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 Million distributed in 197 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 $27.9M, Jp Morgan ETF Tr Ultra Short I with a value of $19.7M, Spdr Gold Trust with a value of $16M, Apple Inc. with a value of $11.7M, and Invesco Db Commodity Index Tracking Fund with a value of $10.3M.

Examining the 13F form we can see an increase of $19M in the current position value, from $289M to 308M.

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 $308 Million
ETFs: $111 Million
Technology: $54 Million
Financial Services: $29.1 Million
Consumer Cyclical: $24.6 Million
Industrials: $23.5 Million
Healthcare: $21.1 Million
Communication Services: $16 Million
Consumer Defensive: $12 Million
Other: $14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.1B
$476,000 0.15% of portfolio
1,987
Q2 2025 Reduced 1.83%
$294B
$471,000 0.15% of portfolio
3,294
Q2 2025 Reduced 9.6%
$0
$476,000 0.15% of portfolio
5,614
Q2 2025 Reduced 2.2%
$55.9B
$467,000 0.15% of portfolio
3,477
Q2 2025 Added 9.55%
$1.05T
$448,000 0.15% of portfolio
1,412
Q2 2025 Reduced 41.19%
$119M
$460,000 0.15% of portfolio
66,012
Q2 2025 Reduced 33.46%
$68.2B
$474,000 0.15% of portfolio
15,306
Q4 2023 New
$1.42B
$476,000 0.15% of portfolio
14,104
Q2 2025 Reduced 1.11%
$152B
$427,000 0.14% of portfolio
6,155
Q2 2025 Reduced 10.68%
$434M
$443,000 0.14% of portfolio
183,358
Q2 2025 Added 92.07%
$2.7B
$416,000 0.14% of portfolio
7,530
Q2 2025 New
$0
$438,000 0.14% of portfolio
11,916
Q2 2025 New
$164B
$402,000 0.13% of portfolio
1,440
Q2 2025 Reduced 4.06%
$104B
$393,000 0.13% of portfolio
4,290
Q2 2025 Added 0.68%
$301B
$400,000 0.13% of portfolio
5,663
Q2 2025 Added 20.26%
$40.9B
$397,000 0.13% of portfolio
1,267
Q2 2025 Reduced 1.02%
$38.8B
$373,000 0.12% of portfolio
3,475
Q2 2025 Reduced 0.4%
$219B
$357,000 0.12% of portfolio
2,447
Q2 2025 Added 1.2%
$0
$372,000 0.12% of portfolio
2,045
Q1 2025 Added 0.29%
$4.65B
$384,000 0.12% of portfolio
16,076
Q2 2025 Reduced 0.24%
$1.01B
$379,000 0.12% of portfolio
101,438
Q2 2025 Added 4.02%
$195B
$358,000 0.12% of portfolio
12,382
Q2 2025 Added 1.11%
$0
$354,000 0.11% of portfolio
7,874
Q2 2025 Reduced 15.42%
$171M
$327,000 0.11% of portfolio
79,404
Q2 2025 New
$0
$329,000 0.11% of portfolio
3,011
Q2 2025 Added 4.4%
$207B
$336,000 0.11% of portfolio
4,246
Q2 2025 Added 6.9%
$1.06B
$331,000 0.11% of portfolio
15,782
Q2 2025 Reduced 29.55%
$0
$349,000 0.11% of portfolio
3,345
Q2 2025 Reduced 23.21%
$0
$331,000 0.11% of portfolio
6,872
Q2 2025 Added 0.93%
$19.2B
$322,000 0.1% of portfolio
1,711
Q2 2025 Added 0.59%
$177B
$314,000 0.1% of portfolio
1,973
Q2 2025 Reduced 21.55%
$36.7B
$317,000 0.1% of portfolio
3,166
Q2 2025 Added 0.73%
$73.8B
$295,000 0.1% of portfolio
2,932
Q2 2025 Added 6.27%
$42.3B
$321,000 0.1% of portfolio
2,170
Q2 2025 Added 2.36%
$111B
$302,000 0.1% of portfolio
3,302
Q2 2025 Reduced 5.09%
$226M
$274,000 0.09% of portfolio
132,433
Q2 2025 Added 6.71%
$868M
$263,000 0.09% of portfolio
21,651
Q2 2025 Added 68.24%
$0
$264,000 0.09% of portfolio
3,237
Q2 2025 Reduced 1.91%
$69.5B
$273,000 0.09% of portfolio
5,567
Q2 2025 Reduced 6.39%
$1.92B
$285,000 0.09% of portfolio
5,604
Q2 2025 Added 4.24%
$8.31B
$286,000 0.09% of portfolio
3,396
Q2 2025 Reduced 0.21%
$283B
$283,000 0.09% of portfolio
1,103
Q2 2025 Reduced 24.5%
$280B
$260,000 0.08% of portfolio
3,748
Q2 2025 Reduced 4.53%
$216B
$233,000 0.08% of portfolio
297
Q2 2025 New
$182B
$256,000 0.08% of portfolio
2,747
Q2 2025 New
$35.7B
$235,000 0.08% of portfolio
4,791
Q2 2025 New
$149B
$238,000 0.08% of portfolio
603
Q2 2025 Reduced 0.33%
$77.1B
$236,000 0.08% of portfolio
877
Q2 2025 Reduced 2.77%
$180B
$245,000 0.08% of portfolio
5,667
Q2 2025 Added 3.06%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $308 Million
  • Prior Value $289 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 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