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CIK: 0001846310
Total reported value
$477.6M
$477.6M
160 檔
14.6%
As reported in its official Q3 2024 Form 13F filing, Palumbo Wealth Management LLC's tracked investment portfolio stood at $477.6M with 160 total positions.
During Q3 2024, Palumbo Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.94% | -0.14% | -0.48% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 5.13% | -1.25% | -3.02% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.92% | — | +1.87% | |
| 4 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 4.09% | -0.77% | -0.71% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.00% | -0.08% | -0.30% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.21% | — | +1.89% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | +0.48% | +7.99% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 2.55% | -0.41% | +1.69% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.36% | — | -3.58% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.15% | — | -3.79% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.10% | +0.36% | |
| 12 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.10% | -0.49% | +0.45% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.03% | +0.18% | +0.31% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.95% | -0.35% | +1.25% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | -0.05% | +1.28% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 1.44% | -0.07% | +3.47% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.38% | — | -0.01% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | -0.05% | +3.30% | |
| 19 | TFJL | Innovator 20 Yr Treas Bond 5 | ETF-Other | 1.36% | — | -5.52% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.18% | +0.95% | |
| 21 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 1.21% | — | — | |
| 22 | ETR | Entergy CORP | Stock-Utilities | 1.20% | -0.19% | +3.11% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.18% | -0.01% | +2.25% | |
| 24 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.17% | -0.11% | +2.15% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | — | +2.24% | |
| 26 | FISV | Fiserv Inc | Stock-Other | 1.03% | — | +2.22% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.08% | +2.59% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.14% | -4.11% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.98% | -0.15% | -3.74% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.21% | +1.83% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.11% | +12.15% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.85% | +0.06% | NEW | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.79% | -0.43% | +0.66% | |
| 34 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.79% | -0.22% | +3.10% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | -0.01% | +0.91% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.35% | +2.62% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.06% | +0.10% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.73% | -0.06% | +3.15% | |
| 39 | MSTB | Lha Market State Tactical | ETF-Other | 0.73% | -0.02% | -3.12% | |
| 40 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.73% | — | +3.18% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.71% | — | -6.90% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.71% | -0.01% | -17.50% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.04% | +16.26% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.69% | — | -6.53% | |
| 45 | MSCI | Msci Inc | Stock-Financials | 0.68% | -0.06% | +2.79% | |
| 46 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.66% | — | +3.53% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | -0.01% | +10.81% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.60% | -0.05% | +0.03% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.56% | — | +10.40% | |
| 50 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.56% | -0.03% | -0.99% |
According to official SEC Form 13F filings, Palumbo Wealth Management LLC reported a total U.S. public equity portfolio value of $477.6M across 160 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, GLD, TLT) accounted for 14.6% of total reported equity market value during Q3 2024.
During Q3 2024, Palumbo Wealth Management LLC's top holdings by market value included SPY (8.9%)、GLD (5.1%)、TLT (4.9%). The largest single position, SPY, represented 8.9% of total portfolio value.
In Q3 2024, Palumbo Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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