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CIK: 0001846310
Total reported value
$477.6M
$477.6M
175 檔
18.0%
The Q4 2024 SEC filing reveals that Palumbo Wealth Management LLC held a total portfolio value of $477.6M, covering 175 public equity positions.
During Q4 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 | 11.25% | -0.14% | +28.33% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 7.79% | +0.25% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.90% | -1.25% | -0.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.22% | -0.08% | +2.19% | |
| 5 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 3.90% | -0.77% | +3.49% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | +0.48% | +5.54% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.10% | +8.09% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 2.54% | -0.41% | +6.94% | |
| 9 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.06% | -0.49% | +3.73% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +0.18% | +1.01% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.06% | -0.35% | +6.17% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | -0.05% | +7.43% | |
| 13 | ITW | Illinois Tool Works | Stock-Industrials | 1.52% | -0.07% | +13.41% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | -0.05% | -0.93% | |
| 15 | ETR | Entergy CORP | Stock-Utilities | 1.40% | -0.19% | +110.26% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.30% | -0.10% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | -0.18% | +2.11% | |
| 18 | FISV | Fiserv Inc | Stock-Other | 1.25% | — | +10.85% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.25% | — | +3.74% | |
| 20 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.23% | -0.11% | +12.36% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.35% | +34.49% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.06% | -0.15% | +13.54% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | — | +12.88% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.11% | +2.01% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.02% | -0.05% | +99.53% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.21% | +14.70% | |
| 27 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.97% | — | — | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.85% | -0.06% | +17.40% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.84% | +0.06% | NEW | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.83% | — | +18.77% | |
| 31 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.81% | -0.22% | +489.43% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.06% | -0.59% | |
| 33 | MSCI | Msci Inc | Stock-Financials | 0.78% | -0.06% | +14.64% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | -0.01% | +0.58% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.71% | -0.01% | -0.15% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.08% | -11.74% | |
| 37 | MSTB | Lha Market State Tactical | ETF-Other | 0.69% | -0.02% | -1.62% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.14% | -18.34% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | — | -14.32% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.01% | -3.37% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | — | +263.15% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.04% | -3.83% | |
| 43 | FDS | Factset Research Systems Inc | Stock-Financials | 0.59% | — | +19.31% | |
| 44 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.55% | -0.03% | -1.10% | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.52% | -0.14% | +11.59% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.13% | +76.85% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.21% | +7.23% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.48% | +0.26% | +38.70% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.47% | -0.43% | -27.18% | |
| 50 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.47% | — | -18.98% |
According to official SEC Form 13F filings, Palumbo Wealth Management LLC reported a total U.S. public equity portfolio value of $477.6M across 175 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, JPST, GLD) accounted for 18.0% of total reported equity market value during Q4 2024.
During Q4 2024, Palumbo Wealth Management LLC's top holdings by market value included SPY (11.3%)、JPST (7.8%)、GLD (4.9%). The largest single position, SPY, represented 11.3% of total portfolio value.
In Q4 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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