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CIK: 0001846310
Total reported value
$477.6M
$477.6M
187 檔
17.4%
In Q1 2025, Palumbo Wealth Management LLC's U.S. equity holdings reached a combined market value of $477.6M, distributed across 187 disclosed stock positions.
In Q1 2025, Palumbo Wealth Management LLC displayed an active expansion posture, initiating 115 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | 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 | 8.40% | -0.14% | -12.58% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.60% | +0.25% | -5.80% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 5.19% | -1.25% | -0.67% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.90% | -0.08% | +16.27% | |
| 5 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 3.64% | -0.77% | -1.05% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 2.89% | -0.41% | +10.64% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | +0.48% | +16.60% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.10% | +11.83% | |
| 9 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.23% | -0.49% | +0.91% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.21% | -0.35% | +16.17% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | -0.05% | +12.83% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.18% | +38.54% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.70% | +0.18% | +0.52% | |
| 14 | ITW | Illinois Tool Works | Stock-Industrials | 1.64% | -0.07% | +22.96% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.53% | -0.10% | +36.27% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.05% | +45.24% | |
| 17 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.46% | -0.11% | +18.68% | |
| 18 | ETR | Entergy CORP | Stock-Utilities | 1.43% | -0.19% | +1.10% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 1.40% | — | +15.87% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.24% | — | +28.77% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | -0.21% | +25.49% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.20% | — | +3.82% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.13% | -0.06% | +23.09% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.09% | -0.15% | +29.40% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.35% | +29.56% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.01% | +0.06% | NEW | |
| 27 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.01% | — | +29.82% | |
| 28 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.99% | -0.22% | +30.62% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.14% | +39.93% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.96% | -0.05% | -0.56% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.11% | +1.80% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | -0.01% | +14.48% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.84% | -0.08% | +40.58% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.81% | — | +43.64% | |
| 35 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.81% | — | — | |
| 36 | MSCI | Msci Inc | Stock-Financials | 0.81% | -0.06% | +23.08% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.79% | +0.46% | +672.13% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.78% | -1.18% | +166.50% | |
| 39 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.76% | — | +68.21% | |
| 40 | FDS | Factset Research Systems Inc | Stock-Financials | 0.70% | — | +41.43% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | -0.01% | +19.51% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.13% | +42.64% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.06% | +6.48% | |
| 44 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.63% | -0.14% | +34.18% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.04% | +8.67% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.60% | -0.01% | +1.15% | |
| 47 | MSTB | Lha Market State Tactical | ETF-Other | 0.59% | -0.02% | -0.04% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | — | -3.83% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.49% | -0.03% | +68.17% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.21% | +32.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +6.4% | -5.80% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.7% | -12.58% | Add |
| 3 | WM | Waste Management Inc | +2.4% | +10.64% | Add |
| 4 | V | Visa Inc-class A Shares | +1.8% | +12.83% | Add |
| 5 | COST | Costco Wholesale CORP | +1.8% | +16.17% | Add |
| 6 | AAPL | Apple Inc | +1.6% | +16.27% | Add |
| 7 | AMZN | Amazon.com Inc | +1.2% | +11.83% | Add |
| 8 | PHYS | Sprott Physical Gold Trust | +1% | +0.91% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +1% | +0.52% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.7% | -0.56% | Add |
| 11 | MCD | Mcdonald's CORP | +0.5% | +25.49% | Add |
| 12 | IBM | Intl Business Machines CORP | +0.5% | +14.48% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.4% | +42.64% | Add |
| 14 | CMCSA | Comcast Corp-class A | +0.3% | +43.64% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.3% | +6.48% | Add |
| 16 | MSFT | Microsoft CORP | +0.2% | +16.60% | Add |
| 17 | NKE | Nike Inc -cl B | +0.2% | -0.61% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | +19.51% | Add |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +166.50% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | — | +1.89% | Add |
| 21 | HON | Honeywell International Inc | — | +1.80% | Add |
| 22 | CVX | Chevron CORP | 0% | +17.13% | Add |
| 23 | MSTB | Lha Market State Tactical | -0.1% | -0.04% | Add |
| 24 | WMT | Walmart Inc | -0.1% | +22.11% | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.29% | Add |
| 26 | CI | THE Cigna Group | -0.1% | +4.80% | Trim |
| 27 | NVDA | Nvidia CORP | -0.1% | +45.24% | Add |
| 28 | SPGI | S&p Global Inc | -0.2% | +8.28% | Add |
| 29 | HD | Home Depot Inc | -0.3% | +1.50% | Trim |
| 30 | MMM | 3m Co | -0.3% | — | Trim |
| 31 | SO | Southern Co/the | -0.4% | +8.98% | Trim |
| 32 | DIS | Walt Disney Co/the | -0.4% | -3.83% | Add |
| 33 | VZ | Verizon Communications Inc | -0.4% | — | Trim |
| 34 | ED | Consolidated Edison Inc | -0.4% | +2.44% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.4% | +8.17% | Trim |
| 36 | CSCO | Cisco Systems Inc | -0.4% | — | Trim |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | +1.32% | Trim |
| 38 | KO | Coca-cola Co/the | -0.5% | +16.94% | Trim |
| 39 | ETN | Eaton Corporation plc | -0.5% | +9.98% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | -0.5% | +1.80% | Trim |
| 41 | PAYX | Paychex Inc | -0.5% | +2.37% | Trim |
| 42 | PRU | Prudential Financial Inc | -0.6% | +5.44% | Trim |
| 43 | CAT | Caterpillar Inc | -0.6% | +2.39% | Trim |
| 44 | BX | Blackstone Inc | -0.7% | +7.61% | Trim |
| 45 | UPS | United Parcel Service-cl B | -0.7% | -1.68% | Trim |
| 46 | PG | Procter & Gamble Co/the | -0.7% | +8.67% | Trim |
| 47 | EEM | Ishares Msci Emerging Market | -1% | -0.01% | Trim |
| 48 | MINT | Pimco Enhanced Short Maturit | -1.2% | +672.13% | Trim |
| 49 | GLD | Spdr Gold Shares | -1.2% | -0.67% | Trim |
| 50 | EFA | Ishares Msci Eafe ETF | -1.5% | -0.01% | Trim |
According to official SEC Form 13F filings, Palumbo Wealth Management LLC reported a total U.S. public equity portfolio value of $477.6M across 187 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, JPST, GLD) accounted for 17.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
DBC
市值: $10.9M
Top Position Liquidated / Trimmed
IEF
前期市值: $12.3M
During Q1 2025, Palumbo Wealth Management LLC's top holdings by market value included SPY (8.4%)、JPST (6.6%)、GLD (5.2%). The largest single position, SPY, represented 8.4% of total portfolio value.
In Q1 2025, Palumbo Wealth Management LLC made 200 total portfolio adjustments, initiating 115 new buys, adding to 28 positions, trimming 25 holdings, and fully liquidating 32 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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