Palumbo Wealth Management LLC
CIK: 0001846310SEC EDGAR →
Portfolio Value
$405.3M
Holdings
218
As of
Q4 2025
New Positions
38
Closed Positions
55
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 47,811 | $32.6M | 8.04% |
| 2 | ALPHABET INC | 72,381 | $22.7M | 5.59% |
| 3 | AMAZON COM INC | 81,659 | $18.8M | 4.65% |
| 4 | APPLE INC | 65,355 | $17.8M | 4.38% |
| 5 | SPDR GOLD TR | 43,577 | $17.3M | 4.26% |
| 6 | J P MORGAN EXCHANGE TRADED F | 310,268 | $15.7M | 3.87% |
| 7 | INVESCO DB COMMDY INDX TRCK | 485,566 | $10.9M | 2.68% |
| 8 | MICROSOFT CORP | 22,330 | $10.8M | 2.66% |
| 9 | NVIDIA CORPORATION | 56,779 | $10.6M | 2.61% |
| 10 | WASTE MGMT INC DEL | 37,214 | $8.2M | 2.02% |
Quarterly Changes
New Positions (60)
$15.7M · 310K shares
$6.7M · 55K shares
$5.6M · 84K shares
$4.6M · 67K shares
$4.0M · 13K shares
$2.9M · 28K shares
$2.2M · 7K shares
$1.9M · 47K shares
$1.9M · 12K shares
$1.6M · 40K shares
$1.4M · 20K shares
$1.2M · 13K shares
$1.2M · 22K shares
$1.1M · 2K shares
$1.1M · 51K shares
$1.0M · 5K shares
$765K · 13K shares
$740K · 2K shares
$726K · 18K shares
$713K · 3K shares
$684K · 28K shares
$660K · 6K shares
$631K · 2K shares
$628K · 23K shares
$590K · 4K shares
$572K · 6K shares
$527K · 7K shares
$477K · 14K shares
$446K · 10K shares
$414K · 27K shares
$376K · 7K shares
$362K · 3K shares
$315K · 482 shares
$294K · 37K shares
$287K · 4K shares
$279K · 7K shares
$274K · 2K shares
$273K · 759 shares
$272K · 13K shares
$270K · 6K shares
$265K · 9K shares
$260K · 1K shares
$260K · 3K shares
$255K · 290 shares
$234K · 810 shares
$227K · 2K shares
$216K · 1K shares
$215K · 637 shares
$212K · 604 shares
$203K · 3K shares
$203K · 774 shares
$203K · 1K shares
$203K · 1K shares
$200K · 2K shares
$197K · 38K shares
$197K · 16K shares
$193K · 11K shares
$151K · 38K shares
$117K · 18K shares
$87K · 11K shares
Closed Positions (21)
$51.9M · 416K shares
$4.4M · 124K shares
$3.0M · 9K shares
$1.7M · 15K shares
$1.4M · 4K shares
$1.3M · 5K shares
$1.3M · 22K shares
$923K · 29K shares
$899K · 29K shares
$471K · 28K shares
$407K · 61K shares
$289K · 14K shares
$269K · 31K shares
$267K · 2K shares
$267K · 4K shares
$266K · 14K shares
$250K · 545 shares
$239K · 6K shares
$223K · 3K shares
$134K · 20K shares
$30K · 39K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $127.1M | 31.4% |
| Technology | 34 | $74.6M | 18.4% |
| Healthcare | 52 | $43.4M | 10.7% |
| Unknown | 10 | $43.2M | 10.7% |
| Consumer Cyclical | 18 | $40.4M | 10.0% |
| Communication Services | 8 | $31.1M | 7.7% |
| Industrials | 19 | $24.0M | 5.9% |
| Consumer Defensive | 4 | $8.5M | 2.1% |
| Utilities | 8 | $7.3M | 1.8% |
| Energy | 7 | $3.8M | 0.9% |
| Real Estate | 3 | $899K | 0.2% |
| Basic Materials | 3 | $856K | 0.2% |