Palumbo Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Palumbo Wealth Management LLC | Institutional Filer | ▲ 1.11% | $409.8M | 221 |
Current Portfolio Holdings
Showing all 221 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 48K | $31.5M | 7.68% |
| 2 | GOOGL | Alphabet Inc. | Technology | 74K | $21.4M | 5.21% |
| 3 | GLD | SPDR GOLD TR | — | 43K | $18.5M | 4.52% |
| 4 | AAPL | Apple Inc. | Technology | 69K | $17.6M | 4.29% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 82K | $17.0M | 4.15% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | — | 322K | $16.3M | 3.98% |
| 7 | DBC | INVESCO DB COMMDY INDX TRCK | — | 486K | $14.1M | 3.43% |
| 8 | NVDA | NVIDIA Corporation | Technology | 66K | $11.4M | 2.79% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 31K | $9.0M | 2.21% |
| 10 | MSFT | Microsoft Corporation | Technology | 23K | $8.7M | 2.12% |
| 11 | WM | Waste Management, Inc. | Industrials | 37K | $8.6M | 2.09% |
| 12 | PHYS | SPROTT ASSET MANAGEMENT LP | — | 204K | $7.2M | 1.76% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 15K | $7.1M | 1.73% |
| 14 | COST | Costco Wholesale Corporation | Consumer Defensive | 7K | $6.9M | 1.68% |
| 15 | IJR | ISHARES TR | — | 53K | $6.6M | 1.62% |
Showing 1 to 15 of 221 holdings