Palumbo Wealth Management LLC

Q4 2024 13F Holdings

  • Location
    great neck, NY
  • Num holdings

    175

  • Value ($000)

    $267,840

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001846310
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$30.12M
11 %

51,399

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$20.86M
8 %

414,088

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$13.12M
5 %

54,198

AAPL
AAPL

APPLE INC

COM
037833100
$11.30M
4 %

45,126

DBC
DBC

INVESCO DB COMMDY INDX TRCK

UNIT
46138B103
$10.45M
4 %

488,807

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.24M
3 %

17,171

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.98M
3 %

31,807

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$6.81M
3 %

33,744

PHYS/U
PHYS/U

SPROTT PHYSICAL GOLD TR

UNIT
85207H104
$5.53M
2 %

274,507

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$5.53M
2 %

10,813

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