Palumbo Wealth Management LLC
Q1 2025 13F Holdings
- Locationgreat neck, NY
- Num holdings
187
- Value ($000)
$299,172
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001846310
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $25.14 M | 8 % | 44,935 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $19.75 M | 7 % | 390,054 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $15.51 M | 5 % | 53,837 | ||
AAPL APPLE INC | COM | 037833100 | $11.65 M | 4 % | 52,467 | ||
DBC INVESCO DB COMMDY INDX TRCK | UNIT | 46138B103 | $10.88 M | 4 % | 483,691 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $8.64 M | 3 % | 37,334 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.52 M | 3 % | 20,022 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.77 M | 2 % | 35,570 | ||
PHYS/U SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | $6.66 M | 2 % | 277,008 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $6.61 M | 2 % | 6,991 |
Rows Per Page
10
- 10
- 50
- 100