Palumbo Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationgreat neck, NY
- CIK0001846310
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
175 | $267.84M | SPY, JPST, GQ9, AAPL | 13F-HR | Jan 30, 2025 | 000195175725000159 | ||
160 | $257.19M | SPY, GQ9, TLT, DBC | 13F-HR | Oct 28, 2024 | 000195175724001129 | ||
151 | $236.67M | SPY, GQ9, TLT, DBC | 13F-HR | Aug 2, 2024 | 000195175724000622 | ||
140 | $223.34M | SPY, GQ9, DBC, TLT | 13F-HR | Apr 15, 2024 | 000195175724000290 | ||
123 | $195.66M | SPY, GQ9, DBC, TLT | 13F-HR | Jan 22, 2024 | 000195175724000092 | ||
116 | $181.80M | SPY, TLT, DBC, IEF | 13F-HR | Oct 16, 2023 | 000195175723000582 | ||
105 | $163.50M | TLT, IEF, SPY, DBC | 13F-HR | Jul 26, 2023 | 000195175723000433 | ||
92 | $150.35M | TLT, IEF, SPY, GQ9 | 13F-HR | May 4, 2023 | 000195175723000266 | ||
82 | $125.77M | TLT, IEF, GQ9, MSTB | 13F-HR | Feb 13, 2023 | 000184631023000001 | ||
78 | $118.15M | IEF, GQ9, MSTB, TIP | 13F-HR | Nov 14, 2022 | 000184631022000006 | ||
81 | $125.96M | IEF, TLT, GQ9, TIP | 13F-HR | Aug 12, 2022 | 000184631022000005 | ||
86 | $155.57M | MTUM, TIP, GQ9, IEF | 13F-HR | May 10, 2022 | 000184631022000003 | ||
89 | $159.69M | MINT, IEF, MTUM, TIP | 13F-HR | Feb 16, 2022 | 000184631022000002 | ||
96 | $151.70M | IEF, PDBC, SPY, MTUM | 13F-HR | Nov 12, 2021 | 000184631021000003 | ||
96 | $149.01M | PDBC, IEF, MTUM, TIP | 13F-HR | Aug 16, 2021 | 000184905521000004 | ||
98 | $132.66M | IEF, SPY, MTUM, TIP | 13F-HR | May 17, 2021 | 000184631021000002 | ||
89 | $123.87M | SPY, MINT, IEF, MTUM | 13F-HR | May 17, 2021 | 000184631021000001 |