Palumbo Wealth Management LLC
Q2 2025 13F Holdings
- Locationgreat neck, NY
- Num holdings
197
- Value ($000)
$322,890
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.92M | 9 % | 45,185 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $19.68M | 6 % | 388,328 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $16.02M | 5 % | 52,561 | ||
AAPL APPLE INC | COM | 037833100 | $11.65M | 4 % | 56,798 | ||
DBC INVESCO DB COMMDY INDX TRCK | UNIT | 46138B103 | $10.26M | 3 % | 470,474 | ||
AMZN AMAZON COM INC | COM | 023135106 | $10.23M | 3 % | 46,647 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.99M | 3 % | 20,081 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $8.49M | 3 % | 37,118 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.79M | 2 % | 49,300 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $6.85M | 2 % | 6,924 |
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