Palumbo Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$268M
Signature - Title
Killana Williams - Chief Compliance Officer
Location
Great Neck, NY
Summary
This page shows a list of all the recent 13F filings made by Palumbo Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Palumbo Wealth Management LLC reported 175 stock holdings with total value $268M as of Q4 2024. Top holdings included SPY, JPST, GLD, AAPL, and DBC.
Holdings Value