Palumbo Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$257M
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 160 stock holdings with total value $257M as of Q3 2024. Top holdings included SPY, GLD, TLT, DBC, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 160 $257M +$9.54M -$4.1M +$5.44M SPY, GLD, TLT, DBC, AAPL 13F-HR 10/28/2024, 08:40 AM
Q2 2024 151 $237M +$23.8M -$9.26M +$14.5M SPY, GLD, TLT, DBC, AAPL 13F-HR 8/2/2024, 06:09 AM
Q1 2024 140 $223M +$23.4M -$7.17M +$16.2M SPY, GLD, DBC, TLT, IEF 13F-HR 4/15/2024, 12:50 PM
Q4 2023 123 $196M +$19.8M -$21.3M -$1.55M SPY, GLD, DBC, TLT, IEF 13F-HR 1/22/2024, 09:13 AM
Q3 2023 116 $182M +$38.7M -$13.4M +$25.2M SPY, TLT, DBC, IEF, GLD 13F-HR 10/16/2023, 09:47 AM
Q2 2023 105 $163M +$23.3M -$15.2M +$8.14M TLT, IEF, SPY, DBC, GLD 13F-HR 7/26/2023, 01:22 PM
Q1 2023 92 $150M +$21.6M -$3.19M +$18.4M TLT, IEF, SPY, GLD, MSTB 13F-HR 5/4/2023, 04:40 PM
Q4 2022 82 $126M +$14.1M -$12.1M +$1.97M TLT, IEF, GLD, MSTB, DBC 13F-HR 2/13/2023, 10:29 AM
Q3 2022 78 $118M +$10.6M -$9.06M +$1.51M IEF, GLD, MSTB, TIP, TLT 13F-HR 11/14/2022, 05:20 PM
Q2 2022 81 $126M +$15.1M -$26.9M -$11.8M IEF, TLT, GLD, TIP, MSTB 13F-HR 8/12/2022, 11:47 AM
Q1 2022 86 $156M +$28.5M -$26.4M +$2.14M MTUM, TIP, GLD, IEF, MSTB 13F-HR 5/10/2022, 10:27 AM
Q4 2021 89 $160M +$26M -$22.4M +$3.6M MINT, IEF, MTUM, TIP, GLD 13F-HR 2/16/2022, 05:11 PM
Q3 2021 96 $152M +$19.2M -$14.7M +$4.5M IEF, PDBC, SPY, MTUM, GLD 13F-HR 11/12/2021, 03:40 PM
Q2 2021 96 $149M +$19.3M -$11.7M +$7.62M PDBC, IEF, MTUM, TIP, GLD 13F-HR 8/16/2021, 03:34 PM
Q1 2021 98 $133M +$25.1M -$17.7M +$7.48M IEF, SPY, MTUM, TIP, TLT 13F-HR 5/17/2021, 04:02 PM
Q4 2020 89 $124M $0 $0 SPY, MINT, IEF, MTUM, GLD 13F-HR 5/17/2021, 03:59 PM