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Palumbo Wealth Management LLC

Q2 2023 · 13F-HR

Palumbo Wealth Management LLCholdings as filed

Filed 2023-07-26 · accession 0001951757-23-000433

$163.5M
Reported value
105
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287432TLTISHARES TR$17.3M10.6%168,124CommonNONE
464287440IEFISHARES TR$12.0M7.33%124,117CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$11.4M6.97%25,721CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$10.1M6.16%443,613CommonNONE
78463V107GLDSPDR GOLD TR$9.8M6.02%55,201CommonNONE
037833100AAPLAPPLE INC$8.7M5.30%44,658CommonNONE
26922B105MSTBETF SER SOLUTIONS$8.2M5.01%300,524CommonNONE
464287176TIPISHARES TR$7.2M4.42%67,110CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.7M2.88%315,524CommonNONE
594918104MSFTMICROSOFT CORP$4.4M2.70%12,968CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M2.35%10,402CommonNONE
023135106AMZNAMAZON COM INC$2.9M1.78%22,380CommonNONE
464287465EFAISHARES TR$2.3M1.38%31,145CommonNONE
78464A888XHBSPDR SER TR$2.0M1.22%24,900CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M1.22%5,862CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.9M1.17%13,125CommonNONE
94106L109WMWASTE MGMT INC DEL$1.9M1.15%10,848CommonNONE
72201R833MINTPIMCO ETF TR$1.7M1.04%17,059CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.94%2,854CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.5M0.90%9,748CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.89%4,894CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.3M0.82%98,283CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.80%9,903CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.79%4,186CommonNONE
191216100KOCOCA COLA CO$1.2M0.75%20,423CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.2M0.74%20,659CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.73%9,989CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.73%2,813CommonNONE
464287804IJRISHARES TR$1.1M0.69%11,381CommonNONE
92826C839VVISA INC$1.1M0.67%4,644CommonNONE
92790A504JOETVIRTUS ETF TR II$1.1M0.66%37,462CommonNONE
832696405SJMSMUCKER J M CO$1.0M0.61%6,801CommonNONE
464287234EEMISHARES TR$977,4200.60%24,707CommonNONE
478160104JNJJOHNSON & JOHNSON$967,5380.59%5,845CommonNONE
78409V104SPGIS&P GLOBAL INC$942,2880.58%2,350CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$940,7620.58%1,957CommonNONE
254687106DISDISNEY WALT CO$934,4350.57%10,466CommonNONE
452308109ITWILLINOIS TOOL WKS INC$862,2900.53%3,447CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$851,7580.52%13,407CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$841,1430.51%1,612CommonNONE
892356106TSCOTRACTOR SUPPLY CO$838,2520.51%3,791CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$820,5210.50%4,578CommonNONE
824348106SHWSHERWIN WILLIAMS CO$730,7550.45%2,752CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$730,4970.45%5,197CommonNONE
87612E106TGTTARGET CORP$723,0330.44%5,482CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$687,3080.42%5,136CommonNONE
060505104BACBANK AMERICA CORP$685,5910.42%23,897CommonNONE
303075105FDSFACTSET RESH SYS INC$677,5160.41%1,691CommonNONE
02079K107GOOGALPHABET INC$664,1260.41%5,490CommonNONE
149123101CATCATERPILLAR INC$650,1880.40%2,643CommonNONE
G29183103ETNEATON CORP PLC$615,3660.38%3,060CommonNONE
46432F396MTUMISHARES TR$611,7030.37%4,241CommonNONE
464287721IYWISHARES TR$566,1240.35%5,200CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$550,6380.34%2,839CommonNONE
437076102HDHOME DEPOT INC$530,7910.32%1,709CommonNONE
20030N101CMCSACOMCAST CORP NEW$525,7130.32%12,653CommonNONE
55354G100MSCIMSCI INC$518,0350.32%1,104CommonNONE
345370860FFORD MTR CO DEL$504,1780.31%33,323CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$501,5330.31%525CommonNONE
125523100CITHE CIGNA GROUP$489,6560.30%1,745CommonNONE
922908769VTIVANGUARD INDEX FDS$481,1640.29%2,184CommonNONE
65339F101NEENEXTERA ENERGY INC$478,5580.29%6,450CommonNONE
58933Y105MRKMERCK & CO INC$477,5080.29%4,138CommonNONE
166764100CVXCHEVRON CORP NEW$464,3520.28%2,951CommonNONE
704326107PAYXPAYCHEX INC$449,6080.27%4,019CommonNONE
695156109PKGPACKAGING CORP AMER$441,1470.27%3,338CommonNONE
337738108FISVFISERV INC$425,7570.26%3,375CommonNONE
30231G102XOMEXXON MOBIL CORP$422,5700.26%3,940CommonNONE
31428X106FDXFEDEX CORP$419,3510.26%1,692CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$416,9000.25%4,159CommonNONE
458140100INTCINTEL CORP$395,9730.24%11,841CommonNONE
032095101APHAMPHENOL CORP NEW$378,2680.23%4,453CommonNONE
115637209BF/BBROWN FORMAN CORP$369,2620.23%5,530CommonNONE
74347R107SSOPROSHARES TR$349,0460.21%6,002CommonNONE
09260D107BXBLACKSTONE INC$331,4470.20%3,565CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$327,7060.20%5,234CommonNONE
30303M102METAMETA PLATFORMS INC$325,1490.20%1,133CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$320,4040.20%3,489CommonNONE
988498101YUMYUM BRANDS INC$316,8730.19%2,287CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$312,6360.19%4,777CommonNONE
438516106HONHONEYWELL INTL INC$307,3280.19%1,481CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$301,9070.18%1,859CommonNONE
744320102PRUPRUDENTIAL FINL INC$299,3200.18%3,393CommonNONE
209115104EDCONSOLIDATED EDISON INC$291,9680.18%3,230CommonNONE
654106103NKENIKE INC$283,5320.17%2,569CommonNONE
G54950103LINLINDE PLC$281,4760.17%739CommonNONE
17275R102CSCOCISCO SYS INC$271,2190.17%5,242CommonNONE
464288414MUBISHARES TR$269,8840.17%2,529CommonNONE
717081103PFEPFIZER INC$265,3360.16%7,234CommonNONE
842587107SOSOUTHERN CO$262,0910.16%3,731CommonNONE
09247X101BLKCHFBLACKROCK INC$260,0680.16%376CommonNONE
69374H816PALCPACER FDS TR$237,5710.15%6,224CommonNONE
031162100AMGNAMGEN INC$237,2540.15%1,069CommonNONE
922908363VOOVANGUARD INDEX FDS$232,2130.14%570CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$227,2960.14%2,320CommonNONE
539830109LMTLOCKHEED MARTIN CORP$225,9190.14%491CommonNONE
747525103QCOMQUALCOMM INC$224,7720.14%1,888CommonNONE
86280R803SSUSSTRATEGY SHS$222,5420.14%6,267CommonNONE
931142103WMTWALMART INC$211,2670.13%1,344CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$210,1210.13%5,650CommonNONE
882508104TXNTEXAS INSTRS INC$209,5840.13%1,164CommonNONE
74347R214BIBPROSHARES TR$208,0800.13%4,000CommonNONE
038923108ABRARBOR REALTY TRUST INC$177,8810.11%12,003CommonNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$50,4770.03%11,143CommonNONE
45166V106IDEANOMICS INC$7450.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.