MondegarAI
Palumbo Wealth Management LLC

Q3 2024 · 13F-HR

Palumbo Wealth Management LLCholdings as filed

Filed 2024-10-28 · accession 0001951757-24-001129

$257.2M
Reported value
160
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$23.0M8.94%40,051CommonNONE
78463V107GLDSPDR GOLD TR$13.2M5.13%54,241CommonNONE
464287432TLTISHARES TR$12.7M4.92%129,107CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$10.5M4.09%472,342CommonNONE
037833100AAPLAPPLE INC$10.3M4.00%44,159CommonNONE
464287440IEFISHARES TR$8.3M3.21%84,085CommonNONE
594918104MSFTMICROSOFT CORP$7.0M2.72%16,270CommonNONE
94106L109WMWASTE MGMT INC DEL$6.6M2.55%31,553CommonNONE
464287176TIPISHARES TR$6.1M2.36%54,976CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.5M2.15%89,996CommonNONE
023135106AMZNAMAZON COM INC$5.5M2.13%29,427CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.4M2.10%264,637CommonNONE
46090E103QQQINVESCO QQQ TR$5.2M2.03%10,705CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.0M1.95%5,668CommonNONE
92826C839VVISA INC$4.0M1.56%14,584CommonNONE
452308109ITWILLINOIS TOOL WKS INC$3.7M1.44%14,179CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3.5M1.38%79,317CommonNONE
67066G104NVDANVIDIA CORPORATION$3.5M1.36%28,888CommonNONE
45782C243TFJLINNOVATOR ETFS TRUST$3.5M1.36%166,152CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M1.31%7,301CommonNONE
78464A888XHBSPDR SER TR$3.1M1.21%24,900CommonNONE
29364G103ETRENTERGY CORP NEW$3.1M1.20%23,468CommonNONE
191216100KOCOCA COLA CO$3.0M1.18%42,139CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$3.0M1.17%19,390CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.9M1.11%4,877CommonNONE
337738108FISVFISERV INC$2.7M1.03%14,761CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.5M0.98%4,073CommonNONE
478160104JNJJOHNSON & JOHNSON$2.5M0.98%15,515CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.5M0.98%7,112CommonNONE
580135101MCDMCDONALDS CORP$2.5M0.96%8,074CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.4M0.92%11,187CommonNONE
824348106SHWSHERWIN WILLIAMS CO$2.2M0.85%5,725CommonNONE
654106103NKENIKE INC$2.0M0.79%23,054CommonNONE
892356106TSCOTRACTOR SUPPLY CO$2.0M0.79%6,954CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.78%9,063CommonNONE
02079K305GOOGLALPHABET INC$2.0M0.77%12,005CommonNONE
02079K107GOOGALPHABET INC$1.9M0.75%11,465CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.9M0.73%1,638CommonNONE
26922B105MSTBETF SER SOLUTIONS$1.9M0.73%55,242CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.9M0.73%17,813CommonNONE
254687106DISDISNEY WALT CO$1.8M0.71%19,069CommonNONE
464287101OEFISHARES TR$1.8M0.71%6,556CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.8M0.70%10,327CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.8M0.69%29,374CommonNONE
55354G100MSCIMSCI INC$1.8M0.68%3,020CommonNONE
832696405SJMSMUCKER J M CO$1.7M0.66%14,095CommonNONE
060505104BACBANK AMERICA CORP$1.6M0.63%40,910CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.5M0.60%9,948CommonNONE
87612E106TGTTARGET CORP$1.4M0.56%9,300CommonNONE
92790A504JOETVIRTUS ETF TR II$1.4M0.56%39,277CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.3M0.51%25,458CommonNONE
303075105FDSFACTSET RESH SYS INC$1.3M0.49%2,735CommonNONE
78409V104SPGIS&P GLOBAL INC$1.2M0.48%2,375CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.2M0.48%91,314CommonNONE
464287465EFAISHARES TR$1.0M0.40%12,355CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.39%3,679CommonNONE
149123101CATCATERPILLAR INC$1.0M0.39%2,557CommonNONE
038222105AMATAPPLIED MATLS INC$984,4540.38%4,872CommonNONE
G29183103ETNEATON CORP PLC$951,4070.37%2,871CommonNONE
438516106HONHONEYWELL INTL INC$929,6540.36%4,497CommonNONE
69374H816PALCPACER FDS TR$903,5610.35%18,239CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$863,6220.34%3,714CommonNONE
002824100ABTABBOTT LABS$821,4240.32%7,205CommonNONE
464287721IYWISHARES TR$788,4240.31%5,200CommonNONE
72201R833MINTPIMCO ETF TR$779,5580.30%7,742CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$763,1590.30%2,721CommonNONE
30303M102METAMETA PLATFORMS INC$759,0960.30%1,326CommonNONE
81762P102NOWSERVICENOW INC$757,5490.29%847CommonNONE
M7S64H106MNDYMONDAY COM LTD$701,3700.27%2,525CommonNONE
437076102HDHOME DEPOT INC$697,6510.27%1,722CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$646,8630.25%18,354CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$645,0550.25%11,291CommonNONE
922908769VTIVANGUARD INDEX FDS$641,4160.25%2,265CommonNONE
125523100CITHE CIGNA GROUP$617,1000.24%1,781CommonNONE
464287457SHYISHARES TR$609,4190.24%7,329CommonNONE
032095101APHAMPHENOL CORP NEW$586,6140.23%9,003CommonNONE
65339F101NEENEXTERA ENERGY INC$576,2720.22%6,817CommonNONE
46432F396MTUMISHARES TR$571,9600.22%2,821CommonNONE
20030N101CMCSACOMCAST CORP NEW$526,6700.20%12,609CommonNONE
209115104EDCONSOLIDATED EDISON INC$525,0360.20%5,042CommonNONE
09260D107BXBLACKSTONE INC$524,9550.20%3,428CommonNONE
37954Y293MLPXGLOBAL X FDS$494,3340.19%9,082CommonNONE
30231G102XOMEXXON MOBIL CORP$489,2450.19%4,174CommonNONE
72200Y102PNIPIMCO NEW YORK MUN FD II$487,4450.19%61,780CommonNONE
72201A103XPMQXPIMCO MUN INCOME FD III$484,3260.19%58,635CommonNONE
56400P706MNKDMANNKIND CORP$483,3240.19%76,840CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$482,4270.19%2,093CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$479,6290.19%5,376CommonNONE
74347R107SSOPROSHARES TR$470,8610.18%5,222CommonNONE
464288414MUBISHARES TR$461,1190.18%4,245CommonNONE
744320102PRUPRUDENTIAL FINL INC$457,2630.18%3,776CommonNONE
166764100CVXCHEVRON CORP NEW$454,7840.18%3,088CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$445,5580.17%15,306CommonNONE
031162100AMGNAMGEN INC$430,4300.17%1,336CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$420,3030.16%3,083CommonNONE
704326107PAYXPAYCHEX INC$415,8260.16%3,099CommonNONE
58933Y105MRKMERCK & CO INC$414,4440.16%3,650CommonNONE
464287234EEMISHARES TR$410,3760.16%8,948CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$402,7440.16%2,033CommonNONE
482480100KLACKLA CORP$396,9700.15%513CommonNONE
539830109LMTLOCKHEED MARTIN CORP$392,2810.15%671CommonNONE
86280R803SSUSSTRATEGY SHS$387,1620.15%9,309CommonNONE
931142103WMTWALMART INC$373,9070.15%4,630CommonNONE
855244109SBUXSTARBUCKS CORP$364,8670.14%3,743CommonNONE
695156109PKGPACKAGING CORP AMER$363,7630.14%1,689CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$361,5830.14%3,770CommonNONE
09247X101BLKCHFBLACKROCK INC$354,1850.14%373CommonNONE
842587107SOSOUTHERN CO$349,9450.14%3,881CommonNONE
88160R101TSLATESLA INC$335,6720.13%1,283CommonNONE
464287804IJRISHARES TR$330,4590.13%2,825CommonNONE
G54950103LINLINDE PLC$328,1440.13%688CommonNONE
747525103QCOMQUALCOMM INC$319,8060.12%1,881CommonNONE
922908363VOOVANGUARD INDEX FDS$315,2710.12%597CommonNONE
75513E101RTXRTX CORPORATION$299,8140.12%2,475CommonNONE
172967424CCITIGROUP INC$297,3000.12%4,749CommonNONE
988498101YUMYUM BRANDS INC$288,6420.11%2,066CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$286,9370.11%6,761CommonNONE
717081103PFEPFIZER INC$279,9660.11%9,674CommonNONE
98138H101WDAYWORKDAY INC$272,5180.11%1,115CommonNONE
88579Y101MMM3M CO$266,1850.10%1,947CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$261,2070.10%3,234CommonNONE
74347R214BIBPROSHARES TR$255,0200.10%4,000CommonNONE
74340W103PLDPROLOGIS INC.$253,6570.10%2,009CommonNONE
81578P106SEERSEER INC$240,9160.09%122,292CommonNONE
30068X103XGNEXAGEN INC$235,9650.09%76,364CommonNONE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$234,4950.09%5,211CommonNONE
37637K108GTLBGITLAB INC$233,9410.09%4,539CommonNONE
882508104TXNTEXAS INSTRS INC$233,6880.09%1,131CommonNONE
67059N108NTNXNUTANIX INC$230,2460.09%3,886CommonNONE
00206R102TAT&T INC$230,2070.09%10,464CommonNONE
64110L106NFLXNETFLIX INC$228,3850.09%322CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$228,3710.09%6,139CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$223,4190.09%4,975CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$223,2490.09%7,047CommonNONE
31428X106FDXFEDEX CORP$221,2730.09%809CommonNONE
04546C205ASSERTIO HOLDINGS INC$219,4340.09%185,961CommonNONE
038923108ABRARBOR REALTY TRUST INC$218,4550.08%14,040CommonNONE
18915M107NETCLOUDFLARE INC$215,0870.08%2,659CommonNONE
278865100ECLECOLAB INC$208,6050.08%817CommonNONE
345370860FFORD MTR CO$207,7770.08%19,676CommonNONE
25056L103DSGNDESIGN THERAPEUTICS INC$197,8450.08%36,774CommonNONE
98423F109XMTRXOMETRY INC$191,1590.07%10,406CommonNONE
45667G103INFNEURINFINERA CORP$161,6900.06%23,954CommonNONE
G9TY5A101ZURAZURA BIO LTD$155,6410.06%38,335CommonNONE
039697107ARDXARDELYX INC$141,4250.05%20,526CommonNONE
29479A108ERASERASCA INC$108,4440.04%39,723CommonNONE
68218J103OABIOMNIAB INC$104,2280.04%24,640CommonNONE
21900C308CRMDCORMEDIX INC$99,9180.04%12,366CommonNONE
98983V106ZUOUSDZUORA INC$99,4410.04%11,536CommonNONE
45790W108INOZYME PHARMA INC$79,9460.03%15,286CommonNONE
89455T109TMCITREACE MED CONCEPTS INC$75,3770.03%12,996CommonNONE
577096100MTTR*MATTERPORT INC$70,7940.03%15,732CommonNONE
03945R102ACHRARCHER AVIATION INC$62,6610.02%20,680CommonNONE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$55,8230.02%19,587CommonNONE
68404V100OPTINOSE INC$52,5140.02%78,378CommonNONE
67080N101NUVBNUVATION BIO INC$37,6620.01%16,446CommonNONE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$26,4660.01%12,140CommonNONE
124155102BFLYBUTTERFLY NETWORK INC$20,6780.01%11,682CommonNONE
538146101LPSNUSDLIVEPERSON INC$15,5200.01%12,125CommonNONE
28623U101ELEVATION ONCOLOGY INC$10,5080.00%17,515CommonNONE

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.