Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $370 Million
  • Q3 2025

Palumbo Wealth Management LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $370 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.7M, J P Morgan Exch Traded Fd Tr B with a value of $29.2M, Apple Inc. with a value of $16.6M, Spdr Gold Trust with a value of $15.5M, and Select Sector Spdr Tr Communic with a value of $14.7M.

Examining the 13F form we can see an increase of $61.7M in the current position value, from $308M to 370M.

Palumbo Wealth Management LLC is based out at Great Neck, NY

Below you can find more details about Palumbo Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $370 Million
ETFs: $136 Million
Technology: $65 Million
Consumer Cyclical: $38.9 Million
Healthcare: $30.5 Million
Financial Services: $28.5 Million
Industrials: $25.6 Million
Communication Services: $18.6 Million
Consumer Defensive: $8.94 Million
Other: $15.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.7 Million 8.57% of portfolio
47,513
Q3 2025 Added 5.15%
$0
$29.2 Million 7.9% of portfolio
416,315
Q3 2025 New
$4.3T
$16.6 Million 4.48% of portfolio
65,027
Q3 2025 Added 14.49%
$130B
$15.5 Million 4.19% of portfolio
43,599
Q3 2025 Reduced 17.05%
$0
$14.7 Million 3.97% of portfolio
123,809
Q3 2025 New
$2.39T
$11.7 Million 3.17% of portfolio
53,369
Q3 2025 Added 14.41%
$3.78T
$11.5 Million 3.12% of portfolio
22,242
Q3 2025 Added 10.76%
$1.65T
$11 Million 2.99% of portfolio
45,424
Q3 2025 Added 109.06%
$3.62B
$10.5 Million 2.85% of portfolio
467,295
Q3 2025 Reduced 0.68%
$465B
$10.4 Million 2.82% of portfolio
55,924
Q3 2025 Added 13.44%
$0
$10.1 Million 2.74% of portfolio
122,246
Q3 2025 Added 486.28%
$85.9B
$8.27 Million 2.24% of portfolio
37,433
Q3 2025 Added 0.85%
$0
$7.01 Million 1.9% of portfolio
11,682
Q3 2025 Added 4.18%
$404B
$6.31 Million 1.71% of portfolio
6,822
Q3 2025 Reduced 1.47%
$533B
$5.94 Million 1.61% of portfolio
17,402
Q3 2025 Added 0.19%
$0
$5.88 Million 1.59% of portfolio
198,416
Q3 2025 Reduced 14.53%
$79.2B
$5.05 Million 1.37% of portfolio
72,371
Q3 2025 Added 389.75%
$0
$4.69 Million 1.27% of portfolio
46,611
Q3 2025 Added 88.71%
$12.2B
$4.61 Million 1.25% of portfolio
23,603
Q3 2025 New
$19.3B
$4.58 Million 1.24% of portfolio
49,191
Q3 2025 Added 0.51%
$662B
$4.4 Million 1.19% of portfolio
8,755
Q3 2025 Reduced 0.13%
$881B
$3.91 Million 1.06% of portfolio
12,402
Q3 2025 Added 3.37%
$6.2B
$3.87 Million 1.05% of portfolio
35,853
Q3 2025 Reduced 0.43%
$224B
$3.62 Million 0.98% of portfolio
11,917
Q3 2025 Added 0.96%
$15.6B
$3.53 Million 0.96% of portfolio
25,743
Q3 2025 Added 0.49%
$522B
$3.51 Million 0.95% of portfolio
18,935
Q3 2025 Added 3.74%
$73.7B
$3.12 Million 0.84% of portfolio
37,055
Q3 2025 New
$6.15B
$3.11 Million 0.84% of portfolio
54,751
Q3 2025 Added 0.48%
$1.37T
$3.12 Million 0.84% of portfolio
4,243
Q3 2025 Added 18.29%
$86.1B
$3.04 Million 0.82% of portfolio
8,785
Q3 2025 Added 0.07%
$266B
$2.97 Million 0.8% of portfolio
10,523
Q3 2025 Added 0.79%
$152B
$2.69 Million 0.73% of portfolio
10,896
Q3 2025 Added 1.54%
$222B
$2.69 Million 0.73% of portfolio
5,546
Q3 2025 Added 3.41%
$30.9B
$2.61 Million 0.71% of portfolio
20,737
Q3 2025 New
$413B
$2.64 Million 0.71% of portfolio
51,173
Q3 2025 Added 0.97%
$388B
$2.55 Million 0.69% of portfolio
15,756
Q3 2025 Added 58.61%
$45.2B
$2.52 Million 0.68% of portfolio
4,435
Q3 2025 Added 1.16%
$147B
$2.47 Million 0.67% of portfolio
25,330
Q3 2025 New
$0
$2.2 Million 0.59% of portfolio
28,049
Q3 2025 New
$0
$2.15 Million 0.58% of portfolio
52,993
Q3 2025 Added 1,224.83%
$0
$2.09 Million 0.57% of portfolio
63,692
Q3 2025 Added 50.0%
$319M
$2.06 Million 0.56% of portfolio
197,476
Q3 2025 Added 16.24%
$20B
$1.98 Million 0.54% of portfolio
23,444
Q3 2025 Added 45.83%
$39.8B
$1.76 Million 0.48% of portfolio
37,174
Q3 2025 Reduced 2.21%
$193B
$1.76 Million 0.48% of portfolio
15,403
Q3 2025 Added 0.67%
$115B
$1.64 Million 0.44% of portfolio
3,339
Q3 2025 Added 17.28%
$346B
$1.64 Million 0.44% of portfolio
10,681
Q3 2025 Added 6.42%
$0
$1.56 Million 0.42% of portfolio
39,497
Q3 2025 New
$300B
$1.49 Million 0.4% of portfolio
4,303
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $370 Million
  • Prior Value $308 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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