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 Market Cap. of $10 Billions to $200 Billions
