Palumbo Wealth Management LLC Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode April 20th? (From True Market Insiders) (Ad) About Palumbo Wealth Management LLCInvestment ActivityPalumbo Wealth Management LLC has $223.34 million in total holdings as of March 31, 2024.Palumbo Wealth Management LLC owns shares of 140 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 10.47% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Palumbo Wealth Management LLC has purchased 123 new stocks and bought additional shares in 76 stocks.Palumbo Wealth Management LLC sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $19,418,588SPDR Gold Shares $13,007,676Invesco DB Commodity Index Tracking Fund $11,255,098iShares 20+ Year Treasury Bond ETF $9,171,174iShares 7-10 Year Treasury Bond ETF $8,206,528 Largest New Holdings this Quarter iShares S&P 100 ETF $3,022,856 HoldingReal Estate Select Sector SPDR Fund $2,268,676 Holdingmonday.com $419,441 HoldingMannKind $294,908 HoldingRTX $240,098 Holding Largest Purchases this Quarter iShares S&P 100 ETF 12,218 shares (about $3.02M)Real Estate Select Sector SPDR Fund 57,391 shares (about $2.27M)Walt Disney 13,379 shares (about $1.64M)SPDR S&P 500 ETF Trust 2,802 shares (about $1.47M)Illinois Tool Works 3,836 shares (about $1.03M) Largest Sales this Quarter Intel 10,612 shares (about $468.75K)iShares TIPS Bond ETF 3,629 shares (about $389.79K)SPROTT PHYSICAL GOLD TR 21,251 shares (about $367.64K)Virtus Terranova U.S. Quality Momentum ETF 9,728 shares (about $334.84K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 22,980 shares (about $318.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalumbo Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$19,418,588$1,465,653 ▲8.2%37,1248.7%FinanceGLDSPDR Gold Shares$13,007,676$232,052 ▲1.8%63,2305.8%FinanceDBCInvesco DB Commodity Index Tracking Fund$11,255,098$243,413 ▼-2.1%489,9915.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$9,171,174$138,997 ▲1.5%96,9264.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$8,206,528$287,198 ▼-3.4%86,6953.7%ETFAAPLApple$7,575,008$62,762 ▼-0.8%44,1743.4%Computer and TechnologyWMWaste Management$6,914,073$86,538 ▼-1.2%32,4383.1%Business ServicesTIPiShares TIPS Bond ETF$6,336,327$389,791 ▼-5.8%58,9922.8%ETFMSFTMicrosoft$6,126,262$44,177 ▲0.7%14,5612.7%Computer and TechnologyVGLTVanguard Long-Term Treasury Index ETF$5,571,400$135,541 ▼-2.4%94,0482.5%ETFAMZNAmazon.com$5,078,780$211,947 ▲4.4%28,1562.3%Retail/WholesaleQQQInvesco QQQ$4,656,996$23,534 ▲0.5%10,4882.1%FinanceSPROTT PHYSICAL GOLD TR$4,493,083$367,642 ▼-7.6%259,7162.0%UNITCOSTCostco Wholesale$4,114,665$608,115 ▲17.3%5,6161.8%Retail/WholesaleVVisa$3,824,772$958,914 ▲33.5%13,7051.7%Business ServicesTFJLInnovator 20+ Year Treasury Bond 5 Floor ETF - July$3,582,844$182,798 ▲5.4%175,7141.6%ETFITWIllinois Tool Works$3,263,702$1,029,315 ▲46.1%12,1631.5%Industrial ProductsNVDANVIDIA$3,085,780$541,254 ▲21.3%3,4151.4%Computer and TechnologyDISWalt Disney$3,084,043$1,637,033 ▲113.1%25,2051.4%Consumer DiscretionaryOEFiShares S&P 100 ETF$3,022,856$3,022,856 ▲New Holding12,2181.4%ETFXHBSPDR S&P Homebuilders ETF$2,778,5910.0%24,9001.2%ETFDGXQuest Diagnostics$2,495,956$90,915 ▲3.8%18,7511.1%MedicalBRK.BBerkshire Hathaway$2,465,5090.0%5,8631.1%FinanceMSTBLHA Market State Tactical Beta ETF$2,338,335$222,810 ▼-8.7%73,9041.0%ETFXLREReal Estate Select Sector SPDR Fund$2,268,676$2,268,676 ▲New Holding57,3911.0%ETFKOCoca-Cola$2,239,114$250,653 ▲12.6%36,5991.0%Consumer StaplesFIFiserv$2,139,671$479,300 ▲28.9%13,3881.0%Business ServicesACNAccenture$2,127,786$309,168 ▲17.0%6,1391.0%Business ServicesTMOThermo Fisher Scientific$2,103,463$486,488 ▲30.1%3,6190.9%MedicalJNJJohnson & Johnson$2,077,090$510,493 ▲32.6%13,1300.9%MedicalJPMJPMorgan Chase & Co.$2,035,416$16,224 ▼-0.8%10,1620.9%FinanceUNHUnitedHealth Group$1,968,095$398,764 ▲25.4%3,9780.9%MedicalMCDMcDonald's$1,886,454$175,930 ▲10.3%6,6910.8%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$1,859,743$10,656 ▼-0.6%31,7630.8%ETFGOOGLAlphabet$1,732,526$165,872 ▲10.6%11,4790.8%Computer and TechnologySHWSherwin-Williams$1,689,466$214,309 ▲14.5%4,8640.8%ConstructionTSCOTractor Supply$1,681,855$207,811 ▲14.1%6,4260.8%Retail/WholesaleNKENIKE$1,678,259$137,678 ▲8.9%17,8580.8%Consumer DiscretionaryBF.BBrown-Forman$1,618,504$647,164 ▲66.6%31,3540.7%Consumer StaplesCHDChurch & Dwight$1,608,749$314,907 ▲24.3%15,4230.7%Consumer StaplesORLYO'Reilly Automotive$1,597,366$215,616 ▲15.6%1,4150.7%Retail/WholesaleIBMInternational Business Machines$1,466,574$469,953 ▲47.2%7,6800.7%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,466,275$443 ▲0.0%9,9250.7%ETFGOOGAlphabet$1,446,775$139,166 ▲10.6%9,5020.6%Computer and TechnologyJOETVirtus Terranova U.S. Quality Momentum ETF$1,446,183$334,836 ▼-18.8%42,0160.6%ETFPGProcter & Gamble$1,444,058$17,361 ▼-1.2%8,9000.6%Consumer StaplesSJMJ. M. Smucker$1,428,677$323,875 ▲29.3%11,3500.6%Consumer StaplesOXYOccidental Petroleum$1,264,377$80,522 ▲6.8%19,4550.6%Oils/EnergyTGTTarget$1,246,010$97,292 ▲8.5%7,0310.6%Retail/WholesaleMSCIMSCI$1,199,891$271,811 ▲29.3%2,1410.5%Computer and TechnologyBACBank of America$1,182,038$84,789 ▲7.7%31,1720.5%FinanceEFAiShares MSCI EAFE ETF$1,119,996$28,271 ▼-2.5%14,0240.5%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,097,122$318,734 ▼-22.5%79,1000.5%ManufacturingSPGIS&P Global$1,006,605$2,127 ▲0.2%2,3660.5%Business ServicesFDSFactSet Research Systems$1,003,793$97,698 ▲10.8%2,2090.4%Business ServicesCATCaterpillar$941,745$22,353 ▼-2.3%2,5700.4%Industrial ProductsETNEaton$920,168$27,827 ▼-2.9%2,9430.4%Industrial ProductsMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$894,446$140,562 ▼-13.6%8,8960.4%ETFAMATApplied Materials$855,501$308,129 ▲56.3%4,1480.4%Computer and TechnologyCRMSalesforce$855,051$222,572 ▲35.2%2,8390.4%Computer and TechnologySBUXStarbucks$765,237$172,185 ▲29.0%8,3730.3%Retail/WholesaleIYWiShares U.S. Technology ETF$702,3120.0%5,2000.3%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$683,910$43,470 ▼-6.0%3,6500.3%ETFHDHome Depot$653,060$3,070 ▲0.5%1,7020.3%Retail/WholesaleCIThe Cigna Group$641,726$2,542 ▲0.4%1,7670.3%MedicalABTAbbott Laboratories$640,695$41,940 ▲7.0%5,6370.3%MedicalAMTAmerican Tower$605,104$41,895 ▲7.4%3,0620.3%FinanceCRWDCrowdStrike$602,389$260,960 ▲76.4%1,8790.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$600,764$20,788 ▲3.6%2,3120.3%ETFMETAMeta Platforms$592,919$4,856 ▲0.8%1,2210.3%Computer and TechnologyCVXChevron$565,961$4,417 ▲0.8%3,5880.3%Oils/EnergyCMCSAComcast$554,896$3,511 ▲0.6%12,8000.2%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$540,773$153,291 ▲39.6%4,8930.2%ETFPAYXPaychex$539,468$11,666 ▼-2.1%4,3930.2%Business ServicesPLDPrologis$539,231$104,434 ▲24.0%4,1410.2%FinanceAPHAmphenol$517,428$1,269 ▲0.2%4,4860.2%Computer and TechnologyMRKMerck & Co., Inc.$488,664$31,408 ▼-6.0%3,7030.2%MedicalUPSUnited Parcel Service$476,102$29,580 ▼-5.8%3,2030.2%TransportationXOMExxon Mobil$471,502$29,876 ▲6.8%4,0560.2%Oils/EnergyNOWServiceNow$463,540$239,394 ▲106.8%6080.2%Computer and TechnologyBXBlackstone$450,449$14,581 ▼-3.1%3,4290.2%FinancePALCPacer Lunt Large Cap Multi-Factor Alternator ETF$450,353$22,243 ▲5.2%9,6580.2%ETFEPDEnterprise Products Partners$446,6300.0%15,3060.2%Oils/EnergyMUBiShares National Muni Bond ETF$444,941$171,413 ▲62.7%4,1350.2%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$444,9280.0%9,0820.2%ETFEATON VANCE NATL MUN OPPORT$439,9670.0%26,5200.2%COM SHSARCCAres Capital$435,284$2,082 ▼-0.5%20,9070.2%FinanceEEMiShares MSCI Emerging Markets ETF$427,432$31,015 ▼-6.8%10,4050.2%FinanceNUWNuveen AMT-Free Municipal Value Fund$426,0870.0%31,5620.2%Financial ServicesMNDYmonday.com$419,441$419,441 ▲New Holding1,8570.2%Computer and TechnologySSOProShares Ultra S&P500$404,177$92,246 ▼-18.6%5,2140.2%ETFNEENextEra Energy$402,720$1,598 ▲0.4%6,3010.2%UtilitiesPRUPrudential Financial$390,469$11,153 ▼-2.8%3,3260.2%FinanceVIGVanguard Dividend Appreciation ETF$379,193$1,095 ▲0.3%2,0770.2%ETFAMGNAmgen$369,429$2,844 ▲0.8%1,2990.2%MedicalSSUSDay Hagan/Ned Davis Research Smart Sector ETF$363,968$8,267 ▲2.3%9,4660.2%ETFPEGPublic Service Enterprise Group$355,684$2,003 ▲0.6%5,3260.2%UtilitiesPKGPackaging Co. of America$348,088$14,235 ▼-3.9%1,8340.2%Industrial ProductsINTCIntel$335,880$468,748 ▼-58.3%7,6040.2%Computer and TechnologyLINDE PLC$318,019$464 ▲0.1%6850.1%SHSShowing largest 100 holdings. 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