Palumbo Wealth Management LLC holdings history

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183 is the total number of securities Palumbo Wealth Management LLC has owned. The longest Palumbo Wealth Management LLC has owned a single stock is 12 quarters.

Palumbo Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IEF ISHARES TR12125.80%8.11%10.78%Q4 2020Q3 202312
TLT ISHARES TR12124.16%7.07%10.58%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12124.73%6.47%9.58%Q4 2020Q3 202312
GLD SPDR GOLD TR12125.74%6.31%6.92%Q4 2020Q3 202312
MTUM ISHARES TR12120.31%3.90%7.85%Q4 2020Q3 202312
MSTB ETF SER SOLUTIONS12120.30%3.68%6.54%Q4 2020Q3 202312
MINT PIMCO ETF TR12120.64%3.36%9.33%Q4 2020Q3 202312
PDBC INVESCO ACTVELY MNGD E...12120.81%3.24%9.00%Q4 2020Q3 202312
AAPL APPLE INC12122.27%3.15%5.30%Q4 2020Q3 202312
MSFT MICROSOFT CORP12122.21%2.44%2.70%Q4 2020Q3 202312
PHYS SPROTT PHYSICAL GOLD TR12120.72%2.16%3.44%Q4 2020Q3 202312
EFA ISHARES TR12120.63%1.79%2.11%Q4 2020Q3 202312
VGIT VANGUARD SCOTTSDALE FDS12120.40%1.23%5.00%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.81%1.17%1.60%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.72%1.16%1.86%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.73%1.13%1.65%Q4 2020Q3 202312
VGLT VANGUARD SCOTTSDALE FDS12120.29%1.12%3.20%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12120.54%1.09%2.35%Q4 2020Q3 202312
WM WASTE MGMT INC DEL12120.47%0.90%2.79%Q4 2020Q3 202312
EEM ISHARES TR12120.27%0.90%1.10%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.22%0.80%1.89%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.63%0.79%0.98%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.40%0.79%1.17%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.27%0.73%1.10%Q4 2020Q3 202312
ETN EATON CORP PLC12120.36%0.69%0.94%Q4 2020Q3 202312
KO COCA COLA CO12120.47%0.69%0.90%Q4 2020Q3 202312
PAYX PAYCHEX INC12120.25%0.68%0.91%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.42%0.66%1.52%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.22%0.65%1.14%Q4 2020Q3 202312
LYB LYONDELLBASELL INDUSTR...12120.17%0.65%0.85%Q4 2020Q3 202312
TGT TARGET CORP12120.40%0.65%0.89%Q4 2020Q3 202312
UPS UNITED PARCEL SERVICE INC12120.32%0.64%0.78%Q4 2020Q3 202312
PFE PFIZER INC12120.13%0.61%0.94%Q4 2020Q3 202312
SPGI S&P GLOBAL INC12120.47%0.59%0.69%Q4 2020Q3 202312
ED CONSOLIDATED EDISON INC12120.15%0.59%0.93%Q4 2020Q3 202312
BX BLACKSTONE INC12120.20%0.57%0.82%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.42%0.54%0.62%Q4 2020Q3 202312
PRU PRUDENTIAL FINL INC12120.18%0.54%0.74%Q4 2020Q3 202312
SO SOUTHERN CO12120.13%0.50%0.75%Q4 2020Q3 202312
V VISA INC12120.23%0.46%1.23%Q4 2020Q3 202312
INTC INTEL CORP12120.14%0.44%0.64%Q4 2020Q3 202312
HD HOME DEPOT INC12120.28%0.43%0.58%Q4 2020Q3 202312
XLV SELECT SECTOR SPDR TR12120.25%0.42%0.85%Q4 2020Q3 202312
IBM INTERNATIONAL BUSINESS...12120.36%0.41%0.49%Q4 2020Q3 202312
CMCSA COMCAST CORP NEW12120.32%0.41%0.56%Q4 2020Q3 202312
NEE NEXTERA ENERGY INC12120.20%0.39%0.52%Q4 2020Q3 202312
GOOG ALPHABET INC12120.27%0.36%0.59%Q4 2020Q3 202312
XLU SELECT SECTOR SPDR TR12120.12%0.36%0.65%Q4 2020Q3 202312
CI THE CIGNA GROUP12120.25%0.32%0.46%Q4 2020Q3 202312
PEG PUBLIC SVC ENTERPRISE ...12120.16%0.28%0.38%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.20%0.26%0.33%Q4 2020Q3 202312
SSO PROSHARES TR12120.19%0.25%0.30%Q4 2020Q3 202312
HON HONEYWELL INTL INC12120.15%0.21%0.26%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.18%0.20%0.25%Q4 2020Q3 202312
BLK BLACKROCK INC12120.14%0.20%0.26%Q4 2020Q3 202312
YUM YUM BRANDS INC12120.14%0.20%0.24%Q4 2020Q3 202312
QCOM QUALCOMM INC12120.12%0.19%0.28%Q4 2020Q3 202312
SIRI SIRIUS XM HOLDINGS INC12120.03%0.16%0.56%Q4 2020Q3 202312
TIP ISHARES TR11113.86%5.67%6.59%Q1 2021Q3 202311
CSCO CISCO SYS INC11110.17%0.55%0.78%Q1 2021Q3 202311
F FORD MTR CO DEL11110.16%0.49%0.94%Q1 2021Q3 202311
VZ VERIZON COMMUNICATIONS...11110.13%0.42%0.54%Q4 2020Q2 202311
XOM EXXON MOBIL CORP11110.14%0.28%0.52%Q1 2021Q3 202311
LMT LOCKHEED MARTIN CORP740.14%0.17%0.24%Q4 2020Q3 202311
LNT ALLIANT ENERGY CORP10100.45%0.56%0.70%Q4 2020Q1 202310
PYPL PAYPAL HLDGS INC10100.16%0.40%0.67%Q4 2020Q1 202310
FDX FEDEX CORP10100.15%0.28%0.71%Q2 2021Q3 202310
CVX CHEVRON CORP NEW10100.17%0.27%0.37%Q2 2021Q3 202310
VXUS VANGUARD STAR FDS990.21%0.24%0.30%Q1 2021Q1 20239
FB META PLATFORMS INC630.14%0.22%0.28%Q4 2020Q3 20239
DBC INVESCO DB COMMDY INDX...880.27%5.05%6.16%Q4 2021Q3 20238
BTI BRITISH AMERN TOB PLC880.31%0.44%0.59%Q4 2020Q3 20228
MMM 3M CO880.28%0.38%0.42%Q2 2021Q1 20238
ABR ARBOR REALTY TRUST INC620.09%0.30%0.90%Q4 2020Q3 20238
LIN LINDE PLC710.15%0.18%0.21%Q4 2020Q4 20228
TXN TEXAS INSTRS INC620.13%0.17%0.22%Q4 2020Q2 20238
IJR ISHARES TR770.25%1.06%1.47%Q1 2022Q3 20237
JOET VIRTUS ETF TR II770.22%0.60%0.94%Q1 2022Q3 20237
ACN ACCENTURE PLC IRELAND310.14%0.35%0.80%Q4 2020Q3 20237
NKE NIKE INC430.15%0.26%0.73%Q4 2020Q3 20237
GDX VANECK VECTORS ETF TR520.13%0.15%0.17%Q1 2021Q1 20237
APH AMPHENOL CORP NEW660.21%0.24%0.27%Q2 2022Q3 20236
NFLX NETFLIX INC550.19%0.28%0.38%Q4 2020Q4 20215
WMT WALMART INC320.13%0.18%0.25%Q1 2021Q3 20235
MDT MEDTRONIC PLC410.13%0.16%0.20%Q4 2020Q3 20235
GM GENERAL MTRS CO550.14%0.16%0.19%Q4 2020Q4 20215
IWR ISHARES TR550.13%0.15%0.17%Q4 2020Q4 20215
IDEX IDEANOMICS INC550.00%0.00%0.01%Q2 2022Q2 20235
SHY ISHARES TR440.55%0.69%0.77%Q4 2020Q3 20214
OIH VANECK VECTORS ETF TR440.22%0.42%0.71%Q2 2021Q1 20224
PKG PACKAGING CORP AMER440.17%0.34%0.49%Q4 2022Q3 20234
JPST J P MORGAN EXCHANGE-TR...440.13%0.24%0.35%Q4 2020Q3 20214
VOO VANGUARD INDEX FDS440.12%0.15%0.18%Q4 2022Q3 20234
XHB SPDR SER TR331.05%1.13%1.22%Q1 2023Q3 20233
GOOGL ALPHABET INC330.73%0.88%1.00%Q1 2023Q3 20233
BRKB BERKSHIRE HATHAWAY INC...330.16%0.84%1.22%Q1 2023Q3 20233
USEP INNOVATOR ETFS TR330.31%0.37%0.42%Q1 2022Q3 20223
T AT&T INC210.16%0.36%0.47%Q4 2020Q2 20223
IYW ISHARES TR330.30%0.32%0.35%Q1 2023Q3 20233
DOCU DOCUSIGN INC330.17%0.23%0.28%Q1 2021Q3 20213
REZI RESIDEO TECHNOLOGIES INC330.17%0.20%0.21%Q4 2020Q2 20213
VFC V F CORP330.15%0.17%0.20%Q4 2020Q2 20213
MUB ISHARES TR330.14%0.16%0.18%Q1 2023Q3 20233
LINDE PLC330.14%0.16%0.17%Q1 2023Q3 20233
SPSB SPDR SER TR330.14%0.16%0.17%Q4 2020Q2 20213
PFF ISHARES TR330.14%0.15%0.16%Q4 2020Q2 20213
RTX RTX CORPORATION330.14%0.15%0.16%Q1 2023Q3 20233
DGX QUEST DIAGNOSTICS INC220.45%0.84%1.22%Q2 2023Q3 20232
UNH UNITEDHEALTH GROUP INC220.58%0.75%0.93%Q2 2023Q3 20232
ITW ILLINOIS TOOL WKS INC220.53%0.73%0.93%Q2 2023Q3 20232
SIVB SVB FINANCIAL GROUP220.62%0.70%0.77%Q4 2020Q1 20212
JNJ JOHNSON & JOHNSON220.59%0.68%0.77%Q2 2023Q3 20232
UJAN INNOVATOR ETFS TR220.62%0.64%0.66%Q2 2022Q3 20222
FTNT FORTINET INC220.53%0.63%0.72%Q3 2021Q4 20212
TMO THERMO FISHER SCIENTIF...220.51%0.61%0.70%Q2 2023Q3 20232
IT GARTNER INC220.53%0.58%0.63%Q3 2021Q4 20212
GNRC GENERAC HLDGS INC220.56%0.57%0.58%Q2 2021Q3 20212
SJM SMUCKER J M CO220.52%0.57%0.61%Q2 2023Q3 20232
PWR QUANTA SVCS INC110.53%0.57%0.60%Q2 2021Q4 20212
CARR CARRIER GLOBAL CORPORA...110.53%0.55%0.56%Q4 2020Q3 20212
TSCO TRACTOR SUPPLY CO220.51%0.54%0.57%Q2 2023Q3 20232
SHW SHERWIN WILLIAMS CO220.45%0.49%0.54%Q2 2023Q3 20232
MGM MGM RESORTS INTERNATIONAL220.46%0.48%0.50%Q1 2021Q2 20212
FISV FISERV INC220.26%0.44%0.62%Q2 2023Q3 20232
FDS FACTSET RESH SYS INC220.41%0.43%0.45%Q2 2023Q3 20232
ORLY OREILLY AUTOMOTIVE INC220.31%0.41%0.52%Q2 2023Q3 20232
ASML ASML HOLDING N V220.37%0.40%0.43%Q3 2021Q4 20212
CHD CHURCH & DWIGHT CO INC220.26%0.38%0.51%Q2 2023Q3 20232
MSCI MSCI INC220.32%0.38%0.44%Q2 2023Q3 20232
BFB BROWN FORMAN CORP220.23%0.36%0.49%Q2 2023Q3 20232
AMOM EXCHANGE LISTED FDS TR220.23%0.31%0.39%Q3 2021Q4 20212
DFS DISCOVER FINL SVCS220.21%0.30%0.40%Q2 2021Q3 20212
AMT AMERICAN TOWER CORP NEW220.23%0.29%0.34%Q2 2023Q3 20232
COF CAPITAL ONE FINL CORP220.25%0.28%0.32%Q1 2021Q2 20212
AMGN AMGEN INC220.14%0.15%0.16%Q2 2023Q3 20232
PALC PACER FDS TR220.14%0.15%0.15%Q2 2023Q3 20232
BIB PROSHARES TR220.13%0.14%0.14%Q1 2023Q2 20232
SSUS STRATEGY SHS220.12%0.13%0.14%Q2 2023Q3 20232
PIMCO ETF TR113.66%3.66%3.66%Q3 2023Q3 20231
MRO MARATHON OIL CORP111.98%1.98%1.98%Q1 2022Q1 20221
TFJL INNOVATOR ETFS TR111.83%1.83%1.83%Q3 2023Q3 20231
PSEP INNOVATOR ETFS TR111.05%1.05%1.05%Q4 2022Q4 20221
PMAY INNOVATOR ETFS TR110.83%0.83%0.83%Q1 2023Q1 20231
JETS ETF SER SOLUTIONS110.78%0.78%0.78%Q1 2021Q1 20211
DVN DEVON ENERGY CORP NEW110.78%0.78%0.78%Q1 2022Q1 20221
COP CONOCOPHILLIPS110.75%0.75%0.75%Q1 2022Q1 20221
PXD PIONEER NAT RES CO110.70%0.70%0.70%Q1 2021Q1 20211
APA APA CORPORATION110.70%0.70%0.70%Q1 2022Q1 20221
ANET ARISTA NETWORKS INC110.70%0.70%0.70%Q4 2021Q4 20211
PDD PINDUODUO INC110.69%0.69%0.69%Q4 2020Q4 20201
OXY OCCIDENTAL PETE CORP110.68%0.68%0.68%Q3 2023Q3 20231
CRL CHARLES RIV LABS INTL INC110.67%0.67%0.67%Q3 2021Q3 20211
AMAT APPLIED MATLS INC110.64%0.64%0.64%Q1 2021Q1 20211
DE DEERE & CO110.64%0.64%0.64%Q1 2021Q1 20211
FCX FREEPORT-MCMORAN INC110.58%0.58%0.58%Q4 2020Q4 20201
FANG DIAMONDBACK ENERGY INC110.53%0.53%0.53%Q1 2022Q1 20221
ETSY ETSY INC110.52%0.52%0.52%Q4 2020Q4 20201
ODFL OLD DOMINION FREIGHT L...110.52%0.52%0.52%Q4 2021Q4 20211
MELI MERCADOLIBRE INC110.52%0.52%0.52%Q4 2020Q4 20201
KSU KANSAS CITY SOUTHERN110.51%0.51%0.51%Q2 2021Q2 20211
MET METLIFE INC110.49%0.49%0.49%Q1 2021Q1 20211
KMB KIMBERLY-CLARK CORP110.49%0.49%0.49%Q4 2020Q4 20201
HES HESS CORP110.48%0.48%0.48%Q2 2021Q2 20211
IDXX IDEXX LABS INC110.47%0.47%0.47%Q3 2021Q3 20211
STX SEAGATE TECHNOLOGY HLD...110.44%0.44%0.44%Q4 2021Q4 20211
HTGC HERCULES CAPITAL INC110.32%0.32%0.32%Q3 2023Q3 20231
PANW PALO ALTO NETWORKS INC110.28%0.28%0.28%Q3 2023Q3 20231
ABT ABBOTT LABS110.22%0.22%0.22%Q3 2023Q3 20231
UBER UBER TECHNOLOGIES INC110.20%0.20%0.20%Q3 2023Q3 20231
URI UNITED RENTALS INC110.20%0.20%0.20%Q1 2021Q1 20211
PNC PNC FINL SVCS GROUP INC110.17%0.17%0.17%Q3 2023Q3 20231
UJUL INNOVATOR ETFS TR110.16%0.16%0.16%Q4 2020Q4 20201
DEO DIAGEO PLC110.16%0.16%0.16%Q4 2020Q4 20201
CVS CVS HEALTH CORP110.15%0.15%0.15%Q3 2023Q3 20231
IWM ISHARES TR110.15%0.15%0.15%Q1 2021Q1 20211
COIN COINBASE GLOBAL INC110.14%0.14%0.14%Q3 2021Q3 20211
TMUS T-MOBILE US INC110.14%0.14%0.14%Q3 2023Q3 20231
ABNB AIRBNB INC110.13%0.13%0.13%Q3 2021Q3 20211
SBUX STARBUCKS CORP110.11%0.11%0.11%Q3 2023Q3 20231
DAL DELTA AIR LINES INC DEL110.11%0.11%0.11%Q3 2023Q3 20231
SAN BANCO SANTANDER S.A.110.10%0.10%0.10%Q3 2023Q3 20231
GE GENERAL ELECTRIC CO110.10%0.10%0.10%Q1 2021Q1 20211
ICL ICL GROUP LTD110.04%0.04%0.04%Q3 2023Q3 20231
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of Palumbo Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Palumbo Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Palumbo Wealth Management LLC owns currently or has owned in the past.