$126 Million is the total value of Palumbo Wealth Management LLC's 81 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SSO | PROSHARES TR | $292,000 | -31.5% | 6,493 | 0.0% | 0.23% | -15.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 10.8% |
ISHARES TR | 12 | Q3 2023 | 10.6% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 9.6% |
SPDR GOLD TR | 12 | Q3 2023 | 6.9% |
ISHARES TR | 12 | Q3 2023 | 7.8% |
ETF SER SOLUTIONS | 12 | Q3 2023 | 6.5% |
PIMCO ETF TR | 12 | Q3 2023 | 9.3% |
INVESCO ACTVELY MNGD ETC FD | 12 | Q3 2023 | 9.0% |
APPLE INC | 12 | Q3 2023 | 5.3% |
MICROSOFT CORP | 12 | Q3 2023 | 2.7% |
View Palumbo Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-26 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-16 |
View Palumbo Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.