$118 Million is the total value of Palumbo Wealth Management LLC's 78 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INC | $0 | – | -9,574 | -100.0% | -0.16% | – |
| LIN | Exit | LINDE PLC | $0 | – | -731 | -100.0% | -0.17% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -490 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 10.8% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 9.6% |
| ISHARES TR | 15 | Q2 2024 | 10.6% |
| SPDR GOLD TR | 15 | Q2 2024 | 6.9% |
| APPLE INC | 15 | Q2 2024 | 5.3% |
| ISHARES TR | 15 | Q2 2024 | 7.8% |
| ETF SER SOLUTIONS | 15 | Q2 2024 | 6.5% |
| PIMCO ETF TR | 15 | Q2 2024 | 9.3% |
| INVESCO ACTVELY MNGD ETC FD | 15 | Q2 2024 | 9.0% |
| MICROSOFT CORP | 15 | Q2 2024 | 2.8% |
View Palumbo Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 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 |
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.