Palumbo Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 2, 2024
Value $
$237M
Signature - Title
Killana Williams - Chief Compliance Officer
Location
1010 Northern Boulevard, Suite 310, Great Neck, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 151 $237M +$23.8M -$9.24M +$14.5M SPY, GLD, TLT, DBC, AAPL 13F-HR 8/2/2024, 06:09 AM
Q1 2024 139 $223M +$23.2M -$7.17M +$16.1M SPY, GLD, DBC, TLT, IEF 13F-HR 4/15/2024, 12:50 PM
Q4 2023 123 $196M +$19.8M -$21.3M -$1.55M SPY, GLD, DBC, TLT, IEF 13F-HR 1/22/2024, 09:13 AM
Q3 2023 116 $182M +$38.7M -$12.8M +$25.9M SPY, TLT, DBC, IEF, GLD 13F-HR 10/16/2023, 09:47 AM
Q2 2023 104 $163M +$23.3M -$11.9M +$11.4M TLT, IEF, SPY, DBC, GLD 13F-HR 7/26/2023, 01:22 PM
Q1 2023 92 $150M +$21.6M -$1.63M +$20M TLT, IEF, SPY, GLD, MSTB 13F-HR 5/4/2023, 04:40 PM
Q4 2022 82 $126M +$14.1M -$10.2M +$3.88M TLT, IEF, GLD, MSTB, DBC 13F-HR 2/13/2023, 09:29 AM
Q3 2022 78 $118M +$10.6M -$8.44M +$2.13M IEF, GLD, MSTB, TIP, TLT 13F-HR 11/14/2022, 04:20 PM
Q2 2022 81 $126M +$15.1M -$18M -$2.93M IEF, TLT, GLD, TIP, MSTB 13F-HR 8/12/2022, 11:47 AM
Q1 2022 86 $156M +$28.5M -$18.9M +$9.6M MTUM, TIP, GLD, IEF, MSTB 13F-HR 5/10/2022, 10:27 AM
Q4 2021 89 $160M +$26M -$16M +$9.97M MINT, IEF, MTUM, TIP, GLD 13F-HR 2/16/2022, 04:11 PM
Q3 2021 96 $152M +$19.2M -$14.7M +$4.5M IEF, PDBC, SPY, MTUM, GLD 13F-HR 11/12/2021, 03:40 PM
Q2 2021 96 $149M +$19.3M -$11.7M +$7.62M PDBC, IEF, MTUM, TIP, GLD 13F-HR 8/16/2021, 03:34 PM
Q1 2021 98 $133M +$25.1M -$17.7M +$7.48M IEF, SPY, MTUM, TIP, TLT 13F-HR 5/17/2021, 04:02 PM
Q4 2020 89 $124M SPY, MINT, IEF, MTUM, GLD 13F-HR 5/17/2021, 03:59 PM