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Home > Institutional Investor > Palumbo Wealth Management Llc > Profile

Instuitional Investor - Palumbo Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Palumbo Wealth Management Llc
Portfolio Value $299,171,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 44,935 $25,135,969 8.4%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 390,054 $19,748,420 6.6%
3.
Spdr Gold Trust
 GLD 53,837 $15,512,594 5.19%
4.
Apple Inc.
 AAPL 52,467 $11,654,542 3.9%
5.
Invesco Db Commdy Indx Trck
 483,691 $10,883,048 3.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)