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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 $267,840,258
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 51,399 $30,124,053 11.24%
2.
J P Morgan Exchange Traded F
 414,088 $20,857,613 7.78%
3.
Spdr Gold Trust
 GLD 54,198 $13,122,962 4.89%
4.
Apple Inc.
 AAPL 45,126 $11,300,487 4.21%
5.
Invesco Db Commdy Indx Trck
 488,807 $10,450,695 3.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)