Palumbo Wealth Management LLC

CIK
1846310
City
GREAT NECK
State / Country
NY

Top Portfolio Positions

179 positions · $328,410,850 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
48,380 $31,463,449 9.58%
GOOGL
Alphabet Inc.
Communication Services
74,283 $21,360,819 6.50%
GLD
Spdr Gold Trust
43,064 $18,530,008 5.64%
AAPL
Apple Inc.
Technology
69,259 $17,577,241 5.35%
AMZN
Amazon Com Inc
Consumer Cyclical
81,716 $17,018,991 5.18%
DBC
Invesco DB Commodity Index Tracking Fund
485,513 $14,055,601 4.28%
NVDA
Nvidia Corp
Technology
65,618 $11,443,779 3.48%
JPM
Jpmorgan Chase & Co
Financial Services
30,726 $9,038,360 2.75%
MSFT
Microsoft Corp
Technology
23,418 $8,668,641 2.64%
WM
Waste Management Inc
Industrials
37,289 $8,568,639 2.61%

Holdings in DBC

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Report Date Value (USD) Shares
2026-03-31 $14,055,601 485,513