Palumbo Wealth Management LLC
Top Portfolio Positions
181 positions ·
$334,863,419 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
48,380 | $31,463,449 | 9.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
74,283 | $21,360,819 | 6.38% | |
| GLD |
Spdr Gold Trust
|
43,064 | $18,530,008 | 5.53% | |
| AAPL |
Apple Inc.
Technology
|
69,259 | $17,577,241 | 5.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,716 | $17,018,991 | 5.08% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
485,513 | $14,055,601 | 4.20% | |
| NVDA |
Nvidia Corp
Technology
|
65,618 | $11,443,779 | 3.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,726 | $9,038,360 | 2.70% | |
| MSFT |
Microsoft Corp
Technology
|
23,418 | $8,668,641 | 2.59% | |
| WM |
Waste Management Inc
Industrials
|
37,289 | $8,568,639 | 2.56% |
Portfolio Trend
22 quarters · across all stocks
Holdings in OFIX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,078 | 40,373 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $650,515 | 42,910 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $628,846 | 42,954 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||