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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 $477,620,448
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 48,207 $35,999,641 7.54%
2.
Alphabet Inc.
 GOOGL 74,288 $26,548,477 5.56%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 399,763 $20,216,000 4.23%
4.
Apple Inc.
 AAPL 69,432 $20,090,877 4.21%
5.
Amazon Com Inc
 AMZN 81,207 $19,354,877 4.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.