Palumbo Wealth Management LLC

CIK Number: 0001846310

267.84M
Market Value
167
# of Holdings
8 months
Avg. Holding Period
36.61%
Win Rate
17.07%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
SPDR S&P 500 ET...
583.14
+1.09% 51.4K +28.33% 30.12M 459.88 11.25%
2 JPMorgan Ultra-...
50.49
+0.03% 414.09K +100.00% 20.86M 50.37 7.79%
3
SPDR Gold Share...
269.62
+0.21% 54.2K -0.08% 13.12M 176.46 4.90%
4 Apple Inc.
235.40
-0.23% 45.13K +2.19% 11.3M 148.8 4.22%
5
Invesco DB Comm...
21.86
-0.3% 488.81K +3.49% 10.45M 24.35 3.90%

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Up to 30 years financial history
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