
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
Main Sectors:
Top Industries:
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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