Top 50 Palumbo Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.68% | 48.4K | $31.5M | +1.19%(+569) | $464.81(+60.96%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.21% | 74.3K | $21.4M | +2.63%(+1.90K) | $216.26(+85.46%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.52% | 43.1K | $18.5M | -1.18%(-513) | $175.93(+142.83%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.29% | 69.3K | $17.6M | +5.97%(+3.90K) | $169.65(+75.78%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.15% | 81.7K | $17.0M | +0.07%(+57) | $184.99(+44.45%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.98% | 322.4K | $16.3M | +3.90%(+12.11K) | $50.56(-0.09%) | 2026-03-31 | |
| DBC | INVESCO DB COMMDY INDX TRCK | 3.43% | 485.5K | $14.1M | -0.01%(-53) | $23.24(+34.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.79% | 65.6K | $11.4M | +15.57%(+8.84K) | $96.49(+144.31%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.21% | 30.7K | $9.0M | +141.71%(+18.01K) | $242.82(+23.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.12% | 23.4K | $8.7M | +4.87%(+1.09K) | $313.42(+30.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.00% | +48.17% |
| Top 20 Holdings Unweighted | +15.94% | +55.83% |
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