HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
37,124 | +2,802 | $19,419 |
| SPY | 37,124 | +2,802 | $19,419 |
| SPDR GOLD TR (GLD) |
63,230 | +1,128 | $13,008 |
| GLD | 63,230 | +1,128 | $13,008 |
| INVESCO DB COMMDY INDX TRCK |
489,991 | -10,597 | $11,255 |
| DBC | 489,991 | -10,597 | $11,255 |
| ISHARES TR (TLT) |
96,926 | +1,469 | $9,171 |
| TLT | 96,926 | +1,469 | $9,171 |
| ISHARES TR (IEF) |
86,695 | -3,034 | $8,207 |
| IEF | 86,695 | -3,034 | $8,207 |
| APPLE INC |
44,174 | -366 | $7,575 |
| AAPL | 44,174 | -366 | $7,575 |
| WASTE MGMT INC DEL |
32,438 | -406 | $6,914 |
| WM | 32,438 | -406 | $6,914 |
| ISHARES TR (TIP) |
58,992 | -3,629 | $6,336 |
| TIP | 58,992 | -3,629 | $6,336 |
| MICROSOFT CORP |
14,561 | +105 | $6,126 |
| MSFT | 14,561 | +105 | $6,126 |
| VANGUARD SCOTTSDALE FDS (VGLT) |
94,048 | -2,288 | $5,571 |
| VGLT | 94,048 | -2,288 | $5,571 |
| AMAZON COM INC |
28,156 | +1,175 | $5,079 |
| AMZN | 28,156 | +1,175 | $5,079 |
| INVESCO QQQ TR |
10,488 | +53 | $4,657 |
| QQQ | 10,488 | +53 | $4,657 |
| SPROTT PHYSICAL GOLD TR |
259,716 | -21,251 | $4,493 |
| PHYS | 259,716 | -21,251 | $4,493 |
| COSTCO WHSL CORP NEW |
5,616 | +830 | $4,115 |
| COST | 5,616 | +830 | $4,115 |
| VISA INC |
13,705 | +3,436 | $3,825 |
| V | 13,705 | +3,436 | $3,825 |
| INNOVATOR ETFS TRUST (TFJL) |
175,714 | +8,965 | $3,583 |
| TFJL | 175,714 | +8,965 | $3,583 |
| ILLINOIS TOOL WKS INC |
12,163 | +3,836 | $3,264 |
| ITW | 12,163 | +3,836 | $3,264 |
| NVIDIA CORPORATION |
3,415 | +599 | $3,086 |
| NVDA | 3,415 | +599 | $3,086 |
| DISNEY WALT CO |
25,205 | +13,379 | $3,084 |
| DIS | 25,205 | +13,379 | $3,084 |
| ISHARES TR (OEF) |
12,218 | +12,218 | $3,023 |
| OEF | 12,218 | +12,218 | $3,023 |
| SPDR SER TR (XHB) |
24,900 | UNCH | $2,779 |
| XHB | 24,900 | UNCH | $2,779 |
| QUEST DIAGNOSTICS INC |
18,751 | +683 | $2,496 |
| DGX | 18,751 | +683 | $2,496 |
 BERKSHIRE HATHAWAY INC DEL |
$2,466 | ||
| BRK.B | 5,863 | UNCH | $2,466 |
| ETF SER SOLUTIONS (MSTB) |
73,904 | -7,042 | $2,338 |
| MSTB | 73,904 | -7,042 | $2,338 |
| SELECT SECTOR SPDR TR (XLRE) |
57,391 | +57,391 | $2,269 |
| XLRE | 57,391 | +57,391 | $2,269 |
| COCA COLA CO |
36,599 | +4,097 | $2,239 |
| KO | 36,599 | +4,097 | $2,239 |
| FISERV INC |
13,388 | +2,999 | $2,140 |
| FI | 13,388 | +2,999 | $2,140 |
| ACCENTURE PLC IRELAND |
6,139 | +892 | $2,128 |
| ACN | 6,139 | +892 | $2,128 |
| THERMO FISHER SCIENTIFIC INC |
3,619 | +837 | $2,103 |
| TMO | 3,619 | +837 | $2,103 |
| JOHNSON & JOHNSON |
13,130 | +3,227 | $2,077 |
| JNJ | 13,130 | +3,227 | $2,077 |
| JPMORGAN CHASE & CO |
10,162 | -81 | $2,035 |
| JPM | 10,162 | -81 | $2,035 |
| UNITEDHEALTH GROUP INC |
3,978 | +806 | $1,968 |
| UNH | 3,978 | +806 | $1,968 |
| MCDONALDS CORP |
6,691 | +624 | $1,886 |
| MCD | 6,691 | +624 | $1,886 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
31,763 | -182 | $1,860 |
| VGIT | 31,763 | -182 | $1,860 |
| ALPHABET INC |
11,479 | +1,099 | $1,733 |
| GOOGL | 11,479 | +1,099 | $1,733 |
| SHERWIN WILLIAMS CO |
4,864 | +617 | $1,689 |
| SHW | 4,864 | +617 | $1,689 |
| TRACTOR SUPPLY CO |
6,426 | +794 | $1,682 |
| TSCO | 6,426 | +794 | $1,682 |
| NIKE INC |
17,858 | +1,465 | $1,678 |
| NKE | 17,858 | +1,465 | $1,678 |
| BROWN FORMAN CORP |
$1,619 | ||
| BF.B | 31,354 | +12,537 | $1,619 |
| CHURCH & DWIGHT CO INC |
15,423 | +3,019 | $1,609 |
| CHD | 15,423 | +3,019 | $1,609 |
| OREILLY AUTOMOTIVE INC |
1,415 | +191 | $1,597 |
| ORLY | 1,415 | +191 | $1,597 |
| INTERNATIONAL BUSINESS MACHS |
7,680 | +2,461 | $1,467 |
| IBM | 7,680 | +2,461 | $1,467 |
| SELECT SECTOR SPDR TR (XLV) |
9,925 | +3 | $1,466 |
| XLV | 9,925 | +3 | $1,466 |
| ALPHABET INC |
9,502 | +914 | $1,447 |
| GOOG | 9,502 | +914 | $1,447 |
| VIRTUS ETF TR II (JOET) |
42,016 | -9,728 | $1,446 |
| JOET | 42,016 | -9,728 | $1,446 |
| PROCTER AND GAMBLE CO |
8,900 | -107 | $1,444 |
| PG | 8,900 | -107 | $1,444 |
| SMUCKER J M CO |
11,350 | +2,573 | $1,429 |
| SJM | 11,350 | +2,573 | $1,429 |
| OCCIDENTAL PETE CORP |
19,455 | +1,239 | $1,264 |
| OXY | 19,455 | +1,239 | $1,264 |
| TARGET CORP |
7,031 | +549 | $1,246 |
| TGT | 7,031 | +549 | $1,246 |
| MSCI INC |
2,141 | +485 | $1,200 |
| MSCI | 2,141 | +485 | $1,200 |
See Full List: All Stocks Held By Palumbo Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Palumbo Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $223,344 At 12/31/2023: $195,659 Palumbo Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Palumbo Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
