Fund HoldingsPalumbo Wealth Management LLC

Total Portfolio Value
$181.80M
Total Bought
$38.22M
Total Sold
$19.01M
Net Transaction
+$19.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PIMCO ETF TR
ULTR SH GO AC FD
066,027+66,02706,6483.66%+6,648
INNOVATOR ETFS TR
INVTOR 2 PLS 5
0172,823+172,82303,3331.83%+3,333
WASTE MGMT INC DEL(WM)10,84833,302+22,4541,8815,0772.79%+3,195
SPDR S&P 500 ETF TR(SPY)25,72133,951+8,23011,40214,5147.98%+3,112
QUEST DIAGNOSTICS INC(DGX)5,19718,260+13,0637302,2251.22%+1,495
OCCIDENTAL PETE CORP(OXY)019,002+19,00201,2330.68%+1,233
COSTCO WHSL CORP NEW(COST)2,8544,882+2,0281,5372,7581.52%+1,222
VISA INC(V)4,6449,725+5,0811,1032,2371.23%+1,134
INVESCO DB COMMDY INDX TRCK(DBC)443,613447,247+3,63410,07011,1636.14%+1,093
NIKE INC(NKE)2,56913,855+11,2862841,3250.73%+1,041
ILLINOIS TOOL WKS INC(ITW)3,4477,354+3,9078621,6940.93%+831
UNITEDHEALTH GROUP INC(UNH)1,9573,339+1,3829411,6840.93%+743
FISERV INC(FISV)3,3759,898+6,5234261,1180.62%+692
SPDR GOLD TR(GLD)55,20161,399+6,1989,84110,5275.79%+686
VIRTUS ETF TR II
VIRTUS US QLTY
37,46261,093+23,6311,0781,7040.94%+626
ALPHABET INC(GOOG)9,98913,832+3,8431,1961,8101.00%+614
HERCULES CAPITAL INC(HCXY)036,000+36,00005910.33%+591
BROWN FORMAN CORP(BF-A)5,53015,371+9,8413698870.49%+517
CHURCH & DWIGHT CO INC(CHD)4,15910,178+6,0194179330.51%+516
PALO ALTO NETWORKS INC(PANW)02,169+2,16905090.28%+509
AMAZON COM INC(AMZN)22,38026,651+4,2712,9173,3881.86%+470
JOHNSON & JOHNSON(JNJ)5,8459,022+3,1779681,4050.77%+438
OREILLY AUTOMOTIVE INC(ORLY)5251,030+5055029360.51%+435
THERMO FISHER SCIENTIFIC INC(TMO)1,6122,508+8968411,2690.70%+428
COCA COLA CO(KO)20,42329,350+8,9271,2301,6430.90%+413
ALPHABET INC(GOOG)5,4908,107+2,6176641,0690.59%+405
BANK AMERICA CORP23,89739,583+15,6866861,0840.60%+398
ABBOTT LABS04,084+4,08403960.22%+396
UBER TECHNOLOGIES INC(UBER)08,030+8,03003690.20%+369
MICROSOFT CORP(MSFT)12,96814,974+2,0064,4164,7282.60%+312
PNC FINL SVCS GROUP INC(PNC)02,500+2,50003070.17%+307
MSCI INC(MSCI)1,1041,576+4725188080.44%+290
CVS HEALTH CORP(CVS)04,000+4,00002790.15%+279
SHERWIN WILLIAMS CO(SHW)2,7523,848+1,0967319810.54%+251
T-MOBILE US INC(TMUS)01,757+1,75702460.14%+246
MEDTRONIC PLC(MDT)03,094+3,09402420.13%+242
CISCO SYS INC(CSCO)5,2429,521+4,2792715120.28%+241
STARBUCKS CORP(SBUX)02,250+2,25002050.11%+205
DELTA AIR LINES INC DEL(DAL)05,500+5,50002040.11%+204
TRACTOR SUPPLY CO(TSCO)3,7915,107+1,3168381,0370.57%+199
BANCO SANTANDER S.A.(SAN)050,000+50,00001880.10%+188
ACCENTURE PLC IRELAND
SHS CLASS A
4,1864,735+5491,2921,4540.80%+162
FACTSET RESH SYS INC(FDS)1,6911,873+1826788190.45%+142
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
98,28398,28301,3371,4690.81%+132
MCDONALDS CORP(MCD)4,8946,018+1,1241,4601,5850.87%+125
COMCAST CORP NEW(CCZ)12,65313,668+1,0155266060.33%+80
ICL GROUP LTD(ICL)012,931+12,9310710.04%+71
CATERPILLAR INC(CAT)2,6432,641-26507210.40%+71
LOCKHEED MARTIN CORP(LMT)491696+2052262850.16%+59
BERKSHIRE HATHAWAY INC DEL5,8625,863+11,9992,0541.13%+55
AMGEN INC(AMGN)1,0691,071+22372880.16%+51
BLACKSTONE INC(BX)3,5653,539-263313790.21%+48
PACER FDS TR
LUNT LRGCP MULTI
6,2247,564+1,3402382790.15%+42
RTX CORPORATION(RTX)2,3203,726+1,4062272680.15%+41
INTERNATIONAL BUSINESS MACHS(IBM)5,1365,182+466877270.40%+40
CHEVRON CORP NEW(CVX)2,9512,974+234645020.28%+37
EATON CORP PLC(ETN)3,0603,053-76156510.36%+36
NVIDIA CORPORATION(NVDA)2,8132,797-161,1901,2170.67%+27
PRUDENTIAL FINL INC(PFH)3,3933,407+142993230.18%+24
EXXON MOBIL CORP3,9403,763-1774234420.24%+20
WALMART INC(WMT)1,3441,441+972112310.13%+19
VANGUARD SPECIALIZED FUNDS1,8592,059+2003023200.18%+18
PAYCHEX INC(PAYX)4,0194,007-124504620.25%+12
TARGET CORP(TGT)5,4826,650+1,1687237350.40%+12
THE CIGNA GROUP(CI)1,7451,753+84905010.28%+12
ARBOR REALTY TRUST INC012,330+12,33001870.10%+187
SIRIUS XM HOLDINGS INC(SIRI)011,209+11,2090510.03%+51
IDEANOMICS INC000000
AMPHENOL CORP NEW4,4534,464+113783750.21%-3
STRATEGY SHS
DAY HAGAN SMART
6,2676,420+1532232190.12%-3
META PLATFORMS INC(META)1,1331,066-673253200.18%-5
LYONDELLBASELL INDUSTRIES N
SHS - A -
3,4893,315-1743203140.17%-6
PROSHARES TR
PSHS ULT S&P 500
6,0026,395+3933493410.19%-8
VANGUARD INDEX FDS570571+12322240.12%-8
ISHARES TR2,5292,534+52702600.14%-10
HOME DEPOT INC(HD)1,7091,718+95315190.29%-12
QUALCOMM INC(QCOM)1,8881,88802252100.12%-15
BLACKROCK INC(BLK)376379+32602450.13%-15
VANGUARD INDEX FDS2,1842,193+94814660.26%-15
CONSOLIDATED EDISON INC(ED)3,2303,209-212922740.15%-18
ISHARES TR5,2005,20005665460.30%-21
SOUTHERN CO(SO)3,7313,726-52622410.13%-21
PFIZER INC(PFE)7,2347,347+1132652440.13%-22
LINDE PLC(LIN)739693-462812580.14%-23
PUBLIC SVC ENTERPRISE GRP IN(PEG)5,2345,266+323283000.16%-28
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,9039,912+91,3141,2760.70%-38
HONEYWELL INTL INC(HON)1,4811,443-383072670.15%-41
ISHARES TR
MSCI USA MMENTM
4,2414,050-1916125660.31%-46
SMUCKER J M CO(SJM)6,8017,763+9621,0049540.52%-50
DISNEY WALT CO(DIS)10,46610,905+4399348840.49%-51
YUM BRANDS INC(YUM)2,2872,051-2363172560.14%-61
MERCK & CO INC(MRK)4,1383,964-1744784080.22%-69
S&P GLOBAL INC(SPGI)2,3502,356+69428610.47%-81
SPDR SER TR
ST STR SP HOME
24,90024,90001,9991,9071.05%-93
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,7773,573-1,2043132110.12%-102
NEXTERA ENERGY INC(NEE)6,4506,433-174793690.20%-110
INVESCO QQQ TR10,40210,404+23,8433,7282.05%-115
AMERICAN TOWER CORP NEW(AMT)2,8392,589-2505514260.23%-125
PACKAGING CORP AMER(PKG)3,3382,059-1,2794413160.17%-125
FEDEX CORP(FDX)1,6921,056-6364192800.15%-140
Page 1 of 1