Fund HoldingsPalumbo Wealth Management LLC

Total Portfolio Value
$195.66M
Total Bought
$27.74M
Total Sold
$20.64M
Net Transaction
+$7.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
096,336+96,33605,9283.03%+5,928
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
017,586+17,58602,7751.42%+2,775
SPDR S&P 500 ETF TR(SPY)33,95134,322+37114,51416,3148.34%+1,800
SPDR GOLD TR(GLD)61,39962,102+70310,52711,8726.07%+1,345
APPLE INC(AAPL)044,540+44,54008,5754.38%+8,575
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
031,945+31,94501,8950.97%+1,895
WASTE MGMT INC DEL(WM)33,30232,844-4585,0775,8823.01%+806
AMAZON COM INC(AMZN)26,65126,981+3303,3884,0992.10%+712
MICROSOFT CORP(MSFT)14,97414,456-5184,7285,4362.78%+708
INTEL CORP(INTC)018,216+18,21609150.47%+915
SALESFORCE INC(CRM)02,100+2,10005530.28%+553
INVESCO QQQ TR10,40410,435+313,7284,2732.18%+546
ILLINOIS TOOL WKS INC(ITW)7,3548,327+9731,6942,1811.11%+487
SPDR SER TR
ST STR SP HOME
24,90024,90001,9072,3821.22%+475
NIKE INC(NKE)13,85516,393+2,5381,3251,7800.91%+455
EATON VANCE NATL MUN OPPORT026,520+26,52004490.23%+449
PROLOGIS INC.(PLD)03,339+3,33904450.23%+445
VISA INC(V)9,72510,269+5442,2372,6731.37%+437
APPLIED MATLS INC02,654+2,65404300.22%+430
NUVEEN AMT-FREE MUN VALUE FD031,562+31,56204300.22%+430
ARES CAPITAL CORP(ARCC)021,007+21,00704210.22%+421
STARBUCKS CORP(SBUX)2,2506,489+4,2392056230.32%+418
GLOBAL X FDS
GLB X MLP ENRG I
09,082+9,08204050.21%+405
ENTERPRISE PRODS PARTNERS L(EPD)015,306+15,30604030.21%+403
COSTCO WHSL CORP NEW(COST)4,8824,786-962,7583,1591.61%+401
ACCENTURE PLC IRELAND
SHS CLASS A
4,7355,247+5121,4541,8410.94%+387
SHERWIN WILLIAMS CO(SHW)3,8484,247+3999811,3250.68%+343
SPROTT PHYSICAL GOLD TR(PHYS)0280,967+280,96704,4762.29%+4,476
TESLA INC(TSLA)01,162+1,16202890.15%+289
COCA COLA CO(KO)29,35032,502+3,1521,6431,9150.98%+272
CROWDSTRIKE HLDGS INC(CRWD)01,065+1,06502720.14%+272
QUEST DIAGNOSTICS INC(DGX)18,26018,068-1922,2252,4911.27%+266
JPMORGAN CHASE & CO(JPM)010,243+10,24301,7420.89%+1,742
FISERV INC(FISV)9,89810,389+4911,1181,3800.71%+262
CHURCH & DWIGHT CO INC(CHD)10,17812,404+2,2269331,1730.60%+240
INNOVATOR ETFS TR
INVTOR 2 PLS 5
172,823166,749-6,0743,3333,5701.82%+237
PROSHARES TR
PSHS ULT NASB
04,000+4,00002280.12%+228
OREILLY AUTOMOTIVE INC(ORLY)1,0301,224+1949361,1630.59%+227
MCDONALDS CORP(MCD)6,0186,067+491,5851,7990.92%+214
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
04,586+4,58602100.11%+210
SERVICENOW INC(NOW)0294+29402080.11%+208
THERMO FISHER SCIENTIFIC INC(TMO)2,5082,782+2741,2691,4770.75%+208
AMERICAN TOWER CORP NEW(AMT)2,5892,850+2614266150.31%+189
TARGET CORP(TGT)6,6506,482-1687359230.47%+188
BROWN FORMAN CORP(BF-A)15,37118,817+3,4468871,0740.55%+188
ABBOTT LABS4,0845,268+1,1843965800.30%+184
DISNEY WALT CO(DIS)10,90511,826+9218841,0680.55%+184
S&P GLOBAL INC(SPGI)2,3562,361+58611,0400.53%+179
NVIDIA CORPORATION(NVDA)2,7972,816+191,2171,3950.71%+178
TRACTOR SUPPLY CO(TSCO)5,1075,632+5251,0371,2110.62%+174
AT&T INC(T)010,090+10,09001690.09%+169
SMUCKER J M CO(SJM)7,7638,777+1,0149541,1090.57%+155
JOHNSON & JOHNSON(JNJ)9,0229,903+8811,4051,5520.79%+147
ALPHABET INC(GOOG)8,1078,588+4811,0691,2100.62%+141
FACTSET RESH SYS INC(FDS)1,8731,994+1218199510.49%+132
MSCI INC(MSCI)1,5761,656+808089370.48%+128
INTERNATIONAL BUSINESS MACHS(IBM)5,1825,219+377278540.44%+126
STRATEGY SHS
DAY HAGAN SMART
6,4209,251+2,8312193300.17%+111
META PLATFORMS INC(META)1,0661,211+1453204290.22%+109
PACER FDS TR
LUNT LRGCP MULTI
7,5649,181+1,6172793760.19%+97
ISHARES TR5,2005,20005466380.33%+93
BLACKSTONE INC(BX)3,5393,540+13794630.24%+84
AMGEN INC(AMGN)1,0711,289+2182883710.19%+84
EATON CORP PLC(ETN)3,0533,032-216517300.37%+79
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,9129,922+101,2761,3530.69%+77
PROSHARES TR
PSHS ULT S&P 500
6,3956,404+93414170.21%+75
PAYCHEX INC(PAYX)4,0074,488+4814625350.27%+72
AMPHENOL CORP NEW4,4644,475+113754440.23%+69
HOME DEPOT INC(HD)1,7181,694-245195870.30%+68
VANGUARD INDEX FDS2,1932,232+394665290.27%+64
QUALCOMM INC(QCOM)1,8881,872-162102710.14%+61
CATERPILLAR INC(CAT)2,6412,631-107217780.40%+57
BLACKROCK INC(BLK)379367-122452980.15%+53
ORGANOGENESIS HLDGS INC011,132+11,1320460.02%+46
ISHARES TR
MSCI USA MMENTM
4,0503,882-1685666090.31%+43
BERKSHIRE HATHAWAY INC DEL5,8635,86302,0542,0911.07%+37
HONEYWELL INTL INC(HON)1,4431,444+12673030.15%+36
OPTINOSE INC025,959+25,9590330.02%+33
VANGUARD SPECIALIZED FUNDS2,0592,071+123203530.18%+33
PRUDENTIAL FINL INC(PFH)3,4073,421+143233550.18%+31
CHEVRON CORP NEW(CVX)2,9743,560+5865025310.27%+30
VANGUARD INDEX FDS571574+32242510.13%+26
THE CIGNA GROUP(CI)1,7531,760+75015270.27%+26
PUBLIC SVC ENTERPRISE GRP IN(PEG)5,2665,296+303003240.17%+24
LINDE PLC(LIN)693684-92582810.14%+23
MERCK & CO INC(MRK)3,9643,941-234084300.22%+22
SEER INC010,045+10,0450190.01%+19
SOUTHERN CO(SO)3,7263,709-172412600.13%+19
LOCKHEED MARTIN CORP(LMT)696666-302853020.15%+17
ISHARES TR2,5342,542+82602760.14%+16
CONSOLIDATED EDISON INC(ED)3,2093,185-242742900.15%+15
NEXTERA ENERGY INC(NEE)6,4336,276-1573693810.19%+13
SIRIUS XM HOLDINGS INC(SIRI)11,20911,270+6151620.03%+11
YUM BRANDS INC(YUM)2,0512,044-72562670.14%+11
HERCULES CAPITAL INC(HCXY)36,00036,00005916000.31%+9
ASSEMBLY BIOSCIENCES INC010,075+10,075080.00%+8
ARBOR REALTY TRUST INC12,33012,769+4391871940.10%+7
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,5733,373-2002112140.11%+3
LYONDELLBASELL INDUSTRIES N
SHS - A -
3,3153,263-523143100.16%-4
PACKAGING CORP AMER(PKG)2,0591,909-1503163110.16%-5
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