Equal-WT
WhaleScore 2.0
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Palumbo Wealth Management is based out of Great Neck. Palumbo Wealth Management is a large advisory firm with 215 clients and discretionary assets under management (AUM) of $230,140,486 (Form ADV from 2023-11-09). Their last reported 13F filing for Q1 2024 included $223,343,772 in managed 13F securities
and a top 10 holdings concentration of 41.9%. Palumbo Wealth Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 37,124. Whalewisdom has at least 14 13F filings
2024-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| OEF iShares S&P 100 ETF | 1.35% |
| XLRE The Real Estate Sele | 1.02% |
| DIS Walt Disney Co. (The | 0.84% |
| NVDA NVIDIA Corp. | 0.67% |
| SPY SPDR S&P 500 ETF TRU | 0.36% |
2024-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| RSP Invesco S&P 500 Equa | 1.42% |
| AAPL Apple Inc | 0.99% |
| IEF iShares 7-10 Year Tr | 0.75% |
| TIP iShares TIPS Bond ET | 0.6% |
| DBC Invesco DB Commodity | 0.6% |
2024-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| SPY SPDR S&P 500 ETF TRU | 8.69% |
| GLD SSgA SPDR Gold Share | 5.82% |
| DBC Invesco DB Commodity | 5.04% |
| TLT iShares 20+ Year Tre | 4.11% |
| IEF iShares 7-10 Year Tr | 3.67% |
2024-03-31
13F Activity
| Market Value | $223m, Prior: $196m |
| New Purchases | 22 stocks |
| Added To | 75 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 35 stocks |
| Top 10 Holdings % | 41.9% |
| Turnover %[1] | 19.29% |
| Turnover Alt %[2] | 3.35% |
| Time Held Top 20 | 6.45 quarters |
| Time Held Top 10 | 8.5 quarters |
| Time Held All | 7.11 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-03-31
13F Sector Allocation Over Time
2024-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31