Palumbo Wealth Management LLC
RIA/Wealth
Palumbo Wealth Management LLC is a RIA/Wealth based in Great Neck, NY led by Philip G Palumbo, reporting $542.2M in AUM as of Q3 2025 with SPY as the largest holding (10% allocation).
CEOPhilip G Palumbo
- Portfolio Value
- $312.6M
- Positions
- 174
- Top Holding
- SPY at 10.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Palumbo Wealth Management LLC's portfolio (41% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.7M | 10.13% | +$1.6M Bought | — 47.5K shares | |
Unknown Unknown | $15.5M | 4.96% | -$3.2M Sold | — 43.6K shares | |
Consumer Electronics Technology | $15.3M | 4.91% | +$1.9M Bought | 0.00% 65.0K shares | |
Specialty Retail Consumer Cyclical | $11.1M | 3.54% | +$1.4M Bought | 0.00% 53.4K shares | |
Unknown Unknown | $10.5M | 3.37% | -$71.6K Sold | — 467.3K shares | |
Software - Infrastructure Technology | $10.3M | 3.29% | +$997.8K Bought | 0.00% 22.2K shares | |
ETF ETF | $9.2M | 2.95% | +$6.1M Bought | — 142.0K shares | |
Semiconductors Technology | $9.0M | 2.87% | +$1.1M Bought | 0.00% 55.9K shares | |
Waste Management Industrials | $8.2M | 2.64% | +$69.4K Bought | 0.01% 37.4K shares | |
Internet Content & Information Communication Services | $7.5M | 2.39% | +$3.9M Bought | 0.00% 45.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Palumbo Wealth Management LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Palumbo Wealth Management LLC
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