Titelia

Holdings of Palumbo Wealth Management LLC

200 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.7 % of the equity sleeve

Sector breakdown

  • Technology 15.7 %
  • Consumer discretionary 8.3 %
  • Communication 7.5 %
  • Financials 7.4 %
  • Industrials 5.8 %
  • Health care 4.5 %
  • Funds 3.9 %
  • Consumer staples 2.6 %
  • Utilities 2.1 %
  • Energy 0.9 %
  • Materials 0.4 %
  • Real estate 0.2 %
  • Unattributed 40.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US198387.5M $99.89 %
2TW1226K $0.06 %
3GB1203.8K $0.05 %

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 48,38031.5M $
2Alphabet Inc 74,28321.4M $
3SPDR Gold Shares 43,06418.5M $
4Apple Inc 69,25917.6M $
5Amazon.com Inc 81,71617M $
6JPMorgan Ultra-Short Income ETF 322,37516.3M $
7Invesco DB Commodity Index Tracking Fund 485,51314.1M $
8NVIDIA Corp 65,61811.4M $
9JPMorgan Chase & Co 30,7269M $
10Microsoft Corp 23,4188.7M $
11Waste Management Inc 37,2898.6M $
12Berkshire Hathaway Inc 14,7587.1M $
13Costco Wholesale Corp 6,9056.9M $
14iShares Core S&P Small-Cap ETF 53,3806.6M $
15Invesco QQQ Trust Series 1 10,8766.3M $
16PIMCO Enhanced Short Maturity 59,7266M $
17iShares Trust 70,2155.8M $
18J P Morgan Exchange Traded Fund Trust 90,3315.8M $
19Entergy Corp 50,9905.7M $
20Babcock & Wilcox Enterprises Inc 365,3315.4M $
21Johnson & Johnson 20,2955M $
22Visa Inc 16,2404.9M $
23iShares Bitcoin Trust ETF 126,0684.8M $
24Quest Diagnostics Inc 24,3024.8M $
25Marvell Technology Inc 37,6623.7M $
26Alphabet Inc 12,6653.6M $
27Advanced Micro Devices Inc 16,2443.3M $
28McDonald's Corp. 9,8053M $
29Meta Platforms Inc 5,3153M $
30Bloom Energy Corp 21,7482.9M $
31NIKE Inc 53,6552.8M $
32NeuroPace Inc 210,4692.8M $
33State Street SPDR S&P Homebuilders ETF 27,6872.7M $
34Salesforce Inc 14,4062.7M $
35Uber Technologies Inc 35,7372.6M $
36Williams-Sonoma Inc 13,6762.5M $
37International Business Machines Corp. 10,1322.5M $
38Illinois Tool Works Inc 9,4332.5M $
39Bank of America Corp 49,7072.4M $
40Thermo Fisher Scientific Inc 4,6322.3M $
41Tractor Supply Co 45,3062.1M $
42Ishares S&p 100 Etf 6,4122M $
43MSCI Inc 3,6071.9M $
44Advance Auto Parts Inc 36,1941.9M $
45Caterpillar Inc 2,6691.9M $
46State Street Health Care Select Sector SPDR ETF 11,4811.7M $
47Crowdstrike Holdings Inc 4,0681.6M $
48Occidental Petroleum Corp 24,1251.6M $
49Applied Materials Inc 4,4301.5M $
50INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 86,4511.5M $
51Boston Scientific Corp 23,3621.5M $
52Butterfly Network Inc 360,3281.5M $
53Procter & Gamble Co/The 9,4741.4M $
54Global X Uranium ETF 26,5371.3M $
55iShares MSCI EAFE ETF 12,7201.2M $
56Invesco S&P 500 Equal Weight ETF 6,2081.2M $
57Amphenol Corp 9,1971.2M $
58ServiceNow Inc 10,0751.1M $
59Vanguard S&P 500 ETF 1,7481M $
60S&P Global Inc 2,4561M $
61Lockheed Martin Corp 1,7001M $
62Tesla Inc 2,7211M $
63Eli Lilly & Co 1,0991M $
64Hilton Worldwide Holdings Inc 3,266993.1K $
65Broadcom Inc 3,143972.8K $
66Cloudflare Inc 4,609951K $
67iShares U.S. Technology ETF 5,200943.4K $
68Exxon Mobil Corp 5,489931.3K $
69Walmart Inc 7,390918.4K $
70Innovator U.S. Equity Power Bu 22,880914.6K $
71Valero Energy Corp 3,522870.2K $
72Dianthus Therapeutics Inc 10,360869.4K $
73Syndax Pharmaceuticals Inc 37,183868.6K $
74Chevron Corp 4,005828.6K $
75COLUMBIA RESEARCH ENHANCED CORE ETF 20,104783.7K $
76Ideaya Biosciences Inc 22,888762.6K $
77Design Therapeutics Inc 71,408759.8K $
78Honeywell International Inc 3,325751.4K $
79Novavax Inc 92,111749.8K $
80Nektar Therapeutics 10,173731.9K $
81Xometry Inc 17,800727K $
82Immunome Inc 32,051701K $
83Vanguard Total Stock Market ETF 2,173697.2K $
84Evommune Inc 29,931688.1K $
85ProShares Ultra S&P500 13,240686.9K $
86iShares MSCI USA Momentum Factor ETF 2,852684.5K $
87Global X Funds 9,082671.5K $
88Emergent BioSolutions Inc 80,264666.2K $
89Taysha Gene Therapies Inc 146,709655.8K $
90NextEra Energy Inc 7,049654.7K $
91Home Depot Inc/The 1,979650.7K $
92Protagonist Therapeutics Inc 6,083641.1K $
93Abbott Laboratories 6,198636.4K $
94CareDx Inc 36,410632.1K $
95Select Sector Spdr Trust 9,898606.3K $
96Merck & Co Inc 4,860584.6K $
97Kodiak Sciences Inc 15,304583.4K $
98Archer Aviation Inc 112,080579.5K $
99American Express Co 1,915579.3K $
100Enterprise Products Partners LP 15,306579.2K $