Palumbo Wealth Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Palumbo Wealth Management LLC reported 175 stock positions worth $267.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.2% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 7.8%) and SPDR Gold Shares (GLD, 4.9%). Compared with Q3 2024, it opened 34 new positions, sold out of 19, added to 97 and reduced 35. The biggest buy was a new position in JPMorgan Ultra-Short Income (JPST) and the biggest sale an exit from iShares 20+ Year Treasury BD (TLT).

Most Recent 13F
Q2 2026
Location
GREAT NECK, NY
CIK
0001846310
Portfolio Value
$267.8M (Q4 2024)
SEC Filing
0001951757-25-000159 ↗ filed Jan 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $223.3M Q1 2024 Q2 2024: $236.7M Q2 2024 Q3 2024: $257.2M Q3 2024 Q4 2024: $267.8M $267.8M Q4 2024 Q1 2025: $299.2M Q1 2025 Q2 2025: $322.9M Q2 2025 Q3 2025: $313.1M Q3 2025 Q4 2025: $405.3M Q4 2025 Q1 2026: $409.8M Q1 2026 Q2 2026: $477.6M Q2 2026

Holdings 175 stocks · $267.8M
SPY SS SPDR S&P 500 ETF Trust-US 11.25% 51,399 $30.1M Add +28.3%
JPST JPMorgan Ultra-Short Income 7.79% 414,088 $20.9M New
GLD SPDR Gold Shares 4.90% 54,198 $13.1M Reduce -0.1%
AAPL Apple Inc. 4.22% 45,126 $11.3M Add +2.2%
DBC Invesco DB Commodity Index T 3.90% 488,807 $10.5M Add +3.5%
MSFT Microsoft Corp. 2.70% 17,171 $7.2M Add +5.5%
AMZN Amazon.com Inc. 2.61% 31,807 $7.0M Add +8.1%
WM Waste Management Inc. 2.54% 33,744 $6.8M Add +6.9%
PHYS Sprott Physical Gold Trust 2.06% 274,507 $5.5M Add +3.7%
QQQ Invesco QQQ Trust Series 1 2.06% 10,813 $5.5M Add +1.0%
COST Costco Wholesale Corp. 2.06% 6,018 $5.5M Add +6.2%
V Visa Inc. Class A 1.85% 15,667 $5.0M Add +7.4%
ITW Illinois Tool Works 1.52% 16,081 $4.1M Add +13.4%
NVDA Nvidia Corp. 1.43% 28,618 $3.8M Reduce -0.9%
ETR Entergy Corp. 1.40% 49,343 $3.7M Add +5.1%
HELO JPMorgan Hedged Equity ETF 1.30% 56,134 $3.5M New
BRK.B Berkshire Hathaway Inc. Class B 1.26% 7,455 $3.4M Add +2.1%
FISV Fiserv Inc. 1.25% 16,362 $3.4M Add +10.8%
XLRE SS Real Estate Select Sector 1.25% 82,285 $3.3M Add +3.7%
DGX Quest Diagnostics Inc. 1.23% 21,786 $3.3M Add +12.4%
GOOGL Alphabet Inc. Class A 1.14% 16,146 $3.1M Add +34.5%
ACN Accenture PLC Class A 1.06% 8,075 $2.8M Add +13.5%
UNH Unitedhealth Group Inc. 1.04% 5,505 $2.8M Add +12.9%
JPM JPMorgan Chase & Co. 1.02% 11,412 $2.7M Add +2.0%
XLV SS Health Care Select Sector 1.02% 19,849 $2.7M Add +99.5%
MCD McDonald's Corp. 1.00% 9,261 $2.7M Add +14.7%
XHB SS SPDR S&P Homebldrs ETF 0.97% 24,900 $2.6M No change
ORLY O'reilly Automotive Inc. 0.85% 1,923 $2.3M Add +17.4%
SHW The Sherwin-Williams Co. 0.84% 6,647 $2.3M Add +16.1%
CHD Church & Dwight Co. Inc. 0.83% 21,156 $2.2M Add +18.8%
TSCO Tractor Supply Company 0.81% 40,989 $2.2M Add +17.9%
GOOG Alphabet Inc. Class C 0.81% 11,397 $2.2M Reduce -0.6%
MSCI MSCI Inc. 0.78% 3,462 $2.1M Add +14.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.75% 9,116 $2.0M Add +0.6%
OEF iShares S&P 100 ETF 0.71% 6,546 $1.9M Reduce -0.1%
TMO Thermo Fisher Scientific Inc. 0.70% 3,595 $1.9M Reduce -11.7%
MSTB Lha Market State Tactical 0.69% 54,349 $1.8M Reduce -1.6%
JNJ Johnson & Johnson 0.68% 12,670 $1.8M Reduce -18.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.68% 16,339 $1.8M Reduce -14.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.65% 39,533 $1.7M Reduce -3.4%
CMCSA Comcast Corp. Class A 0.64% 45,790 $1.7M Add +263.1%
PG The Procter & Gamble Co. 0.62% 9,931 $1.7M Reduce -3.8%
FDS Factset Research Systems Inc. 0.59% 3,263 $1.6M Add +19.3%
JOET Virtus Terranova US Qual Mom 0.55% 38,844 $1.5M Reduce -1.1%
OXY Occidental Petroleum Corp. 0.52% 28,409 $1.4M Add +11.6%
META Meta Platforms Inc. Class A 0.51% 2,345 $1.4M Add +76.8%
CRM Salesforce Inc. 0.49% 3,945 $1.3M Add +7.2%
CRWD CrowdStrike Holdings Inc. Class A 0.48% 3,774 $1.3M Add +38.7%
NKE Nike Inc. Class B 0.47% 16,787 $1.3M Reduce -27.2%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.47% 11,420 $1.3M Reduce -19.0%
PDBC Invesco Optimum Yield Divers 0.46% 94,126 $1.2M Add +3.1%
SPGI S&P Global Inc. 0.44% 2,379 $1.2M Add +0.2%
FOX Fox Corp. Class B 0.44% 25,543 $1.2M New
NOW ServiceNow Inc. 0.42% 1,067 $1.1M Add +26.0%
ADBE Adobe Inc. 0.38% 2,268 $1.0M New
PALC Pacer Lunt LRG Cap Multi-Fac 0.37% 20,209 $995K Add +10.8%
ETN Eaton Corp. PLC 0.36% 2,876 $955K Add +0.2%
EFA iShares MSCI Eafe ETF 0.35% 12,497 $945K Add +1.1%
CAT Caterpillar Inc. 0.35% 2,554 $926K Reduce -0.1%
MNDY Monday.com Ltd. 0.32% 3,670 $864K Add +45.4%
SHY iShares 1-3 Year Treasury Bo 0.32% 10,536 $864K Add +43.8%
IYW iShares Ustechnology ETF 0.31% 5,200 $830K No change
ABT Abbott Laboratories 0.30% 7,149 $809K Reduce -0.8%
AMAT Applied Materials Inc. 0.29% 4,835 $786K Reduce -0.8%
JMOM JPMorgan US Momentum Factor 0.27% 12,373 $721K Add +9.6%
AMT American Tower Corp. 0.26% 3,812 $699K Add +2.6%
HON Honeywell International Inc. 0.25% 2,999 $677K Reduce -33.3%
HD Home Depot Inc. 0.25% 1,730 $673K Add +0.5%
XLY SS Consumer Disc Select Sect 0.25% 2,975 $667K New
PMAY Innovator U.S. Equity Power 0.25% 18,354 $659K No change
VTI VG Morningstar TS MKT ETF-US 0.25% 2,272 $659K Add +0.3%
IBIT iShares Bitcoin Trust ETF 0.25% 12,397 $658K New
WGS Genedx Holdings Corp. 0.24% 8,303 $638K Add +22.8%
APH Amphenol Corp. Class A 0.23% 9,026 $627K Add +0.3%
BX Blackstone Inc. 0.22% 3,445 $594K Add +0.5%
XLP SS Consumer Staples Sel Sect 0.22% 7,451 $586K New
MTUM iShares MSCI USA Momentum Fa 0.22% 2,829 $585K Add +0.3%
MLPX Global X MLP & Energy Infras 0.21% 9,082 $550K No change
HLT Hilton Worldwide Holdings Inc. 0.20% 2,134 $528K Add +2.0%
PLTR Palantir Technologies Inc. Class A 0.20% 6,971 $527K Add +13.6%
ACHR Archer Aviation Inc. Class A 0.20% 53,897 $525K Add +160.6%
TSLA Tesla Inc. 0.19% 1,271 $513K Reduce -0.9%
TIP iShares Tips Bond ETF 0.19% 4,756 $507K Reduce -91.3%
XLE SS Energy Select Sector 0.18% 5,775 $495K New
CI The Cigna Group 0.18% 1,790 $494K Add +0.5%
MNKD Mannkind Corp. 0.18% 75,618 $486K Reduce -1.6%
SSO Proshares Ultra S&P500 0.18% 5,238 $485K Add +0.3%
EPD Enterprise Products Partners 0.18% 15,306 $480K No change
WCN Waste Connections Inc. 0.18% 2,795 $479K New
PEG Public Service Enterprise GP 0.17% 5,400 $456K Add +0.5%
NEE Nextera Energy Inc. 0.17% 6,347 $455K Reduce -6.9%
CVX Chevron Corp. 0.17% 3,111 $451K Add +0.7%
XOM Exxon Mobil Corp. 0.17% 4,174 $449K No change
MUB iShares National Muni Bond E 0.17% 4,155 $443K Reduce -2.1%
PAYX Paychex Inc. 0.16% 3,118 $437K Add +0.6%
QURE Uniqure NV 0.16% 24,749 $437K New
XMTR Xometry Inc. Class A 0.16% 10,130 $432K Reduce -2.6%
WMT Walmart Inc. 0.16% 4,690 $424K Add +1.3%
WDAY Workday Inc. Class A 0.15% 1,551 $400K Add +39.1%
VIG Vanguard Dividend Apprec ETF 0.15% 2,039 $399K Add +0.3%
NET Cloudflare Inc. Class A 0.15% 3,647 $393K Add +37.2%
PRU Prudential Financial Inc. 0.15% 3,309 $392K Reduce -12.4%
SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS 0.15% 9,309 $392K No change
VLO Valero Energy Corp. 0.15% 3,174 $389K New
BLK BlackRock Inc. 0.14% 375 $384K Add +0.5%
PKG Packaging Corp. of America 0.14% 1,695 $382K Add +0.4%
MRK Merck & Co. Inc. 0.14% 3,672 $365K Add +0.6%
AMGN Amgen Inc. 0.13% 1,379 $359K Add +3.2%
XGN Exagen Inc. 0.13% 86,704 $355K Add +13.5%
UPS United Parcel Service Class B 0.13% 2,806 $354K Reduce -9.0%
IDYA Ideaya Biosciences Inc. 0.13% 13,509 $347K Add +91.7%
SBUX Starbucks Corp. 0.13% 3,775 $344K Add +0.8%
DSGN Design Therapeutics Inc. 0.13% 54,696 $337K Add +48.7%
NTNX Nutanix Inc. Class A 0.12% 5,382 $329K Add +38.5%
IJR iShares Core S&P Small-Cap E 0.12% 2,844 $328K Add +0.7%
LMT Lockheed Martin Corp. 0.12% 673 $327K Add +0.3%
GTLB Gitlab Inc. Class A 0.12% 5,761 $325K Add +26.9%
SO The Southern Co. 0.12% 3,910 $322K Add +0.8%
VOO Vanguard S&P 500 ETF 0.12% 579 $312K Reduce -3.0%
MINT PIMCO Enhanced Short Maturit 0.11% 3,032 $304K Reduce -60.8%
GM General Motors Co. 0.11% 5,581 $297K New
SNOW Snowflake Inc. 0.11% 1,895 $293K New
QCOM Qualcomm Inc. 0.11% 1,887 $290K Add +0.3%
LIN Linde PLC 0.11% 690 $289K Add +0.3%
RTX RTX Corp. 0.11% 2,481 $287K Add +0.2%
NFLX Netflix Inc. 0.11% 322 $287K No change
EEM iShares MSCI Emerging Market 0.11% 6,810 $285K Reduce -23.9%
YUM Yum! Brands Inc. 0.10% 2,073 $278K Add +0.3%
DVAX Dynavax Technologies Corp. 0.10% 21,533 $275K New
ED Consolidated Edison Inc. 0.10% 3,068 $274K Reduce -39.1%
RDDT Reddit Inc. Class A 0.10% 1,651 $270K New
BE Bloom Energy Corp. Class A 0.10% 11,831 $263K New
CRDO Credo Technology Group Holdi 0.10% 3,832 $258K New
HGER Harbor Commodity All Weather 0.10% 11,495 $254K New
ESTC Elastic NV 0.09% 2,550 $253K New
KO The Coca-Cola Co. 0.09% 4,027 $251K Reduce -90.4%
SEER Seer Inc. 0.09% 108,147 $250K Reduce -11.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.09% 3,257 $247K Add +0.7%
CRMD Cormedix Inc. 0.09% 30,326 $246K Add +145.2%
MYO Myomo Inc. 0.09% 37,564 $242K New
T AT&T Inc. 0.09% 10,571 $241K Add +1.0%
BFLY Butterfly Network Inc. 0.09% 73,370 $229K Add +528.1%
BALT Inn Defined Wealth Shield 0.08% 7,123 $224K New
TEAM Atlassian Corp. Class A 0.08% 918 $223K New
INFN Infinera Corp. 0.08% 33,883 $223K Add +41.5%
CMRX Chimerix Inc. 0.08% 63,400 $221K New
OKLO Oklo Inc. 0.08% 10,346 $220K New
PLD Prologis Inc. 0.08% 2,023 $214K Add +0.7%
TXN Texas Instruments Inc. 0.08% 1,137 $213K Add +0.5%
FDX FedEx Corp. 0.08% 754 $212K Reduce -6.8%
CRTO Criteo SA-Spon 0.08% 5,264 $208K New
BIB Proshares Ultra Nasd Biotech 0.08% 4,000 $203K No change
ECL Ecolab Inc. 0.08% 859 $201K Add +5.1%
ABR Arbor Realty Trust Inc. 0.07% 14,448 $200K Add +2.9%
PHVS Pharvaris NV 0.07% 10,221 $196K New
ASMB Assembly Biosciences Inc. 0.07% 11,427 $180K New
ASSERTIO HOLDINGS INC 0.07% 205,598 $179K Add +10.6%
NUVB Nuvation Bio Inc. 0.06% 65,360 $174K Add +297.4%
MDXG Mimedx Group Inc. 0.06% 17,785 $171K New
FNA Paragon 28 Inc. 0.06% 16,553 $171K New
TMCI Treace Medical Concepts Inc. 0.06% 22,259 $166K Add +71.3%
ZUO Zuora Inc. Class A 0.06% 16,152 $160K Add +40.0%
PATH Uipath Inc. Class A 0.05% 11,337 $144K New
DNA Ginkgo Bioworks Holdings Inc. 0.05% 14,631 $144K New
NPCE Neuropace Inc. 0.05% 11,517 $129K New
MTTR Matterport Inc. 0.05% 26,073 $124K Add +65.7%
OCUL Ocular Therapeutix Inc. 0.04% 11,693 $100K New
ARDX Ardelyx Inc. 0.03% 17,041 $86K Reduce -17.0%
OABI Omniab Inc. 0.03% 21,204 $75K Reduce -13.9%
ERAS Erasca Inc. 0.03% 28,600 $72K Reduce -28.0%
ORGO Organogenesis Holdings Inc. 0.02% 20,190 $65K New
INZY Inozyme Pharma Inc. 0.02% 23,281 $64K Add +52.3%
VTYX Ventyx Biosciences Inc. 0.02% 23,932 $52K Add +97.1%
NAUT Nautilus Biotechnology Inc. 0.02% 28,475 $48K Add +45.4%
ELEV Elevation Oncology Inc. 0.01% 69,105 $39K Add +294.6%

Portfolio Sells Q3 2024 → Q4 2024
TLT iShares 20+ Year Treasury BD Sold out 0.00% −4.92
IEF iShares 7-10 Year Treasury B Sold out 0.00% −3.21
TIP iShares Tips Bond ETF Reduce -91.3% 0.19% −2.17
VGLT Vanguard Long-Term Treasury Sold out 0.00% −2.15
TFJL Innovator 20 YR Treas Bond 5 Sold out 0.00% −1.36
KO The Coca-Cola Co. Reduce -90.4% 0.09% −1.08
VGIT Vanguard Intermediate-Term T Sold out 0.00% −0.69
TGT Target Corp. Sold out 0.00% −0.56
NKE Nike Inc. Class B Reduce -27.2% 0.47% −0.32
JNJ Johnson & Johnson Reduce -18.3% 0.68% −0.29
TMO Thermo Fisher Scientific Inc. Reduce -11.7% 0.70% −0.28
GLD SPDR Gold Shares Reduce -0.1% 4.90% −0.23
SJM The JM Smucker Co. Reduce -19.0% 0.47% −0.19
PNI PIMCO NY Muni Inc. II FND Sold out 0.00% −0.19
MINT PIMCO Enhanced Short Maturit Reduce -60.8% 0.11% −0.19
XPMQX PIMCO Muni Income Fund III Sold out 0.00% −0.19
KLAC KLA Corp. Sold out 0.00% −0.15
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.14
C Citigroup Inc. Sold out 0.00% −0.12
PFE Pfizer Inc. Sold out 0.00% −0.11
HON Honeywell International Inc. Reduce -33.3% 0.25% −0.11
MMM 3M Co. Sold out 0.00% −0.10
ED Consolidated Edison Inc. Reduce -39.1% 0.10% −0.10
PTGX Protagonist Therapeutics Inc. Sold out 0.00% −0.09
AMAT Applied Materials Inc. Reduce -0.8% 0.29% −0.09
VZ Verizon Communications Inc. Sold out 0.00% −0.09
F Ford Motor Co. Sold out 0.00% −0.08
PG The Procter & Gamble Co. Reduce -3.8% 0.62% −0.07
ZURA Zura Bio Ltd. Sold out 0.00% −0.06
NEE Nextera Energy Inc. Reduce -6.9% 0.17% −0.05
EEM iShares MSCI Emerging Market Reduce -23.9% 0.11% −0.05
MSTB Lha Market State Tactical Reduce -1.6% 0.69% −0.05
CAT Caterpillar Inc. Reduce -0.1% 0.35% −0.04
DIS The Walt Disney Co. Reduce -14.3% 0.68% −0.03
PRU Prudential Financial Inc. Reduce -12.4% 0.15% −0.03
UPS United Parcel Service Class B Reduce -9.0% 0.13% −0.03
ARDX Ardelyx Inc. Reduce -17.0% 0.03% −0.02
OPTINOSE INC Sold out 0.00% −0.02
ABT Abbott Laboratories Reduce -0.8% 0.30% −0.02
ERAS Erasca Inc. Reduce -28.0% 0.03% −0.02
MUB iShares National Muni Bond E Reduce -2.1% 0.17% −0.01
JOET Virtus Terranova US Qual Mom Reduce -1.1% 0.55% −0.01
OABI Omniab Inc. Reduce -13.9% 0.03% −0.01
FDX FedEx Corp. Reduce -6.8% 0.08% −0.01
MNKD Mannkind Corp. Reduce -1.6% 0.18% −0.01
VOO Vanguard S&P 500 ETF Reduce -3.0% 0.12% −0.01
LIVEPERSON INC Sold out 0.00% −0.01
SEER Seer Inc. Reduce -11.6% 0.09% −0.00
OEF iShares S&P 100 ETF Reduce -0.1% 0.71% +0.00
BAC Bank of America Corp. Reduce -3.4% 0.65% +0.02

Portfolio Buys Q3 2024 → Q4 2024
JPST JPMorgan Ultra-Short Income New 7.79% +7.79
SPY SS SPDR S&P 500 ETF Trust-US Add +28.3% 11.25% +2.31
HELO JPMorgan Hedged Equity ETF New 1.30% +1.30
AMZN Amazon.com Inc. Add +8.1% 2.61% +0.47
CMCSA Comcast Corp. Class A Add +263.1% 0.64% +0.44
FOX Fox Corp. Class B New 0.44% +0.44
XLV SS Health Care Select Sector Add +99.5% 1.02% +0.42
ADBE Adobe Inc. New 0.38% +0.38
GOOGL Alphabet Inc. Class A Add +34.5% 1.14% +0.37
V Visa Inc. Class A Add +7.4% 1.85% +0.29
XLY SS Consumer Disc Select Sect New 0.25% +0.25
IBIT iShares Bitcoin Trust ETF New 0.25% +0.25
FISV Fiserv Inc. Add +10.8% 1.25% +0.22
XLP SS Consumer Staples Sel Sect New 0.22% +0.22
AAPL Apple Inc. Add +2.2% 4.22% +0.22
META Meta Platforms Inc. Class A Add +76.8% 0.51% +0.22
ETR Entergy Corp. Add +5.1% 1.40% +0.20
CRWD CrowdStrike Holdings Inc. Class A Add +38.7% 0.48% +0.19
XLE SS Energy Select Sector New 0.18% +0.18
WCN Waste Connections Inc. New 0.18% +0.18
ACHR Archer Aviation Inc. Class A Add +160.6% 0.20% +0.17
QURE Uniqure NV New 0.16% +0.16
VLO Valero Energy Corp. New 0.15% +0.15
NOW ServiceNow Inc. Add +26.0% 0.42% +0.13
WGS Genedx Holdings Corp. Add +22.8% 0.24% +0.13
ORLY O'reilly Automotive Inc. Add +17.4% 0.85% +0.12
GM General Motors Co. New 0.11% +0.11
SNOW Snowflake Inc. New 0.11% +0.11
PLTR Palantir Technologies Inc. Class A Add +13.6% 0.20% +0.11
COST Costco Wholesale Corp. Add +6.2% 2.06% +0.10
JPM JPMorgan Chase & Co. Add +2.0% 1.02% +0.10
DVAX Dynavax Technologies Corp. New 0.10% +0.10
CHD Church & Dwight Co. Inc. Add +18.8% 0.83% +0.10
CRM Salesforce Inc. Add +7.2% 0.49% +0.10
RDDT Reddit Inc. Class A New 0.10% +0.10
BE Bloom Energy Corp. Class A New 0.10% +0.10
FDS Factset Research Systems Inc. Add +19.3% 0.59% +0.10
CRDO Credo Technology Group Holdi New 0.10% +0.10
HGER Harbor Commodity All Weather New 0.10% +0.10
ESTC Elastic NV New 0.09% +0.09
MSCI MSCI Inc. Add +14.6% 0.78% +0.09
MYO Myomo Inc. New 0.09% +0.09
SHY iShares 1-3 Year Treasury Bo Add +43.8% 0.32% +0.09
BALT Inn Defined Wealth Shield New 0.08% +0.08
TEAM Atlassian Corp. Class A New 0.08% +0.08
ACN Accenture PLC Class A Add +13.5% 1.06% +0.08
CMRX Chimerix Inc. New 0.08% +0.08
OKLO Oklo Inc. New 0.08% +0.08
CRTO Criteo SA-Spon New 0.08% +0.08
ITW Illinois Tool Works Add +13.4% 1.52% +0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 237$477.6MSPY, GOOGL, JPST, AAPL, AMZN
Q1 2026 221$409.8MSPY, GOOGL, GLD, AAPL, AMZN
Q4 2025 218$405.3MSPY, GOOGL, AMZN, AAPL, GLD
Q3 2025 179$313.1MSPY, GLD, AAPL, AMZN, DBC
Q2 2025 197$322.9MSPY, JPST, GLD, AAPL, DBC
Q1 2025 187$299.2MSPY, JPST, GLD, AAPL, DBC
Q4 2024 175$267.8MSPY, JPST, GLD, AAPL, DBC
Q3 2024 160$257.2MSPY, GLD, TLT, DBC, AAPL
Q2 2024 151$236.7MSPY, GLD, TLT, DBC, AAPL
Q1 2024 140$223.3MSPY, GLD, DBC, TLT, IEF