Palumbo Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Palumbo Wealth Management LLC reported 179 stock positions worth $313.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.1% of the portfolio, followed by SPDR Gold Shares (GLD, 5.0%) and Apple (AAPL, 4.9%). Compared with Q2 2025, it opened 38 new positions, sold out of 56, added to 107 and reduced 31. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +191%) and the biggest sale an exit from JPMorgan Ultra-Short Income (JPST).

Most Recent 13F
Q2 2026
Location
GREAT NECK, NY
CIK
0001846310
Portfolio Value
$313.1M (Q3 2025)
SEC Filing
0001951757-25-001362 ↗ filed Nov 10, 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 Q4 2024 Q1 2025: $299.2M Q1 2025 Q2 2025: $322.9M Q2 2025 Q3 2025: $313.1M $313.1M Q3 2025 Q4 2025: $405.3M Q4 2025 Q1 2026: $409.8M Q1 2026 Q2 2026: $477.6M Q2 2026

Holdings 179 stocks · $313.1M
SPY SS SPDR S&P 500 ETF Trust-US 10.11% 47,513 $31.7M Add +5.2%
GLD SPDR Gold Shares 4.95% 43,599 $15.5M Reduce -17.1%
AAPL Apple Inc. 4.90% 65,027 $15.3M Add +14.5%
AMZN Amazon.com Inc. 3.53% 53,369 $11.1M Add +14.4%
DBC Invesco DB Commodity Index T 3.36% 467,295 $10.5M Reduce -0.7%
MSFT Microsoft Corp. 3.28% 22,242 $10.3M Add +10.8%
IBIT iShares Bitcoin Trust ETF 2.95% 142,047 $9.2M Add +191.3%
NVDA Nvidia Corp. 2.87% 55,924 $9.0M Add +13.4%
WM Waste Management Inc. 2.63% 37,433 $8.2M Add +0.8%
GOOGL Alphabet Inc. Class A 2.39% 45,424 $7.5M Add +109.1%
QQQ Invesco QQQ Trust Series 1 2.24% 11,682 $7.0M Add +4.2%
COST Costco Wholesale Corp. 2.00% 6,822 $6.3M Reduce -1.5%
PHYS Sprott Physical Gold Trust 1.88% 198,416 $5.9M Reduce -14.5%
V Visa Inc. Class A 1.84% 17,402 $5.7M Add +0.2%
ITW Illinois Tool Works 1.66% 20,106 $5.2M Add +0.2%
NKE Nike Inc. Class B 1.61% 72,371 $5.0M Add +389.8%
DGX Quest Diagnostics Inc. 1.56% 25,743 $4.9M Add +0.5%
MINT PIMCO Enhanced Short Maturit 1.50% 46,611 $4.7M Add +88.7%
WSM Williams-Sonoma Inc. 1.47% 23,603 $4.6M New
ETR Entergy Corp. 1.46% 49,191 $4.6M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 1.32% 8,755 $4.1M Reduce -0.1%
ORLY O'reilly Automotive Inc. 1.23% 35,853 $3.8M Reduce -0.4%
JPM JPMorgan Chase & Co. 1.16% 12,402 $3.6M Add +3.4%
MCD McDonald's Corp. 1.13% 11,917 $3.5M Add +1.0%
JNJ Johnson & Johnson 1.07% 18,935 $3.3M Add +3.7%
MRVL Marvell Technology Inc. 0.99% 37,055 $3.1M New
TSCO Tractor Supply Company 0.99% 54,751 $3.1M Add +0.5%
SHW The Sherwin-Williams Co. 0.96% 8,785 $3.0M Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.92% 10,523 $2.9M Add +0.8%
ACN Accenture PLC Class A 0.85% 10,896 $2.7M Add +1.5%
META Meta Platforms Inc. Class A 0.84% 4,243 $2.6M Add +18.3%
TMO Thermo Fisher Scientific Inc. 0.83% 5,546 $2.6M Add +3.4%
LEN Lennar Corp. Class A 0.83% 20,737 $2.6M New
MSCI MSCI Inc. 0.80% 4,435 $2.5M Add +1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.80% 51,173 $2.5M Add +1.0%
AMD Advanced Micro Devices 0.79% 15,756 $2.5M Add +58.6%
BSX Boston Scientific Corp. 0.77% 25,330 $2.4M New
NPCE Neuropace Inc. 0.65% 197,476 $2.0M Add +16.2%
BE Bloom Energy Corp. Class A 0.63% 23,444 $2.0M Add +45.8%
OXY Occidental Petroleum Corp. 0.56% 37,174 $1.8M Reduce -2.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.54% 15,403 $1.7M Add +0.7%
CRWD CrowdStrike Holdings Inc. Class A 0.51% 3,339 $1.6M Add +17.3%
PG The Procter & Gamble Co. 0.48% 10,681 $1.5M Add +6.4%
NKTR Nektar Therapeutics 0.48% 26,154 $1.5M Add +10.0%
MNDY Monday.com Ltd. 0.45% 7,243 $1.4M Add +50.0%
UNH Unitedhealth Group Inc. 0.44% 4,303 $1.4M New
JOET Virtus Terranova US Qual Mom 0.44% 32,165 $1.4M Reduce -8.7%
LMT Lockheed Martin Corp. 0.43% 2,767 $1.4M Add +2.3%
CRM Salesforce Inc. 0.42% 5,805 $1.3M Add +6.0%
FDS Factset Research Systems Inc. 0.42% 4,603 $1.3M Add +2.9%
QURE Uniqure NV 0.41% 21,778 $1.3M New
CAT Caterpillar Inc. 0.39% 2,665 $1.2M Add +1.8%
ADBE Adobe Inc. 0.39% 3,575 $1.2M Add +1.1%
BALT Inn Defined Wealth Shield 0.39% 63,692 $1.2M Add +50.0%
PDBC Invesco Optimum Yield Divers 0.38% 89,608 $1.2M Reduce -4.8%
SHY iShares 1-3 Year Treasury Bo 0.38% 122,246 $1.2M Add +486.3%
URA Global X Uranium ETF 0.37% 24,521 $1.2M New
SPGI S&P Global Inc. 0.37% 2,492 $1.1M Add +0.4%
APH Amphenol Corp. Class A 0.36% 9,139 $1.1M Add +0.5%
ETN Eaton Corp. PLC 0.35% 3,207 $1.1M Add +0.0%
WCN Waste Connections Inc. 0.35% 6,204 $1.1M Reduce -22.0%
ACHR Archer Aviation Inc. Class A 0.34% 111,861 $1.1M Add +36.8%
ETHA iShares Ethereum Trust ETF 0.29% 29,280 $923K New
CMCSA Comcast Corp. Class A 0.29% 28,611 $899K Reduce -58.4%
ASMB Assembly Biosciences Inc. 0.28% 34,798 $891K Add +86.4%
AMAT Applied Materials Inc. 0.28% 4,641 $879K Reduce -1.3%
HLT Hilton Worldwide Holdings Inc. 0.28% 3,615 $872K Add +1.5%
ABT Abbott Laboratories 0.28% 7,176 $868K Add +0.2%
RECS Columbia Resear Enh Cor ETF 0.26% 19,857 $801K Add +66.6%
NET Cloudflare Inc. Class A 0.24% 3,562 $764K Add +11.6%
XMTR Xometry Inc. Class A 0.24% 13,790 $751K Reduce -2.2%
AMT American Tower Corp. 0.23% 3,924 $726K Add +2.9%
NOW ServiceNow Inc. 0.22% 859 $704K Add +21.3%
HD Home Depot Inc. 0.22% 2,044 $695K Add +11.3%
SNOW Snowflake Inc. 0.21% 2,890 $652K Add +21.1%
NTNX Nutanix Inc. Class A 0.21% 8,744 $650K Add +24.0%
HON Honeywell International Inc. 0.20% 3,186 $632K Add +0.1%
OFIX Orthofix Medical Inc. 0.20% 42,954 $629K New
BW Babcock & Wilcox Enterpr 0.20% 215,563 $625K New
LLY Eli Lilly & Co. 0.19% 1,035 $596K Add +4.2%
WDAY Workday Inc. Class A 0.19% 2,539 $591K Add +27.8%
MLPX Global X MLP & Energy Infras 0.18% 9,082 $570K No change
VLO Valero Energy Corp. 0.17% 3,477 $540K No change
CDNA Caredx Inc. 0.17% 36,984 $538K New
ORIC Oric Pharmaceuticals Inc. 0.17% 44,026 $528K Reduce -5.9%
CI The Cigna Group 0.17% 1,927 $524K Add +2.3%
TSHA Taysha Gene Therapies Inc. 0.16% 157,353 $515K New
XERS Xeris Biopharma Holdings Inc. 0.16% 63,189 $514K New
PRME Prime Medicine Inc. 0.16% 92,535 $513K Reduce -49.5%
CVX Chevron Corp. 0.16% 3,755 $496K Add +14.0%
NUVB Nuvation Bio Inc. 0.16% 133,861 $495K Add +17.8%
EPD Enterprise Products Partners 0.15% 15,306 $479K No change
IDYA Ideaya Biosciences Inc. 0.15% 17,452 $475K Add +10.6%
WMT Walmart Inc. 0.15% 6,237 $472K Add +0.2%
ZS Zscaler Inc. 0.15% 1,563 $468K Add +23.4%
XOM Exxon Mobil Corp. 0.15% 5,419 $464K Add +14.5%
PEG Public Service Enterprise GP 0.15% 5,701 $457K Add +0.5%
NEE Nextera Energy Inc. 0.14% 6,631 $452K Add +7.7%
VIG Vanguard Dividend Apprec ETF 0.14% 2,050 $442K Add +0.2%
OKLO Oklo Inc. 0.14% 3,892 $434K Reduce -68.1%
EBS Emergent Biosolutions Inc. 0.14% 48,196 $425K New
BLK BlackRock Inc. 0.14% 4,168 $423K Add +890.0%
NFLX Netflix Inc. 0.13% 490 $420K Add +9.6%
QS Quantumscape Corp. 0.13% 33,855 $417K Add +5.8%
PHVS Pharvaris NV 0.13% 16,641 $415K Add +14.4%
GTLB Gitlab Inc. Class A 0.13% 9,184 $414K Add +15.4%
XGN Exagen Inc. 0.13% 37,627 $414K Reduce -43.0%
LIN Linde PLC 0.13% 1,021 $412K Add +2.4%
LXEO Lexeo Therapeutics Inc. 0.13% 61,276 $407K Add +8.8%
PAYX Paychex Inc. 0.13% 3,178 $403K Reduce -1.0%
SANA Sana Biotechnology Inc. 0.13% 111,288 $395K Add +37.2%
DSGN Design Therapeutics Inc. 0.13% 52,081 $392K Reduce -14.0%
MIND MEDICINE MINDMED INC 0.12% 32,929 $388K Add +37.0%
SO The Southern Co. 0.12% 4,536 $379K Add +5.7%
AMGN Amgen Inc. 0.12% 1,389 $377K Reduce -3.5%
PKG Packaging Corp. of America 0.12% 1,717 $373K Add +0.3%
PRU Prudential Financial Inc. 0.12% 3,648 $365K Add +5.0%
RTX RTX Corp. 0.11% 2,511 $355K Add +2.6%
PTGX Protagonist Therapeutics Inc. 0.11% 5,268 $350K Reduce -30.0%
IMRX Immuneering Corp. Class A 0.11% 49,052 $343K New
GM General Motors Co. 0.11% 5,878 $340K Add +5.6%
XFOR X4 Pharmaceuticals Inc. 0.10% 95,327 $326K New
ESTC Elastic NV 0.10% 3,824 $323K Add +12.6%
GFL GFL Environmental Inc.-Sub VT 0.10% 6,765 $321K Reduce -38.4%
ROKU Roku Inc. 0.10% 3,202 $321K Add +9.7%
SIBN Si-Bone Inc. 0.10% 21,485 $316K Reduce -29.9%
ED Consolidated Edison Inc. 0.10% 3,191 $315K Add +0.8%
MRK Merck & Co. Inc. 0.10% 4,376 $315K Add +3.1%
QCOM Qualcomm Inc. 0.10% 1,979 $315K Add +0.3%
MIRM Mirum Pharmaceuticals Inc. 0.10% 4,242 $311K Reduce -24.3%
T AT&T Inc. 0.10% 13,360 $307K Add +7.9%
GE General Electric filed as GE AEROSPACE 0.09% 1,266 $291K Add +14.8%
SDGR Schrodinger Inc. 0.09% 14,390 $289K Reduce -45.7%
YUM Yum! Brands Inc. 0.09% 2,000 $288K Reduce -7.8%
AVGO Broadcom Inc. 0.09% 2,374 $287K Add +18.3%
KO The Coca-Cola Co. 0.09% 5,125 $283K Reduce -9.5%
MDB Mongodb Inc. 0.09% 910 $282K New
BFLY Butterfly Network Inc. 0.09% 146,079 $282K Add +68.1%
SEER Seer Inc. 0.09% 128,980 $280K Add +22.4%
DDOG Datadog Inc. Class A 0.09% 2,049 $279K Add +19.3%
SYM Symbotic Inc. 0.09% 5,095 $275K New
HRTX Heron Therapeutics Inc. 0.09% 216,506 $273K Add +63.5%
ERAS Erasca Inc. 0.09% 124,533 $271K Add +3.4%
NVAX Novavax Inc. 0.09% 31,045 $269K New
CRWV Coreweave Inc. Class A 0.09% 1,954 $267K New
CDTX Cidara Therapeutics Inc. 0.09% 2,789 $267K New
CVS CVS Health Corp. 0.09% 3,995 $267K New
SBUX Starbucks Corp. 0.09% 3,173 $267K Reduce -3.9%
OSCR Oscar Health Inc. Class A 0.08% 14,044 $266K New
VST Vistra Corp. 0.08% 1,427 $263K New
DNTH Dianthus Therapeutics Inc. 0.08% 6,650 $262K New
ABR Arbor Realty Trust Inc. 0.08% 21,349 $261K Add +1.9%
IMNM Immunome Inc. 0.08% 21,844 $256K New
MDGL Madrigal Pharmaceuticals Inc. 0.08% 545 $250K New
NFG National Fuel Gas Co. 0.08% 2,706 $250K Add +0.7%
UFOX Defiance Space and Connectiv 0.08% 52,993 $247K Add +1224.8%
TEAM Atlassian Corp. Class A 0.08% 1,535 $245K Add +23.0%
PATH Uipath Inc. Class A 0.08% 18,247 $244K Add +14.5%
REZI Resideo Technologies Inc. 0.08% 5,546 $239K New
SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS 0.08% 4,954 $239K Reduce -37.1%
BIB Proshares Ultra Nasd Biotech 0.08% 12,851 $238K New
SHOP Shopify Inc. Class A 0.08% 1,600 $238K New
UPS United Parcel Service Class B 0.07% 2,981 $229K Add +1.7%
UBER Uber Technologies Inc. 0.07% 2,993 $229K Add +9.0%
PLD Prologis Inc. 0.07% 2,260 $224K Add +14.3%
SCI Service Corp. International 0.07% 2,683 $223K New
RXST Rxsight Inc. 0.07% 23,967 $215K New
TSLA Tesla Inc. 0.07% 1,352 $214K Reduce -4.3%
TWLO Twilio Inc. Class A 0.07% 2,133 $213K Add +27.3%
TXN Texas Instruments Inc. 0.07% 1,293 $213K Add +10.7%
VZ Verizon Communications Inc. 0.07% 6,200 $204K Add +9.4%
BWAY Brainsway Ltd.-ADR 0.06% 11,837 $178K Reduce -3.3%
CRVS Corvus Pharmaceuticals Inc. 0.06% 23,614 $174K New
TMCI Treace Medical Concepts Inc. 0.04% 20,022 $134K New
BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F 0.02% 416,315 $52K New
NAUT Nautilus Biotechnology Inc. 0.01% 42,117 $36K Add +1.1%
GCOW Pacer Global Cash Cows Divid 0.01% 39,497 $30K New
XLC SS Comm Select Sector SPDR 0.00% 123,809 $4K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.00% 28,049 $471 New

Portfolio Sells Q2 2025 → Q3 2025
JPST JPMorgan Ultra-Short Income Sold out 0.00% −6.10
HELO JPMorgan Hedged Equity ETF Sold out 0.00% −1.63
XLRE SS Real Estate Select Sector Sold out 0.00% −1.05
FISV Fiserv Inc. Sold out 0.00% −1.01
XLV SS Health Care Select Sector Sold out 0.00% −0.82
CHD Church & Dwight Co. Inc. Sold out 0.00% −0.78
XHB SS SPDR S&P Homebldrs ETF Sold out 0.00% −0.76
GOOG Alphabet Inc. Class C Sold out 0.00% −0.69
OEF iShares S&P 100 ETF Sold out 0.00% −0.64
MSTB Lha Market State Tactical Sold out 0.00% −0.60
CMCSA Comcast Corp. Class A Reduce -58.4% 0.29% −0.47
FOX Fox Corp. Class B Sold out 0.00% −0.39
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.35
PALC Pacer Lunt LRG Cap Multi-Fac Sold out 0.00% −0.32
JMOM JPMorgan US Momentum Factor Sold out 0.00% −0.30
IYW iShares Ustechnology ETF Sold out 0.00% −0.28
PMAY Innovator U.S. Equity Power Sold out 0.00% −0.21
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.21
MTUM iShares MSCI USA Momentum Fa Sold out 0.00% −0.21
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.21
SSO Proshares Ultra S&P500 Sold out 0.00% −0.20
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.19
XLP SS Consumer Staples Sel Sect Sold out 0.00% −0.18
BX Blackstone Inc. Sold out 0.00% −0.17
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.15
ARVN Arvinas Inc. Sold out 0.00% −0.15
XLE SS Energy Select Sector Sold out 0.00% −0.15
BBNX Beta Bionics Inc. Sold out 0.00% −0.13
COST Costco Wholesale Corp. Reduce -1.5% 2.00% −0.12
MNKD Mannkind Corp. Sold out 0.00% −0.12
WCN Waste Connections Inc. Reduce -22.0% 0.35% −0.11
MUB iShares National Muni Bond E Sold out 0.00% −0.11
EEM iShares MSCI Emerging Market Sold out 0.00% −0.10
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.10
SGHT Sight Sciences Inc. Sold out 0.00% −0.10
RDDT Reddit Inc. Class A Sold out 0.00% −0.10
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.08
GHRS GH Research PLC Sold out 0.00% −0.08
AKRO Akero Therapeutics Inc. Sold out 0.00% −0.08
CSCO Cisco Systems Inc. Sold out 0.00% −0.08
SIBN Si-Bone Inc. Reduce -29.9% 0.10% −0.08
ADP Automatic Data Processing Sold out 0.00% −0.08
SYK Stryker Corp. Sold out 0.00% −0.07
ECL Ecolab Inc. Sold out 0.00% −0.07
OKLO Oklo Inc. Reduce -68.1% 0.14% −0.07
DAL Delta Air Lines Inc. Sold out 0.00% −0.07
SDGR Schrodinger Inc. Reduce -45.7% 0.09% −0.07
INTU Intuit Inc. Sold out 0.00% −0.07
GEV GE Vernova Inc. Sold out 0.00% −0.07
TSLA Tesla Inc. Reduce -4.3% 0.07% −0.07

Portfolio Buys Q2 2025 → Q3 2025
IBIT iShares Bitcoin Trust ETF Add +191.3% 2.95% +2.02
WSM Williams-Sonoma Inc. New 1.47% +1.47
SPY SS SPDR S&P 500 ETF Trust-US Add +5.2% 10.11% +1.46
AAPL Apple Inc. Add +14.5% 4.90% +1.29
NKE Nike Inc. Class B Add +389.8% 1.61% +1.28
GOOGL Alphabet Inc. Class A Add +109.1% 2.39% +1.20
MRVL Marvell Technology Inc. New 0.99% +0.99
LEN Lennar Corp. Class A New 0.83% +0.83
BSX Boston Scientific Corp. New 0.77% +0.77
MINT PIMCO Enhanced Short Maturit Add +88.7% 1.50% +0.73
BE Bloom Energy Corp. Class A Add +45.8% 0.63% +0.51
NVDA Nvidia Corp. Add +13.4% 2.87% +0.46
UNH Unitedhealth Group Inc. New 0.44% +0.44
QURE Uniqure NV New 0.41% +0.41
URA Global X Uranium ETF New 0.37% +0.37
AMZN Amazon.com Inc. Add +14.4% 3.53% +0.36
AMD Advanced Micro Devices Add +58.6% 0.79% +0.35
QQQ Invesco QQQ Trust Series 1 Add +4.2% 2.24% +0.32
ETHA iShares Ethereum Trust ETF New 0.29% +0.29
NKTR Nektar Therapeutics Add +10.0% 0.48% +0.29
JNJ Johnson & Johnson Add +3.7% 1.07% +0.21
OFIX Orthofix Medical Inc. New 0.20% +0.20
ETR Entergy Corp. Add +0.5% 1.46% +0.20
BW Babcock & Wilcox Enterpr New 0.20% +0.20
MSFT Microsoft Corp. Add +10.8% 3.28% +0.19
ASMB Assembly Biosciences Inc. Add +86.4% 0.28% +0.18
CDNA Caredx Inc. New 0.17% +0.17
TSHA Taysha Gene Therapies Inc. New 0.16% +0.16
XERS Xeris Biopharma Holdings Inc. New 0.16% +0.16
TMO Thermo Fisher Scientific Inc. Add +3.4% 0.83% +0.16
DGX Quest Diagnostics Inc. Add +0.5% 1.56% +0.14
EBS Emergent Biosolutions Inc. New 0.14% +0.14
ITW Illinois Tool Works Add +0.2% 1.66% +0.13
RECS Columbia Resear Enh Cor ETF Add +66.6% 0.26% +0.12
IMRX Immuneering Corp. Class A New 0.11% +0.11
XFOR X4 Pharmaceuticals Inc. New 0.10% +0.10
TSCO Tractor Supply Company Add +0.5% 0.99% +0.10
MDB Mongodb Inc. New 0.09% +0.09
NUVB Nuvation Bio Inc. Add +17.8% 0.16% +0.09
SYM Symbotic Inc. New 0.09% +0.09
NVAX Novavax Inc. New 0.09% +0.09
CRWV Coreweave Inc. Class A New 0.09% +0.09
CVS CVS Health Corp. New 0.09% +0.09
CDTX Cidara Therapeutics Inc. New 0.09% +0.09
OSCR Oscar Health Inc. Class A New 0.08% +0.08
VST Vistra Corp. New 0.08% +0.08
DNTH Dianthus Therapeutics Inc. New 0.08% +0.08
JPM JPMorgan Chase & Co. Add +3.4% 1.16% +0.08
IMNM Immunome Inc. New 0.08% +0.08
APH Amphenol Corp. Class A Add +0.5% 0.36% +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