0001846310-22-000005.txt : 20220812 0001846310-22-000005.hdr.sgml : 20220812 20220812114711 ACCESSION NUMBER: 0001846310-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palumbo Wealth Management LLC CENTRAL INDEX KEY: 0001846310 IRS NUMBER: 844342936 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21248 FILM NUMBER: 221158788 BUSINESS ADDRESS: STREET 1: 1010 NORTHERN BOULEVARD STREET 2: SUITE 310 CITY: GREAT NECK STATE: NY ZIP: 11021 BUSINESS PHONE: (516) 629-7536 MAIL ADDRESS: STREET 1: 1010 NORTHERN BOULEVARD STREET 2: SUITE 310 CITY: GREAT NECK STATE: NY ZIP: 11021 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001846310 XXXXXXXX 06-30-2022 06-30-2022 Palumbo Wealth Management LLC

1010 NORTHERN BOULEVARD SUITE 310 GREAT NECK NY 11021

13F HOLDINGS REPORT 028-21248 N KILLANA WILLIAMS (516) 629-7073 KILLANA WILLIAMS GREAT NECK NY 08-12-2022 0 81 125963 false INFORMATION TABLE 2 20220630pwmq213F.xml IDEANOMICS INC COM 45166V106 7 10000 SH SOLE 0 0 10000 ARBOR REALTY TRUST INC COM 038923108 140 10651 SH SOLE 0 0 10651 SIRIUS XM HOLDINGS INC COM 82968B103 70 11453 SH SOLE 0 0 11453 AT&T INC COM 00206R102 201 9574 SH SOLE 0 0 9574 LINDE PLC SHS G5494J103 210 731 SH SOLE 0 0 731 LOCKHEED MARTIN CORP COM 539830109 211 490 SH SOLE 0 0 490 BLACKROCK INC COM 09247X101 230 378 SH SOLE 0 0 378 QUALCOMM INC COM 747525103 242 1896 SH SOLE 0 0 1896 PAYPAL HLDGS INC COM 70450Y103 258 3700 SH SOLE 0 0 3700 YUM BRANDS INC COM 988498101 261 2297 SH SOLE 0 0 2297 HONEYWELL INTL INC COM 438516106 263 1515 SH SOLE 0 0 1515 AMPHENOL CORP NEW CL A 032095101 283 4403 SH SOLE 0 0 4403 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 288 2007 SH SOLE 0 0 2007 PROSHARES TR PSHS ULT S&P 500 74347R107 292 6493 SH SOLE 0 0 6493 EXXON MOBIL CORP COM 30231G102 294 3436 SH SOLE 0 0 3436 NVIDIA CORPORATION COM 67066G104 318 2095 SH SOLE 0 0 2095 FEDEX CORP COM 31428X106 334 1471 SH SOLE 0 0 1471 VANGUARD STAR FDS VG TL INTL STK F 921909768 340 6586 SH SOLE 0 0 6586 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 368 2867 SH SOLE 0 0 2867 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 368 5251 SH SOLE 0 0 5251 CHEVRON CORP NEW COM 166764100 373 2575 SH SOLE 0 0 2575 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 387 5516 SH SOLE 0 0 5516 VANGUARD INDEX FDS TOTAL STK MKT 922908769 408 2161 SH SOLE 0 0 2161 FORD MTR CO DEL COM 345370860 429 38585 SH SOLE 0 0 38585 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 432 6819 SH SOLE 0 0 6819 ALPHABET INC CAP STK CL C 02079K107 453 207 SH SOLE 0 0 207 CIGNA CORP NEW COM 125523100 455 1728 SH SOLE 0 0 1728 HOME DEPOT INC COM 437076102 460 1679 SH SOLE 0 0 1679 INNOVATOR ETFS TR US EQTY ULTRA B 45782C649 463 17486 SH SOLE 0 0 17486 COMCAST CORP NEW CL A 20030N101 515 13117 SH SOLE 0 0 13117 VIRTUS ETF TR II VIRTUS US QLTY 92790A504 527 21007 SH SOLE 0 0 21007 3M CO COM 88579Y101 531 4101 SH SOLE 0 0 4101 NEXTERA ENERGY INC COM 65339F101 546 7044 SH SOLE 0 0 7044 VISA INC COM CL A 92826C839 557 2829 SH SOLE 0 0 2829 INTERNATIONAL BUSINESS MACHS COM 459200101 615 4354 SH SOLE 0 0 4354 ISHARES TR MSCI USA MMENTM 46432F396 618 4532 SH SOLE 0 0 4532 BK OF AMERICA CORP COM 060505104 678 21768 SH SOLE 0 0 21768 VERIZON COMMUNICATIONS INC COM 92343V104 678 13363 SH SOLE 0 0 13363 INTEL CORP COM 458140100 680 18190 SH SOLE 0 0 18190 TARGET CORP COM 87612E106 695 4924 SH SOLE 0 0 4924 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 710 11608 SH SOLE 0 0 11608 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 738 17194 SH SOLE 0 0 17194 BLACKSTONE INC COM 09260D107 771 8449 SH SOLE 0 0 8449 INNOVATOR ETFS TR US EQT ULTRA BF 45782C300 783 26875 SH SOLE 0 0 26875 S&P GLOBAL INC COM 78409V104 790 2344 SH SOLE 0 0 2344 CISCO SYS INC COM 17275R102 797 18689 SH SOLE 0 0 18689 COSTCO WHSL CORP NEW COM 22160K105 797 1662 SH SOLE 0 0 1662 PRUDENTIAL FINL INC COM 744320102 819 8558 SH SOLE 0 0 8558 INVESCO QQQ TR UNIT SER 1 46090E103 848 3027 SH SOLE 0 0 3027 SOUTHERN CO COM 842587107 875 12271 SH SOLE 0 0 12271 UNITED PARCEL SERVICE INC CL B 911312106 880 4822 SH SOLE 0 0 4822 ALLIANT ENERGY CORP COM 018802108 882 15043 SH SOLE 0 0 15043 EATON CORP PLC SHS G29183103 898 7125 SH SOLE 0 0 7125 WASTE MGMT INC DEL COM 94106L109 986 6442 SH SOLE 0 0 6442 COCA COLA CO COM 191216100 987 15696 SH SOLE 0 0 15696 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1019 11655 SH SOLE 0 0 11655 CATERPILLAR INC COM 149123101 1041 5821 SH SOLE 0 0 5821 PAYCHEX INC COM 704326107 1081 9495 SH SOLE 0 0 9495 AMAZON COM INC COM 023135106 1089 10256 SH SOLE 0 0 10256 MCDONALDS CORP COM 580135101 1112 4506 SH SOLE 0 0 4506 DISNEY WALT CO COM 254687106 1118 11846 SH SOLE 0 0 11846 MERCK & CO INC COM 58933Y105 1154 12658 SH SOLE 0 0 12658 PFIZER INC COM 717081103 1154 22008 SH SOLE 0 0 22008 CONSOLIDATED EDISON INC COM 209115104 1166 12257 SH SOLE 0 0 12257 ISHARES TR MSCI EMG MKT ETF 464287234 1342 33459 SH SOLE 0 0 33459 JPMORGAN CHASE & CO COM 46625H100 1375 12211 SH SOLE 0 0 12211 PROCTER AND GAMBLE CO COM 742718109 1450 10082 SH SOLE 0 0 10082 ISHARES TR CORE S&P SCP ETF 464287804 1828 19784 SH SOLE 0 0 19784 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 1950 108067 SH SOLE 0 0 108067 ISHARES TR MSCI EAFE ETF 464287465 2618 41894 SH SOLE 0 0 41894 MICROSOFT CORP COM 594918104 3213 12512 SH SOLE 0 0 12512 APPLE INC COM 037833100 3498 25583 SH SOLE 0 0 25583 SPROTT PHYSICAL GOLD TR UNIT 85207H104 3803 268214 SH SOLE 0 0 268214 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4499 45391 SH SOLE 0 0 45391 SPDR S&P 500 ETF TR TR UNIT 78462F103 6049 16034 SH SOLE 0 0 16034 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 7689 288625 SH SOLE 0 0 288625 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 7832 313891 SH SOLE 0 0 313891 ISHARES TR TIPS BD ETF 464287176 8220 72166 SH SOLE 0 0 72166 SPDR GOLD TR GOLD SHS 78463V107 8459 50216 SH SOLE 0 0 50216 ISHARES TR 20 YR TR BD ETF 464287432 10582 92121 SH SOLE 0 0 92121 ISHARES TR 7-10 YR TRSY BD 464287440 13583 132772 SH SOLE 0 0 132772