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| Name: |
Palumbo Wealth Management LLC |
| City: |
GREAT NECK |
| State: |
NY |
| Zip: |
11021 |
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data |
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| Holdings
Found :
8 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XHB |
SPDR S&P Homebuilders |
21 |
- |
$107.51 |
$2,779,000 |
24,900 |
1.24% |
397,000 |
0 |
0.01 |
Closed - End Fund - E... |
|
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BRK.B |
Berkshire Hathaway B |
23 |
- |
$412.05 |
$2,466,000 |
5,863 |
1.1% |
375,000 |
0 |
0 |
Property & Casualty I... |
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IYW |
iShares Trust DJ US Sector |
62 |
- |
$133.97 |
$702,000 |
5,200 |
0.31% |
64,000 |
0 |
0.003 |
Closed - End Fund - E... |
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EPD |
Enterprise Products Partner... |
83 |
- |
$28.80 |
$447,000 |
15,306 |
0.2% |
44,000 |
0 |
0.001 |
Independent Oil & Gas |
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MLPX |
Global X Mlp And Energy Inf... |
84 |
- |
$7.73 |
$445,000 |
9,082 |
0.2% |
40,000 |
0 |
0.045 |
N/A |
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EOT |
Eaton Vance National Munici... |
86 |
- |
$16.53 |
$440,000 |
26,520 |
0.2% |
-9,000 |
0 |
0.174 |
Closed - End Fund - Debt |
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NUW |
Nuveen Municipal Value Fund 2 |
89 |
- |
$13.54 |
$426,000 |
31,562 |
0.19% |
-4,000 |
0 |
0.205 |
N/A |
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BIB |
Proshares Ultra Nasdaq Biot... |
115 |
- |
$54.47 |
$230,000 |
4,000 |
0.1% |
2,000 |
0 |
0.148 |
N/A |
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