Palumbo Wealth Management LLC Purchases in Q3 2025

Palumbo Wealth Management LLC

  • $370 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
416K
New
$65.91 - $70.63 $27.4M - $29.4M
416K $29.2M
XLC
Select Sector Spdr Tr Communic

ETFs
124K
New
$105.99 - $119.41 $13.1M - $14.8M
124K $14.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
101K
+ 486.28%
$82.38 - $83.0 $8.35M - $8.42M
122K $10.1M
GOOGL
Alphabet Inc.

Communication Services
23.7K
+ 109.06%
$174.36 - $254.72 $4.13M - $6.04M
45.4K $11M
AAPL
Apple Inc.

Technology
8.23K
+ 14.49%
$202.38 - $256.87 $1.67M - $2.11M
65K $16.6M
WSM
Williams Sonoma Inc

Consumer Cyclical
23.6K
New
$163.62 - $210.2 $3.86M - $4.96M
23.6K $4.61M
NKE
Nike, Inc.

Consumer Cyclical
57.6K
+ 389.75%
$69.24 - $79.24 $3.99M - $4.56M
72.4K $5.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.33K
+ 5.15%
$617.65 - $666.84 $1.44M - $1.55M
47.5K $31.7M
MRVL
Marvell Technology, Inc.

Technology
37.1K
New
$62.31 - $84.07 $2.31M - $3.12M
37.1K $3.12M
NVDA
Nvidia Corp

Technology
6.62K
+ 13.44%
$153.3 - $186.58 $1.02M - $1.24M
55.9K $10.4M
BSX
Boston Scientific Corp

Healthcare
25.3K
New
$97.03 - $108.14 $2.46M - $2.74M
25.3K $2.47M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
21.9K
+ 88.71%
$100.16 - $100.7 $2.19M - $2.21M
46.6K $4.69M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28K
New
$72.65 - $78.68 $2.04M - $2.21M
28K $2.2M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
49K
+ 1224.83%
N/A
53K $2.15M
BE
Bloom Energy Corp

Industrials
7.37K
+ 45.83%
$22.13 - $86.27 $163K - $636K
23.4K $1.98M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
39.5K
New
$38.1 - $40.7 $1.5M - $1.61M
39.5K $1.56M
MSFT
Microsoft Corp

Technology
2.16K
+ 10.76%
$491.09 - $535.64 $1.06M - $1.16M
22.2K $11.5M
UNH
Unitedhealth Group Inc

Healthcare
4.3K
New
$237.77 - $353.61 $1.02M - $1.52M
4.3K $1.49M
AMZN
Amazon Com Inc

Consumer Cyclical
6.72K
+ 14.41%
$211.65 - $238.24 $1.42M - $1.6M
53.4K $11.7M
QURE
Uni Qure N.V.

Healthcare
21.8K
New
$13.28 - $59.4 $289K - $1.29M
21.8K $1.27M
URA
Global X Uranium ETF

ETFs
24.5K
New
$36.45 - $50.4 $894K - $1.24M
24.5K $1.17M
AMD
Advanced Micro Devices Inc

Technology
5.82K
+ 58.61%
$134.8 - $184.42 $785K - $1.07M
15.8K $2.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
469
+ 4.18%
$546.99 - $602.2 $257K - $282K
11.7K $7.01M
BIB
Proshares Trust Proshares Ul

ETFs
12.9K
New
$46.38 - $59.57 $596K - $766K
12.9K $765K
BALT
Innovator Etfs Tr
21.2K
+ 50.0%
$32.11 - $32.82 $682K - $697K
63.7K $2.09M
JNJ
Johnson & Johnson

Healthcare
682
+ 3.74%
$155.17 - $185.42 $106K - $126K
18.9K $3.51M
OFIX
Orthofix Medical Inc.

Healthcare
43K
New
$10.63 - $15.48 $457K - $665K
43K $628K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
216K
New
$0.88 - $3.52 $190K - $759K
216K $625K
CDNA
Care Dx, Inc.

Healthcare
37K
New
$11.57 - $20.63 $428K - $763K
37K $537K
ETR
Entergy Corp

Utilities
249
+ 0.51%
$80.93 - $93.55 $20.2K - $23.3K
49.2K $4.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
183
+ 3.41%
$404.94 - $499.99 $74.1K - $91.5K
5.55K $2.69M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
63.2K
New
$4.68 - $8.3 $296K - $524K
63.2K $511K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
157K
New
$2.34 - $3.29 $368K - $518K
157K $495K
META
Meta Platforms, Inc.

Communication Services
656
+ 18.29%
$695.21 - $791.73 $456K - $519K
4.24K $3.12M
JPM
Jpmorgan Chase & CO

Financial Services
404
+ 3.37%
$282.78 - $316.06 $114K - $128K
12.4K $3.91M
EBS
Emergent Bio Solutions Inc.

Healthcare
48.2K
New
$5.63 - $9.32 $271K - $449K
48.2K $425K
RECS
Columbia ETF Tr I

ETFs
7.94K
+ 66.64%
$36.82 - $40.35 $292K - $320K
19.9K $801K
IMRX
Immuneering Corp

Healthcare
49.1K
New
$3.04 - $9.26 $149K - $454K
49.1K $321K
CVS
Cvs Health Corp

Healthcare
4K
New
$58.75 - $76.5 $235K - $306K
4K $301K
MDB
Mongo Db, Inc.

Technology
910
New
$201.0 - $334.87 $183K - $305K
910 $282K
ITW
Illinois Tool Works Inc

Industrials
41
+ 0.2%
$252.31 - $269.41 $10.3K - $11K
20.1K $5.24M
VST
Vistra Corp.

Utilities
1.43K
New
$182.0 - $217.92 $260K - $311K
1.43K $279K
NUVB
Nuvation Bio Inc.

Healthcare
20.2K
+ 17.77%
$1.94 - $3.9 $39.2K - $78.8K
134K $495K
SYM
Symbotic Inc.

Financial Services
5.1K
New
$39.68 - $63.21 $202K - $322K
5.1K $274K
NVAX
Novavax Inc

Healthcare
31K
New
$6.56 - $9.71 $204K - $301K
31K $269K
OSCR
Oscar Health, Inc.

Healthcare
14K
New
$13.42 - $20.45 $188K - $287K
14K $265K
CAT
Caterpillar Inc

Industrials
48
+ 1.83%
$390.92 - $477.15 $18.8K - $22.9K
2.67K $1.27M
IMNM
Immunome Inc.

Healthcare
21.8K
New
$8.4 - $11.59 $183K - $253K
21.8K $253K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
545
New
$287.52 - $458.66 $157K - $250K
545 $249K
Activity Summary
Buys All Purchases 145 New Holdings 38 Increased Positions 107 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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