Palumbo Wealth Management LLC Purchases in Q2 2025

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
11.1K
+ 31.14%
$167.32 - $223.3 $1.85M - $2.47M
46.6K $10.2M
NVDA
Nvidia Corp

Technology
7.74K
+ 18.61%
$94.31 - $157.99 $730K - $1.22M
49.3K $7.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
250
+ 0.56%
$496.48 - $617.85 $124K - $154K
45.2K $27.9M
MSFT
Microsoft Corp

Technology
59
+ 0.29%
$354.56 - $497.45 $20.9K - $29.3K
20.1K $9.99M
AMD
Advanced Micro Devices Inc

Technology
9.93K
New
$78.21 - $143.81 $777K - $1.43M
9.93K $1.41M
NPCE
Neuro Pace Inc

Healthcare
124K
+ 268.44%
$10.34 - $18.13 $1.28M - $2.24M
170K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
344
+ 3.16%
$416.06 - $551.64 $143K - $190K
11.2K $6.19M
LMT
Lockheed Martin Corp

Industrials
2.03K
+ 300.15%
$430.82 - $486.45 $874K - $987K
2.71K $1.25M
WCN
Waste Connections, Inc.

Industrials
4.54K
+ 133.07%
$183.26 - $199.95 $833K - $908K
7.96K $1.49M
META
Meta Platforms, Inc.

Communication Services
242
+ 7.23%
$484.66 - $738.09 $117K - $179K
3.59K $2.65M
GOOGL
Alphabet Inc.

Communication Services
809
+ 3.87%
$144.7 - $178.6 $117K - $144K
21.7K $3.83M
SIBN
Si Bone, Inc.

Healthcare
30.6K
New
$13.05 - $19.71 $400K - $604K
30.6K $576K
GFL
Gfl Environmental Inc.

Industrials
11K
New
$42.93 - $51.58 $472K - $567K
11K $554K
AVGO
Broadcom Inc.

Technology
2.01K
New
$146.29 - $275.65 $293K - $553K
2.01K $552K
CRWD
Crowd Strike Holdings, Inc.

Technology
226
+ 8.62%
$321.63 - $509.31 $72.7K - $115K
2.85K $1.45M
ARVN
Arvinas, Inc.

Healthcare
66.9K
New
$6.07 - $9.62 $406K - $643K
66.9K $492K
IBM
International Business Machines Corp

Technology
5
+ 0.05%
$221.03 - $294.78 $1.11K - $1.47K
10.4K $3.08M
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
46.8K
New
$4.26 - $10.55 $199K - $494K
46.8K $474K
BALT
Innovator Etfs Tr
13K
+ 44.33%
$30.33 - $32.1 $396K - $419K
42.5K $1.36M
RECS
Columbia ETF Tr I

ETFs
11.9K
New
$29.4 - $36.79 $350K - $438K
11.9K $438K
BAC
Bank Of America Corp

Financial Services
3.43K
+ 7.27%
$34.39 - $47.46 $118K - $163K
50.7K $2.4M
PTGX
Protagonist Therapeutics, Inc

Healthcare
7.53K
New
$40.89 - $56.37 $308K - $424K
7.53K $416K
LLY
Eli Lilly & CO

Healthcare
496
+ 99.8%
$713.71 - $898.95 $354K - $446K
993 $774K
SGHT
Sight Sciences, Inc.

Healthcare
79.4K
New
$2.09 - $4.34 $166K - $345K
79.4K $327K
GOOG
Alphabet Inc.

Communication Services
366
+ 3.02%
$146.58 - $180.01 $53.6K - $65.9K
12.5K $2.22M
APH
Amphenol Corp

Technology
49
+ 0.54%
$59.09 - $98.75 $2.9K - $4.84K
9.1K $898K
ETN
Eaton Corp PLC

Industrials
43
+ 1.36%
$246.52 - $356.99 $10.6K - $15.4K
3.21K $1.14M
AKRO
Akero Therapeutics, Inc.

Healthcare
4.91K
New
$34.04 - $56.28 $167K - $276K
4.91K $261K
UBER
Uber Technologies, Inc

Technology
2.75K
New
$64.62 - $93.3 $178K - $256K
2.75K $256K
PRME
Prime Medicine, Inc.
87.9K
+ 92.07%
$1.15 - $2.65 $101K - $233K
183K $443K
ADP
Automatic Data Processing Inc

Industrials
803
New
$276.76 - $326.81 $222K - $262K
803 $247K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
2.21K
+ 16.92%
$50.29 - $64.29 $111K - $142K
15.3K $982K
DAL
Delta Air Lines, Inc.

Industrials
4.79K
New
$35.88 - $52.99 $172K - $254K
4.79K $235K
INTU
Intuit Inc

Technology
297
New
$544.07 - $787.63 $162K - $234K
297 $233K
DDOG
Datadog, Inc.

Technology
1.72K
New
$87.0 - $134.33 $149K - $231K
1.72K $230K
TJX
Tjx Companies Inc

Consumer Cyclical
1.82K
New
$119.13 - $135.03 $217K - $246K
1.82K $224K
SANA
Sana Biotechnology, Inc.

Healthcare
81.1K
New
$1.34 - $2.97 $109K - $241K
81.1K $221K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.18K
New
$96.84 - $99.46 $211K - $217K
2.18K $216K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
759
New
$179.95 - $278.88 $137K - $212K
759 $211K
TWLO
Twilio Inc

Communication Services
1.68K
New
$81.34 - $124.36 $136K - $208K
1.68K $208K
AMAT
Applied Materials Inc

Technology
162
+ 3.57%
$126.95 - $183.52 $20.6K - $29.7K
4.7K $861K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
301
+ 51.9%
$456.74 - $568.03 $137K - $171K
881 $500K
NFLX
Netflix Inc

Communication Services
12
+ 2.76%
$855.86 - $1339.13 $10.3K - $16.1K
447 $598K
SDGR
Schrodinger, Inc.

Healthcare
9.03K
+ 51.59%
$17.97 - $26.69 $162K - $241K
26.5K $533K
NOW
Service Now, Inc.

Technology
13
+ 1.87%
$721.65 - $1040.18 $9.38K - $13.5K
708 $727K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
118
+ 3.43%
$201.28 - $266.34 $23.8K - $31.4K
3.56K $948K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4K
New
N/A
4K $162K
SSO
Proshares Ultra S&P 500

ETFs
695
+ 11.92%
$64.8 - $97.72 $45K - $67.9K
6.53K $637K
CAT
Caterpillar Inc

Industrials
2
+ 0.08%
$273.94 - $388.21 $548 - $776
2.62K $1.02M
Activity Summary
Buys All Purchases 117 New Holdings 25 Increased Positions 92 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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