Palumbo Wealth Management LLC Purchases in Q3 2024

Palumbo Wealth Management LLC

  • $251 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.37K
+ 1.87%
$89.91 - $101.33 $213K - $240K
129K $12.7M
ETR
Entergy Corp

Utilities
707
+ 3.11%
$104.75 - $131.61 $74.1K - $93K
23.5K $3.09M
PHYS
Sprott Physical Gold Trust

Financial Services
1.19K
+ 0.45%
$18.12 - $20.72 $21.5K - $24.6K
265K $5.4M
HON
Honeywell International Inc

Industrials
3.08K
+ 216.91%
$196.73 - $220.21 $606K - $678K
4.5K $929K
IEF
Ishares Barclays

ETFs
1.56K
+ 1.89%
$92.67 - $99.14 $145K - $155K
84.1K $8.25M
SHW
Sherwin Williams CO

Basic Materials
124
+ 2.21%
$294.65 - $384.0 $36.5K - $47.6K
5.73K $2.18M
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
61.8K
New
$7.38 - $7.89 $456K - $487K
61.8K $487K
PMX
Pimco Municipal Income Fund Iii

Financial Services
58.6K
New
$7.63 - $8.33 $447K - $488K
58.6K $484K
ITW
Illinois Tool Works Inc

Industrials
476
+ 3.47%
$233.14 - $263.97 $111K - $126K
14.2K $3.72M
IBM
International Business Machines Corp

Technology
82
+ 0.91%
$175.1 - $223.38 $14.4K - $18.3K
9.06K $2M
UNH
Unitedhealth Group Inc

Healthcare
107
+ 2.24%
$488.01 - $604.18 $52.2K - $64.6K
4.88K $2.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 0.95%
$405.19 - $478.57 $28K - $33K
7.3K $3.36M
KO
Coca Cola CO

Consumer Defensive
929
+ 2.25%
$62.69 - $73.01 $58.2K - $67.8K
42.1K $3.03M
KLAC
Kla Corp

Technology
513
New
$696.17 - $892.35 $357K - $458K
513 $397K
MSCI
Msci Inc.

Financial Services
82
+ 2.79%
$479.31 - $584.91 $39.3K - $48K
3.02K $1.76M
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 12.15%
$194.9 - $224.8 $236K - $272K
11.2K $2.36M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.97K
+ 118.38%
$81.31 - $83.29 $323K - $331K
7.33K $609K
TMO
Thermo Fisher Scientific Inc.

Healthcare
103
+ 2.59%
$531.86 - $624.21 $54.8K - $64.3K
4.07K $2.52M
PG
Procter & Gamble CO

Consumer Defensive
1.44K
+ 16.26%
$160.76 - $177.82 $232K - $257K
10.3K $1.79M
NKE
Nike, Inc.

Consumer Cyclical
151
+ 0.66%
$71.09 - $89.44 $10.7K - $13.5K
23.1K $2.04M
C
Citigroup Inc

Financial Services
4.75K
New
$56.11 - $67.61 $266K - $321K
4.75K $297K
MSFT
Microsoft Corp

Technology
1.2K
+ 7.99%
$395.15 - $467.56 $476K - $563K
16.3K $7M
MMM
3 M CO

Industrials
1.95K
New
$99.69 - $139.42 $194K - $271K
1.95K $266K
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 1.25%
$801.83 - $917.05 $56.1K - $64.2K
5.67K $5.02M
ED
Consolidated Edison Inc

Utilities
2.01K
+ 66.46%
$88.42 - $104.97 $178K - $211K
5.04K $525K
PTGX
Protagonist Therapeutics, Inc

Healthcare
5.21K
New
$33.72 - $47.33 $176K - $247K
5.21K $234K
GTLB
Gitlab Inc.

Technology
4.54K
New
$40.84 - $56.2 $185K - $255K
4.54K $233K
V
Visa Inc.

Financial Services
185
+ 1.28%
$253.74 - $291.56 $46.9K - $53.9K
14.6K $4.01M
PLTR
Palantir Technologies Inc.

Technology
6.14K
New
$24.09 - $37.95 $148K - $233K
6.14K $228K
IDYA
Ideaya Biosciences, Inc.

Healthcare
7.05K
New
$30.37 - $43.05 $214K - $303K
7.05K $223K
SJM
J M Smucker CO

Consumer Defensive
481
+ 3.53%
$109.12 - $122.4 $52.5K - $58.9K
14.1K $1.71M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
50
+ 3.15%
$1015.62 - $1159.62 $50.8K - $58K
1.64K $1.89M
ECL
Ecolab Inc.

Basic Materials
817
New
$228.86 - $255.76 $187K - $209K
817 $208K
TSCO
Tractor Supply CO

Consumer Cyclical
209
+ 3.1%
$251.95 - $290.93 $52.7K - $60.8K
6.95K $2.02M
TGT
Target Corp

Consumer Defensive
876
+ 10.4%
$133.47 - $159.25 $117K - $140K
9.3K $1.45M
XMTR
Xometry, Inc.

Industrials
10.4K
New
$11.28 - $20.48 $117K - $213K
10.4K $191K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.17%
$446.32 - $527.38 $1.79K - $2.11K
2.38K $1.23M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.65K
+ 27.02%
$100.09 - $100.69 $165K - $166K
7.74K $779K
BAC
Bank Of America Corp

Financial Services
3.99K
+ 10.81%
$36.65 - $44.13 $146K - $176K
40.9K $1.62M
AMT
American Tower Corp

Real Estate
57
+ 1.56%
$192.27 - $242.73 $11K - $13.8K
3.71K $863K
NOW
Service Now, Inc.

Technology
72
+ 9.29%
$730.87 - $937.36 $52.6K - $67.5K
847 $757K
MNDY
Monday.Com Ltd.

Technology
193
+ 8.28%
$202.41 - $281.64 $39.1K - $54.4K
2.53K $701K
NEE
Nextera Energy Inc

Utilities
486
+ 7.68%
$69.9 - $84.97 $34K - $41.3K
6.82K $576K
META
Meta Platforms, Inc.

Communication Services
48
+ 3.76%
$453.41 - $572.44 $21.8K - $27.5K
1.33K $759K
XGN
Exagen Inc.

Healthcare
9.7K
+ 14.54%
$1.74 - $3.42 $16.9K - $33.2K
76.4K $235K
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 0.31%
$434.77 - $502.96 $14.3K - $16.6K
10.7K $5.22M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.58%
$333.64 - $405.2 $3.34K - $4.05K
1.72K $697K
BX
Blackstone Inc.

Financial Services
3
+ 0.09%
$120.77 - $159.66 $362 - $479
3.43K $524K
CRMD
Cor Medix Inc.

Healthcare
12.4K
New
$3.64 - $8.23 $45K - $102K
12.4K $99K
Activity Summary
Buys All Purchases 118 New Holdings 17 Increased Positions 101 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Palumbo Wealth Management LLC Portfolio

Follow Palumbo Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palumbo Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email