Palumbo Wealth Management LLC Purchases in Q4 2024

Palumbo Wealth Management LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
414K
New
$50.37 - $50.6 $20.9M - $21M
414K $20.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.3K
+ 28.33%
$567.81 - $607.81 $6.44M - $6.9M
51.4K $30.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.38K
+ 8.09%
$180.88 - $232.93 $430K - $554K
31.8K $6.98M
XLV
Select Sector Spdr Fund Health

ETFs
9.9K
+ 99.53%
$136.28 - $154.74 $1.35M - $1.53M
19.8K $2.73M
CMCSA
Comcast Corp

Communication Services
33.2K
+ 263.15%
$37.39 - $45.14 $1.24M - $1.5M
45.8K $1.72M
FOX
Fox Corp Cl B (De)

Communication Services
25.5K
New
$38.0 - $47.15 $971K - $1.2M
25.5K $1.17M
GOOGL
Alphabet Inc.

Communication Services
4.14K
+ 34.49%
$161.86 - $196.66 $670K - $814K
16.1K $3.06M
AAPL
Apple Inc.

Technology
967
+ 2.19%
$221.69 - $259.02 $214K - $250K
45.1K $11.3M
ADBE
Adobe Inc.

Technology
2.27K
New
$437.39 - $552.96 $992K - $1.25M
2.27K $1.01M
V
Visa Inc.

Financial Services
1.08K
+ 7.43%
$273.87 - $320.91 $297K - $348K
15.7K $4.95M
ETR
Entergy Corp

Utilities
25.9K
+ 110.26%
$73.19 - $156.4 $1.89M - $4.05M
49.3K $3.74M
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 76.85%
$554.08 - $632.68 $565K - $645K
2.35K $1.38M
XLP
Consumer Staples Sector Spdr

ETFs
7.45K
New
N/A
7.45K $566K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.05K
+ 38.7%
$275.15 - $388.2 $290K - $409K
3.77K $1.29M
XLE
Energy Sector Spdr

ETFs
5.78K
New
$83.32 - $97.27 $481K - $562K
5.78K $494K
COST
Costco Wholesale Corp

Consumer Defensive
350
+ 6.18%
$873.59 - $994.69 $306K - $348K
6.02K $5.51M
WCN
Waste Connections, Inc.

Industrials
2.8K
New
$171.06 - $193.25 $478K - $540K
2.8K $479K
ACHR
Archer Aviation Inc.

Industrials
33.2K
+ 160.62%
$2.94 - $11.33 $97.7K - $376K
53.9K $525K
QURE
Uni Qure N.V.

Healthcare
24.7K
New
$4.54 - $17.73 $112K - $439K
24.7K $437K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
285
+ 17.4%
$1146.59 - $1270.6 $327K - $362K
1.92K $2.28M
VLO
Valero Energy Corp

Energy
3.17K
New
$118.59 - $144.02 $376K - $457K
3.17K $389K
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 2.01%
$205.18 - $250.29 $46.2K - $56.3K
11.4K $2.74M
NOW
Service Now, Inc.

Technology
220
+ 25.97%
$867.18 - $1148.42 $191K - $253K
1.07K $1.13M
ITW
Illinois Tool Works Inc

Industrials
1.9K
+ 13.41%
$253.56 - $278.5 $482K - $530K
16.1K $4.08M
CHD
Church & Dwight CO Inc

Consumer Defensive
3.34K
+ 18.77%
$99.11 - $112.25 $331K - $375K
21.2K $2.22M
DGX
Quest Diagnostics Inc

Healthcare
2.4K
+ 12.36%
N/A
21.8K $2.99M
ACN
Accenture PLC

Technology
963
+ 13.54%
$343.9 - $376.86 $331K - $363K
8.08K $2.84M
MSCI
Msci Inc.

Financial Services
442
+ 14.64%
$569.09 - $635.99 $252K - $281K
3.46K $2.08M
CRM
Salesforce, Inc.

Technology
266
+ 7.23%
$270.87 - $367.87 $72.1K - $97.9K
3.95K $1.32M
FDS
Factset Research Systems Inc

Financial Services
528
+ 19.31%
$449.69 - $495.72 $237K - $262K
3.26K $1.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
108
+ 1.01%
$481.22 - $538.17 $52K - $58.1K
10.8K $5.53M
PLTR
Palantir Technologies Inc.

Technology
832
+ 13.55%
$36.46 - $82.38 $30.3K - $68.5K
6.97K $527K
GM
General Motors CO

Consumer Cyclical
5.58K
New
$44.82 - $60.2 $250K - $336K
5.58K $297K
SNOW
Snowflake Inc.

Technology
1.9K
New
$109.65 - $186.51 $208K - $353K
1.9K $292K
DVAX
Dynavax Technologies Corp

Healthcare
21.5K
New
$10.28 - $13.66 $221K - $294K
21.5K $274K
BE
Bloom Energy Corp

Industrials
11.8K
New
$9.04 - $27.45 $107K - $325K
11.8K $262K
WM
Waste Management Inc

Industrials
2.19K
+ 6.94%
$201.79 - $228.46 $442K - $501K
33.7K $6.81M
CRDO
Credo Technology Group Holding LTD

Technology
3.83K
New
$30.16 - $77.25 $116K - $296K
3.83K $258K
HGER
Harbor ETF Tr All Weather Infl
11.5K
New
$21.78 - $23.27 $250K - $267K
11.5K $254K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.21K
+ 43.76%
$81.68 - $82.93 $262K - $266K
10.5K $863K
ESTC
Elastic N.V.

Technology
2.55K
New
$75.01 - $116.22 $191K - $296K
2.55K $252K
MSFT
Microsoft Corp

Technology
901
+ 5.54%
$406.35 - $454.46 $366K - $409K
17.2K $7.24M
MYO
Myomo, Inc.

Healthcare
37.6K
New
$3.66 - $6.41 $137K - $241K
37.6K $232K
MCD
Mcdonalds Corp

Consumer Cyclical
1.19K
+ 14.7%
$288.47 - $316.54 $342K - $376K
9.26K $2.68M
BALT
Innovator Etfs Tr
7.12K
New
$30.76 - $31.55 $219K - $225K
7.12K $223K
CMRX
Chimerix Inc

Healthcare
63.4K
New
$0.83 - $3.48 $52.6K - $221K
63.4K $220K
CRTO
Criteo S.A.

Communication Services
5.26K
New
$33.44 - $43.41 $176K - $229K
5.26K $208K
BFLY
Butterfly Network, Inc.

Healthcare
61.7K
+ 528.06%
$1.66 - $3.67 $102K - $226K
73.4K $228K
FISV
Fiserv Inc

Technology
1.6K
+ 10.85%
N/A
16.4K $2.05M
Activity Summary
Buys All Purchases 131 New Holdings 35 Increased Positions 96 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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