Palumbo Wealth Management LLC Purchases in Q1 2025

Palumbo Wealth Management LLC

  • $289 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.87K
+ 38.54%
$442.66 - $534.52 $1.27M - $1.54M
10.3K $5.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
20.4K
+ 672.13%
$100.32 - $100.76 $2.04M - $2.05M
23.4K $2.36M
WM
Waste Management Inc

Industrials
3.59K
+ 10.64%
$200.54 - $233.78 $720K - $839K
37.3K $8.64M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17.5K
+ 166.5%
$81.83 - $82.73 $1.44M - $1.45M
28.1K $2.32M
V
Visa Inc.

Financial Services
2.01K
+ 12.83%
$306.92 - $362.71 $617K - $729K
17.7K $6.2M
PHYS
Sprott Physical Gold Trust

Financial Services
2.5K
+ 0.91%
$20.25 - $24.06 $50.6K - $60.2K
277K $6.66M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
444
+ 23.09%
$1187.71 - $1432.58 $527K - $636K
2.37K $3.39M
JNJ
Johnson & Johnson

Healthcare
5.06K
+ 39.93%
$142.06 - $167.7 $719K - $848K
17.7K $2.94M
COST
Costco Wholesale Corp

Consumer Defensive
973
+ 16.17%
$890.62 - $1076.86 $867K - $1.05M
6.99K $6.61M
SJM
J M Smucker CO

Consumer Defensive
7.79K
+ 68.21%
$100.41 - $118.41 $782K - $922K
19.2K $2.27M
UNH
Unitedhealth Group Inc

Healthcare
1.58K
+ 28.77%
$461.52 - $548.18 $731K - $868K
7.09K $3.71M
ITW
Illinois Tool Works Inc

Industrials
3.69K
+ 22.96%
$244.9 - $274.48 $904K - $1.01M
19.8K $4.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
6.31K
+ 29.82%
$101.42 - $113.2 $640K - $714K
27.5K $3.02M
SHW
Sherwin Williams CO

Basic Materials
2.04K
+ 30.75%
$330.16 - $365.55 $675K - $747K
8.69K $3.03M
TSCO
Tractor Supply CO

Consumer Cyclical
12.6K
+ 30.62%
$51.66 - $57.94 $648K - $727K
53.5K $2.95M
CMCSA
Comcast Corp

Communication Services
20K
+ 43.64%
$33.19 - $38.23 $663K - $764K
65.8K $2.43M
BALT
Innovator Etfs Tr
22.3K
+ 313.04%
$31.31 - $31.89 $698K - $711K
29.4K $923K
NVDA
Nvidia Corp

Technology
12.9K
+ 45.24%
$106.98 - $149.43 $1.38M - $1.93M
41.6K $4.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.46K
+ 40.58%
$497.6 - $606.74 $726K - $885K
5.05K $2.51M
IBM
International Business Machines Corp

Technology
1.32K
+ 14.48%
$217.4 - $264.74 $287K - $349K
10.4K $2.6M
DGX
Quest Diagnostics Inc

Healthcare
4.07K
+ 18.68%
N/A
25.9K $3.54M
META
Meta Platforms, Inc.

Communication Services
1K
+ 42.64%
$576.36 - $736.67 $576K - $737K
3.35K $1.93M
FDS
Factset Research Systems Inc

Financial Services
1.35K
+ 41.43%
$427.5 - $476.51 $578K - $644K
4.62K $2.1M
ETR
Entergy Corp

Utilities
544
+ 1.1%
$75.26 - $87.89 $40.9K - $47.8K
49.9K $4.26M
OXY
Occidental Petroleum Corp

Energy
9.71K
+ 34.18%
$45.45 - $52.7 $441K - $512K
38.1K $1.88M
ADBE
Adobe Inc.

Technology
1.55K
+ 68.17%
$377.84 - $464.11 $584K - $718K
3.81K $1.46M
NPCE
Neuro Pace Inc

Healthcare
34.6K
+ 300.37%
$10.04 - $14.94 $347K - $517K
46.1K $566K
ACN
Accenture PLC

Technology
2.37K
+ 29.4%
$300.91 - $398.25 $714K - $945K
10.4K $3.26M
LLY
Eli Lilly & CO

Healthcare
497
New
$725.72 - $929.72 $361K - $462K
497 $410K
PSLV
Sprott Physical Silver Trust

Financial Services
31.6K
New
$9.86 - $11.68 $312K - $369K
31.6K $366K
AAPL
Apple Inc.

Technology
7.34K
+ 16.27%
$209.68 - $247.1 $1.54M - $1.81M
52.5K $11.7M
SDGR
Schrodinger, Inc.

Healthcare
17.5K
New
$18.69 - $26.15 $327K - $457K
17.5K $345K
MSCI
Msci Inc.

Financial Services
799
+ 23.08%
$541.46 - $628.34 $433K - $502K
4.26K $2.41M
FISV
Fiserv Inc

Technology
2.6K
+ 15.87%
N/A
19K $2.37M
MNDY
Monday.Com Ltd.

Technology
1.2K
+ 32.62%
$213.0 - $327.92 $255K - $393K
4.87K $1.18M
AMT
American Tower Corp

Real Estate
768
+ 20.15%
$173.46 - $217.6 $133K - $167K
4.58K $996K
GE
General Electric CO

Industrials
1.46K
New
$168.59 - $212.13 $246K - $310K
1.46K $292K
MSFT
Microsoft Corp

Technology
2.85K
+ 16.6%
$375.39 - $447.2 $1.07M - $1.27M
20K $7.52M
HRTX
Heron Therapeutics, Inc.

Healthcare
124K
New
$1.47 - $2.55 $182K - $316K
124K $273K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.31K
+ 61.43%
$221.78 - $273.45 $291K - $358K
3.45K $783K
ZS
Zscaler, Inc.

Technology
1.28K
New
$181.66 - $216.87 $233K - $278K
1.28K $253K
VZ
Verizon Communications Inc

Communication Services
5.5K
New
$37.81 - $46.49 $208K - $256K
5.5K $249K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.42K
New
$34.58 - $45.97 $187K - $249K
5.42K $248K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
5.38K
New
$41.32 - $53.16 $222K - $286K
5.38K $242K
CSCO
Cisco Systems, Inc.

Technology
3.93K
New
$58.74 - $64.87 $231K - $255K
3.93K $242K
MMM
3 M CO

Industrials
1.63K
New
$129.7 - $155.12 $212K - $253K
1.63K $239K
BAC
Bank Of America Corp

Financial Services
7.71K
+ 19.51%
$39.61 - $47.74 $306K - $368K
47.2K $1.97M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
953
New
$208.48 - $244.03 $199K - $233K
953 $232K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.15K
+ 3.82%
$39.18 - $43.52 $123K - $137K
85.4K $3.58M
Activity Summary
Buys All Purchases 151 New Holdings 24 Increased Positions 127 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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