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
SYK
Stryker Corp

Healthcare
605
New
$355.18 - $399.9 $215K - $242K
605 $225K
XOM
Exxon Mobil Corp

Energy
1.49K
+ 35.7%
$105.44 - $118.93 $157K - $177K
5.66K $673K
NFG
National Fuel Gas CO

Energy
2.67K
New
$60.71 - $79.19 $162K - $211K
2.67K $211K
ROKU
Roku, Inc

Communication Services
2.93K
New
$67.36 - $99.07 $197K - $290K
2.93K $206K
ZLAB
Zai Lab LTD

Healthcare
5.61K
New
$24.29 - $38.35 $136K - $215K
5.61K $202K
PRME
Prime Medicine, Inc.
95.5K
New
$1.72 - $3.35 $164K - $320K
95.5K $189K
WCN
Waste Connections, Inc.

Industrials
619
+ 22.15%
$169.89 - $195.19 $105K - $121K
3.41K $666K
ABT
Abbott Laboratories

Healthcare
295
+ 4.13%
$111.1 - $140.22 $32.8K - $41.4K
7.44K $987K
GOOGL
Alphabet Inc.

Communication Services
4.77K
+ 29.56%
$154.33 - $206.19 $737K - $984K
20.9K $3.23M
PG
Procter & Gamble CO

Consumer Defensive
861
+ 8.67%
$158.56 - $176.26 $137K - $152K
10.8K $1.84M
CVX
Chevron Corp

Energy
533
+ 17.13%
$146.71 - $167.97 $78.2K - $89.5K
3.64K $609K
DVAX
Dynavax Technologies Corp

Healthcare
10.9K
+ 50.45%
$12.39 - $14.4 $135K - $156K
32.4K $420K
GHRS
Gh Research PLC

Healthcare
12.9K
New
$7.91 - $17.99 $102K - $232K
12.9K $141K
QS
Quantum Scape Corp

Consumer Cyclical
31.5K
New
$4.15 - $6.58 $131K - $207K
31.5K $130K
SPGI
S&P Global Inc.

Financial Services
197
+ 8.28%
$478.26 - $543.77 $94.2K - $107K
2.58K $1.31M
CI
Cigna Corp

Healthcare
86
+ 4.8%
$274.49 - $329.0 $23.6K - $28.3K
1.88K $617K
CGEM
Cullinan Oncology, Inc.

Healthcare
16.3K
New
$7.57 - $12.68 $123K - $206K
16.3K $123K
NFLX
Netflix Inc

Communication Services
113
+ 35.09%
$828.4 - $1058.6 $93.6K - $120K
435 $405K
JPM
Jpmorgan Chase & CO

Financial Services
205
+ 1.8%
$225.19 - $279.95 $46.2K - $57.4K
11.6K $2.85M
BWAY
Brainsway Ltd.

Healthcare
11.8K
New
$9.19 - $11.41 $108K - $134K
11.8K $111K
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
+ 88.91%
$222.15 - $428.22 $251K - $484K
2.4K $622K
AMGN
Amgen Inc

Healthcare
122
+ 8.85%
$258.59 - $327.36 $31.5K - $39.9K
1.5K $467K
T
At&T Inc.

Communication Services
1.68K
+ 15.85%
$21.56 - $28.28 $36.1K - $47.4K
12.2K $346K
ORGO
Organogenesis Holdings Inc.

Healthcare
18.5K
+ 91.51%
$2.89 - $6.21 $53.4K - $115K
38.7K $167K
QCOM
Qualcomm Inc

Technology
628
+ 33.28%
$151.94 - $175.86 $95.4K - $110K
2.52K $386K
TXN
Texas Instruments Inc

Technology
483
+ 42.48%
N/A
1.62K $315K
KO
Coca Cola CO

Consumer Defensive
682
+ 16.94%
$60.81 - $72.32 $41.5K - $49.3K
4.71K $337K
CRM
Salesforce, Inc.

Technology
1.29K
+ 32.6%
$268.36 - $359.95 $345K - $463K
5.23K $1.4M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 22.11%
$84.5 - $105.05 $87.6K - $109K
5.73K $502K
ED
Consolidated Edison Inc

Utilities
75
+ 2.44%
$88.0 - $110.59 $6.6K - $8.29K
3.14K $347K
WDAY
Workday, Inc.

Technology
473
+ 30.5%
$233.53 - $277.82 $110K - $131K
2.02K $472K
VERV
Verve Therapeutics, Inc.

Healthcare
15.8K
New
$4.57 - $8.63 $72.4K - $137K
15.8K $72K
SO
Southern CO

Utilities
351
+ 8.98%
$80.96 - $92.96 $28.4K - $32.6K
4.26K $391K
ACHR
Archer Aviation Inc.

Industrials
28.6K
+ 53.03%
$6.8 - $11.51 $194K - $329K
82.5K $586K
SNOW
Snowflake Inc.

Technology
511
+ 26.97%
$146.16 - $192.78 $74.7K - $98.5K
2.41K $351K
YUM
Yum Brands Inc

Consumer Cyclical
47
+ 2.27%
$123.25 - $162.53 $5.79K - $7.64K
2.12K $333K
PAYX
Paychex Inc

Industrials
74
+ 2.37%
$136.06 - $154.52 $10.1K - $11.4K
3.19K $492K
BE
Bloom Energy Corp

Industrials
4.28K
+ 36.21%
$19.66 - $29.81 $84.2K - $128K
16.1K $316K
ESTC
Elastic N.V.

Technology
853
+ 33.45%
$89.1 - $117.76 $76K - $100K
3.4K $303K
TMCI
Treace Medical Concepts, Inc.

Healthcare
3.43K
+ 15.41%
$7.3 - $10.54 $25K - $36.2K
25.7K $215K
PLD
Prologis, Inc.

Real Estate
321
+ 15.87%
$103.59 - $124.04 $33.3K - $39.8K
2.34K $262K
GTLB
Gitlab Inc.

Technology
2.19K
+ 38.07%
$47.0 - $73.14 $103K - $160K
7.95K $373K
ARDX
Ardelyx, Inc.

Healthcare
10.6K
+ 62.19%
$4.91 - $6.36 $52K - $67.4K
27.6K $135K
CRMD
Cor Medix Inc.

Healthcare
16.3K
+ 53.66%
$6.16 - $12.57 $100K - $205K
46.6K $287K
NEE
Nextera Energy Inc

Utilities
544
+ 8.57%
$66.96 - $76.16 $36.4K - $41.4K
6.89K $488K
ELEV
Elevation Oncology, Inc.

Healthcare
209K
+ 302.29%
$0.26 - $0.84 $54.3K - $175K
278K $72K
ECL
Ecolab Inc.

Basic Materials
43
+ 5.01%
$229.72 - $269.82 $9.88K - $11.6K
902 $228K
PHVS
Pharvaris N.V.

Healthcare
3.88K
+ 37.97%
$14.9 - $19.54 $57.8K - $75.8K
14.1K $221K
MYO
Myomo, Inc.

Healthcare
16.2K
+ 43.1%
$4.17 - $7.05 $67.5K - $114K
53.8K $258K
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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