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
PHVS
Pharvaris N.V.

Healthcare
10.2K
New
$17.87 - $25.01 $183K - $256K
10.2K $195K
NET
Cloudflare, Inc.

Technology
988
+ 37.16%
$78.11 - $117.56 $77.2K - $116K
3.65K $392K
MDXG
Mimedx Group, Inc.

Healthcare
17.8K
New
$5.51 - $9.75 $98K - $173K
17.8K $171K
FNA
Paragon 28, Inc.

Healthcare
16.6K
New
$4.78 - $10.74 $79.1K - $178K
16.6K $170K
MNDY
Monday.Com Ltd.

Technology
1.15K
+ 45.35%
$224.69 - $324.31 $257K - $371K
3.67K $864K
TSCO
Tractor Supply CO

Consumer Cyclical
34K
+ 489.43%
$52.59 - $303.74 $1.79M - $10.3M
41K $2.17M
CRMD
Cor Medix Inc.

Healthcare
18K
+ 145.24%
$8.1 - $13.59 $145K - $244K
30.3K $245K
PATH
Ui Path, Inc.

Technology
11.3K
New
$11.95 - $15.5 $135K - $176K
11.3K $144K
DSGN
Design Therapeutics, Inc.

Healthcare
17.9K
+ 48.74%
$4.56 - $7.5 $81.7K - $134K
54.7K $337K
NUVB
Nuvation Bio Inc.

Healthcare
48.9K
+ 297.42%
$2.01 - $3.01 $98.3K - $147K
65.4K $173K
NPCE
Neuro Pace Inc

Healthcare
11.5K
New
$5.9 - $11.93 $68K - $137K
11.5K $128K
WDAY
Workday, Inc.

Technology
436
+ 39.1%
$233.85 - $279.91 $102K - $122K
1.55K $400K
IDYA
Ideaya Biosciences, Inc.

Healthcare
6.46K
+ 91.7%
$24.79 - $31.98 $160K - $207K
13.5K $347K
XGN
Exagen Inc.

Healthcare
10.3K
+ 13.54%
$2.43 - $6.0 $25.1K - $62K
86.7K $355K
OCUL
Ocular Therapeutix, Inc

Healthcare
11.7K
New
$8.33 - $11.47 $97.4K - $134K
11.7K $99K
NTNX
Nutanix, Inc.

Technology
1.5K
+ 38.5%
$56.46 - $73.18 $84.5K - $109K
5.38K $329K
OXY
Occidental Petroleum Corp

Energy
2.95K
+ 11.59%
$45.36 - $55.91 $134K - $165K
28.4K $1.4M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.97K
+ 10.8%
$48.96 - $52.85 $96.5K - $104K
20.2K $994K
GTLB
Gitlab Inc.

Technology
1.22K
+ 26.92%
$48.76 - $67.19 $59.6K - $82.1K
5.76K $324K
TMCI
Treace Medical Concepts, Inc.

Healthcare
9.26K
+ 71.28%
$4.66 - $8.78 $43.2K - $81.3K
22.3K $165K
SHW
Sherwin Williams CO

Basic Materials
922
+ 16.1%
$338.75 - $399.71 $312K - $369K
6.65K $2.26M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.08K
+ 9.58%
$56.7 - $62.15 $61.3K - $67.2K
12.4K $720K
BX
Blackstone Inc.

Financial Services
17
+ 0.5%
$148.45 - $199.05 $2.52K - $3.38K
3.45K $593K
ORGO
Organogenesis Holdings Inc.

Healthcare
20.2K
New
$2.77 - $4.43 $55.9K - $89.4K
20.2K $64K
ZUO
Zuora Inc

Technology
4.62K
+ 40.01%
$8.37 - $9.98 $38.6K - $46.1K
16.2K $160K
INFN
Infinera Corp

Technology
9.93K
+ 41.45%
$6.56 - $6.87 $65.1K - $68.2K
33.9K $222K
MTTR
Matterport, Inc.

Technology
10.3K
+ 65.73%
$4.46 - $4.96 $46.1K - $51.3K
26.1K $123K
WMT
Walmart Inc.

Consumer Defensive
60
+ 1.3%
$79.1 - $95.7 $4.75K - $5.74K
4.69K $423K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
41
+ 1.96%
$229.83 - $258.46 $9.42K - $10.6K
2.13K $527K
APH
Amphenol Corp

Technology
23
+ 0.26%
$62.07 - $75.35 $1.43K - $1.73K
9.03K $626K
ELEV
Elevation Oncology, Inc.

Healthcare
51.6K
+ 294.55%
$0.51 - $0.76 $26.3K - $39.2K
69.1K $40K
VTYX
Ventyx Biosciences, Inc.

Healthcare
11.8K
+ 97.13%
$1.72 - $3.12 $20.3K - $36.8K
23.9K $52K
PAYX
Paychex Inc

Industrials
19
+ 0.61%
$135.86 - $148.73 $2.58K - $2.83K
3.12K $437K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
154
+ 2.11%
$442.29 - $483.08 $68.1K - $74.4K
7.46K $3.38M
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 0.36%
$211.98 - $248.85 $1.27K - $1.49K
1.7K $381K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.31%
$280.04 - $302.45 $1.96K - $2.12K
2.27K $658K
SSO
Proshares Ultra S&P 500

ETFs
16
+ 0.31%
$87.92 - $99.73 $1.41K - $1.6K
5.24K $484K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 0.28%
$201.32 - $217.44 $1.61K - $1.74K
2.83K $585K
T
At&T Inc.

Communication Services
107
+ 1.02%
$21.22 - $23.88 $2.27K - $2.56K
10.6K $240K
ETN
Eaton Corp PLC

Industrials
5
+ 0.17%
$326.96 - $377.52 $1.63K - $1.89K
2.88K $954K
TXN
Texas Instruments Inc

Technology
6
+ 0.53%
N/A
1.14K $221K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.3%
N/A
2.04K $371K
Blackrock Inc
375
New
N/A
375 $0
Atlassian Corporation
918
New
N/A
918 $0
Genedx Holdings Corp
1.54K
+ 22.81%
N/A
8.3K $0
IBM
International Business Machines Corp

Technology
53
+ 0.58%
$204.9 - $238.04 $10.9K - $12.6K
9.12K $2M
Ginkgo Bioworks Holdings Inc
14.6K
New
N/A
14.6K $0
Reddit Inc
1.65K
New
N/A
1.65K $0
Linde PLC
2
+ 0.29%
N/A
690 $0
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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