Palumbo Wealth Management LLC Purchases in Q2 2025

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.29K
+ 5.51%
$100.04 - $100.54 $129K - $130K
24.7K $2.48M
GHRS
Gh Research PLC

Healthcare
8.78K
+ 68.24%
$8.66 - $13.79 $76.1K - $121K
21.7K $263K
MSCI
Msci Inc.

Financial Services
123
+ 2.89%
$506.56 - $576.74 $62.3K - $70.9K
4.38K $2.53M
EFA
Ishares Tr Msci Eafe ETF

ETFs
180
+ 1.44%
$72.96 - $90.39 $13.1K - $16.3K
12.7K $1.13M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5
+ 0.18%
$180.84 - $240.32 $904 - $1.2K
2.84K $682K
WMT
Walmart Inc.

Consumer Defensive
497
+ 8.68%
$81.79 - $99.98 $40.6K - $49.7K
6.22K $608K
HON
Honeywell International Inc

Industrials
131
+ 4.29%
$182.86 - $232.88 $24K - $30.5K
3.18K $741K
ERAS
Erasca, Inc.

Healthcare
77.1K
+ 178.01%
$1.06 - $1.63 $81.8K - $126K
120K $152K
CRM
Salesforce, Inc.

Technology
243
+ 4.65%
$236.26 - $291.15 $57.4K - $70.7K
5.47K $1.49M
QS
Quantum Scape Corp

Consumer Cyclical
544
+ 1.73%
$3.47 - $7.65 $1.89K - $4.16K
32K $215K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
588
+ 2.88%
$43.45 - $49.4 $25.5K - $29K
21K $1.04M
ITW
Illinois Tool Works Inc

Industrials
291
+ 1.47%
$218.41 - $252.43 $63.6K - $73.5K
20.1K $4.96M
ABR
Arbor Realty Trust Inc

Real Estate
6.01K
+ 40.2%
$8.92 - $11.89 $53.6K - $71.5K
21K $224K
BWAY
Brainsway Ltd.

Healthcare
464
+ 3.94%
$7.86 - $13.15 $3.65K - $6.1K
12.2K $160K
VLO
Valero Energy Corp

Energy
303
+ 9.55%
$104.69 - $141.77 $31.7K - $43K
3.48K $467K
SEER
Seer, Inc.

Healthcare
622
+ 0.59%
$1.66 - $2.28 $1.03K - $1.42K
105K $225K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
228
+ 4.24%
$38.39 - $51.11 $8.75K - $11.7K
5.6K $285K
ELEV
Elevation Oncology, Inc.

Healthcare
17.3K
+ 6.23%
$0.23 - $0.39 $3.98K - $6.76K
295K $109K
RTX
Raytheon Technologies Corp

Industrials
29
+ 1.2%
$113.75 - $148.48 $3.3K - $4.31K
2.45K $357K
PHVS
Pharvaris N.V.

Healthcare
447
+ 3.17%
$11.83 - $18.66 $5.29K - $8.34K
14.5K $256K
EEM
Ishares Msci Emerging Markets

ETFs
63
+ 0.93%
$38.52 - $48.28 $2.43K - $3.04K
6.87K $331K
OEF
Ishares S&P 100 ETF

ETFs
125
+ 1.89%
N/A
6.75K $1.79M
CMCSA
Comcast Corp

Communication Services
3.05K
+ 4.64%
$32.84 - $36.72 $100K - $112K
68.8K $2.46M
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 4.56%
$335.24 - $380.78 $26.8K - $30.5K
1.84K $673K
NUVB
Nuvation Bio Inc.

Healthcare
4.02K
+ 3.67%
$1.66 - $2.53 $6.68K - $10.2K
114K $221K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
127
+ 4.4%
$90.56 - $109.49 $11.5K - $13.9K
3.01K $329K
VTYX
Ventyx Biosciences, Inc.

Healthcare
772
+ 2.91%
$0.84 - $2.65 $648 - $2.05K
27.3K $58K
PEG
Public Service Enterprise Group Inc

Utilities
179
+ 3.26%
$77.13 - $84.18 $13.8K - $15.1K
5.68K $477K
NFG
National Fuel Gas CO

Energy
18
+ 0.67%
$73.0 - $86.01 $1.31K - $1.55K
2.69K $227K
T
At&T Inc.

Communication Services
136
+ 1.11%
$26.33 - $28.94 $3.58K - $3.94K
12.4K $358K
CGEM
Cullinan Oncology, Inc.

Healthcare
740
+ 4.55%
$7.13 - $9.08 $5.28K - $6.72K
17K $128K
CI
Cigna Corp

Healthcare
8
+ 0.43%
$301.89 - $340.04 $2.42K - $2.72K
1.88K $622K
SO
Southern CO

Utilities
29
+ 0.68%
$84.91 - $92.56 $2.46K - $2.68K
4.29K $393K
HRTX
Heron Therapeutics, Inc.

Healthcare
8.33K
+ 6.71%
$1.72 - $2.42 $14.3K - $20.2K
132K $274K
Ishares Bitcoin Trust ETF
27.7K
+ 131.08%
N/A
48.8K $0
Grace Therapeutics Inc
2.53K
+ 5.51%
N/A
48.5K $0
J P Morgan Exchange Traded F
7.51K
+ 9.81%
N/A
84K $0
Ge Vernova Inc
432
New
N/A
432 $0
Lexeo Therapeutics Inc
56.3K
New
N/A
56.3K $0
Linde PLC
171
+ 20.7%
N/A
997 $0
Assembly Biosciences Inc
681
+ 3.79%
N/A
18.7K $0
Beta Bionics Inc
29.6K
New
N/A
29.6K $0
Mind Medicine Mindmed Inc
1.42K
+ 6.25%
N/A
24K $0
Nektar Therapeutics
23.8K
New
N/A
23.8K $0
ALCC
Alt C Acquisition Corp.

Financial Services
50
+ 0.41%
N/A
12.2K $0
AAPL
Apple Inc.

Technology
4.33K
+ 8.25%
$172.42 - $223.89 $747K - $970K
56.8K $11.7M
VZ
Verizon Communications Inc

Communication Services
168
+ 3.06%
$41.67 - $45.62 $7K - $7.66K
5.67K $245K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
499
+ 1.21%
$0.67 - $0.93 $334 - $464
41.7K $29K
UPS
United Parcel Service Inc

Industrials
173
+ 6.27%
$91.92 - $110.2 $15.9K - $19.1K
2.93K $295K
Activity Summary
Buys All Purchases 117 New Holdings 25 Increased Positions 92 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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