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
PATH
Ui Path, Inc.

Technology
4.65K
+ 40.97%
$9.97 - $15.19 $46.3K - $70.6K
16K $164K
OEF
Ishares S&P 100 ETF

ETFs
75
+ 1.15%
N/A
6.62K $1.76M
NUVB
Nuvation Bio Inc.

Healthcare
44.3K
+ 67.75%
$1.76 - $3.25 $77.9K - $144K
110K $192K
IDYA
Ideaya Biosciences, Inc.

Healthcare
8.89K
+ 65.83%
$16.38 - $26.0 $146K - $231K
22.4K $366K
MUB
Ishares National Muni Bond ETF

ETFs
201
+ 4.84%
$104.71 - $107.69 $21K - $21.6K
4.36K $459K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
695
+ 5.62%
$55.12 - $62.6 $38.3K - $43.5K
13.1K $736K
XLU
Utilities Sector Spdr

ETFs
43
+ 1.32%
$74.7 - $80.27 $3.21K - $3.45K
3.3K $260K
MDXG
Mimedx Group, Inc.

Healthcare
5.98K
+ 33.62%
$7.54 - $9.28 $45.1K - $55.5K
23.8K $180K
MNKD
Mannkind Corp

Healthcare
21.9K
+ 28.96%
$4.92 - $6.6 $108K - $145K
97.5K $490K
XGN
Exagen Inc.

Healthcare
12.5K
+ 14.42%
$2.74 - $5.33 $34.3K - $66.6K
99.2K $356K
Assembly Biosciences Inc
6.56K
+ 57.4%
N/A
18K $0
Atlassian Corporation
332
+ 36.17%
N/A
1.25K $0
J P Morgan Exchange Traded F
20.4K
+ 36.27%
N/A
76.5K $0
Mind Medicine Mindmed Inc
22.6K
New
N/A
22.6K $0
Blackrock Inc
76
+ 20.27%
N/A
451 $0
Ishares Bitcoin Trust ETF
8.71K
+ 70.24%
N/A
21.1K $0
Reddit Inc
507
+ 30.71%
N/A
2.16K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.81K
+ 17.53%
N/A
12.2K $0
Grace Therapeutics Inc
46K
New
N/A
46K $0
Linde PLC
136
+ 19.71%
N/A
826 $0
SSO
Proshares Ultra S&P 500

ETFs
592
+ 11.3%
$80.57 - $100.21 $47.7K - $59.3K
5.83K $482K
PRU
Prudential Financial Inc

Financial Services
180
+ 5.44%
$105.04 - $122.33 $18.9K - $22K
3.49K $389K
PEG
Public Service Enterprise Group Inc

Utilities
96
+ 1.78%
$78.2 - $90.39 $7.51K - $8.68K
5.5K $452K
MRK
Merck & Co., Inc.

Healthcare
300
+ 8.17%
$83.01 - $101.02 $24.9K - $30.3K
3.97K $356K
ERAS
Erasca, Inc.

Healthcare
14.7K
+ 51.51%
$1.28 - $2.75 $18.9K - $40.5K
43.3K $59K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6
+ 0.21%
$196.12 - $229.48 $1.18K - $1.38K
2.84K $573K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
12.7K
+ 44.55%
$0.86 - $2.04 $10.9K - $25.9K
41.2K $35K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.17%
$507.05 - $563.67 $507 - $564
580 $298K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
238
+ 1.18%
$46.71 - $52.3 $11.1K - $12.4K
20.4K $980K
GM
General Motors CO

Consumer Cyclical
366
+ 6.56%
$45.22 - $54.92 $16.6K - $20.1K
5.95K $279K
VTYX
Ventyx Biosciences, Inc.

Healthcare
2.57K
+ 10.72%
$1.15 - $2.52 $2.95K - $6.47K
26.5K $30K
VTI
Vanguard Total Stock Market Et

ETFs
43
+ 1.89%
$271.18 - $303.12 $11.7K - $13K
2.32K $636K
ABR
Arbor Realty Trust Inc

Real Estate
502
+ 3.47%
$11.68 - $13.98 $5.86K - $7.02K
15K $175K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.45%
$423.19 - $506.29 $1.27K - $1.52K
676 $301K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
40
+ 1.41%
$102.49 - $119.96 $4.1K - $4.8K
2.88K $301K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 1.5%
$347.25 - $424.87 $9.03K - $11K
1.76K $643K
HON
Honeywell International Inc

Industrials
54
+ 1.8%
$202.75 - $226.52 $10.9K - $12.2K
3.05K $646K
APH
Amphenol Corp

Technology
21
+ 0.23%
$61.62 - $78.55 $1.29K - $1.65K
9.05K $593K
BFLY
Butterfly Network, Inc.

Healthcare
11.2K
+ 15.33%
$2.28 - $4.82 $25.6K - $54.2K
84.6K $192K
INZY
Inozyme Pharma, Inc.

Healthcare
6.5K
+ 27.93%
$0.91 - $3.07 $5.92K - $20K
29.8K $27K
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 0.35%
$192.03 - $242.13 $1.15K - $1.45K
1.7K $336K
CAT
Caterpillar Inc

Industrials
61
+ 2.39%
$326.75 - $407.63 $19.9K - $24.9K
2.62K $862K
BX
Blackstone Inc.

Financial Services
262
+ 7.61%
$136.53 - $186.74 $35.8K - $48.9K
3.71K $518K
XMTR
Xometry, Inc.

Industrials
4.13K
+ 40.8%
$23.04 - $43.2 $95.2K - $179K
14.3K $355K
ETN
Eaton Corp PLC

Industrials
287
+ 9.98%
$271.83 - $371.23 $78K - $107K
3.16K $859K
DSGN
Design Therapeutics, Inc.

Healthcare
3.58K
+ 6.55%
$3.68 - $6.66 $13.2K - $23.9K
58.3K $224K
QURE
Uni Qure N.V.

Healthcare
651
+ 2.63%
$10.6 - $18.08 $6.9K - $11.8K
25.4K $269K
AMZN
Amazon Com Inc

Consumer Cyclical
3.76K
+ 11.83%
$190.26 - $242.06 $716K - $911K
35.6K $6.77M
GOOG
Alphabet Inc.

Communication Services
738
+ 6.48%
$156.06 - $207.71 $115K - $153K
12.1K $1.9M
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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