Palumbo Wealth Management LLC Incresed Positions in Q3 2025

Palumbo Wealth Management LLC

  • $370 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
101K
+ 486.28%
$82.38 - $83.0 $8.35M - $8.42M
122K $10.1M
GOOGL
Alphabet Inc.

Communication Services
23.7K
+ 109.06%
$174.36 - $254.72 $4.13M - $6.04M
45.4K $11M
AAPL
Apple Inc.

Technology
8.23K
+ 14.49%
$202.38 - $256.87 $1.67M - $2.11M
65K $16.6M
NKE
Nike, Inc.

Consumer Cyclical
57.6K
+ 389.75%
$69.24 - $79.24 $3.99M - $4.56M
72.4K $5.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.33K
+ 5.15%
$617.65 - $666.84 $1.44M - $1.55M
47.5K $31.7M
NVDA
Nvidia Corp

Technology
6.62K
+ 13.44%
$153.3 - $186.58 $1.02M - $1.24M
55.9K $10.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
21.9K
+ 88.71%
$100.16 - $100.7 $2.19M - $2.21M
46.6K $4.69M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
49K
+ 1224.83%
N/A
53K $2.15M
BE
Bloom Energy Corp

Industrials
7.37K
+ 45.83%
$22.13 - $86.27 $163K - $636K
23.4K $1.98M
MSFT
Microsoft Corp

Technology
2.16K
+ 10.76%
$491.09 - $535.64 $1.06M - $1.16M
22.2K $11.5M
AMD
Advanced Micro Devices Inc

Technology
5.82K
+ 58.61%
$134.8 - $184.42 $785K - $1.07M
15.8K $2.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
469
+ 4.18%
$546.99 - $602.2 $257K - $282K
11.7K $7.01M
BALT
Innovator Etfs Tr
21.2K
+ 50.0%
$32.11 - $32.82 $682K - $697K
63.7K $2.09M
JNJ
Johnson & Johnson

Healthcare
682
+ 3.74%
$155.17 - $185.42 $106K - $126K
18.9K $3.51M
ETR
Entergy Corp

Utilities
249
+ 0.51%
$80.93 - $93.55 $20.2K - $23.3K
49.2K $4.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
183
+ 3.41%
$404.94 - $499.99 $74.1K - $91.5K
5.55K $2.69M
META
Meta Platforms, Inc.

Communication Services
656
+ 18.29%
$695.21 - $791.73 $456K - $519K
4.24K $3.12M
JPM
Jpmorgan Chase & CO

Financial Services
404
+ 3.37%
$282.78 - $316.06 $114K - $128K
12.4K $3.91M
RECS
Columbia ETF Tr I

ETFs
7.94K
+ 66.64%
$36.82 - $40.35 $292K - $320K
19.9K $801K
ITW
Illinois Tool Works Inc

Industrials
41
+ 0.2%
$252.31 - $269.41 $10.3K - $11K
20.1K $5.24M
NUVB
Nuvation Bio Inc.

Healthcare
20.2K
+ 17.77%
$1.94 - $3.9 $39.2K - $78.8K
134K $495K
CAT
Caterpillar Inc

Industrials
48
+ 1.83%
$390.92 - $477.15 $18.8K - $22.9K
2.67K $1.27M
BAC
Bank Of America Corp

Financial Services
493
+ 0.97%
$44.92 - $52.42 $22.1K - $25.8K
51.2K $2.64M
TSCO
Tractor Supply CO

Consumer Cyclical
262
+ 0.48%
$54.08 - $62.65 $14.2K - $16.4K
54.8K $3.11M
APH
Amphenol Corp

Technology
43
+ 0.47%
$97.39 - $125.4 $4.19K - $5.39K
9.14K $1.13M
AVGO
Broadcom Inc.

Technology
368
+ 18.34%
$264.74 - $369.57 $97.4K - $136K
2.37K $783K
QS
Quantum Scape Corp

Consumer Cyclical
1.86K
+ 5.8%
$6.36 - $14.64 $11.8K - $27.2K
33.9K $417K
CRWD
Crowd Strike Holdings, Inc.

Technology
492
+ 17.28%
$412.46 - $514.1 $203K - $253K
3.34K $1.64M
ACHR
Archer Aviation Inc.

Industrials
30.1K
+ 36.82%
$8.25 - $13.4 $248K - $403K
112K $1.07M
SANA
Sana Biotechnology, Inc.

Healthcare
30.2K
+ 37.24%
$2.83 - $5.14 $85.5K - $155K
111K $395K
MCD
Mcdonalds Corp

Consumer Cyclical
113
+ 0.96%
$291.67 - $316.99 $33K - $35.8K
11.9K $3.62M
NPCE
Neuro Pace Inc

Healthcare
27.6K
+ 16.24%
$8.25 - $10.6 $228K - $292K
197K $2.06M
PHVS
Pharvaris N.V.

Healthcare
2.09K
+ 14.38%
$17.25 - $25.36 $36.1K - $53.1K
16.6K $415K
HD
Home Depot, Inc.

Consumer Cyclical
208
+ 11.33%
$357.4 - $423.42 $74.3K - $88.1K
2.04K $828K
IDYA
Ideaya Biosciences, Inc.

Healthcare
1.67K
+ 10.58%
$21.12 - $27.21 $35.3K - $45.4K
17.5K $474K
NET
Cloudflare, Inc.

Technology
369
+ 11.56%
$181.39 - $228.28 $66.9K - $84.2K
3.56K $764K
WDAY
Workday, Inc.

Technology
552
+ 27.78%
$213.69 - $247.69 $118K - $137K
2.54K $611K
LMT
Lockheed Martin Corp

Industrials
62
+ 2.29%
$410.74 - $499.21 $25.5K - $31K
2.77K $1.38M
ERAS
Erasca, Inc.

Healthcare
4.07K
+ 3.38%
$1.36 - $2.18 $5.53K - $8.87K
125K $271K
SNOW
Snowflake Inc.

Technology
504
+ 21.12%
$191.73 - $241.0 $96.6K - $121K
2.89K $651K
NTNX
Nutanix, Inc.

Technology
1.69K
+ 24.01%
$66.06 - $81.12 $112K - $137K
8.74K $650K
CVX
Chevron Corp

Energy
461
+ 14.0%
$145.57 - $161.83 $67.1K - $74.6K
3.76K $583K
BFLY
Butterfly Network, Inc.

Healthcare
59.2K
+ 68.06%
$1.33 - $2.17 $78.7K - $128K
146K $281K
XOM
Exxon Mobil Corp

Energy
688
+ 14.54%
$105.83 - $117.22 $72.8K - $80.6K
5.42K $610K
GE
General Electric CO

Industrials
163
+ 14.78%
$244.75 - $305.63 $39.9K - $49.8K
1.27K $380K
GM
General Motors CO

Consumer Cyclical
311
+ 5.59%
$48.89 - $61.24 $15.2K - $19K
5.88K $358K
NEE
Nextera Energy Inc

Utilities
476
+ 7.73%
$69.77 - $77.54 $33.2K - $36.9K
6.63K $500K
ZS
Zscaler, Inc.

Technology
296
+ 23.36%
$267.68 - $316.5 $79.2K - $93.7K
1.56K $468K
ROKU
Roku, Inc

Communication Services
282
+ 9.66%
$79.98 - $101.78 $22.6K - $28.7K
3.2K $320K
Activity Summary
Buys All Purchases 145 New Holdings 38 Increased Positions 107 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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