Palumbo Wealth Management LLC Incresed Positions in Q4 2024

Palumbo Wealth Management LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
11.3K
+ 28.33%
$567.81 - $607.81 $6.44M - $6.9M
51.4K $30.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.38K
+ 8.09%
$180.88 - $232.93 $430K - $554K
31.8K $6.98M
XLV
Select Sector Spdr Fund Health

ETFs
9.9K
+ 99.53%
$136.28 - $154.74 $1.35M - $1.53M
19.8K $2.73M
CMCSA
Comcast Corp

Communication Services
33.2K
+ 263.15%
$37.39 - $45.14 $1.24M - $1.5M
45.8K $1.72M
GOOGL
Alphabet Inc.

Communication Services
4.14K
+ 34.49%
$161.86 - $196.66 $670K - $814K
16.1K $3.06M
AAPL
Apple Inc.

Technology
967
+ 2.19%
$221.69 - $259.02 $214K - $250K
45.1K $11.3M
V
Visa Inc.

Financial Services
1.08K
+ 7.43%
$273.87 - $320.91 $297K - $348K
15.7K $4.95M
ETR
Entergy Corp

Utilities
25.9K
+ 110.26%
$73.19 - $156.4 $1.89M - $4.05M
49.3K $3.74M
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 76.85%
$554.08 - $632.68 $565K - $645K
2.35K $1.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.05K
+ 38.7%
$275.15 - $388.2 $290K - $409K
3.77K $1.29M
ACHR
Archer Aviation Inc.

Industrials
33.2K
+ 160.62%
$2.94 - $11.33 $97.7K - $376K
53.9K $525K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
285
+ 17.4%
$1146.59 - $1270.6 $327K - $362K
1.92K $2.28M
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 2.01%
$205.18 - $250.29 $46.2K - $56.3K
11.4K $2.74M
NOW
Service Now, Inc.

Technology
220
+ 25.97%
$867.18 - $1148.42 $191K - $253K
1.07K $1.13M
ITW
Illinois Tool Works Inc

Industrials
1.9K
+ 13.41%
$253.56 - $278.5 $482K - $530K
16.1K $4.08M
CHD
Church & Dwight CO Inc

Consumer Defensive
3.34K
+ 18.77%
$99.11 - $112.25 $331K - $375K
21.2K $2.22M
DGX
Quest Diagnostics Inc

Healthcare
2.4K
+ 12.36%
N/A
21.8K $2.99M
ACN
Accenture PLC

Technology
963
+ 13.54%
$343.9 - $376.86 $331K - $363K
8.08K $2.84M
MSCI
Msci Inc.

Financial Services
442
+ 14.64%
$569.09 - $635.99 $252K - $281K
3.46K $2.08M
CRM
Salesforce, Inc.

Technology
266
+ 7.23%
$270.87 - $367.87 $72.1K - $97.9K
3.95K $1.32M
FDS
Factset Research Systems Inc

Financial Services
528
+ 19.31%
$449.69 - $495.72 $237K - $262K
3.26K $1.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
108
+ 1.01%
$481.22 - $538.17 $52K - $58.1K
10.8K $5.53M
PLTR
Palantir Technologies Inc.

Technology
832
+ 13.55%
$36.46 - $82.38 $30.3K - $68.5K
6.97K $527K
WM
Waste Management Inc

Industrials
2.19K
+ 6.94%
$201.79 - $228.46 $442K - $501K
33.7K $6.81M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.21K
+ 43.76%
$81.68 - $82.93 $262K - $266K
10.5K $863K
MSFT
Microsoft Corp

Technology
901
+ 5.54%
$406.35 - $454.46 $366K - $409K
17.2K $7.24M
MCD
Mcdonalds Corp

Consumer Cyclical
1.19K
+ 14.7%
$288.47 - $316.54 $342K - $376K
9.26K $2.68M
BFLY
Butterfly Network, Inc.

Healthcare
61.7K
+ 528.06%
$1.66 - $3.67 $102K - $226K
73.4K $228K
FISV
Fiserv Inc

Technology
1.6K
+ 10.85%
N/A
16.4K $2.05M
NET
Cloudflare, Inc.

Technology
988
+ 37.16%
$78.11 - $117.56 $77.2K - $116K
3.65K $392K
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
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
PHYS
Sprott Physical Gold Trust

Financial Services
9.87K
+ 3.73%
$19.66 - $21.66 $194K - $214K
275K $5.53M
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
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
INFN
Infinera Corp

Technology
9.93K
+ 41.45%
$6.56 - $6.87 $65.1K - $68.2K
33.9K $222K
ZUO
Zuora Inc

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