Palumbo Wealth Management LLC Incresed Positions in Q2 2025

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
11.1K
+ 31.14%
$167.32 - $223.3 $1.85M - $2.47M
46.6K $10.2M
NVDA
Nvidia Corp

Technology
7.74K
+ 18.61%
$94.31 - $157.99 $730K - $1.22M
49.3K $7.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
250
+ 0.56%
$496.48 - $617.85 $124K - $154K
45.2K $27.9M
MSFT
Microsoft Corp

Technology
59
+ 0.29%
$354.56 - $497.45 $20.9K - $29.3K
20.1K $9.99M
NPCE
Neuro Pace Inc

Healthcare
124K
+ 268.44%
$10.34 - $18.13 $1.28M - $2.24M
170K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
344
+ 3.16%
$416.06 - $551.64 $143K - $190K
11.2K $6.19M
LMT
Lockheed Martin Corp

Industrials
2.03K
+ 300.15%
$430.82 - $486.45 $874K - $987K
2.71K $1.25M
WCN
Waste Connections, Inc.

Industrials
4.54K
+ 133.07%
$183.26 - $199.95 $833K - $908K
7.96K $1.49M
META
Meta Platforms, Inc.

Communication Services
242
+ 7.23%
$484.66 - $738.09 $117K - $179K
3.59K $2.65M
JPM
Jpmorgan Chase & CO

Financial Services
381
+ 3.28%
$210.28 - $289.91 $80.1K - $110K
12K $3.48M
CRWD
Crowd Strike Holdings, Inc.

Technology
226
+ 8.62%
$321.63 - $509.31 $72.7K - $115K
2.85K $1.45M
IBM
International Business Machines Corp

Technology
5
+ 0.05%
$221.03 - $294.78 $1.11K - $1.47K
10.4K $3.08M
BALT
Innovator Etfs Tr
13K
+ 44.33%
$30.33 - $32.1 $396K - $419K
42.5K $1.36M
BAC
Bank Of America Corp

Financial Services
3.43K
+ 7.27%
$34.39 - $47.46 $118K - $163K
50.7K $2.4M
LLY
Eli Lilly & CO

Healthcare
496
+ 99.8%
$713.71 - $898.95 $354K - $446K
993 $774K
GOOG
Alphabet Inc.

Communication Services
366
+ 3.02%
$146.58 - $180.01 $53.6K - $65.9K
12.5K $2.22M
APH
Amphenol Corp

Technology
49
+ 0.54%
$59.09 - $98.75 $2.9K - $4.84K
9.1K $898K
ETN
Eaton Corp PLC

Industrials
43
+ 1.36%
$246.52 - $356.99 $10.6K - $15.4K
3.21K $1.14M
PRME
Prime Medicine, Inc.
87.9K
+ 92.07%
$1.15 - $2.65 $101K - $233K
183K $443K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
2.21K
+ 16.92%
$50.29 - $64.29 $111K - $142K
15.3K $982K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
301
+ 51.9%
$456.74 - $568.03 $137K - $171K
881 $500K
AMAT
Applied Materials Inc

Technology
162
+ 3.57%
$126.95 - $183.52 $20.6K - $29.7K
4.7K $861K
NFLX
Netflix Inc

Communication Services
12
+ 2.76%
$855.86 - $1339.13 $10.3K - $16.1K
447 $598K
SDGR
Schrodinger, Inc.

Healthcare
9.03K
+ 51.59%
$17.97 - $26.69 $162K - $241K
26.5K $533K
NOW
Service Now, Inc.

Technology
13
+ 1.87%
$721.65 - $1040.18 $9.38K - $13.5K
708 $727K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
118
+ 3.43%
$201.28 - $266.34 $23.8K - $31.4K
3.56K $948K
SSO
Proshares Ultra S&P 500

ETFs
695
+ 11.92%
$64.8 - $97.72 $45K - $67.9K
6.53K $637K
CAT
Caterpillar Inc

Industrials
2
+ 0.08%
$273.94 - $388.21 $548 - $776
2.62K $1.02M
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
KO
Coca Cola CO

Consumer Defensive
954
+ 20.26%
$68.37 - $73.9 $65.2K - $70.5K
5.66K $400K
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
SEER
Seer, Inc.

Healthcare
622
+ 0.59%
$1.66 - $2.28 $1.03K - $1.42K
105K $225K
VLO
Valero Energy Corp

Energy
303
+ 9.55%
$104.69 - $141.77 $31.7K - $43K
3.48K $467K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
228
+ 4.24%
$38.39 - $51.11 $8.75K - $11.7K
5.6K $285K
RTX
Raytheon Technologies Corp

Industrials
29
+ 1.2%
$113.75 - $148.48 $3.3K - $4.31K
2.45K $357K
ELEV
Elevation Oncology, Inc.

Healthcare
17.3K
+ 6.23%
$0.23 - $0.39 $3.98K - $6.76K
295K $109K
PHVS
Pharvaris N.V.

Healthcare
447
+ 3.17%
$11.83 - $18.66 $5.29K - $8.34K
14.5K $256K
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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