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
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
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 4.56%
$335.24 - $380.78 $26.8K - $30.5K
1.84K $673K
CMCSA
Comcast Corp

Communication Services
3.05K
+ 4.64%
$32.84 - $36.72 $100K - $112K
68.8K $2.46M
NUVB
Nuvation Bio Inc.

Healthcare
4.02K
+ 3.67%
$1.66 - $2.53 $6.68K - $10.2K
114K $221K
VTYX
Ventyx Biosciences, Inc.

Healthcare
772
+ 2.91%
$0.84 - $2.65 $648 - $2.05K
27.3K $58K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
127
+ 4.4%
$90.56 - $109.49 $11.5K - $13.9K
3.01K $329K
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
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
ALCC
Alt C Acquisition Corp.

Financial Services
50
+ 0.41%
N/A
12.2K $0
Assembly Biosciences Inc
681
+ 3.79%
N/A
18.7K $0
J P Morgan Exchange Traded F
7.51K
+ 9.81%
N/A
84K $0
Mind Medicine Mindmed Inc
1.42K
+ 6.25%
N/A
24K $0
Grace Therapeutics Inc
2.53K
+ 5.51%
N/A
48.5K $0
Ishares Bitcoin Trust ETF
27.7K
+ 131.08%
N/A
48.8K $0
Linde PLC
171
+ 20.7%
N/A
997 $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
YUM
Yum Brands Inc

Consumer Cyclical
50
+ 2.36%
$138.36 - $161.45 $6.92K - $8.07K
2.17K $321K
PKG
Packaging Corp Of America

Consumer Cyclical
10
+ 0.59%
$175.97 - $201.36 $1.76K - $2.01K
1.71K $322K
GTLB
Gitlab Inc.

Technology
2
+ 0.03%
$40.52 - $53.43 $81 - $107
7.96K $358K
ORGO
Organogenesis Holdings Inc.

Healthcare
2.39K
+ 6.19%
$2.66 - $5.34 $6.37K - $12.8K
41.1K $150K
BFLY
Butterfly Network, Inc.

Healthcare
2.3K
+ 2.72%
$1.96 - $2.63 $4.51K - $6.05K
86.9K $173K
SHW
Sherwin Williams CO

Basic Materials
88
+ 1.01%
$313.51 - $363.51 $27.6K - $32K
8.78K $3.01M
MRK
Merck & Co., Inc.

Healthcare
274
+ 6.9%
$73.47 - $87.12 $20.1K - $23.9K
4.25K $336K
DSGN
Design Therapeutics, Inc.

Healthcare
2.28K
+ 3.91%
$2.79 - $4.86 $6.35K - $11.1K
60.6K $204K
PAYX
Paychex Inc

Industrials
18
+ 0.56%
$137.01 - $159.78 $2.47K - $2.88K
3.21K $466K
ED
Consolidated Edison Inc

Utilities
23
+ 0.73%
$98.05 - $113.3 $2.26K - $2.61K
3.17K $317K
ACN
Accenture PLC

Technology
282
+ 2.7%
$279.23 - $323.21 $78.7K - $91.1K
10.7K $3.21M
TSCO
Tractor Supply CO

Consumer Cyclical
950
+ 1.77%
$47.86 - $55.77 $45.5K - $53K
54.5K $2.88M
MNKD
Mannkind Corp

Healthcare
3.92K
+ 4.02%
$3.71 - $5.04 $14.5K - $19.8K
101K $379K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
33.6K
+ 1421.21%
$87.84 - $1441.89 $2.95M - $48.5M
36K $3.25M
JNJ
Johnson & Johnson

Healthcare
524
+ 2.96%
$146.36 - $159.82 $76.7K - $83.7K
18.3K $2.79M
MCD
Mcdonalds Corp

Consumer Cyclical
182
+ 1.57%
$285.55 - $321.23 $52K - $58.5K
11.8K $3.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
309
+ 6.11%
$390.26 - $489.06 $121K - $151K
5.36K $2.17M
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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