Palumbo Wealth Management LLC Incresed Positions in Q1 2025

Palumbo Wealth Management LLC

  • $289 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
+ 88.91%
$222.15 - $428.22 $251K - $484K
2.4K $622K
AMGN
Amgen Inc

Healthcare
122
+ 8.85%
$258.59 - $327.36 $31.5K - $39.9K
1.5K $467K
T
At&T Inc.

Communication Services
1.68K
+ 15.85%
$21.56 - $28.28 $36.1K - $47.4K
12.2K $346K
ORGO
Organogenesis Holdings Inc.

Healthcare
18.5K
+ 91.51%
$2.89 - $6.21 $53.4K - $115K
38.7K $167K
QCOM
Qualcomm Inc

Technology
628
+ 33.28%
$151.94 - $175.86 $95.4K - $110K
2.52K $386K
TXN
Texas Instruments Inc

Technology
483
+ 42.48%
N/A
1.62K $315K
KO
Coca Cola CO

Consumer Defensive
682
+ 16.94%
$60.81 - $72.32 $41.5K - $49.3K
4.71K $337K
CRM
Salesforce, Inc.

Technology
1.29K
+ 32.6%
$268.36 - $359.95 $345K - $463K
5.23K $1.4M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 22.11%
$84.5 - $105.05 $87.6K - $109K
5.73K $502K
ED
Consolidated Edison Inc

Utilities
75
+ 2.44%
$88.0 - $110.59 $6.6K - $8.29K
3.14K $347K
SO
Southern CO

Utilities
351
+ 8.98%
$80.96 - $92.96 $28.4K - $32.6K
4.26K $391K
ACHR
Archer Aviation Inc.

Industrials
28.6K
+ 53.03%
$6.8 - $11.51 $194K - $329K
82.5K $586K
SNOW
Snowflake Inc.

Technology
511
+ 26.97%
$146.16 - $192.78 $74.7K - $98.5K
2.41K $351K
PAYX
Paychex Inc

Industrials
74
+ 2.37%
$136.06 - $154.52 $10.1K - $11.4K
3.19K $492K
YUM
Yum Brands Inc

Consumer Cyclical
47
+ 2.27%
$123.25 - $162.53 $5.79K - $7.64K
2.12K $333K
BE
Bloom Energy Corp

Industrials
4.28K
+ 36.21%
$19.66 - $29.81 $84.2K - $128K
16.1K $316K
ESTC
Elastic N.V.

Technology
853
+ 33.45%
$89.1 - $117.76 $76K - $100K
3.4K $303K
TMCI
Treace Medical Concepts, Inc.

Healthcare
3.43K
+ 15.41%
$7.3 - $10.54 $25K - $36.2K
25.7K $215K
GTLB
Gitlab Inc.

Technology
2.19K
+ 38.07%
$47.0 - $73.14 $103K - $160K
7.95K $373K
PLD
Prologis, Inc.

Real Estate
321
+ 15.87%
$103.59 - $124.04 $33.3K - $39.8K
2.34K $262K
ARDX
Ardelyx, Inc.

Healthcare
10.6K
+ 62.19%
$4.91 - $6.36 $52K - $67.4K
27.6K $135K
CRMD
Cor Medix Inc.

Healthcare
16.3K
+ 53.66%
$6.16 - $12.57 $100K - $205K
46.6K $287K
NEE
Nextera Energy Inc

Utilities
544
+ 8.57%
$66.96 - $76.16 $36.4K - $41.4K
6.89K $488K
ELEV
Elevation Oncology, Inc.

Healthcare
209K
+ 302.29%
$0.26 - $0.84 $54.3K - $175K
278K $72K
ECL
Ecolab Inc.

Basic Materials
43
+ 5.01%
$229.72 - $269.82 $9.88K - $11.6K
902 $228K
PHVS
Pharvaris N.V.

Healthcare
3.88K
+ 37.97%
$14.9 - $19.54 $57.8K - $75.8K
14.1K $221K
MYO
Myomo, Inc.

Healthcare
16.2K
+ 43.1%
$4.17 - $7.05 $67.5K - $114K
53.8K $258K
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
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.29%
N/A
2.05K $372K
Reddit Inc
507
+ 30.71%
N/A
2.16K $0
Blackrock Inc
76
+ 20.27%
N/A
451 $0
Assembly Biosciences Inc
6.56K
+ 57.4%
N/A
18K $0
Ishares Bitcoin Trust ETF
8.71K
+ 70.24%
N/A
21.1K $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
Linde PLC
136
+ 19.71%
N/A
826 $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.81K
+ 17.53%
N/A
12.2K $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
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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