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
MRK
Merck & Co., Inc.

Healthcare
300
+ 8.17%
$83.01 - $101.02 $24.9K - $30.3K
3.97K $356K
ERAS
Erasca, Inc.

Healthcare
14.7K
+ 51.51%
$1.28 - $2.75 $18.9K - $40.5K
43.3K $59K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6
+ 0.21%
$196.12 - $229.48 $1.18K - $1.38K
2.84K $573K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
12.7K
+ 44.55%
$0.86 - $2.04 $10.9K - $25.9K
41.2K $35K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.17%
$507.05 - $563.67 $507 - $564
580 $298K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
238
+ 1.18%
$46.71 - $52.3 $11.1K - $12.4K
20.4K $980K
GM
General Motors CO

Consumer Cyclical
366
+ 6.56%
$45.22 - $54.92 $16.6K - $20.1K
5.95K $279K
VTYX
Ventyx Biosciences, Inc.

Healthcare
2.57K
+ 10.72%
$1.15 - $2.52 $2.95K - $6.47K
26.5K $30K
VTI
Vanguard Total Stock Market Et

ETFs
43
+ 1.89%
$271.18 - $303.12 $11.7K - $13K
2.32K $636K
ABR
Arbor Realty Trust Inc

Real Estate
502
+ 3.47%
$11.68 - $13.98 $5.86K - $7.02K
15K $175K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
40
+ 1.41%
$102.49 - $119.96 $4.1K - $4.8K
2.88K $301K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 1.5%
$347.25 - $424.87 $9.03K - $11K
1.76K $643K
HON
Honeywell International Inc

Industrials
54
+ 1.8%
$202.75 - $226.52 $10.9K - $12.2K
3.05K $646K
APH
Amphenol Corp

Technology
21
+ 0.23%
$61.62 - $78.55 $1.29K - $1.65K
9.05K $593K
BFLY
Butterfly Network, Inc.

Healthcare
11.2K
+ 15.33%
$2.28 - $4.82 $25.6K - $54.2K
84.6K $192K
INZY
Inozyme Pharma, Inc.

Healthcare
6.5K
+ 27.93%
$0.91 - $3.07 $5.92K - $20K
29.8K $27K
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 0.35%
$192.03 - $242.13 $1.15K - $1.45K
1.7K $336K
CAT
Caterpillar Inc

Industrials
61
+ 2.39%
$326.75 - $407.63 $19.9K - $24.9K
2.62K $862K
BX
Blackstone Inc.

Financial Services
262
+ 7.61%
$136.53 - $186.74 $35.8K - $48.9K
3.71K $518K
XMTR
Xometry, Inc.

Industrials
4.13K
+ 40.8%
$23.04 - $43.2 $95.2K - $179K
14.3K $355K
ETN
Eaton Corp PLC

Industrials
287
+ 9.98%
$271.83 - $371.23 $78K - $107K
3.16K $859K
DSGN
Design Therapeutics, Inc.

Healthcare
3.58K
+ 6.55%
$3.68 - $6.66 $13.2K - $23.9K
58.3K $224K
QURE
Uni Qure N.V.

Healthcare
651
+ 2.63%
$10.6 - $18.08 $6.9K - $11.8K
25.4K $269K
AMZN
Amazon Com Inc

Consumer Cyclical
3.76K
+ 11.83%
$190.26 - $242.06 $716K - $911K
35.6K $6.77M
GOOG
Alphabet Inc.

Communication Services
738
+ 6.48%
$156.06 - $207.71 $115K - $153K
12.1K $1.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
56
+ 0.52%
$468.34 - $539.52 $26.2K - $30.2K
10.9K $5.1M
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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