Palumbo Wealth Management LLC New Holdings in Q4 2024

Palumbo Wealth Management LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
414K
New
$50.37 - $50.6 $20.9M - $21M
414K $20.9M
FOX
Fox Corp Cl B (De)

Communication Services
25.5K
New
$38.0 - $47.15 $971K - $1.2M
25.5K $1.17M
ADBE
Adobe Inc.

Technology
2.27K
New
$437.39 - $552.96 $992K - $1.25M
2.27K $1.01M
XLY
Select Sector Spdr Consumer Di

ETFs
2.98K
New
$194.8 - $239.43 $580K - $712K
2.98K $667K
XLP
Consumer Staples Sector Spdr

ETFs
7.45K
New
N/A
7.45K $566K
XLE
Energy Sector Spdr

ETFs
5.78K
New
$83.32 - $97.27 $481K - $562K
5.78K $494K
WCN
Waste Connections, Inc.

Industrials
2.8K
New
$171.06 - $193.25 $478K - $540K
2.8K $479K
QURE
Uni Qure N.V.

Healthcare
24.7K
New
$4.54 - $17.73 $112K - $439K
24.7K $437K
VLO
Valero Energy Corp

Energy
3.17K
New
$118.59 - $144.02 $376K - $457K
3.17K $389K
GM
General Motors CO

Consumer Cyclical
5.58K
New
$44.82 - $60.2 $250K - $336K
5.58K $297K
DVAX
Dynavax Technologies Corp

Healthcare
21.5K
New
$10.28 - $13.66 $221K - $294K
21.5K $274K
BE
Bloom Energy Corp

Industrials
11.8K
New
$9.04 - $27.45 $107K - $325K
11.8K $262K
CRDO
Credo Technology Group Holding LTD

Technology
3.83K
New
$30.16 - $77.25 $116K - $296K
3.83K $258K
HGER
Harbor ETF Tr All Weather Infl
11.5K
New
$21.78 - $23.27 $250K - $267K
11.5K $254K
ESTC
Elastic N.V.

Technology
2.55K
New
$75.01 - $116.22 $191K - $296K
2.55K $252K
MYO
Myomo, Inc.

Healthcare
37.6K
New
$3.66 - $6.41 $137K - $241K
37.6K $232K
BALT
Innovator Etfs Tr
7.12K
New
$30.76 - $31.55 $219K - $225K
7.12K $223K
CMRX
Chimerix Inc

Healthcare
63.4K
New
$0.83 - $3.48 $52.6K - $221K
63.4K $220K
CRTO
Criteo S.A.

Communication Services
5.26K
New
$33.44 - $43.41 $176K - $229K
5.26K $208K
PHVS
Pharvaris N.V.

Healthcare
10.2K
New
$17.87 - $25.01 $183K - $256K
10.2K $195K
MDXG
Mimedx Group, Inc.

Healthcare
17.8K
New
$5.51 - $9.75 $98K - $173K
17.8K $171K
FNA
Paragon 28, Inc.

Healthcare
16.6K
New
$4.78 - $10.74 $79.1K - $178K
16.6K $170K
PATH
Ui Path, Inc.

Technology
11.3K
New
$11.95 - $15.5 $135K - $176K
11.3K $144K
NPCE
Neuro Pace Inc

Healthcare
11.5K
New
$5.9 - $11.93 $68K - $137K
11.5K $128K
OCUL
Ocular Therapeutix, Inc

Healthcare
11.7K
New
$8.33 - $11.47 $97.4K - $134K
11.7K $99K
ORGO
Organogenesis Holdings Inc.

Healthcare
20.2K
New
$2.77 - $4.43 $55.9K - $89.4K
20.2K $64K
Atlassian Corporation
918
New
N/A
918 $0
Assembly Biosciences Inc
11.4K
New
N/A
11.4K $0
Ginkgo Bioworks Holdings Inc
14.6K
New
N/A
14.6K $0
Ishares Bitcoin Trust ETF
12.4K
New
N/A
12.4K $0
Reddit Inc
1.65K
New
N/A
1.65K $0
ALCC
Alt C Acquisition Corp.

Financial Services
10.3K
New
N/A
10.3K $0
J P Morgan Exchange Traded F
56.1K
New
N/A
56.1K $0
Blackrock Inc
375
New
N/A
375 $0
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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