Palumbo Wealth Management LLC New Holdings in Q3 2025

Palumbo Wealth Management LLC

  • $370 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
416K
New
$65.91 - $70.63 $27.4M - $29.4M
416K $29.2M
XLC
Select Sector Spdr Tr Communic

ETFs
124K
New
$105.99 - $119.41 $13.1M - $14.8M
124K $14.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
23.6K
New
$163.62 - $210.2 $3.86M - $4.96M
23.6K $4.61M
MRVL
Marvell Technology, Inc.

Technology
37.1K
New
$62.31 - $84.07 $2.31M - $3.12M
37.1K $3.12M
LEN
Lennar Corp

Consumer Cyclical
20.7K
New
$107.73 - $142.4 $2.23M - $2.95M
20.7K $2.61M
BSX
Boston Scientific Corp

Healthcare
25.3K
New
$97.03 - $108.14 $2.46M - $2.74M
25.3K $2.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28K
New
$72.65 - $78.68 $2.04M - $2.21M
28K $2.2M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
39.5K
New
$38.1 - $40.7 $1.5M - $1.61M
39.5K $1.56M
UNH
Unitedhealth Group Inc

Healthcare
4.3K
New
$237.77 - $353.61 $1.02M - $1.52M
4.3K $1.49M
QURE
Uni Qure N.V.

Healthcare
21.8K
New
$13.28 - $59.4 $289K - $1.29M
21.8K $1.27M
BIB
Proshares Trust Proshares Ul

ETFs
12.9K
New
$46.38 - $59.57 $596K - $766K
12.9K $765K
OFIX
Orthofix Medical Inc.

Healthcare
43K
New
$10.63 - $15.48 $457K - $665K
43K $628K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
216K
New
$0.88 - $3.52 $190K - $759K
216K $625K
CDNA
Care Dx, Inc.

Healthcare
37K
New
$11.57 - $20.63 $428K - $763K
37K $537K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
63.2K
New
$4.68 - $8.3 $296K - $524K
63.2K $511K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
157K
New
$2.34 - $3.29 $368K - $518K
157K $495K
EBS
Emergent Bio Solutions Inc.

Healthcare
48.2K
New
$5.63 - $9.32 $271K - $449K
48.2K $425K
IMRX
Immuneering Corp

Healthcare
49.1K
New
$3.04 - $9.26 $149K - $454K
49.1K $321K
CVS
Cvs Health Corp

Healthcare
4K
New
$58.75 - $76.5 $235K - $306K
4K $301K
MDB
Mongo Db, Inc.

Technology
910
New
$201.0 - $334.87 $183K - $305K
910 $282K
VST
Vistra Corp.

Utilities
1.43K
New
$182.0 - $217.92 $260K - $311K
1.43K $279K
SYM
Symbotic Inc.

Financial Services
5.1K
New
$39.68 - $63.21 $202K - $322K
5.1K $274K
NVAX
Novavax Inc

Healthcare
31K
New
$6.56 - $9.71 $204K - $301K
31K $269K
OSCR
Oscar Health, Inc.

Healthcare
14K
New
$13.42 - $20.45 $188K - $287K
14K $265K
IMNM
Immunome Inc.

Healthcare
21.8K
New
$8.4 - $11.59 $183K - $253K
21.8K $253K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
545
New
$287.52 - $458.66 $157K - $250K
545 $249K
REZI
Resideo Technologies, Inc.

Industrials
5.55K
New
$23.08 - $43.18 $128K - $239K
5.55K $239K
SHOP
Shopify Inc.

Technology
1.6K
New
$112.11 - $157.12 $179K - $251K
1.6K $237K
SCI
Service Corp International

Consumer Cyclical
2.68K
New
$75.63 - $83.25 $203K - $223K
2.68K $223K
RXST
Rx Sight, Inc.

Healthcare
24K
New
$6.65 - $13.14 $159K - $315K
24K $215K
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
23.6K
New
$3.86 - $7.39 $91.2K - $175K
23.6K $169K
TMCI
Treace Medical Concepts, Inc.

Healthcare
20K
New
$5.34 - $7.7 $107K - $154K
20K $134K
Coreweave Inc
1.95K
New
N/A
1.95K $0
Cidara Therapeutics Inc
2.79K
New
N/A
2.79K $0
Dianthus Therapeutics Inc
6.65K
New
N/A
6.65K $0
X4 Pharmaceuticals Inc
95.3K
New
N/A
95.3K $0
Ishares Ethereum Tr
29.3K
New
N/A
29.3K $0
Activity Summary
Buys All Purchases 145 New Holdings 38 Increased Positions 107 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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