Palumbo Wealth Management LLC Reduced Holdings in Q3 2025

Palumbo Wealth Management LLC

  • $370 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-40.2K
- 58.43%
$31.41 - $36.33 $1.26M - $1.46M
28.6K $898K
COST
Costco Wholesale Corp

Consumer Defensive
-102
- 1.47%
$915.95 - $994.57 $93.4K - $101K
6.82K $6.31M
GLD
Spdr Gold Trust

ETFs
-8.96K
- 17.05%
$300.96 - $355.47 $2.7M - $3.19M
43.6K $15.5M
WCN
Waste Connections, Inc.

Industrials
-1.75K
- 22.03%
$171.32 - $191.84 $300K - $336K
6.2K $1.09M
SIBN
Si Bone, Inc.

Healthcare
-9.16K
- 29.9%
$14.05 - $18.78 $129K - $172K
21.5K $316K
SDGR
Schrodinger, Inc.

Healthcare
-12.1K
- 45.73%
$18.15 - $23.03 $220K - $279K
14.4K $288K
GFL
Gfl Environmental Inc.

Industrials
-4.22K
- 38.4%
$45.97 - $51.03 $194K - $215K
6.77K $320K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-2.92K
- 37.08%
$44.92 - $48.31 $131K - $141K
4.95K $239K
PTGX
Protagonist Therapeutics, Inc

Healthcare
-2.26K
- 30.04%
$49.7 - $67.42 $112K - $153K
5.27K $349K
PAYX
Paychex Inc

Industrials
-32
- 1.0%
$126.69 - $147.99 $4.05K - $4.74K
3.18K $402K
XGN
Exagen Inc.

Healthcare
-28.4K
- 43.0%
$6.78 - $10.92 $192K - $310K
37.6K $410K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-3.07K
- 8.7%
$40.38 - $43.07 $124K - $132K
32.2K $1.38M
SBUX
Starbucks Corp

Consumer Cyclical
-129
- 3.91%
$81.9 - $96.86 $10.6K - $12.5K
3.17K $268K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-4.52K
- 4.8%
$12.9 - $13.59 $58.3K - $61.4K
89.6K $1.2M
YUM
Yum Brands Inc

Consumer Cyclical
-170
- 7.83%
$139.5 - $153.94 $23.7K - $26.2K
2K $304K
AMGN
Amgen Inc

Healthcare
-51
- 3.54%
$271.18 - $309.22 $13.8K - $15.8K
1.39K $391K
PHYS
Sprott Physical Gold Trust

Financial Services
-33.7K
- 14.53%
$25.02 - $29.62 $844K - $999K
198K $5.88M
ALCC
Alt C Acquisition Corp.

Financial Services
-8.32K
- 68.12%
N/A
3.89K $0
BWAY
Brainsway Ltd.

Healthcare
-400
- 3.27%
$11.47 - $16.71 $4.59K - $6.68K
11.8K $176K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-1.36K
- 24.3%
$48.39 - $77.69 $65.9K - $106K
4.24K $310K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
-2.76K
- 5.89%
$9.2 - $11.93 $25.4K - $32.9K
44K $525K
PRME
Prime Medicine, Inc.
-90.8K
- 49.53%
$2.73 - $5.56 $248K - $505K
92.5K $512K
AMAT
Applied Materials Inc

Technology
-63
- 1.34%
$156.25 - $204.95 $9.84K - $12.9K
4.64K $950K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 0.13%
$459.11 - $506.91 $5.05K - $5.58K
8.76K $4.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-60
- 4.25%
$293.94 - $444.72 $17.6K - $26.7K
1.35K $601K
OXY
Occidental Petroleum Corp

Energy
-842
- 2.21%
$42.54 - $48.1 $35.8K - $40.5K
37.2K $1.76M
DSGN
Design Therapeutics, Inc.

Healthcare
-8.47K
- 13.99%
$3.52 - $7.53 $29.8K - $63.8K
52.1K $392K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-3.18K
- 0.68%
$21.62 - $22.81 $68.7K - $72.5K
467K $10.5M
XMTR
Xometry, Inc.

Industrials
-314
- 2.23%
$30.97 - $55.91 $9.72K - $17.6K
13.8K $751K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-154
- 0.43%
$89.32 - $107.82 $13.8K - $16.6K
35.9K $3.87M
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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