Palumbo Wealth Management LLC Reduced Holdings in Q1 2025

Palumbo Wealth Management LLC

  • $289 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.46K
- 12.58%
$551.42 - $612.93 $3.56M - $3.96M
44.9K $25.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-24K
- 5.8%
$50.39 - $50.66 $1.21M - $1.22M
390K $19.7M
NOW
Service Now, Inc.

Technology
-372
- 34.86%
$783.83 - $1170.39 $292K - $435K
695 $553K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.15K
- 30.55%
$308.86 - $455.36 $356K - $525K
2.62K $924K
DIS
Walt Disney CO

Communication Services
-625
- 3.83%
$96.87 - $114.0 $60.5K - $71.3K
15.7K $1.55M
NKE
Nike, Inc.

Consumer Cyclical
-103
- 0.61%
$63.29 - $81.72 $6.52K - $8.42K
16.7K $1.06M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-2.54K
- 6.53%
$35.58 - $40.4 $90.3K - $103K
36.3K $1.33M
AMAT
Applied Materials Inc

Technology
-293
- 6.06%
$145.06 - $195.51 $42.5K - $57.3K
4.54K $659K
PLTR
Palantir Technologies Inc.

Technology
-2.05K
- 29.36%
$64.98 - $124.62 $133K - $255K
4.92K $415K
XLY
Select Sector Spdr Consumer Di

ETFs
-116
- 3.9%
$192.6 - $233.2 $22.3K - $27.1K
2.86K $564K
SEER
Seer, Inc.

Healthcare
-3.39K
- 3.14%
$1.69 - $2.47 $5.73K - $8.38K
105K $177K
ASRT
Assertio Holdings, Inc.

Healthcare
-34.4K
- 16.74%
$0.67 - $0.88 $23.1K - $30.3K
171K $114K
UPS
United Parcel Service Inc

Industrials
-47
- 1.67%
$109.66 - $136.26 $5.15K - $6.4K
2.76K $303K
TIP
Ishares Tr Tips Bd ETF

ETFs
-563
- 11.84%
$106.22 - $111.09 $59.8K - $62.5K
4.19K $465K
NET
Cloudflare, Inc.

Technology
-382
- 10.47%
$110.71 - $176.5 $42.3K - $67.4K
3.27K $367K
XLP
Consumer Staples Sector Spdr

ETFs
-204
- 2.74%
N/A
7.25K $551K
SBUX
Starbucks Corp

Consumer Cyclical
-296
- 7.84%
$91.75 - $115.81 $27.2K - $34.3K
3.48K $341K
HGER
Harbor ETF Tr All Weather Infl
-964
- 8.39%
$22.23 - $24.05 $21.4K - $23.2K
10.5K $253K
EEM
Ishares Msci Emerging Markets

ETFs
-1
- 0.01%
$40.81 - $45.34 $40.8 - $45.3
6.81K $297K
RTX
Raytheon Technologies Corp

Industrials
-63
- 2.54%
$114.1 - $135.66 $7.19K - $8.55K
2.42K $320K
XLE
Energy Sector Spdr

ETFs
-35
- 0.61%
$85.7 - $93.96 $3K - $3.29K
5.74K $536K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.01%
$74.85 - $84.89 $74.9 - $84.9
12.5K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
-112
- 0.56%
$137.61 - $149.68 $15.4K - $16.8K
19.7K $2.88M
FOX
Fox Corp Cl B (De)

Communication Services
-216
- 0.85%
$45.64 - $54.23 $9.86K - $11.7K
25.3K $1.33M
CMRX
Chimerix Inc

Healthcare
-4.45K
- 7.01%
$3.25 - $8.51 $14.4K - $37.8K
59K $501K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-5.12K
- 1.05%
$21.48 - $22.98 $110K - $118K
484K $10.9M
GLD
Spdr Gold Trust

ETFs
-361
- 0.67%
$243.19 - $288.14 $87.8K - $104K
53.8K $15.5M
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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