Palumbo Wealth Management LLC Reduced Holdings in Q2 2025

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.56K
- 15.12%
$483.48 - $539.8 $755K - $843K
8.77K $4.26M
PHYS
Sprott Physical Gold Trust

Financial Services
-44.9K
- 16.2%
$22.82 - $26.29 $1.02M - $1.18M
232K $5.88M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-13.2K
- 2.73%
$20.16 - $23.26 $266K - $307K
470K $10.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.23K
- 25.74%
$82.21 - $83.12 $594K - $601K
20.9K $1.73M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.25K
- 4.55%
$91.57 - $110.76 $114K - $138K
26.2K $2.52M
OXY
Occidental Petroleum Corp

Energy
-103
- 0.27%
$36.11 - $49.33 $3.72K - $5.08K
38K $1.6M
DVAX
Dynavax Technologies Corp

Healthcare
-17.3K
- 53.5%
$9.4 - $12.87 $163K - $223K
15.1K $149K
XLV
Select Sector Spdr Fund Health

ETFs
-190
- 0.96%
$128.77 - $144.3 $24.5K - $27.4K
19.5K $2.63M
PG
Procter & Gamble CO

Consumer Defensive
-755
- 7.0%
$157.66 - $172.39 $119K - $130K
10K $1.6M
ETR
Entergy Corp

Utilities
-945
- 1.89%
$79.01 - $86.61 $74.7K - $81.8K
48.9K $4.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-989
- 41.19%
$221.86 - $362.89 $219K - $359K
1.41K $448K
XOM
Exxon Mobil Corp

Energy
-933
- 16.47%
$99.93 - $119.04 $93.2K - $111K
4.73K $510K
AMT
American Tower Corp

Real Estate
-768
- 16.77%
$203.96 - $228.19 $157K - $175K
3.81K $842K
WM
Waste Management Inc

Industrials
-216
- 0.58%
$216.47 - $242.1 $46.8K - $52.3K
37.1K $8.49M
CVX
Chevron Corp

Energy
-350
- 9.6%
$133.73 - $168.51 $46.8K - $59K
3.29K $471K
MUB
Ishares National Muni Bond ETF

ETFs
-1.01K
- 23.21%
$102.31 - $105.8 $103K - $107K
3.35K $349K
FDS
Factset Research Systems Inc

Financial Services
-142
- 3.08%
$398.85 - $473.32 $56.6K - $67.2K
4.47K $2M
ADBE
Adobe Inc.

Technology
-279
- 7.32%
$340.0 - $420.68 $94.9K - $117K
3.54K $1.37M
TXN
Texas Instruments Inc

Technology
-452
- 27.9%
N/A
1.17K $227K
FOX
Fox Corp Cl B (De)

Communication Services
-998
- 3.94%
$43.81 - $53.0 $43.7K - $52.9K
24.3K $1.26M
QCOM
Qualcomm Inc

Technology
-542
- 21.55%
$124.66 - $159.48 $67.6K - $86.4K
1.97K $314K
MDXG
Mimedx Group, Inc.

Healthcare
-5.33K
- 22.43%
$5.88 - $7.69 $31.3K - $41K
18.4K $112K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.73K
- 0.44%
$50.36 - $50.68 $86.9K - $87.5K
388K $19.7M
AMGN
Amgen Inc

Healthcare
-61
- 4.06%
$262.28 - $309.85 $16K - $18.9K
1.44K $402K
NEE
Nextera Energy Inc

Utilities
-736
- 10.68%
$64.11 - $75.0 $47.2K - $55.2K
6.16K $427K
XLE
Energy Sector Spdr

ETFs
-126
- 2.2%
$76.44 - $94.13 $9.63K - $11.9K
5.61K $476K
PLD
Prologis, Inc.

Real Estate
-367
- 15.66%
$89.76 - $112.34 $32.9K - $41.2K
1.98K $207K
SBUX
Starbucks Corp

Consumer Cyclical
-177
- 5.09%
$79.69 - $99.41 $14.1K - $17.6K
3.3K $302K
IDYA
Ideaya Biosciences, Inc.

Healthcare
-6.62K
- 29.55%
$14.5 - $22.63 $96K - $150K
15.8K $331K
DGX
Quest Diagnostics Inc

Healthcare
-239
- 0.92%
N/A
25.6K $3.51M
V
Visa Inc.

Financial Services
-308
- 1.74%
$308.27 - $373.31 $94.9K - $115K
17.4K $6.17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-19
- 1.99%
$212.1 - $244.27 $4.03K - $4.64K
934 $204K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-1.44K
- 15.42%
$36.23 - $44.97 $52K - $64.5K
7.87K $354K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.07K
- 19.77%
$41.45 - $54.46 $44.4K - $58.3K
4.35K $226K
ESTC
Elastic N.V.

Technology
-7
- 0.21%
$73.36 - $94.17 $514 - $659
3.4K $286K
PRU
Prudential Financial Inc

Financial Services
-14
- 0.4%
$95.12 - $112.71 $1.33K - $1.58K
3.48K $373K
MMM
3 M CO

Industrials
-159
- 9.75%
$126.09 - $154.15 $20K - $24.5K
1.47K $224K
XLP
Consumer Staples Sector Spdr

ETFs
-166
- 2.29%
N/A
7.08K $538K
ABT
Abbott Laboratories

Healthcare
-280
- 3.76%
$123.95 - $138.08 $34.7K - $38.7K
7.16K $974K
NKE
Nike, Inc.

Consumer Cyclical
-1.91K
- 11.43%
$53.27 - $72.04 $102K - $137K
14.8K $1.05M
GE
General Electric CO

Industrials
-358
- 24.5%
$166.81 - $257.39 $59.7K - $92.1K
1.1K $283K
FISV
Fiserv Inc

Technology
-62
- 0.33%
N/A
18.9K $2.37M
GM
General Motors CO

Consumer Cyclical
-380
- 6.39%
$42.48 - $50.46 $16.1K - $19.2K
5.57K $273K
Atlassian Corporation
-2
- 0.16%
N/A
1.25K $0
SPGI
S&P Global Inc.

Financial Services
-95
- 3.69%
$438.31 - $527.29 $41.6K - $50.1K
2.48K $1.31M
Reddit Inc
-47
- 2.18%
N/A
2.11K $0
Blackrock Inc
-30
- 6.65%
N/A
421 $0
XLU
Utilities Sector Spdr

ETFs
-63
- 1.91%
$73.09 - $82.77 $4.6K - $5.21K
3.24K $264K
WDAY
Workday, Inc.

Technology
-37
- 1.83%
$210.47 - $274.71 $7.79K - $10.2K
1.99K $476K
Activity Summary
Buys All Purchases 117 New Holdings 25 Increased Positions 92 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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