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
ECL
Ecolab Inc.

Basic Materials
-25
- 2.77%
$225.65 - $270.95 $5.64K - $6.77K
877 $236K
SYK
Stryker Corp

Healthcare
-2
- 0.33%
$337.37 - $395.63 $675 - $791
603 $238K
CSCO
Cisco Systems, Inc.

Technology
-178
- 4.53%
$53.19 - $69.38 $9.47K - $12.3K
3.75K $260K
BX
Blackstone Inc.

Financial Services
-74
- 2.0%
$120.07 - $151.11 $8.89K - $11.2K
3.63K $543K
PATH
Ui Path, Inc.

Technology
-51
- 0.32%
$9.79 - $13.31 $499 - $679
15.9K $203K
NTNX
Nutanix, Inc.

Technology
-63
- 0.89%
$58.17 - $83.07 $3.66K - $5.23K
7.05K $538K
XLY
Select Sector Spdr Consumer Di

ETFs
-41
- 1.43%
$176.34 - $218.59 $7.23K - $8.96K
2.82K $612K
ROKU
Roku, Inc

Communication Services
-5
- 0.17%
$55.1 - $87.89 $276 - $439
2.92K $256K
VTI
Vanguard Total Stock Market Et

ETFs
-35
- 1.51%
$243.75 - $303.93 $8.53K - $10.6K
2.28K $692K
BE
Bloom Energy Corp

Industrials
-39
- 0.24%
$16.32 - $23.92 $636 - $933
16.1K $384K
XGN
Exagen Inc.

Healthcare
-33.2K
- 33.46%
$3.93 - $7.71 $130K - $256K
66K $460K
XMTR
Xometry, Inc.

Industrials
-159
- 1.11%
$19.34 - $36.75 $3.08K - $5.84K
14.1K $476K
ZS
Zscaler, Inc.

Technology
-13
- 1.02%
$174.67 - $315.32 $2.27K - $4.1K
1.27K $397K
SNOW
Snowflake Inc.

Technology
-20
- 0.83%
$130.53 - $223.77 $2.61K - $4.48K
2.39K $533K
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-2.11K
- 3.88%
$31.36 - $37.23 $66.2K - $78.6K
52.2K $1.94M
COST
Costco Wholesale Corp

Consumer Defensive
-67
- 0.96%
$908.13 - $1056.85 $60.8K - $70.8K
6.92K $6.85M
PLTR
Palantir Technologies Inc.

Technology
-48
- 0.97%
$74.01 - $144.25 $3.55K - $6.92K
4.88K $664K
NET
Cloudflare, Inc.

Technology
-72
- 2.21%
$97.08 - $195.83 $6.99K - $14.1K
3.19K $625K
ACHR
Archer Aviation Inc.

Industrials
-723
- 0.88%
$6.2 - $13.3 $4.48K - $9.62K
81.8K $887K
MNDY
Monday.Com Ltd.

Technology
-40
- 0.82%
$217.77 - $314.48 $8.71K - $12.6K
4.83K $1.52M
DIS
Walt Disney CO

Communication Services
-414
- 2.63%
$81.72 - $124.01 $33.8K - $51.3K
15.3K $1.9M
GLD
Spdr Gold Trust

ETFs
-1.28K
- 2.37%
$273.71 - $316.29 $349K - $404K
52.6K $16M
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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