Palumbo Wealth Management LLC Sells in Q4 2024

Palumbo Wealth Management LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
-50.2K
- 91.35%
$106.33 - $110.69 $5.34M - $5.56M
4.76K $506K
KO
Coca Cola CO

Consumer Defensive
-38.1K
- 90.44%
$61.74 - $71.71 $2.35M - $2.73M
4.03K $250K
NKE
Nike, Inc.

Consumer Cyclical
-6.27K
- 27.18%
$73.36 - $89.13 $460K - $559K
16.8K $1.27M
JNJ
Johnson & Johnson

Healthcare
-2.85K
- 18.34%
$143.34 - $165.86 $408K - $472K
12.7K $1.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-478
- 11.74%
$501.29 - $612.85 $240K - $293K
3.6K $1.87M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.71K
- 60.84%
$100.22 - $100.73 $472K - $474K
3.03K $304K
SJM
J M Smucker CO

Consumer Defensive
-2.68K
- 18.98%
$106.92 - $121.75 $286K - $326K
11.4K $1.26M
ED
Consolidated Edison Inc

Utilities
-1.97K
- 39.15%
$88.87 - $107.38 $175K - $212K
3.07K $273K
HON
Honeywell International Inc

Industrials
-1.5K
- 33.31%
$202.84 - $236.0 $304K - $354K
3K $677K
AMAT
Applied Materials Inc

Technology
-37
- 0.76%
$161.44 - $213.89 $5.97K - $7.91K
4.84K $786K
PG
Procter & Gamble CO

Consumer Defensive
-396
- 3.83%
$161.05 - $179.7 $63.8K - $71.2K
9.93K $1.66M
NEE
Nextera Energy Inc

Utilities
-470
- 6.89%
$69.77 - $85.43 $32.8K - $40.2K
6.35K $455K
CAT
Caterpillar Inc

Industrials
-3
- 0.12%
$360.37 - $416.88 $1.08K - $1.25K
2.55K $926K
UPS
United Parcel Service Inc

Industrials
-277
- 8.98%
$122.65 - $138.35 $34K - $38.3K
2.81K $353K
PRU
Prudential Financial Inc

Financial Services
-467
- 12.37%
$114.59 - $129.52 $53.5K - $60.5K
3.31K $392K
GLD
Spdr Gold Trust

ETFs
-43
- 0.08%
$236.59 - $257.5 $10.2K - $11.1K
54.2K $13.1M
ARDX
Ardelyx, Inc.

Healthcare
-3.49K
- 16.98%
$4.49 - $6.85 $15.6K - $23.9K
17K $88K
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-893
- 1.62%
$33.45 - $35.38 $29.9K - $31.6K
54.3K $1.84M
ERAS
Erasca, Inc.

Healthcare
-11.1K
- 28.0%
$2.44 - $3.23 $27.1K - $35.9K
28.6K $71K
MUB
Ishares National Muni Bond ETF

ETFs
-90
- 2.12%
$105.78 - $108.7 $9.52K - $9.78K
4.16K $442K
DIS
Walt Disney CO

Communication Services
-2.73K
- 14.32%
$92.39 - $117.6 $252K - $321K
16.3K $1.82M
ABT
Abbott Laboratories

Healthcare
-56
- 0.78%
$111.93 - $119.39 $6.27K - $6.69K
7.15K $808K
FDX
Fedex Corp

Industrials
-55
- 6.8%
$260.5 - $305.15 $14.3K - $16.8K
754 $212K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 3.02%
$521.84 - $558.82 $9.39K - $10.1K
579 $311K
OEF
Ishares S&P 100 ETF

ETFs
-10
- 0.15%
N/A
6.55K $1.74M
OABI
Omniab Inc Com
-3.44K
- 13.94%
N/A
21.2K $0
MNKD
Mannkind Corp

Healthcare
-1.22K
- 1.59%
$5.93 - $7.44 $7.25K - $9.09K
75.6K $486K
SEER
Seer, Inc.

Healthcare
-14.1K
- 11.57%
$1.85 - $2.55 $26.2K - $36.1K
108K $249K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-433
- 1.1%
$36.56 - $41.07 $15.8K - $17.8K
38.8K $1.47M
BAC
Bank Of America Corp

Financial Services
-1.38K
- 3.37%
$39.22 - $47.77 $54K - $65.8K
39.5K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 0.94%
$213.65 - $479.86 $2.56K - $5.76K
1.27K $513K
XMTR
Xometry, Inc.

Industrials
-276
- 2.65%
$17.17 - $44.66 $4.74K - $12.3K
10.1K $432K
GOOG
Alphabet Inc.

Communication Services
-68
- 0.59%
$163.08 - $198.16 $11.1K - $13.5K
11.4K $2.17M
NVDA
Nvidia Corp

Technology
-270
- 0.93%
$117.0 - $148.88 $31.6K - $40.2K
28.6K $3.84M
Activity Summary
Buys All Purchases 131 New Holdings 35 Increased Positions 96 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Palumbo Wealth Management LLC Portfolio

Follow Palumbo Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palumbo Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email