Palumbo Wealth Management LLC Sells in Q3 2024

Palumbo Wealth Management LLC

  • $251 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-3.36K
- 0.71%
$21.02 - $23.78 $70.5K - $79.8K
472K $10.5M
OEF
Ishares S&P 100 ETF

ETFs
-1.39K
- 17.5%
$266.03 - $266.03 $370K - $370K
6.56K $1.74M
DIS
Walt Disney CO

Communication Services
-1.41K
- 6.9%
$85.6 - $98.61 $121K - $139K
19.1K $1.83M
CVX
Chevron Corp

Energy
-523
- 14.48%
$137.88 - $161.97 $72.1K - $84.7K
3.09K $454K
OPTN
Opti Nose, Inc.

Healthcare
-57.2K
- 42.17%
$0.67 - $1.27 $38.3K - $72.6K
78.4K $52K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-43
- 0.05%
$12.67 - $14.36 $545 - $617
91.3K $1.23M
QCOM
Qualcomm Inc

Technology
-2
- 0.11%
$156.12 - $209.64 $312 - $419
1.88K $319K
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.05K
- 6.53%
$57.8 - $60.8 $119K - $125K
29.4K $1.77M
ERAS
Erasca, Inc.

Healthcare
-28.6K
- 41.88%
$2.17 - $3.28 $62.1K - $93.9K
39.7K $108K
NUVB
Nuvation Bio Inc.

Healthcare
-11.9K
- 41.99%
$2.3 - $3.83 $27.4K - $45.6K
16.4K $37K
ARDX
Ardelyx, Inc.

Healthcare
-3.02K
- 12.84%
$5.28 - $7.57 $16K - $22.9K
20.5K $141K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.04K
- 3.58%
$105.92 - $110.83 $217K - $227K
55K $6.07M
TFJL
Innovator 20+ Year Treasury Bo
-9.71K
- 5.52%
N/A
166K $0
NFLX
Netflix Inc

Communication Services
-4
- 1.23%
$598.55 - $722.26 $2.39K - $2.89K
322 $228K
XOM
Exxon Mobil Corp

Energy
-12
- 0.29%
$109.72 - $119.0 $1.32K - $1.43K
4.17K $489K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-233
- 2.44%
$37.39 - $41.59 $8.71K - $9.69K
9.31K $387K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-52
- 1.81%
$175.46 - $203.3 $9.12K - $10.6K
2.82K $571K
EEM
Ishares Msci Emerging Markets

ETFs
-207
- 2.26%
$40.42 - $46.7 $8.37K - $9.67K
8.95K $410K
CMCSA
Comcast Corp

Communication Services
-286
- 2.22%
$37.33 - $41.78 $10.7K - $11.9K
12.6K $526K
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-1.78K
- 3.12%
$31.89 - $34.06 $56.7K - $60.6K
55.2K $1.88M
ETN
Eaton Corp PLC

Industrials
-45
- 1.54%
$272.52 - $333.02 $12.3K - $15K
2.87K $951K
PAYX
Paychex Inc

Industrials
-28
- 0.9%
$116.17 - $135.19 $3.25K - $3.79K
3.1K $415K
PKG
Packaging Corp Of America

Consumer Cyclical
-57
- 3.26%
$176.32 - $215.7 $10.1K - $12.3K
1.69K $363K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-140
- 1.12%
$75.32 - $84.37 $10.5K - $11.8K
12.4K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.7%
$191.76 - $263.26 $1.73K - $2.37K
1.28K $335K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-391
- 0.99%
$32.43 - $36.78 $12.7K - $14.4K
39.3K $1.44M
FDS
Factset Research Systems Inc

Financial Services
-9
- 0.33%
$397.04 - $469.48 $3.57K - $4.23K
2.74K $1.26M
CAT
Caterpillar Inc

Industrials
-22
- 0.85%
$316.8 - $391.12 $6.97K - $8.6K
2.56K $1M
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.54K
- 3.79%
$56.52 - $63.23 $200K - $224K
90K $5.54M
JNJ
Johnson & Johnson

Healthcare
-665
- 4.11%
$145.48 - $167.38 $96.7K - $111K
15.5K $2.51M
ACN
Accenture PLC

Technology
-276
- 3.74%
$295.44 - $355.81 $81.5K - $98.2K
7.11K $2.51M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7
- 0.01%
$38.04 - $45.36 $266 - $318
79.3K $3.54M
AAPL
Apple Inc.

Technology
-134
- 0.3%
$207.23 - $234.82 $27.8K - $31.5K
44.2K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-193
- 0.48%
$517.38 - $573.86 $99.9K - $111K
40.1K $23M
GLD
Spdr Gold Trust

ETFs
-1.69K
- 3.02%
$215.56 - $246.98 $364K - $417K
54.2K $13.2M
Activity Summary
Buys All Purchases 118 New Holdings 17 Increased Positions 101 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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