Palumbo Wealth Management
Latest statistics and disclosures from Palumbo Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GOOGL, AMZN, AAPL, GLD, and represent 26.93% of Palumbo Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$16M), GOOGL (+$8.4M), IJR (+$6.7M), AMZN (+$6.5M), HELO (+$5.6M), GBTC, GOOG, XHB, BRK.B, OEF.
- Started 60 new stock positions in XLE, COR, MSTB, GEV, PMAY, BBNX, NOK, FTNY, PALC, MMM.
- Reduced shares in these 10 stocks: SHY (-$9.5M), IBIT, BLK, SIXG, SHW, ORLY, ITW, DIS, , FDS.
- Sold out of its positions in CVS, CMCSA, CRWV, DIS, FDS, ETHA, BBIN, LXEO, MDGL, NVAX. OSCR, GCOW, REZI, SPYM, SDGR, XLC, SCI, SHW, TMCI, UNH, QURE.
- Palumbo Wealth Management was a net buyer of stock by $54M.
- Palumbo Wealth Management has $405M in assets under management (AUM), dropping by 29.45%.
- Central Index Key (CIK): 0001846310
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Portfolio Holdings for Palumbo Wealth Management
Palumbo Wealth Management holds 218 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.0 | $33M | 48k | 681.91 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $23M | +59% | 72k | 313.00 |
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| Amazon (AMZN) | 4.7 | $19M | +53% | 82k | 230.82 |
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| Apple (AAPL) | 4.4 | $18M | 65k | 271.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 4.3 | $17M | 44k | 396.31 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.9 | $16M | NEW | 310k | 50.59 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 2.7 | $11M | +3% | 486k | 22.36 |
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| Microsoft Corporation (MSFT) | 2.7 | $11M | 22k | 483.61 |
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| NVIDIA Corporation (NVDA) | 2.6 | $11M | 57k | 186.50 |
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| Waste Management (WM) | 2.0 | $8.2M | 37k | 219.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $7.3M | 12k | 614.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $7.0M | +58% | 14k | 502.65 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 1.7 | $6.7M | +2% | 204k | 33.02 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $6.7M | NEW | 55k | 120.18 |
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| Visa Com Cl A (V) | 1.5 | $6.1M | 18k | 350.72 |
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| Costco Wholesale Corporation (COST) | 1.4 | $5.8M | 6.8k | 862.33 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.4 | $5.6M | NEW | 84k | 66.43 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.3 | $5.4M | +15% | 54k | 100.34 |
|
| Williams-Sonoma (WSM) | 1.1 | $4.7M | +10% | 26k | 178.59 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.1 | $4.6M | NEW | 67k | 68.36 |
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| Entergy Corporation (ETR) | 1.1 | $4.6M | 49k | 92.43 |
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| Quest Diagnostics Incorporated (DGX) | 1.1 | $4.5M | 26k | 173.53 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.1M | +2% | 13k | 322.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.0M | NEW | 13k | 313.80 |
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| Johnson & Johnson (JNJ) | 1.0 | $4.0M | +2% | 19k | 206.95 |
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| Nike CL B (NKE) | 0.9 | $3.6M | -21% | 57k | 63.71 |
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| Advanced Micro Devices (AMD) | 0.8 | $3.4M | 16k | 214.16 |
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| McDonald's Corporation (MCD) | 0.8 | $3.4M | -6% | 11k | 305.63 |
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| salesforce (CRM) | 0.8 | $3.3M | +117% | 13k | 264.92 |
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| Neuropace (NPCE) | 0.8 | $3.3M | +8% | 214k | 15.44 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $3.2M | 5.6k | 579.50 |
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| Marvell Technology (MRVL) | 0.8 | $3.2M | 38k | 84.98 |
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| International Business Machines (IBM) | 0.8 | $3.1M | 10k | 296.21 |
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| Spdr Series Trust State Street Spd (XHB) | 0.7 | $2.9M | NEW | 28k | 102.96 |
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| Bank of America Corporation (BAC) | 0.7 | $2.8M | 51k | 55.00 |
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| Meta Platforms Cl A (META) | 0.7 | $2.8M | 4.2k | 660.14 |
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| Tractor Supply Company (TSCO) | 0.7 | $2.8M | 55k | 50.01 |
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| Illinois Tool Works (ITW) | 0.6 | $2.6M | -47% | 11k | 246.29 |
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| Msci (MSCI) | 0.6 | $2.5M | 4.4k | 573.70 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $2.5M | -64% | 51k | 49.65 |
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| Boston Scientific Corporation (BSX) | 0.6 | $2.4M | 25k | 92.84 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $2.2M | NEW | 6.5k | 342.97 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.2M | -25% | 8.2k | 268.29 |
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| Babcock & Wilcox Enterpr (BW) | 0.5 | $1.9M | +38% | 298k | 6.34 |
|
| Etf Ser Solutions Lha Mkt St Tactl (MSTB) | 0.5 | $1.9M | NEW | 47k | 39.92 |
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| Bloom Energy Corp Com Cl A (BE) | 0.5 | $1.9M | -8% | 21k | 86.89 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $1.9M | NEW | 12k | 154.81 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.7M | +7% | 3.6k | 468.76 |
|
| Advance Auto Parts (AAP) | 0.4 | $1.6M | NEW | 40k | 39.30 |
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| Butterfly Network Com Cl A (BFLY) | 0.4 | $1.6M | +182% | 413k | 3.80 |
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| Caterpillar (CAT) | 0.4 | $1.5M | 2.7k | 572.82 |
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| Servicenow (NOW) | 0.4 | $1.5M | +1030% | 9.7k | 153.19 |
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| Procter & Gamble Company (PG) | 0.4 | $1.5M | -2% | 10k | 143.31 |
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| Nuvation Bio Com Cl A (NUVB) | 0.4 | $1.5M | +22% | 164k | 8.96 |
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| Emergent BioSolutions (EBS) | 0.4 | $1.4M | +143% | 117k | 12.36 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.3 | $1.4M | -34% | 42k | 33.51 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.3 | $1.4M | NEW | 20k | 68.15 |
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| Lennar Corp Cl A (LEN) | 0.3 | $1.3M | -37% | 13k | 102.80 |
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| S&p Global (SPGI) | 0.3 | $1.3M | 2.5k | 522.62 |
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| Monday SHS (MNDY) | 0.3 | $1.3M | +18% | 8.6k | 147.56 |
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| Assembly Biosciences Com New (ASMB) | 0.3 | $1.3M | +7% | 37k | 34.01 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.2M | 9.2k | 135.13 |
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| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.3 | $1.2M | -8% | 29k | 42.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | NEW | 13k | 96.03 |
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| Applied Materials (AMAT) | 0.3 | $1.2M | 4.6k | 256.96 |
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| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 0.3 | $1.2M | NEW | 22k | 52.24 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $1.1M | -3% | 87k | 13.25 |
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| Tesla Motors (TSLA) | 0.3 | $1.1M | +86% | 2.5k | 449.72 |
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| Global X Fds Global X Uranium (URA) | 0.3 | $1.1M | +8% | 27k | 42.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | NEW | 1.8k | 627.05 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | 1.0k | 1075.14 |
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| Waste Connections (WCN) | 0.3 | $1.1M | 6.3k | 175.64 |
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| Syndax Pharmaceuticals (SNDX) | 0.3 | $1.1M | NEW | 51k | 21.01 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $1.1M | -31% | 26k | 41.12 |
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| Hilton Worldwide Holdings (HLT) | 0.3 | $1.0M | 3.7k | 287.22 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.0M | NEW | 5.2k | 199.68 |
|
| Broadcom (AVGO) | 0.3 | $1.0M | +25% | 3.0k | 346.12 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.0M | 3.2k | 318.50 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $979k | +13% | 178k | 5.50 |
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| Ideaya Biosciences (IDYA) | 0.2 | $969k | +60% | 28k | 34.57 |
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| Xometry Class A Com (XMTR) | 0.2 | $959k | +16% | 16k | 59.47 |
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| Archer Aviation Com Cl A (ACHR) | 0.2 | $889k | +5% | 118k | 7.52 |
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| Abbott Laboratories (ABT) | 0.2 | $866k | -3% | 6.9k | 125.29 |
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| Caredx (CDNA) | 0.2 | $862k | +23% | 46k | 18.84 |
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| Si-bone (SIBN) | 0.2 | $827k | +95% | 42k | 19.72 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.2 | $821k | 20k | 40.84 |
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| Wal-Mart Stores (WMT) | 0.2 | $817k | +17% | 7.3k | 111.42 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $815k | -40% | 1.6k | 495.33 |
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| Cloudflare Cl A Com (NET) | 0.2 | $767k | +9% | 3.9k | 197.15 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $766k | NEW | 13k | 57.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $740k | NEW | 2.2k | 335.34 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.2 | $727k | NEW | 18k | 39.59 |
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| Cidara Therapeutics Com New (CDTX) | 0.2 | $725k | +17% | 3.3k | 220.89 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $714k | NEW | 2.9k | 250.31 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.2 | $685k | NEW | 28k | 24.37 |
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| Home Depot (HD) | 0.2 | $679k | -3% | 2.0k | 344.09 |
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| Snowflake Com Shs (SNOW) | 0.2 | $670k | +5% | 3.1k | 219.36 |
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| Immunome (IMNM) | 0.2 | $665k | +41% | 31k | 21.48 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $660k | NEW | 5.5k | 119.40 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $654k | 5.4k | 120.34 |
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| Design Therapeutics (DSGN) | 0.2 | $651k | +33% | 69k | 9.38 |
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| Orthofix Medical (OFIX) | 0.2 | $651k | 43k | 15.16 |
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| American Express Company (AXP) | 0.2 | $631k | NEW | 1.7k | 369.95 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $629k | -93% | 7.6k | 82.82 |
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| Beam Therapeutics (BEAM) | 0.2 | $628k | NEW | 23k | 27.72 |
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| Workday Cl A (WDAY) | 0.2 | $623k | +14% | 2.9k | 214.78 |
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| Nektar Therapeutics Com New (NKTR) | 0.2 | $622k | -43% | 15k | 42.28 |
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| Honeywell International (HON) | 0.2 | $622k | 3.2k | 195.08 |
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| Dianthus Therapeutics (DNTH) | 0.2 | $617k | +125% | 15k | 41.21 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $591k | NEW | 3.8k | 154.13 |
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| Chevron Corporation (CVX) | 0.1 | $574k | 3.8k | 152.43 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $573k | NEW | 5.7k | 99.88 |
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| Valero Energy Corporation (VLO) | 0.1 | $566k | 3.5k | 162.79 |
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| Pharvaris N V (PHVS) | 0.1 | $560k | +21% | 20k | 27.75 |
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| Protagonist Therapeutics (PTGX) | 0.1 | $554k | +20% | 6.3k | 87.34 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $550k | 9.1k | 60.53 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $536k | -57% | 1.5k | 349.99 |
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| Nutanix Cl A (NTNX) | 0.1 | $531k | +17% | 10k | 51.69 |
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| Nextera Energy (NEE) | 0.1 | $528k | 6.6k | 80.29 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $527k | NEW | 6.8k | 77.68 |
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| Mind Medicine Mindmed Com New (MNMD) | 0.1 | $522k | +18% | 39k | 13.39 |
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| Erasca (ERAS) | 0.1 | $519k | +11% | 139k | 3.72 |
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| Cigna Corp (CI) | 0.1 | $512k | -3% | 1.9k | 275.17 |
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| Sana Biotechnology (SANA) | 0.1 | $492k | +8% | 121k | 4.07 |
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| Enterprise Products Partners (EPD) | 0.1 | $491k | 15k | 32.06 |
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| Merck & Co (MRK) | 0.1 | $484k | +5% | 4.6k | 105.27 |
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| Amgen (AMGN) | 0.1 | $483k | +6% | 1.5k | 327.20 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $478k | NEW | 14k | 35.21 |
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| Oklo Com Cl A (OKLO) | 0.1 | $474k | +69% | 6.6k | 71.76 |
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| Public Service Enterprise (PEG) | 0.1 | $460k | 5.7k | 80.31 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $455k | 2.5k | 183.38 |
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| Blackrock (BLK) | 0.1 | $454k | -89% | 425.00 | 1069.27 |
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| X4 Pharmaceuticals Com New (XFOR) | 0.1 | $453k | +18% | 113k | 4.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $453k | 2.1k | 219.73 |
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| General Motors Company (GM) | 0.1 | $451k | 5.8k | 77.11 |
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| Netflix (NFLX) | 0.1 | $449k | +877% | 4.8k | 93.76 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $447k | NEW | 10k | 44.71 |
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| American Tower Reit (AMT) | 0.1 | $443k | -35% | 2.5k | 175.55 |
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| Mongodb Cl A (MDB) | 0.1 | $418k | +9% | 995.00 | 419.69 |
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| Immuneering Corp Class A Com (IMRX) | 0.1 | $416k | +28% | 63k | 6.58 |
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| Xencor (XNCR) | 0.1 | $415k | NEW | 27k | 15.31 |
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| Prudential Financial (PRU) | 0.1 | $413k | 3.7k | 112.87 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $409k | +15% | 39k | 10.42 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $401k | +19% | 5.1k | 78.99 |
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| Southern Company (SO) | 0.1 | $401k | 4.6k | 87.20 |
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| O'reilly Automotive (ORLY) | 0.1 | $397k | -87% | 4.4k | 91.21 |
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| Linde SHS (LIN) | 0.1 | $393k | -9% | 922.00 | 426.37 |
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| Ge Aerospace Com New (GE) | 0.1 | $390k | 1.3k | 308.04 |
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| Gitlab Class A Com (GTLB) | 0.1 | $389k | +12% | 10k | 37.53 |
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| Coca-Cola Company (KO) | 0.1 | $382k | +6% | 5.5k | 69.92 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $377k | NEW | 6.9k | 54.71 |
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| Paychex (PAYX) | 0.1 | $376k | +5% | 3.4k | 112.18 |
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| Zscaler Incorporated (ZS) | 0.1 | $375k | +6% | 1.7k | 224.92 |
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| Roku Com Cl A (ROKU) | 0.1 | $368k | +5% | 3.4k | 108.49 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $363k | NEW | 3.4k | 107.10 |
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| Packaging Corporation of America (PKG) | 0.1 | $353k | 1.7k | 206.18 |
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| Qualcomm (QCOM) | 0.1 | $339k | 2.0k | 171.05 |
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| Symbotic Class A Com (SYM) | 0.1 | $338k | +11% | 5.7k | 59.50 |
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| Heron Therapeutics (HRTX) | 0.1 | $337k | +19% | 259k | 1.30 |
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| Elastic N V Ord Shs (ESTC) | 0.1 | $328k | +13% | 4.3k | 75.44 |
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| Twilio Cl A (TWLO) | 0.1 | $327k | +7% | 2.3k | 142.24 |
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| Uipath Cl A (PATH) | 0.1 | $323k | +8% | 20k | 16.39 |
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| Rxsight (RXST) | 0.1 | $321k | +28% | 31k | 10.42 |
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| Proshares Tr Pshs Ult Nasb (BIB) | 0.1 | $319k | -68% | 4.0k | 79.78 |
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| Consolidated Edison (ED) | 0.1 | $318k | 3.2k | 99.31 |
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| Ge Vernova (GEV) | 0.1 | $315k | NEW | 482.00 | 654.23 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $315k | +26% | 1.9k | 162.14 |
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| At&t (T) | 0.1 | $313k | -5% | 13k | 24.84 |
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| Brainsway Sponsored Ads (BWAY) | 0.1 | $310k | +37% | 16k | 19.02 |
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| Datadog Cl A Com (DDOG) | 0.1 | $305k | +9% | 2.2k | 135.99 |
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| Yum! Brands (YUM) | 0.1 | $301k | 2.0k | 151.26 |
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| United Parcel Service CL B (UPS) | 0.1 | $300k | 3.0k | 99.20 |
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| Prime Medicine (PRME) | 0.1 | $297k | -7% | 86k | 3.47 |
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| Sight Sciences (SGHT) | 0.1 | $294k | NEW | 37k | 7.93 |
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| Starbucks Corporation (SBUX) | 0.1 | $294k | +9% | 3.5k | 84.22 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $291k | 6.8k | 42.95 |
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| Prologis (PLD) | 0.1 | $288k | 2.3k | 127.64 |
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| Cisco Systems (CSCO) | 0.1 | $287k | NEW | 3.7k | 77.03 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $280k | NEW | 6.5k | 42.69 |
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| TJX Companies (TJX) | 0.1 | $274k | NEW | 1.8k | 153.61 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $273k | NEW | 759.00 | 359.93 |
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| Tectonic Therapeutic (TECX) | 0.1 | $272k | NEW | 13k | 20.86 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.1 | $270k | NEW | 5.8k | 46.55 |
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| Beta Bionics (BBNX) | 0.1 | $266k | NEW | 8.7k | 30.47 |
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| Exagen (XGN) | 0.1 | $264k | +15% | 43k | 6.08 |
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| Newmont Mining Corporation (NEM) | 0.1 | $261k | NEW | 2.6k | 99.85 |
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| Abbvie (ABBV) | 0.1 | $261k | NEW | 1.1k | 228.57 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $258k | 1.6k | 160.97 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.1 | $255k | -92% | 4.0k | 63.84 |
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| Goldman Sachs (GS) | 0.1 | $255k | NEW | 290.00 | 880.34 |
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| Uber Technologies (UBER) | 0.1 | $244k | 3.0k | 81.71 |
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| FedEx Corporation (FDX) | 0.1 | $234k | NEW | 810.00 | 288.89 |
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| Verizon Communications (VZ) | 0.1 | $231k | -8% | 5.7k | 40.73 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $230k | +2% | 1.3k | 173.48 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $227k | NEW | 1.7k | 135.72 |
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| Oric Pharmaceuticals (ORIC) | 0.1 | $224k | -37% | 27k | 8.18 |
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| Vistra Energy (VST) | 0.1 | $219k | -4% | 1.4k | 161.33 |
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| National Fuel Gas (NFG) | 0.1 | $218k | 2.7k | 80.05 |
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| Marsh & McLennan Companies | 0.1 | $216k | NEW | 1.2k | 185.57 |
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| AmerisourceBergen (COR) | 0.1 | $215k | NEW | 637.00 | 337.75 |
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| Stryker Corporation (SYK) | 0.1 | $212k | NEW | 604.00 | 351.73 |
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| Strategy Day Hagan Smart (SSUS) | 0.1 | $208k | -13% | 4.3k | 48.75 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $204k | NEW | 1.5k | 137.90 |
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| Fox Corp Cl B Com (FOX) | 0.1 | $203k | NEW | 3.1k | 64.94 |
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| 3M Company (MMM) | 0.1 | $203k | NEW | 1.3k | 160.05 |
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| Ecolab (ECL) | 0.1 | $203k | NEW | 774.00 | 262.52 |
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| Corvus Pharmaceuticals (CRVS) | 0.0 | $202k | +11% | 26k | 7.70 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $201k | NEW | 1.8k | 110.36 |
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| United Ins Hldgs (ACIC) | 0.0 | $197k | NEW | 16k | 12.63 |
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| Organogenesis Hldgs (ORGO) | 0.0 | $197k | NEW | 38k | 5.18 |
|
| Wave Life Sciences SHS (WVE) | 0.0 | $193k | NEW | 11k | 17.00 |
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $191k | -61% | 24k | 7.85 |
|
| Arbor Realty Trust (ABR) | 0.0 | $170k | +2% | 22k | 7.76 |
|
| Voyager Therapeutics (VYGR) | 0.0 | $151k | NEW | 39k | 3.93 |
|
| Seer Com Cl A (SEER) | 0.0 | $124k | -47% | 68k | 1.83 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $117k | NEW | 18k | 6.47 |
|
| Putnam Etf Trust Franklin Ny Muni (FTNY) | 0.0 | $88k | NEW | 11k | 7.85 |
|
| Nautilus Biotechnology (NAUT) | 0.0 | $80k | -2% | 41k | 1.95 |
|
Past Filings by Palumbo Wealth Management
SEC 13F filings are viewable for Palumbo Wealth Management going back to 2021
- Palumbo Wealth Management 2025 Q4 filed Jan. 21, 2026
- Palumbo Wealth Management 2025 Q3 filed Nov. 10, 2025
- Palumbo Wealth Management 2025 Q2 filed July 15, 2025
- Palumbo Wealth Management 2025 Q1 filed April 22, 2025
- Palumbo Wealth Management 2024 Q4 filed Jan. 30, 2025
- Palumbo Wealth Management 2024 Q3 filed Oct. 28, 2024
- Palumbo Wealth Management 2024 Q2 filed Aug. 2, 2024
- Palumbo Wealth Management 2024 Q1 filed April 15, 2024
- Palumbo Wealth Management 2023 Q4 filed Jan. 22, 2024
- Palumbo Wealth Management 2023 Q3 filed Oct. 16, 2023
- Palumbo Wealth Management 2023 Q2 filed July 26, 2023
- Palumbo Wealth Management 2023 Q1 filed May 4, 2023
- Palumbo Wealth Management 2022 Q4 filed Feb. 13, 2023
- Palumbo Wealth Management 2022 Q3 filed Nov. 14, 2022
- Palumbo Wealth Management 2022 Q2 filed Aug. 12, 2022
- Palumbo Wealth Management 2022 Q1 filed May 10, 2022