Palumbo Wealth Management
Latest statistics and disclosures from Palumbo Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GOOGL, GLD, AAPL, AMZN, and represent 25.85% of Palumbo Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPM (+$5.3M), SHY (+$5.2M), IBIT, UBER, NVDA, RSP, BW, AAPL, NVAX, DFTX.
- Started 24 new stock positions in BITB, TSM, IMMX, NVAX, MLM, BTI, ADI, GLW, TEM, FIGR. OCS, AP, DFTX, KOD, RSP, TRAW, EVMN, JOBY, FCX, ANIK, ETHA, PLTR, IWF, LNT.
- Reduced shares in these 10 stocks: GBTC, WSM, LEN, CDTX, ETHE, BALT, QQQ, MNMD, ERAS, ASMB.
- Sold out of its positions in TEAM, BBNX, BWAY, EXE, CDTX, CRVS, ERAS, XGN, FOX, GBTC. ETHE, LEN, MNMD, NOK, RXST, SHOP, SSUS, SYK, TECX, MMM, WVE.
- Palumbo Wealth Management was a net buyer of stock by $13M.
- Palumbo Wealth Management has $410M in assets under management (AUM), dropping by 1.11%.
- Central Index Key (CIK): 0001846310
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Portfolio Holdings for Palumbo Wealth Management
Palumbo Wealth Management holds 221 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 7.7 | $32M | 48k | 650.34 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $21M | +2% | 74k | 287.56 |
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| Spdr Gold Tr Gold Shs (GLD) | 4.5 | $19M | 43k | 430.29 |
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| Apple (AAPL) | 4.3 | $18M | +5% | 69k | 253.79 |
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| Amazon (AMZN) | 4.2 | $17M | 82k | 208.27 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.0 | $16M | +3% | 322k | 50.61 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 3.4 | $14M | 486k | 28.95 |
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| NVIDIA Corporation (NVDA) | 2.8 | $11M | +15% | 66k | 174.40 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $9.0M | +141% | 31k | 294.16 |
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| Microsoft Corporation (MSFT) | 2.1 | $8.7M | +4% | 23k | 370.18 |
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| Waste Management (WM) | 2.1 | $8.6M | 37k | 229.79 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 1.8 | $7.2M | 204k | 35.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $7.1M | +6% | 15k | 479.20 |
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| Costco Wholesale Corporation (COST) | 1.7 | $6.9M | 6.9k | 996.47 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $6.6M | -3% | 53k | 124.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $6.3M | -8% | 11k | 577.20 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.5 | $6.0M | +11% | 60k | 100.57 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.4 | $5.8M | +825% | 70k | 82.57 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.4 | $5.8M | +7% | 90k | 63.91 |
|
| Entergy Corporation (ETR) | 1.4 | $5.7M | +3% | 51k | 112.36 |
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| Babcock & Wilcox Enterpr (BW) | 1.3 | $5.4M | +22% | 365k | 14.69 |
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| Johnson & Johnson (JNJ) | 1.2 | $5.0M | +4% | 20k | 244.44 |
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| Visa Com Cl A (V) | 1.2 | $4.9M | -7% | 16k | 302.24 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.2 | $4.8M | +149% | 126k | 38.42 |
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| Quest Diagnostics Incorporated (DGX) | 1.2 | $4.8M | -6% | 24k | 195.98 |
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| Marvell Technology (MRVL) | 0.9 | $3.7M | 38k | 99.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $3.6M | 13k | 286.85 |
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| Advanced Micro Devices (AMD) | 0.8 | $3.3M | 16k | 203.43 |
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| McDonald's Corporation (MCD) | 0.7 | $3.0M | -11% | 9.8k | 310.80 |
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| Meta Platforms Cl A (META) | 0.7 | $3.0M | +25% | 5.3k | 572.18 |
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| Bloom Energy Corp Com Cl A (BE) | 0.7 | $2.9M | 22k | 135.49 |
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| Nike CL B (NKE) | 0.7 | $2.8M | -5% | 54k | 52.82 |
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| Neuropace (NPCE) | 0.7 | $2.8M | 211k | 13.15 |
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| Spdr Series Trust State Street Spd (XHB) | 0.7 | $2.7M | 28k | 98.72 |
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| salesforce (CRM) | 0.7 | $2.7M | +14% | 14k | 186.67 |
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| Uber Technologies (UBER) | 0.6 | $2.6M | +1098% | 36k | 71.93 |
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| Williams-Sonoma (WSM) | 0.6 | $2.5M | -47% | 14k | 182.33 |
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| International Business Machines (IBM) | 0.6 | $2.5M | -2% | 10k | 242.39 |
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| Illinois Tool Works (ITW) | 0.6 | $2.5M | -10% | 9.4k | 260.30 |
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| Bank of America Corporation (BAC) | 0.6 | $2.4M | -3% | 50k | 48.75 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $2.3M | -17% | 4.6k | 491.52 |
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| Tractor Supply Company (TSCO) | 0.5 | $2.1M | -18% | 45k | 45.30 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $2.0M | 6.4k | 318.07 |
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| Msci (MSCI) | 0.5 | $1.9M | -18% | 3.6k | 538.99 |
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| Advance Auto Parts (AAP) | 0.5 | $1.9M | -9% | 36k | 52.75 |
|
| Caterpillar (CAT) | 0.5 | $1.9M | 2.7k | 708.35 |
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| Etf Ser Solutions Lha Mkt St Tactl (MSTB) | 0.4 | $1.8M | 46k | 38.30 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $1.7M | -4% | 12k | 146.61 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.6M | +13% | 4.1k | 390.41 |
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| Occidental Petroleum Corporation (OXY) | 0.4 | $1.6M | -5% | 24k | 65.00 |
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| Applied Materials (AMAT) | 0.4 | $1.5M | -3% | 4.4k | 341.81 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $1.5M | 87k | 17.32 |
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| Boston Scientific Corporation (BSX) | 0.4 | $1.5M | -7% | 23k | 62.75 |
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| Butterfly Network Com Cl A (BFLY) | 0.4 | $1.5M | -12% | 360k | 4.04 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | -8% | 9.5k | 144.45 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.3 | $1.4M | 20k | 67.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.3M | -18% | 6.7k | 198.29 |
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| Global X Fds Global X Uranium (URA) | 0.3 | $1.3M | 27k | 48.43 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | 13k | 97.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.2M | NEW | 6.2k | 191.93 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.2M | 3.3k | 357.68 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.2M | 9.2k | 126.35 |
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| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 0.3 | $1.1M | 22k | 51.81 |
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| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.3 | $1.1M | -4% | 28k | 40.03 |
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| Servicenow (NOW) | 0.3 | $1.1M | +3% | 10k | 104.55 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.0M | -2% | 1.7k | 597.69 |
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| S&p Global (SPGI) | 0.3 | $1.0M | 2.5k | 425.39 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.0M | +3% | 1.7k | 604.28 |
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| Tesla Motors (TSLA) | 0.2 | $1.0M | +7% | 2.7k | 371.75 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.0M | +5% | 1.1k | 919.66 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $993k | -10% | 3.3k | 304.08 |
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| Waste Connections (WCN) | 0.2 | $984k | -3% | 6.1k | 161.99 |
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| Broadcom (AVGO) | 0.2 | $973k | +5% | 3.1k | 309.52 |
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| Cloudflare Cl A Com (NET) | 0.2 | $951k | +18% | 4.6k | 206.34 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $943k | 5.2k | 181.42 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $931k | 5.5k | 169.67 |
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| Wal-Mart Stores (WMT) | 0.2 | $918k | 7.4k | 124.28 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.2 | $915k | +24% | 23k | 39.97 |
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| Valero Energy Corporation (VLO) | 0.2 | $870k | 3.5k | 247.08 |
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| Dianthus Therapeutics (DNTH) | 0.2 | $869k | -30% | 10k | 83.92 |
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| Syndax Pharmaceuticals (SNDX) | 0.2 | $869k | -27% | 37k | 23.36 |
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| Chevron Corporation (CVX) | 0.2 | $829k | +6% | 4.0k | 206.88 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.2 | $786k | -43% | 24k | 33.47 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.2 | $784k | 20k | 38.98 |
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| Ideaya Biosciences (IDYA) | 0.2 | $763k | -18% | 23k | 33.32 |
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| Design Therapeutics (DSGN) | 0.2 | $760k | +2% | 71k | 10.64 |
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| Honeywell International (HON) | 0.2 | $751k | +4% | 3.3k | 226.00 |
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| Novavax Com New (NVAX) | 0.2 | $750k | NEW | 92k | 8.14 |
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| Nektar Therapeutics Com New (NKTR) | 0.2 | $732k | -30% | 10k | 71.95 |
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| Xometry Class A Com (XMTR) | 0.2 | $727k | +10% | 18k | 40.84 |
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| Definium Therapeutics Com Shs (DFTX) | 0.2 | $718k | NEW | 38k | 18.90 |
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| Immunome (IMNM) | 0.2 | $701k | +3% | 32k | 21.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $697k | 2.2k | 320.86 |
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| Evommune Com Shs (EVMN) | 0.2 | $688k | NEW | 30k | 22.99 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $687k | 13k | 51.88 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $685k | 2.9k | 240.01 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $672k | 9.1k | 73.94 |
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| Emergent BioSolutions (EBS) | 0.2 | $666k | -31% | 80k | 8.30 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $656k | -17% | 147k | 4.47 |
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| Nextera Energy (NEE) | 0.2 | $655k | +7% | 7.0k | 92.87 |
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| Home Depot (HD) | 0.2 | $651k | 2.0k | 328.81 |
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| Joby Aviation Common Stock (JOBY) | 0.2 | $642k | NEW | 78k | 8.26 |
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| Protagonist Therapeutics (PTGX) | 0.2 | $641k | -4% | 6.1k | 105.40 |
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| Abbott Laboratories (ABT) | 0.2 | $636k | -10% | 6.2k | 102.68 |
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| Caredx (CDNA) | 0.2 | $632k | -20% | 36k | 17.36 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $606k | 9.9k | 61.26 |
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| Merck & Co (MRK) | 0.1 | $585k | +5% | 4.9k | 120.30 |
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| Kodiak Sciences (KOD) | 0.1 | $583k | NEW | 15k | 38.12 |
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| Pharvaris N V (PHVS) | 0.1 | $582k | +2% | 21k | 28.25 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $580k | -5% | 112k | 5.17 |
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| American Express Company (AXP) | 0.1 | $579k | +12% | 1.9k | 302.48 |
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| Enterprise Products Partners (EPD) | 0.1 | $579k | 15k | 37.84 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $576k | -4% | 5.3k | 108.99 |
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| Anika Therapeutics (ANIK) | 0.1 | $572k | NEW | 39k | 14.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $569k | 5.7k | 99.27 |
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| Assembly Biosciences Com New (ASMB) | 0.1 | $545k | -47% | 20k | 27.75 |
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| Martin Marietta Materials (MLM) | 0.1 | $545k | NEW | 925.00 | 588.82 |
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| X4 Pharmaceuticals Com New (XFOR) | 0.1 | $541k | +15% | 131k | 4.13 |
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| Linde SHS (LIN) | 0.1 | $535k | +17% | 1.1k | 495.88 |
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| Monday SHS (MNDY) | 0.1 | $535k | -10% | 7.7k | 69.11 |
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| Beam Therapeutics (BEAM) | 0.1 | $533k | 22k | 23.83 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $530k | +10% | 2.7k | 192.89 |
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| Ge Vernova (GEV) | 0.1 | $525k | +24% | 602.00 | 872.42 |
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| Amgen (AMGN) | 0.1 | $523k | 1.5k | 351.79 |
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| Cigna Corp (CI) | 0.1 | $505k | 1.9k | 266.82 |
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| Snowflake Com Shs (SNOW) | 0.1 | $504k | +9% | 3.3k | 150.82 |
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| Immix Biopharma (IMMX) | 0.1 | $503k | NEW | 55k | 9.11 |
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| Coca-Cola Company (KO) | 0.1 | $472k | +13% | 6.2k | 76.05 |
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| Public Service Enterprise (PEG) | 0.1 | $466k | 5.8k | 80.95 |
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| Orthofix Medical (OFIX) | 0.1 | $463k | -5% | 40k | 11.47 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $461k | 5.0k | 92.38 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $458k | NEW | 29k | 15.83 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $458k | 14k | 33.74 |
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| Ge Aerospace Com New (GE) | 0.1 | $452k | +25% | 1.6k | 283.78 |
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| Si-bone (SIBN) | 0.1 | $449k | -15% | 36k | 12.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $444k | 2.1k | 215.10 |
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| Netflix (NFLX) | 0.1 | $444k | -3% | 4.6k | 96.15 |
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| General Motors Company (GM) | 0.1 | $440k | 5.9k | 74.50 |
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| Nuvation Bio Com Cl A (NUVB) | 0.1 | $433k | -38% | 101k | 4.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $430k | -2% | 3.7k | 114.99 |
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| Blackrock (BLK) | 0.1 | $429k | +4% | 446.00 | 962.79 |
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| Workday Cl A (WDAY) | 0.1 | $421k | +11% | 3.2k | 129.92 |
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| Southern Company (SO) | 0.1 | $420k | -5% | 4.4k | 96.51 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $416k | -25% | 5.1k | 81.97 |
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| Nutanix Cl A (NTNX) | 0.1 | $416k | +6% | 11k | 38.01 |
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| O'reilly Automotive (ORLY) | 0.1 | $408k | 4.4k | 92.31 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $390k | 6.9k | 56.79 |
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| American Tower Reit (AMT) | 0.1 | $379k | -13% | 2.2k | 172.61 |
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| At&t (T) | 0.1 | $375k | +2% | 13k | 28.99 |
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| Oculis Holding Ordinary Shares (OCS) | 0.1 | $365k | NEW | 14k | 26.59 |
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| Symbotic Class A Com (SYM) | 0.1 | $364k | +20% | 6.8k | 53.20 |
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| Consolidated Edison (ED) | 0.1 | $364k | 3.2k | 113.19 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $361k | 3.4k | 106.14 |
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| Packaging Corporation of America (PKG) | 0.1 | $361k | 1.7k | 212.22 |
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| Prime Medicine (PRME) | 0.1 | $356k | +19% | 102k | 3.48 |
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| Roku Com Cl A (ROKU) | 0.1 | $355k | +10% | 3.8k | 94.62 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $350k | -5% | 1.4k | 243.08 |
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| Prudential Financial (PRU) | 0.1 | $350k | 3.6k | 97.70 |
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| Twilio Cl A (TWLO) | 0.1 | $331k | +14% | 2.6k | 125.82 |
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| Heron Therapeutics (HRTX) | 0.1 | $330k | +59% | 413k | 0.80 |
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| Paychex (PAYX) | 0.1 | $327k | +5% | 3.5k | 92.11 |
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| Proshares Tr Pshs Ult Nasb (BIB) | 0.1 | $326k | 4.0k | 81.51 |
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| Verizon Communications (VZ) | 0.1 | $326k | +14% | 6.5k | 50.20 |
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| Qualcomm (QCOM) | 0.1 | $318k | +24% | 2.5k | 128.79 |
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| Yum! Brands (YUM) | 0.1 | $311k | 2.0k | 155.46 |
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| Corning Incorporated (GLW) | 0.1 | $308k | NEW | 2.3k | 135.97 |
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| TJX Companies (TJX) | 0.1 | $308k | +7% | 1.9k | 159.70 |
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| Mongodb Cl A (MDB) | 0.1 | $306k | +25% | 1.2k | 244.77 |
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| Goldman Sachs (GS) | 0.1 | $301k | +22% | 355.00 | 847.10 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $301k | 6.6k | 45.89 |
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| Datadog Cl A Com (DDOG) | 0.1 | $299k | +12% | 2.5k | 118.05 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.1 | $297k | +40% | 8.2k | 36.32 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $296k | +18% | 46k | 6.38 |
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| Prologis (PLD) | 0.1 | $292k | -2% | 2.2k | 132.17 |
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| Starbucks Corporation (SBUX) | 0.1 | $291k | -6% | 3.3k | 89.60 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $291k | 759.00 | 383.19 |
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| Cisco Systems (CSCO) | 0.1 | $290k | 3.7k | 77.59 |
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| FedEx Corporation (FDX) | 0.1 | $289k | 810.00 | 356.16 |
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| Newmont Mining Corporation (NEM) | 0.1 | $287k | 2.7k | 108.25 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $281k | 6.8k | 41.59 |
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| Zscaler Incorporated (ZS) | 0.1 | $280k | +19% | 2.0k | 140.29 |
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| Gitlab Class A Com (GTLB) | 0.1 | $274k | +22% | 13k | 21.64 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.1 | $273k | 4.0k | 68.18 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $270k | -9% | 2.7k | 98.39 |
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| Abbvie (ABBV) | 0.1 | $267k | +7% | 1.2k | 217.54 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $266k | +3% | 1.4k | 194.14 |
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| Elastic N V Ord Shs (ESTC) | 0.1 | $261k | +20% | 5.2k | 49.99 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $259k | +22% | 2.0k | 126.28 |
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| National Fuel Gas (NFG) | 0.1 | $258k | 2.7k | 93.96 |
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| Oklo Com Cl A (OKLO) | 0.1 | $256k | -21% | 5.2k | 49.59 |
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| Uipath Cl A (PATH) | 0.1 | $256k | +16% | 23k | 11.10 |
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| Nautilus Biotechnology (NAUT) | 0.1 | $253k | +58% | 65k | 3.88 |
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| Voyager Therapeutics (VYGR) | 0.1 | $242k | +63% | 63k | 3.86 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $239k | NEW | 560.00 | 426.40 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $235k | +4% | 1.5k | 152.72 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $226k | NEW | 669.00 | 337.86 |
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| Figure Technology Solutio Com Cl A (FIGR) | 0.1 | $221k | NEW | 6.5k | 33.95 |
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| Vistra Energy (VST) | 0.1 | $219k | +7% | 1.5k | 150.33 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $216k | NEW | 1.5k | 146.28 |
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| Xencor (XNCR) | 0.1 | $215k | -34% | 18k | 12.06 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $209k | NEW | 5.7k | 36.81 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $208k | NEW | 3.5k | 58.78 |
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| AmerisourceBergen (COR) | 0.1 | $208k | +3% | 661.00 | 314.14 |
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| Analog Devices (ADI) | 0.1 | $206k | NEW | 648.00 | 318.16 |
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| Ecolab (ECL) | 0.1 | $206k | 774.00 | 266.02 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $205k | 1.2k | 173.47 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $204k | NEW | 3.5k | 58.46 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $201k | NEW | 4.4k | 45.22 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $201k | NEW | 2.8k | 71.76 |
|
| Oric Pharmaceuticals (ORIC) | 0.0 | $197k | -43% | 16k | 12.67 |
|
| Sight Sciences (SGHT) | 0.0 | $188k | +34% | 50k | 3.77 |
|
| United Ins Hldgs (ACIC) | 0.0 | $187k | +6% | 17k | 11.25 |
|
| Arbor Realty Trust (ABR) | 0.0 | $174k | +2% | 23k | 7.71 |
|
| Sana Biotechnology (SANA) | 0.0 | $168k | -51% | 59k | 2.88 |
|
| Organogenesis Hldgs (ORGO) | 0.0 | $137k | +52% | 58k | 2.37 |
|
| Seer Com Cl A (SEER) | 0.0 | $113k | 67k | 1.68 |
|
|
| Traws Pharma Com New (TRAW) | 0.0 | $112k | NEW | 61k | 1.83 |
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $103k | -26% | 18k | 5.80 |
|
| Ampco-Pittsburgh (AP) | 0.0 | $102k | NEW | 15k | 6.72 |
|
| Immuneering Corp Class A Com (IMRX) | 0.0 | $98k | -70% | 19k | 5.27 |
|
| Putnam Etf Trust Franklin Ny Muni (FTNY) | 0.0 | $79k | -9% | 10k | 7.80 |
|
Past Filings by Palumbo Wealth Management
SEC 13F filings are viewable for Palumbo Wealth Management going back to 2021
- Palumbo Wealth Management 2026 Q1 filed May 12, 2026
- 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