Palumbo Wealth Management
Latest statistics and disclosures from Palumbo Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GOOGL, JPST, AAPL, AMZN, and represent 25.59% of Palumbo Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPST, MSFT, MINT, CARL, ABSI, BFLY, CDNA, QS, PLTR, C.
- Started 31 new stock positions in LXEO, ABSI, UNP, HON, MU, BBOT, HONA, CBRS, RBRK, SPMO.
- Reduced shares in these 10 stocks: SHY, BW, WSM, BE, NKE, Honeywell International, DNTH, EVMN, URA, IMMX.
- Sold out of its positions in COR, BITB, EVMN, HRTX, Honeywell International, IMMX, IWF, MRSH, TRAW, ORGO. ORIC, OFIX, FTNY, WSM, OCS.
- Palumbo Wealth Management was a net buyer of stock by $13M.
- Palumbo Wealth Management has $478M in assets under management (AUM), dropping by 16.55%.
- Central Index Key (CIK): 0001846310
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Portfolio Holdings for Palumbo Wealth Management
Palumbo Wealth Management holds 237 positions in its portfolio as reported in the June 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) | 7.5 | $36M | 48k | 746.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $27M | 74k | 357.37 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.2 | $20M | +24% | 400k | 50.57 |
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| Apple (AAPL) | 4.2 | $20M | 69k | 289.36 |
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| Amazon (AMZN) | 4.1 | $19M | 81k | 238.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.3 | $16M | 42k | 368.38 |
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| NVIDIA Corporation (NVDA) | 2.7 | $13M | 65k | 200.09 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 2.7 | $13M | 476k | 26.66 |
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| Microsoft Corporation (MSFT) | 2.6 | $12M | +42% | 33k | 373.02 |
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| Marvell Technology (MRVL) | 2.3 | $11M | 38k | 297.89 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $10M | 31k | 327.32 |
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| Advanced Micro Devices (AMD) | 2.0 | $9.5M | 16k | 580.91 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.9 | $9.2M | +53% | 92k | 100.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $8.2M | +2% | 11k | 736.42 |
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| Waste Management (WM) | 1.7 | $8.0M | -3% | 36k | 222.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $7.8M | 53k | 148.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $7.4M | 15k | 500.39 |
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| Costco Wholesale Corporation (COST) | 1.3 | $6.3M | 6.8k | 935.52 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 1.3 | $6.2M | +2% | 92k | 67.58 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 1.3 | $6.1M | 202k | 30.17 |
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| Entergy Corporation (ETR) | 1.2 | $5.8M | 51k | 114.86 |
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| Visa Com Cl A (V) | 1.1 | $5.5M | 16k | 343.10 |
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| Bloom Energy Corp Com Cl A (BE) | 1.1 | $5.3M | -18% | 18k | 302.70 |
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| Blackstone Group Inc Com Cl A (BX) | 1.1 | $5.3M | +3% | 3.9k | 1374.77 |
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| Johnson & Johnson (JNJ) | 1.1 | $5.1M | 20k | 253.98 |
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| Quest Diagnostics Incorporated (DGX) | 1.1 | $5.0M | -2% | 24k | 211.95 |
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| Butterfly Network Com Cl A (BFLY) | 0.9 | $4.5M | +48% | 537k | 8.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.5M | 13k | 353.34 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.9 | $4.1M | 124k | 33.29 |
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| Neuropace (NPCE) | 0.7 | $3.3M | 209k | 15.89 |
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| Spdr Series Trust St Str Sp Home (XHB) | 0.7 | $3.2M | 28k | 115.56 |
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| Applied Materials (AMAT) | 0.7 | $3.2M | 4.4k | 723.00 |
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| Uber Technologies (UBER) | 0.7 | $3.1M | +20% | 43k | 72.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $3.1M | 4.1k | 763.14 |
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| Meta Platforms Cl A (META) | 0.6 | $2.9M | -3% | 5.2k | 563.24 |
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| Caterpillar (CAT) | 0.6 | $2.9M | 2.7k | 1065.00 |
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| International Business Machines (IBM) | 0.6 | $2.8M | 10k | 281.21 |
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| Carlsmed (CARL) | 0.6 | $2.8M | NEW | 267k | 10.38 |
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| Bank of America Corporation (BAC) | 0.6 | $2.8M | -2% | 48k | 56.98 |
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| McDonald's Corporation (MCD) | 0.5 | $2.5M | -3% | 9.4k | 270.30 |
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| Illinois Tool Works (ITW) | 0.5 | $2.5M | 9.3k | 270.48 |
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| Caredx (CDNA) | 0.5 | $2.4M | +127% | 83k | 28.50 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $2.3M | 6.4k | 365.87 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.3M | 4.6k | 501.34 |
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| Advance Auto Parts (AAP) | 0.5 | $2.2M | 36k | 62.22 |
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| salesforce (CRM) | 0.4 | $2.1M | -4% | 14k | 156.66 |
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| Absci Corp (ABSI) | 0.4 | $2.1M | NEW | 183k | 11.59 |
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| Msci (MSCI) | 0.4 | $2.0M | -2% | 3.5k | 560.02 |
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| Etf Ser Solutions Lha Mkt St Tactl (MSTB) | 0.4 | $2.0M | 46k | 42.89 |
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| Babcock & Wilcox Enterpr (BW) | 0.4 | $1.9M | -63% | 134k | 14.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.9M | +54% | 2.7k | 686.78 |
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| Xometry Class A Com (XMTR) | 0.4 | $1.7M | 18k | 96.52 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.4 | $1.7M | 20k | 85.46 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.4 | $1.7M | -6% | 11k | 158.65 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.6M | 9.2k | 176.33 |
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| Quantumscape Corp Com Cl A (QS) | 0.3 | $1.6M | +345% | 207k | 7.56 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | +8% | 1.2k | 1199.66 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.4M | 3.3k | 426.14 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | 9.5k | 146.64 |
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| Definium Therapeutics Com Shs (DFTX) | 0.3 | $1.4M | -22% | 29k | 47.04 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $1.4M | 87k | 15.88 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.3M | 13k | 103.88 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | +677% | 12k | 116.67 |
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| Tractor Supply Company (TSCO) | 0.3 | $1.3M | -7% | 42k | 31.61 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.3M | 5.2k | 252.23 |
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| Broadcom (AVGO) | 0.3 | $1.3M | +7% | 3.4k | 377.74 |
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| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 0.3 | $1.3M | -4% | 21k | 59.75 |
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| Nike CL B (NKE) | 0.3 | $1.2M | -43% | 30k | 41.05 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $1.2M | 24k | 48.57 |
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| Cloudflare Cl A Com (NET) | 0.2 | $1.1M | 4.7k | 245.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.1M | -13% | 5.4k | 212.78 |
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| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.2 | $1.1M | -12% | 25k | 46.29 |
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| Tesla Motors (TSLA) | 0.2 | $1.1M | 2.7k | 420.60 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.1M | -80% | 13k | 82.11 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $1.1M | -2% | 3.2k | 330.48 |
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| Design Therapeutics (DSGN) | 0.2 | $1.0M | 72k | 14.47 |
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| Si-bone (SIBN) | 0.2 | $1.0M | +77% | 63k | 16.32 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $1.0M | 149k | 6.81 |
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| Waste Connections (WCN) | 0.2 | $997k | 6.0k | 166.65 |
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| Boston Scientific Corporation (BSX) | 0.2 | $988k | 23k | 42.68 |
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| S&p Global (SPGI) | 0.2 | $973k | -2% | 2.4k | 407.22 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $966k | 2.8k | 342.78 |
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| Servicenow (NOW) | 0.2 | $965k | -3% | 9.7k | 99.28 |
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| Valero Energy Corporation (VLO) | 0.2 | $917k | 3.5k | 260.44 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $893k | 13k | 67.38 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.2 | $885k | 21k | 43.28 |
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| Novavax Com New (NVAX) | 0.2 | $876k | 93k | 9.42 |
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| Ideaya Biosciences (IDYA) | 0.2 | $865k | 23k | 37.27 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $863k | 1.7k | 509.54 |
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| Joby Aviation Common Stock (JOBY) | 0.2 | $854k | +23% | 96k | 8.92 |
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| Snowflake Com Shs (SNOW) | 0.2 | $843k | 3.3k | 254.50 |
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| Wal-Mart Stores (WMT) | 0.2 | $839k | 7.4k | 113.26 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $829k | 6.7k | 124.43 |
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| Syndax Pharmaceuticals (SNDX) | 0.2 | $823k | 38k | 21.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $807k | 2.2k | 369.96 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.2 | $792k | 23k | 34.27 |
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| Beam Therapeutics (BEAM) | 0.2 | $780k | 23k | 34.32 |
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| Tempus Ai Cl A (TEM) | 0.2 | $766k | +198% | 13k | 57.93 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $764k | 5.6k | 136.71 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.2 | $758k | -19% | 18k | 41.30 |
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| Citigroup Com New (C) | 0.2 | $756k | NEW | 5.4k | 139.97 |
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| Pharvaris N V (PHVS) | 0.2 | $726k | 21k | 34.58 |
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| Ge Vernova (GEV) | 0.2 | $726k | +2% | 618.00 | 1174.47 |
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| Nektar Therapeutics Com New (NKTR) | 0.2 | $720k | 10k | 69.81 |
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| Sight Sciences (SGHT) | 0.1 | $697k | +157% | 129k | 5.42 |
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| Immunome (IMNM) | 0.1 | $692k | 33k | 21.19 |
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| Home Depot (HD) | 0.1 | $689k | 2.0k | 352.70 |
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| Ampco-Pittsburgh (AP) | 0.1 | $685k | +419% | 79k | 8.65 |
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| Chevron Corporation (CVX) | 0.1 | $681k | +2% | 4.1k | 165.77 |
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| Datadog Cl A Com (DDOG) | 0.1 | $676k | +2% | 2.6k | 260.36 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $671k | +26% | 142k | 4.73 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $669k | 9.1k | 73.66 |
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| Schrodinger (SDGR) | 0.1 | $662k | NEW | 41k | 16.25 |
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| American Express Company (AXP) | 0.1 | $660k | 2.0k | 338.25 |
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| Bridgebio Oncology Therapeut Com New (BBOT) | 0.1 | $653k | NEW | 86k | 7.62 |
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| Merck & Co (MRK) | 0.1 | $632k | 4.9k | 128.50 |
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| Global X Fds Global X Uranium (URA) | 0.1 | $626k | -46% | 14k | 43.70 |
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| C4 Therapeutics Com Stk (CCCC) | 0.1 | $618k | NEW | 132k | 4.67 |
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| Martin Marietta Materials (MLM) | 0.1 | $609k | +14% | 1.1k | 576.94 |
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| Kodiak Sciences (KOD) | 0.1 | $606k | 16k | 38.96 |
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| Xencor (XNCR) | 0.1 | $604k | +110% | 38k | 16.10 |
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| Nextera Energy (NEE) | 0.1 | $604k | -2% | 6.9k | 87.77 |
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| Abbott Laboratories (ABT) | 0.1 | $594k | +5% | 6.6k | 90.74 |
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| Ge Aerospace Com New (GE) | 0.1 | $593k | 1.6k | 373.74 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $592k | -4% | 5.0k | 117.27 |
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| Anika Therapeutics (ANIK) | 0.1 | $586k | 40k | 14.63 |
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| Nuvation Bio Com Cl A (NUVB) | 0.1 | $585k | 103k | 5.68 |
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| Chegg (CHGG) | 0.1 | $582k | NEW | 577k | 1.01 |
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| Corning Incorporated (GLW) | 0.1 | $579k | 2.3k | 255.43 |
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| Monday SHS (MNDY) | 0.1 | $569k | 7.9k | 72.39 |
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| Nutanix Cl A (NTNX) | 0.1 | $566k | 11k | 50.96 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $565k | 5.7k | 98.98 |
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| Enterprise Products Partners (EPD) | 0.1 | $563k | 15k | 36.76 |
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| Linde SHS (LIN) | 0.1 | $557k | 1.1k | 519.17 |
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| Twilio Cl A (TWLO) | 0.1 | $551k | 2.7k | 206.33 |
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| Assembly Biosciences Com New (ASMB) | 0.1 | $546k | 20k | 27.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $542k | +3% | 2.9k | 189.76 |
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| Lexeo Therapeutics (LXEO) | 0.1 | $534k | NEW | 115k | 4.66 |
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| Cerebras Systems Com Cl A (CBRS) | 0.1 | $532k | NEW | 2.4k | 221.00 |
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| Amgen (AMGN) | 0.1 | $527k | -2% | 1.5k | 362.00 |
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| Roku Com Cl A (ROKU) | 0.1 | $524k | 3.8k | 138.14 |
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| Micron Technology (MU) | 0.1 | $515k | NEW | 446.00 | 1154.42 |
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| Cigna Corp (CI) | 0.1 | $514k | 1.9k | 275.74 |
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| Coca-Cola Company (KO) | 0.1 | $504k | 6.2k | 81.27 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $503k | -4% | 9.5k | 53.11 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $498k | 759.00 | 655.53 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $493k | -9% | 12k | 40.15 |
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| Emergent BioSolutions (EBS) | 0.1 | $491k | -27% | 59k | 8.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $490k | 2.1k | 236.58 |
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| Oklo Com Cl A (OKLO) | 0.1 | $473k | +74% | 9.0k | 52.33 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $472k | 6.9k | 68.41 |
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| Public Service Enterprise (PEG) | 0.1 | $462k | 5.7k | 81.15 |
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| Foghorn Therapeutics (FHTX) | 0.1 | $448k | NEW | 92k | 4.88 |
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| Cisco Systems (CSCO) | 0.1 | $445k | 3.8k | 117.47 |
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| Blackrock (BLK) | 0.1 | $439k | +2% | 456.00 | 962.22 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $430k | NEW | 2.7k | 161.54 |
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| Qualcomm (QCOM) | 0.1 | $428k | -6% | 2.3k | 184.79 |
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| General Motors Company (GM) | 0.1 | $427k | -6% | 5.5k | 77.08 |
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| Mongodb Cl A (MDB) | 0.1 | $426k | 1.3k | 335.90 |
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| Southern Company (SO) | 0.1 | $425k | +2% | 4.4k | 95.71 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $417k | +2% | 1.4k | 298.16 |
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| Workday Cl A (WDAY) | 0.1 | $408k | +2% | 3.3k | 122.42 |
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| Proshares Tr Pshs Ult Nasb (BIB) | 0.1 | $403k | 4.0k | 100.74 |
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| Omniab (OABI) | 0.1 | $399k | NEW | 162k | 2.46 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $396k | -6% | 4.8k | 83.08 |
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| Alamar Biosciences Common Stock | 0.1 | $394k | NEW | 15k | 27.09 |
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| Gitlab Class A Com (GTLB) | 0.1 | $392k | 13k | 30.53 |
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| Prudential Financial (PRU) | 0.1 | $387k | 3.6k | 107.92 |
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| Prime Medicine (PRME) | 0.1 | $383k | 104k | 3.69 |
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| Etf Ser Solutions Defiance Space A (UFOX) | 0.1 | $380k | 4.0k | 95.04 |
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| Goldman Sachs (GS) | 0.1 | $380k | +5% | 375.00 | 1012.66 |
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| Packaging Corporation of America (PKG) | 0.1 | $380k | -6% | 1.6k | 238.32 |
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| Honeywell International (HON) | 0.1 | $377k | NEW | 1.7k | 223.83 |
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| Honeywell Aerospace (HONA) | 0.1 | $372k | NEW | 1.7k | 221.08 |
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| Consolidated Edison (ED) | 0.1 | $358k | 3.2k | 110.64 |
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| American Tower Reit (AMT) | 0.1 | $353k | 2.2k | 163.55 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $344k | 29k | 11.89 |
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| Starbucks Corporation (SBUX) | 0.1 | $339k | +2% | 3.3k | 102.20 |
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| Paychex (PAYX) | 0.1 | $334k | -4% | 3.4k | 98.33 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $329k | +2% | 688.00 | 477.64 |
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| Yum! Brands (YUM) | 0.1 | $317k | 2.0k | 159.88 |
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| Intel Corporation (INTC) | 0.1 | $317k | NEW | 2.3k | 139.66 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $315k | -46% | 2.7k | 117.07 |
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| Symbotic Class A Com (SYM) | 0.1 | $314k | +2% | 7.0k | 44.95 |
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| X4 Pharmaceuticals Com New (XFOR) | 0.1 | $313k | -48% | 67k | 4.67 |
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| Myomo Com New (MYO) | 0.1 | $312k | NEW | 300k | 1.04 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $311k | +6% | 2.2k | 143.10 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.1 | $309k | 8.3k | 37.42 |
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| Dianthus Therapeutics (DNTH) | 0.1 | $303k | -70% | 3.1k | 97.48 |
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| Elastic N V Ord Shs (ESTC) | 0.1 | $302k | 5.3k | 57.02 |
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| Prologis (PLD) | 0.1 | $299k | 2.2k | 135.44 |
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| Netflix (NFLX) | 0.1 | $294k | -10% | 4.1k | 71.40 |
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| Protagonist Therapeutics (PTGX) | 0.1 | $293k | -60% | 2.4k | 122.58 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $292k | 2.7k | 107.51 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $287k | -2% | 1.4k | 205.02 |
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| Abbvie (ABBV) | 0.1 | $286k | -7% | 1.1k | 251.72 |
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| Zscaler Incorporated (ZS) | 0.1 | $285k | 2.0k | 141.15 |
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| Sherwin-Williams Company (SHW) | 0.1 | $285k | NEW | 827.00 | 344.26 |
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| Verizon Communications (VZ) | 0.1 | $273k | 6.4k | 42.34 |
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| TJX Companies (TJX) | 0.1 | $270k | -7% | 1.8k | 151.50 |
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| Kla Corp Com New (KLAC) | 0.1 | $268k | NEW | 888.00 | 301.66 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $266k | NEW | 517.00 | 513.60 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $264k | -11% | 5.8k | 45.34 |
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| Analog Devices (ADI) | 0.1 | $257k | 647.00 | 397.45 |
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| Uipath Cl A (PATH) | 0.1 | $254k | 23k | 10.87 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $249k | NEW | 2.6k | 96.77 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $249k | 6.8k | 36.79 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $246k | 1.6k | 156.69 |
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| Newmont Mining Corporation (NEM) | 0.1 | $245k | 2.6k | 93.40 |
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| Palo Alto Networks (PANW) | 0.1 | $245k | NEW | 717.00 | 341.02 |
|
| At&t (T) | 0.1 | $241k | -9% | 12k | 20.70 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $237k | +6% | 3.8k | 62.89 |
|
| Strategy Day Hagan Smart (SSUS) | 0.0 | $236k | NEW | 4.3k | 55.31 |
|
| Innovator Etfs Trust Eqty Dul Dirct15 | 0.0 | $231k | NEW | 12k | 19.39 |
|
| Vistra Energy (VST) | 0.0 | $230k | 1.5k | 158.63 |
|
|
| Quanta Services (PWR) | 0.0 | $226k | NEW | 314.00 | 720.04 |
|
| W.W. Grainger (GWW) | 0.0 | $226k | NEW | 166.00 | 1360.41 |
|
| Voyager Therapeutics (VYGR) | 0.0 | $225k | +2% | 64k | 3.50 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $219k | NEW | 227.00 | 965.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $218k | -40% | 2.0k | 107.63 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $216k | 3.5k | 61.76 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $214k | 2.8k | 76.30 |
|
|
| National Fuel Gas (NFG) | 0.0 | $213k | 2.8k | 77.22 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $212k | NEW | 777.00 | 272.16 |
|
| Ecolab (ECL) | 0.0 | $211k | -2% | 756.00 | 278.61 |
|
| Arvinas Ord (ARVN) | 0.0 | $210k | NEW | 25k | 8.31 |
|
| Sana Biotechnology (SANA) | 0.0 | $209k | +2% | 60k | 3.49 |
|
| Rubrik Cl A (RBRK) | 0.0 | $208k | NEW | 2.6k | 80.28 |
|
| FedEx Corporation (FDX) | 0.0 | $206k | -18% | 658.00 | 313.32 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.0 | $204k | 6.6k | 30.71 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $201k | -50% | 2.2k | 92.09 |
|
| United Ins Hldgs (ACIC) | 0.0 | $185k | 17k | 11.10 |
|
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $143k | 18k | 7.92 |
|
|
| Nautilus Biotechnology (NAUT) | 0.0 | $124k | 66k | 1.87 |
|
|
| Seer Com Cl A (SEER) | 0.0 | $114k | 69k | 1.66 |
|
|
| Immuneering Corp Class A Com (IMRX) | 0.0 | $95k | +2% | 19k | 4.99 |
|
| Arbor Realty Trust (ABR) | 0.0 | $95k | -22% | 18k | 5.42 |
|
Past Filings by Palumbo Wealth Management
SEC 13F filings are viewable for Palumbo Wealth Management going back to 2021
- Palumbo Wealth Management 2026 Q2 filed Aug. 12, 2026
- 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