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