Palumbo Wealth Management

Palumbo Wealth Management as of June 30, 2026

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