The Analysis of Palumbo Wealth Management LLC's Holdings

Currently, Palumbo Wealth Management LLC holds 179 types of securities in its portfolio with a total value $313.1M. In the most recent quarter, they have increased their positions in IBIT (+93.3K shares, valued at $6.1M), WSM (+23.6K shares, valued at $4.6M), NKE (+57.6K shares, valued at $4.0M); decreased their positions in GLD (-9.0K shares, valued at $3.2M), CMCSA (-40.2K shares, valued at $1.3M), PHYS (-33.7K shares, valued at $998.9K); initiated new positions in WSM (+23.6K shares, valued at $4.6M), MRVL (+37.1K shares, valued at $3.1M), LEN (+20.7K shares, valued at $2.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR47.5K shares5.15%2025-09-302025-11-10

GLD SPDR GOLD TR43.6K shares-17.05%2025-09-302025-11-10

AAPL APPLE INC65.0K shares14.49%2025-09-302025-11-10

AMZN AMAZON COM INC53.4K shares14.41%2025-09-302025-11-10

DBC INVESCO DB COMMDY INDX TRCK467.3K shares-0.68%2025-09-302025-11-10

MSFT MICROSOFT CORP22.2K shares10.76%2025-09-302025-11-10

IBIT ISHARES BITCOIN TRUST ETF142.0K shares191.26%2025-09-302025-11-10

NVDA NVIDIA CORPORATION55.9K shares13.44%2025-09-302025-11-10

Sponsored

WM WASTE MGMT INC DEL37.4K shares0.85%2025-09-302025-11-10

GOOGL ALPHABET INC45.4K shares109.06%2025-09-302025-11-10

QQQ INVESCO QQQ TR11.7K shares4.18%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW6.8K shares-1.47%2025-09-302025-11-10

PHYS SPROTT ASSET MANAGEMENT LP198.4K shares-14.53%2025-09-302025-11-10

V VISA INC17.4K shares0.19%2025-09-302025-11-10

ITW ILLINOIS TOOL WKS INC20.1K shares0.20%2025-09-302025-11-10

NKE NIKE INC72.4K shares389.75%2025-09-302025-11-10

Sponsored

DGX QUEST DIAGNOSTICS INC25.7K shares0.49%2025-09-302025-11-10

MINT PIMCO ETF TR46.6K shares88.71%2025-09-302025-11-10

WSM WILLIAMS SONOMA INC23.6K sharesnew addition2025-09-302025-11-10

ETR ENTERGY CORP NEW49.2K shares0.51%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL8.8K shares-0.13%2025-09-302025-11-10

ORLY OREILLY AUTOMOTIVE INC35.9K shares-0.43%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.12.4K shares3.37%2025-09-302025-11-10

MCD MCDONALDS CORP11.9K shares0.96%2025-09-302025-11-10

Sponsored

JNJ JOHNSON & JOHNSON18.9K shares3.74%2025-09-302025-11-10

MRVL MARVELL TECHNOLOGY INC37.1K sharesnew addition2025-09-302025-11-10

TSCO TRACTOR SUPPLY CO54.8K shares0.48%2025-09-302025-11-10

SHW SHERWIN WILLIAMS CO8.8K shares0.07%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS10.5K shares0.79%2025-09-302025-11-10

ACN ACCENTURE PLC IRELAND10.9K shares1.54%2025-09-302025-11-10

META META PLATFORMS INC4.2K shares18.29%2025-09-302025-11-10

TMO THERMO FISHER SCIENTIFIC INC5.5K shares3.41%2025-09-302025-11-10

Sponsored

LEN LENNAR CORP20.7K sharesnew addition2025-09-302025-11-10

MSCI MSCI INC4.4K shares1.16%2025-09-302025-11-10

BAC BANK AMERICA CORP51.2K shares0.97%2025-09-302025-11-10

AMD ADVANCED MICRO DEVICES INC15.8K shares58.61%2025-09-302025-11-10

BSX BOSTON SCIENTIFIC CORP25.3K sharesnew addition2025-09-302025-11-10

NPCE NEUROPACE INC197.5K shares16.24%2025-09-302025-11-10

BE BLOOM ENERGY CORP23.4K shares45.83%2025-09-302025-11-10

OXY OCCIDENTAL PETE CORP37.2K shares-2.21%2025-09-302025-11-10

Sponsored

DIS DISNEY WALT CO15.4K shares0.67%2025-09-302025-11-10

CRWD CROWDSTRIKE HLDGS INC3.3K shares17.28%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO10.7K shares6.42%2025-09-302025-11-10

NKTR NEKTAR THERAPEUTICS26.2K shares10.02%2025-09-302025-11-10

MNDY MONDAY COM LTD7.2K shares50.05%2025-09-302025-11-10

UNH UNITEDHEALTH GROUP INC4.3K sharesnew addition2025-09-302025-11-10

JOET VIRTUS ETF TR II32.2K shares-8.70%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP2.8K shares2.29%2025-09-302025-11-10

Sponsored

CRM SALESFORCE INC5.8K shares6.05%2025-09-302025-11-10

FDS FACTSET RESH SYS INC4.6K shares2.91%2025-09-302025-11-10

QURE UNIQURE NV21.8K sharesnew addition2025-09-302025-11-10

CAT CATERPILLAR INC2.7K shares1.83%2025-09-302025-11-10

ADBE ADOBE INC3.6K shares1.13%2025-09-302025-11-10

BALT INNOVATOR ETFS TRUST63.7K shares50.00%2025-09-302025-11-10

PDBC INVESCO ACTVELY MNGD ETC FD89.6K shares-4.80%2025-09-302025-11-10

SHY ISHARES TR122.2K shares486.28%2025-09-302025-11-10

Sponsored

URA GLOBAL X FDS24.5K sharesnew addition2025-09-302025-11-10

SPGI S&P GLOBAL INC2.5K shares0.44%2025-09-302025-11-10

APH AMPHENOL CORP NEW9.1K shares0.47%2025-09-302025-11-10

ETN EATON CORP PLC3.2K shares0.03%2025-09-302025-11-10

WCN WASTE CONNECTIONS INC6.2K shares-22.03%2025-09-302025-11-10

ACHR ARCHER AVIATION INC111.9K shares36.82%2025-09-302025-11-10

ETHA ISHARES ETHEREUM TR29.3K sharesnew addition2025-09-302025-11-10

CMCSA COMCAST CORP NEW28.6K shares-58.43%2025-09-302025-11-10

Sponsored

ASMB ASSEMBLY BIOSCIENCES INC34.8K shares86.41%2025-09-302025-11-10

AMAT APPLIED MATLS INC4.6K shares-1.34%2025-09-302025-11-10

HLT HILTON WORLDWIDE HLDGS INC3.6K shares1.46%2025-09-302025-11-10

ABT ABBOTT LABS7.2K shares0.17%2025-09-302025-11-10

RECS COLUMBIA ETF TR I19.9K shares66.64%2025-09-302025-11-10

NET CLOUDFLARE INC3.6K shares11.56%2025-09-302025-11-10

XMTR XOMETRY INC13.8K shares-2.23%2025-09-302025-11-10

AMT AMERICAN TOWER CORP NEW3.9K shares2.94%2025-09-302025-11-10

Sponsored

NOW SERVICENOW INC859 shares21.33%2025-09-302025-11-10

HD HOME DEPOT INC2.0K shares11.33%2025-09-302025-11-10

SNOW SNOWFLAKE INC2.9K shares21.12%2025-09-302025-11-10

NTNX NUTANIX INC8.7K shares24.01%2025-09-302025-11-10

HON HONEYWELL INTL INC3.2K shares0.06%2025-09-302025-11-10

OFIX ORTHOFIX MED INC43.0K sharesnew addition2025-09-302025-11-10

BW BABCOCK & WILCOX ENTERPRISES215.6K sharesnew addition2025-09-302025-11-10

LLY ELI LILLY & CO1.0K shares4.23%2025-09-302025-11-10

Sponsored

WDAY WORKDAY INC2.5K shares27.78%2025-09-302025-11-10

MLPX GLOBAL X FDS9.1K shares0.00%2025-09-302025-11-10

VLO VALERO ENERGY CORP3.5K shares0.00%2025-09-302025-11-10

CDNA CAREDX INC37.0K sharesnew addition2025-09-302025-11-10

ORIC ORIC PHARMACEUTICALS INC44.0K shares-5.89%2025-09-302025-11-10

CI THE CIGNA GROUP1.9K shares2.28%2025-09-302025-11-10

TSHA TAYSHA GENE THERAPIES INC157.4K sharesnew addition2025-09-302025-11-10

XERS XERIS BIOPHARMA HOLDINGS INC63.2K sharesnew addition2025-09-302025-11-10

Sponsored

PRME PRIME MEDICINE INC92.5K shares-49.53%2025-09-302025-11-10

CVX CHEVRON CORP NEW3.8K shares14.00%2025-09-302025-11-10

NUVB NUVATION BIO INC133.9K shares17.77%2025-09-302025-11-10

EPD ENTERPRISE PRODS PARTNERS L15.3K shares0.00%2025-09-302025-11-10

IDYA IDEAYA BIOSCIENCES INC17.5K shares10.58%2025-09-302025-11-10

WMT WALMART INC6.2K shares0.21%2025-09-302025-11-10

ZS ZSCALER INC1.6K shares23.36%2025-09-302025-11-10

XOM EXXON MOBIL CORP5.4K shares14.54%2025-09-302025-11-10

Sponsored

PEG PUBLIC SVC ENTERPRISE GRP IN5.7K shares0.46%2025-09-302025-11-10

NEE NEXTERA ENERGY INC6.6K shares7.73%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.24%2025-09-302025-11-10

OKLO OKLO INC3.9K shares-68.12%2025-09-302025-11-10

EBS EMERGENT BIOSOLUTIONS INC48.2K sharesnew addition2025-09-302025-11-10

BLK BLACKROCK INC4.2K shares890.02%2025-09-302025-11-10

NFLX NETFLIX INC490 shares9.62%2025-09-302025-11-10

QS QUANTUMSCAPE CORP33.9K shares5.80%2025-09-302025-11-10

Sponsored

PHVS PHARVARIS N V16.6K shares14.38%2025-09-302025-11-10

GTLB GITLAB INC9.2K shares15.43%2025-09-302025-11-10

XGN EXAGEN INC37.6K shares-43.00%2025-09-302025-11-10

LIN LINDE PLC1.0K shares2.41%2025-09-302025-11-10

LXEO LEXEO THERAPEUTICS INC61.3K shares8.83%2025-09-302025-11-10

PAYX PAYCHEX INC3.2K shares-1.00%2025-09-302025-11-10

SANA SANA BIOTECHNOLOGY INC111.3K shares37.24%2025-09-302025-11-10

DSGN DESIGN THERAPEUTICS INC52.1K shares-13.99%2025-09-302025-11-10

Sponsored

MNMD MIND MEDICINE MINDMED INC32.9K shares36.96%2025-09-302025-11-10

SO SOUTHERN CO4.5K shares5.73%2025-09-302025-11-10

AMGN AMGEN INC1.4K shares-3.54%2025-09-302025-11-10

PKG PACKAGING CORP AMER1.7K shares0.35%2025-09-302025-11-10

PRU PRUDENTIAL FINL INC3.6K shares4.98%2025-09-302025-11-10

RTX RTX CORPORATION2.5K shares2.62%2025-09-302025-11-10

PTGX PROTAGONIST THERAPEUTICS INC5.3K shares-30.04%2025-09-302025-11-10

IMRX IMMUNEERING CORP49.1K sharesnew addition2025-09-302025-11-10

Sponsored

GM GENERAL MTRS CO5.9K shares5.59%2025-09-302025-11-10

XFOR X4 PHARMACEUTICALS INC95.3K sharesnew addition2025-09-302025-11-10

ESTC ELASTIC N V3.8K shares12.60%2025-09-302025-11-10

GFL GFL ENVIRONMENTAL INC6.8K shares-38.40%2025-09-302025-11-10

ROKU ROKU INC3.2K shares9.66%2025-09-302025-11-10

SIBN SI-BONE INC21.5K shares-29.90%2025-09-302025-11-10

ED CONSOLIDATED EDISON INC3.2K shares0.79%2025-09-302025-11-10

MRK MERCK & CO INC4.4K shares3.06%2025-09-302025-11-10

Sponsored

QCOM QUALCOMM INC2.0K shares0.30%2025-09-302025-11-10

MIRM MIRUM PHARMACEUTICALS INC4.2K shares-24.30%2025-09-302025-11-10

T AT&T INC13.4K shares7.90%2025-09-302025-11-10

GE GE AEROSPACE1.3K shares14.78%2025-09-302025-11-10

SDGR SCHRODINGER INC14.4K shares-45.73%2025-09-302025-11-10

YUM YUM BRANDS INC2.0K shares-7.83%2025-09-302025-11-10

AVGO BROADCOM INC2.4K shares18.34%2025-09-302025-11-10

KO COCA COLA CO5.1K shares-9.50%2025-09-302025-11-10

Sponsored

MDB MONGODB INC910 sharesnew addition2025-09-302025-11-10

BFLY BUTTERFLY NETWORK INC146.1K shares68.06%2025-09-302025-11-10

SEER SEER INC129.0K shares22.40%2025-09-302025-11-10

DDOG DATADOG INC2.0K shares19.27%2025-09-302025-11-10

SYM SYMBOTIC INC5.1K sharesnew addition2025-09-302025-11-10

HRTX HERON THERAPEUTICS INC216.5K shares63.48%2025-09-302025-11-10

ERAS ERASCA INC124.5K shares3.38%2025-09-302025-11-10

NVAX NOVAVAX INC31.0K sharesnew addition2025-09-302025-11-10

Sponsored

CRWV COREWEAVE INC2.0K sharesnew addition2025-09-302025-11-10

CDTX CIDARA THERAPEUTICS INC2.8K sharesnew addition2025-09-302025-11-10

CVS CVS HEALTH CORP4.0K sharesnew addition2025-09-302025-11-10

SBUX STARBUCKS CORP3.2K shares-3.91%2025-09-302025-11-10

OSCR OSCAR HEALTH INC14.0K sharesnew addition2025-09-302025-11-10

VST VISTRA CORP1.4K sharesnew addition2025-09-302025-11-10

DNTH DIANTHUS THERAPEUTICS INC6.7K sharesnew addition2025-09-302025-11-10

ABR ARBOR REALTY TRUST INC21.3K shares1.86%2025-09-302025-11-10

Sponsored

IMNM IMMUNOME INC21.8K sharesnew addition2025-09-302025-11-10

MDGL MADRIGAL PHARMACEUTICALS INC545 sharesnew addition2025-09-302025-11-10

NFG NATIONAL FUEL GAS CO2.7K shares0.67%2025-09-302025-11-10

SIXG ETF SER SOLUTIONS53.0K shares1224.83%2025-09-302025-11-10

TEAM ATLASSIAN CORPORATION1.5K shares23.00%2025-09-302025-11-10

PATH UIPATH INC18.2K shares14.54%2025-09-302025-11-10

REZI RESIDEO TECHNOLOGIES INC5.5K sharesnew addition2025-09-302025-11-10

SSUS STRATEGY SHS5.0K shares-37.08%2025-09-302025-11-10

Sponsored

BIB PROSHARES TR12.9K sharesnew addition2025-09-302025-11-10

SHOP SHOPIFY INC1.6K sharesnew addition2025-09-302025-11-10

UPS UNITED PARCEL SERVICE INC3.0K shares1.67%2025-09-302025-11-10

UBER UBER TECHNOLOGIES INC3.0K shares8.96%2025-09-302025-11-10

PLD PROLOGIS INC.2.3K shares14.31%2025-09-302025-11-10

SCI SERVICE CORP INTL2.7K sharesnew addition2025-09-302025-11-10

RXST RXSIGHT INC24.0K sharesnew addition2025-09-302025-11-10

TSLA TESLA INC1.4K shares-4.25%2025-09-302025-11-10

Sponsored

TWLO TWILIO INC2.1K shares27.27%2025-09-302025-11-10

TXN TEXAS INSTRS INC1.3K shares10.70%2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS INC6.2K shares9.41%2025-09-302025-11-10

BWAY BRAINSWAY LTD11.8K shares-3.27%2025-09-302025-11-10

CRVS CORVUS PHARMACEUTICALS INC23.6K sharesnew addition2025-09-302025-11-10

TMCI TREACE MED CONCEPTS INC20.0K sharesnew addition2025-09-302025-11-10

BBIN J P MORGAN EXCHANGE TRADED F416.3K sharesnew addition2025-09-302025-11-10

NAUT NAUTILUS BIOTECHNOLOGY INC42.1K shares1.09%2025-09-302025-11-10

Sponsored

GCOW PACER FDS TR39.5K sharesnew addition2025-09-302025-11-10

XLC SELECT SECTOR SPDR TR123.8K sharesnew addition2025-09-302025-11-10

SPYM SPDR SERIES TRUST28.0K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available