Palumbo Wealth Management LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$299.2M
Holdings
187
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (187 positions)
| Stock | Value |
|---|---|
—ELEVATION ONCOLOGY INC | $72.0M |
SPYSPDR S&P 500 ETF TR | $25.1M |
JPSTJ P MORGAN EXCHANGE TRADED F | $19.7M |
GQ9SPDR GOLD TR | $15.5M |
AAPLAPPLE INC | $11.7M |
DBCINVESCO DB COMMDY INDX TRCK | $10.9M |
WMWASTE MGMT INC DEL | $8.6M |
MSFTMICROSOFT CORP | $7.5M |
AMZNAMAZON COM INC | $6.8M |
PHYS/USPROTT PHYSICAL GOLD TR | $6.7M |
COSTCOSTCO WHSL CORP NEW | $6.6M |
VVISA INC | $6.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.5M |
NDQINVESCO QQQ TR | $5.1M |
ITWILLINOIS TOOL WKS INC | $4.9M |
HELOJ P MORGAN EXCHANGE TRADED F | $4.6M |
NVDANVIDIA CORPORATION | $4.5M |
DGXQUEST DIAGNOSTICS INC | $4.4M |
ETRENTERGY CORP NEW | $4.3M |
FISVFISERV INC | $4.2M |
UNHUNITEDHEALTH GROUP INC | $3.7M |
MCDMCDONALDS CORP | $3.6M |
XLRESELECT SECTOR SPDR TR | $3.6M |
ORLYOREILLY AUTOMOTIVE INC | $3.4M |
ACNACCENTURE PLC IRELAND | $3.3M |
GOOGLALPHABET INC | $3.2M |
SHWSHERWIN WILLIAMS CO | $3.0M |
CHDCHURCH & DWIGHT CO INC | $3.0M |
TSCOTRACTOR SUPPLY CO | $2.9M |
JNJJOHNSON & JOHNSON | $2.9M |
XLVSELECT SECTOR SPDR TR | $2.9M |
JPMJPMORGAN CHASE & CO. | $2.8M |
IBMINTERNATIONAL BUSINESS MACHS | $2.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.5M |
CMCSACOMCAST CORP NEW | $2.4M |
XHBSPDR SER TR | $2.4M |
MSCIMSCI INC | $2.4M |
MINTPIMCO ETF TR | $2.4M |
SHYISHARES TR | $2.3M |
SJMSMUCKER J M CO | $2.3M |
FDSFACTSET RESH SYS INC | $2.1M |
BACBANK AMERICA CORP | $2.0M |
METAMETA PLATFORMS INC | $1.9M |
GOOGALPHABET INC | $1.9M |
OXYOCCIDENTAL PETE CORP | $1.9M |
PGPROCTER AND GAMBLE CO | $1.8M |
OEFISHARES TR | $1.8M |
MSTBETF SER SOLUTIONS | $1.8M |
DISDISNEY WALT CO | $1.6M |
ADBEADOBE INC | $1.5M |
CRMSALESFORCE INC | $1.4M |
FOXFOX CORP | $1.3M |
JOETVIRTUS ETF TR II | $1.3M |
SPGIS&P GLOBAL INC | $1.3M |
PDBCINVESCO ACTVELY MNGD ETC FD | $1.3M |
MNDYMONDAY COM LTD | $1.2M |
NKENIKE INC | $1.1M |
EFAISHARES TR | $1.0M |
AMTAMERICAN TOWER CORP NEW | $997K |
IBITISHARES BITCOIN TRUST ETF | $988K |
ABTABBOTT LABS | $987K |
PALCPACER FDS TR | $980K |
CRWDCROWDSTRIKE HLDGS INC | $924K |
DDTOINNOVATOR ETFS TRUST | $923K |
CATCATERPILLAR INC | $863K |
ETNEATON CORP PLC | $860K |
HLTHILTON WORLDWIDE HLDGS INC | $784K |
JMOMJ P MORGAN EXCHANGE TRADED F | $737K |
IYWISHARES TR | $730K |
XOMEXXON MOBIL CORP | $674K |
WCNWASTE CONNECTIONS INC | $665K |
AMATAPPLIED MATLS INC | $659K |
PMAYINNOVATOR ETFS TRUST | $657K |
HONHONEYWELL INTL INC | $646K |
HDHOME DEPOT INC | $644K |
VTIVANGUARD INDEX FDS | $636K |
TSLATESLA INC | $622K |
CITHE CIGNA GROUP | $617K |
CVXCHEVRON CORP NEW | $610K |
APHAMPHENOL CORP NEW | $593K |
XLFISELECT SECTOR SPDR TR | $592K |
ACHRARCHER AVIATION INC | $586K |
MLPXGLOBAL X FDS | $580K |
MTUMISHARES TR | $573K |
NPCENEUROPACE INC | $567K |
XLYSELECT SECTOR SPDR TR | $564K |
NOWSERVICENOW INC | $553K |
XLESELECT SECTOR SPDR TR | $536K |
EPDENTERPRISE PRODS PARTNERS L | $523K |
BXBLACKSTONE INC | $518K |
WMTWALMART INC | $503K |
CMRXEURCHIMERIX INC | $502K |
NTNXNUTANIX INC | $497K |
PAYXPAYCHEX INC | $492K |
MNKDMANNKIND CORP | $491K |
NEENEXTERA ENERGY INC | $488K |
SSOPROSHARES TR | $483K |
WDAYWORKDAY INC | $473K |
AMGNAMGEN INC | $468K |
TIPISHARES TR | $466K |
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