Palumbo Wealth Management LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$313.1M
Holdings
179
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (179 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $31.7M |
GQ9SPDR GOLD TR | $15.5M |
AAPLAPPLE INC | $15.3M |
AMZNAMAZON COM INC | $11.1M |
DBCINVESCO DB COMMDY INDX TRCK | $10.5M |
MSFTMICROSOFT CORP | $10.3M |
IBITISHARES BITCOIN TRUST ETF | $9.2M |
NVDANVIDIA CORPORATION | $9.0M |
WMWASTE MGMT INC DEL | $8.2M |
GOOGLALPHABET INC | $7.5M |
NDQINVESCO QQQ TR | $7.0M |
COSTCOSTCO WHSL CORP NEW | $6.3M |
PHYS/USPROTT ASSET MANAGEMENT LP | $5.9M |
VVISA INC | $5.7M |
ITWILLINOIS TOOL WKS INC | $5.2M |
NKENIKE INC | $5.0M |
DGXQUEST DIAGNOSTICS INC | $4.9M |
MINTPIMCO ETF TR | $4.7M |
WSMWILLIAMS SONOMA INC | $4.6M |
ETRENTERGY CORP NEW | $4.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.1M |
ORLYOREILLY AUTOMOTIVE INC | $3.8M |
JPMJPMORGAN CHASE & CO. | $3.6M |
MCDMCDONALDS CORP | $3.5M |
JNJJOHNSON & JOHNSON | $3.3M |
MRVLMARVELL TECHNOLOGY INC | $3.1M |
TSCOTRACTOR SUPPLY CO | $3.1M |
SHWSHERWIN WILLIAMS CO | $3.0M |
IBMINTERNATIONAL BUSINESS MACHS | $2.9M |
ACNACCENTURE PLC IRELAND | $2.7M |
METAMETA PLATFORMS INC | $2.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.6M |
LENLENNAR CORP | $2.6M |
MSCIMSCI INC | $2.5M |
BACBANK AMERICA CORP | $2.5M |
AMDADVANCED MICRO DEVICES INC | $2.5M |
BSXBOSTON SCIENTIFIC CORP | $2.4M |
NPCENEUROPACE INC | $2.0M |
BEBLOOM ENERGY CORP | $2.0M |
OXYOCCIDENTAL PETE CORP | $1.8M |
DISDISNEY WALT CO | $1.7M |
CRWDCROWDSTRIKE HLDGS INC | $1.6M |
PGPROCTER AND GAMBLE CO | $1.5M |
NKTRNEKTAR THERAPEUTICS | $1.5M |
MNDYMONDAY COM LTD | $1.4M |
UNHUNITEDHEALTH GROUP INC | $1.4M |
JOETVIRTUS ETF TR II | $1.4M |
LMTLOCKHEED MARTIN CORP | $1.4M |
CRMSALESFORCE INC | $1.3M |
FDSFACTSET RESH SYS INC | $1.3M |
QUREUNIQURE NV | $1.3M |
CATCATERPILLAR INC | $1.2M |
ADBEADOBE INC | $1.2M |
DDTOINNOVATOR ETFS TRUST | $1.2M |
PDBCINVESCO ACTVELY MNGD ETC FD | $1.2M |
SHYISHARES TR | $1.2M |
URAGLOBAL X FDS | $1.2M |
SPGIS&P GLOBAL INC | $1.1M |
APHAMPHENOL CORP NEW | $1.1M |
ETNEATON CORP PLC | $1.1M |
WCNWASTE CONNECTIONS INC | $1.1M |
ACHRARCHER AVIATION INC | $1.1M |
ETHAISHARES ETHEREUM TR | $923K |
CMCSACOMCAST CORP NEW | $899K |
ASMBASSEMBLY BIOSCIENCES INC | $891K |
AMATAPPLIED MATLS INC | $879K |
HLTHILTON WORLDWIDE HLDGS INC | $872K |
ABTABBOTT LABS | $868K |
RECSCOLUMBIA ETF TR I | $801K |
NETCLOUDFLARE INC | $764K |
XMTRXOMETRY INC | $751K |
AMTAMERICAN TOWER CORP NEW | $726K |
NOWSERVICENOW INC | $704K |
HDHOME DEPOT INC | $695K |
SNOWSNOWFLAKE INC | $652K |
NTNXNUTANIX INC | $650K |
HONHONEYWELL INTL INC | $632K |
OFIXORTHOFIX MED INC | $629K |
BWBABCOCK & WILCOX ENTERPRISES | $625K |
LLYELI LILLY & CO | $596K |
WDAYWORKDAY INC | $591K |
MLPXGLOBAL X FDS | $570K |
VLOVALERO ENERGY CORP | $540K |
CDNACAREDX INC | $538K |
ORICORIC PHARMACEUTICALS INC | $528K |
CITHE CIGNA GROUP | $524K |
TSHATAYSHA GENE THERAPIES INC | $515K |
XERSXERIS BIOPHARMA HOLDINGS INC | $514K |
PRMEPRIME MEDICINE INC | $513K |
CVXCHEVRON CORP NEW | $496K |
NUVBNUVATION BIO INC | $495K |
EPDENTERPRISE PRODS PARTNERS L | $479K |
IDYAIDEAYA BIOSCIENCES INC | $475K |
WMTWALMART INC | $472K |
ZSZSCALER INC | $468K |
XOMEXXON MOBIL CORP | $464K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $457K |
NEENEXTERA ENERGY INC | $452K |
VIGVANGUARD SPECIALIZED FUNDS | $442K |
OKLOOKLO INC | $434K |
Page 1 of 2Next