Palumbo Wealth Management LLC
CIK Number: 0001846310
Main Sectors:
Top Industries:
Filing Date: Apr 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 648.84 | +0.25% | 44.94K | -12.58% | 25.14M | 459.88 | 8.40% | Share |
| 2 | JPST | JPMorgan Ultra-... | 50.65 | +0.02% | 390.05K | -5.8% | 19.75M | 50.37 | 6.60% | Share |
| 3 | GLD | SPDR Gold Share... | 334.77 | +1.12% | 53.84K | -0.67% | 15.51M | 176.46 | 5.19% | Share |
| 4 | AAPL | Apple Inc. | 237.88 | -0.76% | 52.47K | +16.27% | 11.65M | 159.06 | 3.90% | Share |
| 5 | DBC | Invesco DB Comm... | 22.16 | +0.59% | 483.69K | -1.05% | 10.88M | 24.35 | 3.64% | Share |
| 6 | WM | Waste Managemen... | 219.15 | -0.41% | 37.33K | +10.64% | 8.64M | 160.88 | 2.89% | Share |
| 7 | MSFT | Microsoft Corpo... | 498.20 | +0.65% | 20.02K | +16.60% | 7.52M | 284.85 | 2.51% | Share |
| 8 | AMZN | Amazon.com, Inc... | 235.84 | +1.51% | 35.57K | +11.83% | 6.77M | 142.66 | 2.26% | Share |
| 9 | COST | Costco Wholesal... | 971.85 | +0.87% | 6.99K | +16.17% | 6.61M | 611.88 | 2.21% | Share |
| 10 | V | Visa Inc. | 342.43 | -0.23% | 17.68K | +12.83% | 6.2M | 258.08 | 2.07% | Share |
| 11 | BRK-B | Berkshire Hatha... | 493.77 | -1.2% | 10.33K | +38.54% | 5.5M | 402.88 | 1.84% | Share |
| 12 | QQQ | Invesco QQQ Tru... | 578.87 | +0.49% | 10.87K | +0.52% | 5.1M | 326.13 | 1.70% | Share |
| 13 | ITW | Illinois Tool W... | 266.81 | +0.21% | 19.77K | +22.96% | 4.9M | 248.65 | 1.64% | Share |
| 14 | HELO | JPMorgan Hedged... | 64.45 | +0.20% | 76.49K | +36.27% | 4.57M | 61.41 | 1.53% | Share |
| 15 | NVDA | NVIDIA Corporat... | 168.31 | +0.77% | 41.56K | +45.24% | 4.5M | 57.37 | 1.51% | Share |
| 16 | DGX | Quest Diagnosti... | 182.59 | -0.49% | 25.86K | +18.68% | 4.37M | 136.72 | 1.46% | Share |
| 17 | ETR | Entergy Corpora... | 86.81 | -1.07% | 49.89K | +1.10% | 4.26M | 54.7 | 1.43% | Share |
| 18 | FI | Fiserv, Inc. | 135.12 | +0.05% | 18.96K | +15.87% | 4.19M | 148.64 | 1.40% | Share |
| 19 | UNH | UnitedHealth Gr... | 320.56 | +1.64% | 7.09K | +28.77% | 3.71M | 501.03 | 1.24% | Share |
| 20 | MCD | McDonald's Corp... | 312.87 | -0.48% | 11.62K | +25.49% | 3.63M | 260.31 | 1.21% | Share |
| 21 | XLRE | The Real Estate... | 41.90 | -0.66% | 85.43K | +3.82% | 3.58M | 38.81 | 1.20% | Share |
| 22 | ORLY | O'Reilly Automo... | 106.40 | +1.49% | 2.37K | +23.09% | 3.39M | 1084.97 | 1.13% | Share |
| 23 | ACN | Accenture plc | 255.61 | +0.26% | 10.45K | +29.40% | 3.26M | 314.97 | 1.09% | Share |
| 24 | GOOGL | Alphabet Inc. | 234.04 | -0.41% | 20.92K | +29.56% | 3.23M | 140.49 | 1.08% | Share |
| 25 | SHW | The Sherwin-Wil... | 375.39 | +0.79% | 8.69K | +30.75% | 3.03M | 303.28 | 1.01% | Share |
| 26 | CHD | Church & Dwight... | 94.62 | -1.23% | 27.46K | +29.82% | 3.02M | 101.62 | 1.01% | Share |
| 27 | TSCO | Tractor Supply ... | 60.09 | -0.71% | 53.54K | +30.62% | 2.95M | 52.51 | 0.99% | Share |
| 28 | JNJ | Johnson & Johns... | 178.15 | -0.16% | 17.73K | +39.93% | 2.94M | 160.22 | 0.98% | Share |
| 29 | XLV | Health Care Sel... | 137.82 | -0.06% | 19.74K | -0.56% | 2.88M | 131.23 | 0.96% | Share |
| 30 | JPM | JPMorgan Chase ... | 293.24 | -0.39% | 11.62K | +1.80% | 2.85M | 147.02 | 0.95% | Share |
| 31 | IBM | International B... | 256.14 | +3.06% | 10.44K | +14.48% | 2.6M | 162.71 | 0.87% | Share |
| 32 | TMO | Thermo Fisher S... | 487.83 | -0.97% | 5.05K | +40.58% | 2.51M | 523.88 | 0.84% | Share |
| 33 | CMCSA | Comcast Corpora... | 34.00 | +0.27% | 65.77K | +43.64% | 2.43M | 39.99 | 0.81% | Share |
| 34 | XHB | SPDR S&P Homebu... | 119.58 | +0.18% | 24.9K | 0.00% | 2.41M | 67.76 | 0.81% | Share |
| 35 | MSCI | MSCI Inc. | 574.90 | +3.56% | 4.26K | +23.08% | 2.41M | 521.35 | 0.81% | Share |
| 36 | MINT | PIMCO Enhanced ... | 100.39 | +0.05% | 23.41K | +672.13% | 2.36M | 100.74 | 0.79% | Share |
| 37 | SHY | iShares 1-3 Yea... | 82.97 | +0.06% | 28.08K | +166.50% | 2.32M | 82.53 | 0.78% | Share |
| 38 | SJM | The J. M. Smuck... | 111.61 | -0.8% | 19.21K | +68.21% | 2.27M | 127.31 | 0.76% | Share |
| 39 | FDS | FactSet Researc... | 375.35 | +1.17% | 4.62K | +41.43% | 2.1M | 432.19 | 0.70% | Share |
| 40 | BAC | Bank of America... | 49.48 | -0.58% | 47.25K | +19.51% | 1.97M | 34.15 | 0.66% | Share |
| 41 | META | Meta Platforms,... | 752.30 | -0.02% | 3.35K | +42.64% | 1.93M | 453.25 | 0.64% | Share |
| 42 | GOOG | Alphabet Inc. | 234.16 | -0.43% | 12.13K | +6.48% | 1.9M | 128.55 | 0.63% | Share |
| 43 | OXY | Occidental Petr... | 45.41 | -1.09% | 38.12K | +34.18% | 1.88M | 58.05 | 0.63% | Share |
| 44 | PG | The Procter & G... | 159.07 | -0.59% | 10.79K | +8.67% | 1.84M | 146.69 | 0.61% | Share |
| 45 | OEF | iShares S&P 100... | 322.37 | +0.22% | 6.62K | +1.15% | 1.79M | 247.36 | 0.60% | Share |
| 46 | MSTB | LHA Market Stat... | 38.60 | +0.29% | 54.33K | -0.04% | 1.76M | 30.97 | 0.59% | Share |
| 47 | DIS | The Walt Disney... | 118.86 | +0.81% | 15.71K | -3.83% | 1.55M | 127.7 | 0.52% | Share |
| 48 | ADBE | Adobe Inc. | 358.66 | +2.78% | 3.81K | +68.17% | 1.46M | 419.89 | 0.49% | Share |
| 49 | CRM | Salesforce, Inc... | 252.32 | +0.62% | 5.23K | +32.60% | 1.4M | 272.71 | 0.47% | Share |
| 50 | FOX | Fox Corporation | 56.81 | +1.50% | 25.33K | -0.85% | 1.33M | 45.74 | 0.45% | Share |
| 51 | JOET | Virtus Terranov... | 42.02 | +0.72% | 36.31K | -6.53% | 1.33M | 27.46 | 0.44% | Share |
| 52 | SPGI | S&P Global Inc. | 546.00 | +1.48% | 2.58K | +8.28% | 1.31M | 353.01 | 0.44% | Share |
| 53 | PDBC | Invesco Optimum... | 13.22 | +0.76% | 94.13K | 0.00% | 1.28M | 16.03 | 0.43% | Share |
| 54 | MNDY | monday.com Ltd. | 190.68 | +2.67% | 4.87K | +32.62% | 1.18M | 233.95 | 0.40% | Share |
| 55 | NKE | NIKE, Inc. | 74.20 | +0.40% | 16.68K | -0.61% | 1.06M | 94.93 | 0.35% | Share |
| 56 | EFA | iShares MSCI EA... | 92.72 | +1.02% | 12.5K | -0.01% | 1.02M | 74.18 | 0.34% | Share |
| 57 | AMT | American Tower ... | 193.52 | -2.42% | 4.58K | +20.15% | 996.59K | 199.38 | 0.33% | Share |
| 58 | IBIT | iShares Bitcoin... | 63.70 | +0.44% | 21.11K | +70.24% | 987.93K | 50.48 | 0.33% | Share |
| 59 | ABT | Abbott Laborato... | 132.25 | -0.52% | 7.44K | +4.13% | 987.5K | 102.53 | 0.33% | Share |
| 60 | PALC | Pacer Lunt Larg... | 50.56 | -0.02% | 20.45K | +1.18% | 980.38K | 44.16 | 0.33% | Share |
| 61 | CRWD | CrowdStrike Hol... | 428.06 | +2.50% | 2.62K | -30.55% | 924.11K | 312.16 | 0.31% | Share |
| 62 | BALT | Innovator Defin... | 32.65 | +0.06% | 29.42K | +313.04% | 923.23K | 31.39 | 0.31% | Share |
| 63 | CAT | Caterpillar Inc... | 423.00 | -0.02% | 2.62K | +2.39% | 862.54K | 192.76 | 0.29% | Share |
| 64 | ETN | Eaton Corporati... | 349.59 | +0.16% | 3.16K | +9.98% | 859.8K | 140.21 | 0.29% | Share |
| 65 | HLT | Hilton Worldwid... | 277.80 | +2.02% | 3.44K | +61.43% | 783.86K | 219.83 | 0.26% | Share |
| 66 | JMOM | JPMorgan U.S. M... | 66.52 | +0.65% | 13.07K | +5.62% | 736.51K | 51.38 | 0.25% | Share |
| 67 | IYW | iShares U.S. Te... | 184.26 | +0.78% | 5.2K | 0.00% | 730.29K | 92.81 | 0.24% | Share |
| 68 | XOM | Exxon Mobil Cor... | 109.87 | +0.59% | 5.66K | +35.70% | 673.65K | 86.75 | 0.23% | Share |
| 69 | WCN | Waste Connectio... | 178.37 | -0.52% | 3.41K | +22.15% | 665.41K | 175.86 | 0.22% | Share |
| 70 | AMAT | Applied Materia... | 162.05 | -0.43% | 4.54K | -6.06% | 659.15K | 187.29 | 0.22% | Share |
| 71 | PMAY | Innovator S&P 5... | 38.61 | +0.16% | 18.35K | 0.00% | 657.07K | 34.22 | 0.22% | Share |
| 72 | HON | Honeywell Inter... | 214.75 | +0.23% | 3.05K | +1.80% | 646.4K | 208.64 | 0.22% | Share |
| 73 | HD | The Home Depot,... | 420.08 | +0.27% | 1.76K | +1.50% | 643.51K | 271.86 | 0.22% | Share |
| 74 | VTI | Vanguard Total ... | 320.51 | +0.30% | 2.31K | +1.89% | 636.31K | 198.2 | 0.21% | Share |
| 75 | TSLA | Tesla, Inc. | 346.40 | -1.27% | 2.4K | +88.91% | 622.24K | 250.74 | 0.21% | Share |
| 76 | CI | The Cigna Group | 301.07 | -1.39% | 1.88K | +4.80% | 617.11K | 219.22 | 0.21% | Share |
| 77 | CVX | Chevron Corpora... | 154.09 | +0.28% | 3.64K | +17.13% | 609.54K | 126.44 | 0.20% | Share |
| 78 | APH | Amphenol Corpor... | 110.58 | +0.12% | 9.05K | +0.23% | 593.38K | 32.68 | 0.20% | Share |
| 79 | XLP | Consumer Staple... | 80.57 | -0.37% | 7.25K | -2.74% | 591.85K | 78.61 | 0.20% | Share |
| 80 | ACHR | Archer Aviation... | 8.52 | +0.18% | 82.48K | +53.03% | 586.43K | 7.41 | 0.20% | Share |
| 81 | MLPX | Global X MLP & ... | 60.23 | -0.53% | 9.08K | 0.00% | 579.52K | 44.62 | 0.19% | Share |
| 82 | MTUM | iShares MSCI US... | 246.50 | +0.90% | 2.83K | +0.21% | 573.04K | 163.12 | 0.19% | Share |
| 83 | NPCE | NeuroPace, Inc. | 9.71 | -0.21% | 46.11K | +300.37% | 566.71K | 12.02 | 0.19% | Share |
| 84 | XLY | Consumer Discre... | 236.10 | +0.42% | 2.86K | -3.9% | 564.45K | 224.35 | 0.19% | Share |
| 85 | NOW | ServiceNow, Inc... | 939.98 | +2.86% | 695 | -34.86% | 553.32K | 823.2 | 0.18% | Share |
| 86 | XLE | Energy Select S... | 87.18 | -0.21% | 5.74K | -0.61% | 536.36K | 85.66 | 0.18% | Share |
| 87 | EPD | Enterprise Prod... | 31.48 | -0.6% | 15.31K | 0.00% | 522.55K | 26.35 | 0.17% | Share |
| 88 | BX | Blackstone Inc. | 173.32 | +1.96% | 3.71K | +7.61% | 518.11K | 74.16 | 0.17% | Share |
| 89 | WMT | Walmart Inc. | 102.35 | +1.83% | 5.73K | +22.11% | 502.8K | 61.51 | 0.17% | Share |
| 90 | CMRX | Chimerix, Inc. | 8.54 | 0.00% | 58.95K | -7.01% | 501.7K | 3.48 | 0.17% | Share |
| 91 | NTNX | Nutanix, Inc. | 74.98 | +7.24% | 7.11K | +32.18% | 496.63K | 62.31 | 0.17% | Share |
| 92 | PAYX | Paychex, Inc. | 135.43 | -0.01% | 3.19K | +2.37% | 492.39K | 101.47 | 0.16% | Share |
| 93 | MNKD | MannKind Corpor... | 5.57 | +0.54% | 97.52K | +28.96% | 490.51K | 4.59 | 0.16% | Share |
| 94 | NEE | NextEra Energy,... | 69.78 | -1.57% | 6.89K | +8.57% | 488.48K | 77.08 | 0.16% | Share |
| 95 | SSO | ProShares Ultra... | 106.37 | +0.48% | 5.83K | +11.30% | 482.62K | 49.67 | 0.16% | Share |
| 96 | WDAY | Workday, Inc. | 231.81 | +0.32% | 2.02K | +30.50% | 472.67K | 252.76 | 0.16% | Share |
| 97 | AMGN | Amgen Inc. | 280.19 | -1.22% | 1.5K | +8.85% | 467.55K | 242.74 | 0.16% | Share |
| 98 | TIP | iShares TIPS Bo... | 111.70 | +0.22% | 4.19K | -11.84% | 465.82K | 124.35 | 0.16% | Share |
| 99 | MUB | iShares Nationa... | 105.84 | +0.56% | 4.36K | +4.84% | 459.26K | 107.45 | 0.15% | Share |
| 100 | PEG | Public Service ... | 80.18 | -1.16% | 5.5K | +1.78% | 452.31K | 59.27 | 0.15% | Share |
| 101 | BLK | BlackRock, Inc. | 1105.79 | +0.60% | 451 | +20.27% | 426.57K | 1011.86 | 0.14% | Share |
| 102 | DVAX | Dynavax Technol... | 9.70 | -3.58% | 32.4K | +50.45% | 420.19K | 12.84 | 0.14% | Share |
| 103 | VLO | Valero Energy C... | 157.36 | +0.38% | 3.17K | 0.00% | 419.19K | 122.59 | 0.14% | Share |
| 104 | PLTR | Palantir Techno... | 156.09 | +1.94% | 4.92K | -29.36% | 415.59K | 41.79 | 0.14% | Share |
| 105 | LLY | Eli Lilly and C... | 738.59 | +1.56% | 497 | +100.00% | 410.57K | 825.91 | 0.14% | Share |
| 106 | NFLX | Netflix, Inc. | 1244.76 | +0.08% | 435 | +35.09% | 405.65K | 740.86 | 0.14% | Share |
| 107 | VIG | Vanguard Divide... | 212.71 | +0.35% | 2.04K | +0.29% | 396.63K | 143.54 | 0.13% | Share |
| 108 | SO | The Southern Co... | 90.86 | -1.01% | 4.26K | +8.98% | 391.77K | 67.93 | 0.13% | Share |
| 109 | PRU | Prudential Fina... | 105.83 | +0.11% | 3.49K | +5.44% | 389.65K | 89.57 | 0.13% | Share |
| 110 | QCOM | QUALCOMM Incorp... | 160.24 | +0.25% | 2.52K | +33.28% | 386.34K | 153.99 | 0.13% | Share |
| 111 | LIN | Linde plc | 474.63 | +1.09% | 826 | +19.71% | 384.42K | 374.25 | 0.13% | Share |
| 112 | SSUS | Day Hagan/Ned D... | 46.84 | +0.15% | 9.31K | 0.00% | 378.97K | 35.62 | 0.13% | Share |
| 113 | GTLB | GitLab Inc. | 47.89 | +4.72% | 7.95K | +38.07% | 373.84K | 51.03 | 0.13% | Share |
| 114 | NET | Cloudflare, Inc... | 217.92 | +1.63% | 3.27K | -10.47% | 367.93K | 90.19 | 0.12% | Share |
| 115 | IDYA | IDEAYA Bioscien... | 23.39 | -13.88% | 22.4K | +65.83% | 366.94K | 23.88 | 0.12% | Share |
| 116 | MRK | Merck & Co., In... | 84.11 | -0.71% | 3.97K | +8.17% | 356.54K | 79.08 | 0.12% | Share |
| 117 | XGN | Exagen Inc. | 9.81 | +1.45% | 99.2K | +14.42% | 356.15K | 2.35 | 0.12% | Share |
| 118 | XMTR | Xometry, Inc. | 51.79 | +4.25% | 14.26K | +40.80% | 355.43K | 20.27 | 0.12% | Share |
| 119 | SNOW | Snowflake Inc. | 226.51 | +0.41% | 2.41K | +26.97% | 351.66K | 152.66 | 0.12% | Share |
| 120 | ED | Consolidated Ed... | 96.66 | -1.42% | 3.14K | +2.44% | 347.56K | 86.78 | 0.12% | Share |
| 121 | T | AT&T Inc. | 28.91 | -2.28% | 12.25K | +15.85% | 346.31K | 18.48 | 0.12% | Share |
| 122 | SDGR | Schrödinger, In... | 19.44 | +1.62% | 17.49K | +100.00% | 345.31K | 19.74 | 0.12% | Share |
| 123 | SBUX | Starbucks Corpo... | 84.17 | -1.47% | 3.48K | -7.84% | 341.3K | 93.71 | 0.11% | Share |
| 124 | KO | The Coca-Cola C... | 67.45 | -0.74% | 4.71K | +16.94% | 337.29K | 60.17 | 0.11% | Share |
| 125 | PKG | Packaging Corpo... | 215.93 | -1.96% | 1.7K | +0.35% | 336.92K | 128.5 | 0.11% | Share |
| 126 | YUM | Yum! Brands, In... | 147.99 | +2.36% | 2.12K | +2.27% | 333.65K | 110.19 | 0.11% | Share |
| 127 | RTX | RTX Corporation | 154.21 | -2.1% | 2.42K | -2.54% | 320.33K | 97.87 | 0.11% | Share |
| 128 | BE | Bloom Energy Co... | 53.43 | -6.37% | 16.11K | +36.21% | 316.82K | 21.53 | 0.11% | Share |
| 129 | UPS | United Parcel S... | 84.35 | -0.81% | 2.76K | -1.68% | 303.44K | 170.91 | 0.10% | Share |
| 130 | ESTC | Elastic N.V. | 92.30 | +6.45% | 3.4K | +33.45% | 303.21K | 96.58 | 0.10% | Share |
| 131 | LMT | Lockheed Martin... | 459.20 | -1.01% | 676 | +0.45% | 302.01K | 463.82 | 0.10% | Share |
| 132 | IJR | iShares Core S&... | 118.94 | -0.16% | 2.88K | +1.41% | 301.56K | 108.23 | 0.10% | Share |
| 133 | VOO | Vanguard S&P 50... | 596.54 | +0.27% | 580 | +0.17% | 297.94K | 358.85 | 0.10% | Share |
| 134 | EEM | iShares MSCI Em... | 50.92 | +0.93% | 6.81K | -0.01% | 297.54K | 51.11 | 0.10% | Share |
| 135 | GE | GE Aerospace | 276.09 | -1.12% | 1.46K | +100.00% | 292.43K | 200.15 | 0.10% | Share |
| 136 | TXN | Texas Instrumen... | 185.84 | -1.11% | 1.62K | +42.48% | 291.1K | 190.18 | 0.10% | Share |
| 137 | CRMD | CorMedix Inc. | 12.75 | +2.82% | 46.6K | +53.66% | 287.04K | 7.42 | 0.10% | Share |
| 138 | GM | General Motors ... | 58.24 | -0.05% | 5.95K | +6.56% | 279.69K | 52.89 | 0.09% | Share |
| 139 | HRTX | Heron Therapeut... | 1.30 | -0.76% | 124.1K | +100.00% | 273.03K | 2.2 | 0.09% | Share |
| 140 | QURE | uniQure N.V. | 17.43 | -2.9% | 25.4K | +2.63% | 269.24K | 17.48 | 0.09% | Share |
| 141 | TEAM | Atlassian Corpo... | 172.70 | +0.16% | 1.25K | +36.17% | 265.26K | 235.1 | 0.09% | Share |
| 142 | OKLO | Oklo Inc. | 70.72 | +1.34% | 12.16K | +17.53% | 263.02K | 21.29 | 0.09% | Share |
| 143 | PLD | Prologis, Inc. | 113.59 | -0.05% | 2.34K | +15.87% | 262.07K | 129.27 | 0.09% | Share |
| 144 | XLU | Utilities Selec... | 82.60 | -1.04% | 3.3K | +1.32% | 260.21K | 63.53 | 0.09% | Share |
| 145 | MYO | Myomo, Inc. | 0.99 | -0.47% | 53.75K | +43.10% | 258.55K | 5.95 | 0.09% | Share |
| 146 | ZS | Zscaler, Inc. | 281.60 | +2.70% | 1.28K | +100.00% | 253.98K | 198.42 | 0.08% | Share |
| 147 | HGER | Harbor All-Weat... | 25.30 | +0.68% | 10.53K | -8.39% | 253.27K | 22.14 | 0.08% | Share |
| 148 | VZ | Verizon Communi... | 43.32 | -2.39% | 5.5K | +100.00% | 249.44K | 45.36 | 0.08% | Share |
| 149 | GDX | VanEck Gold Min... | 67.19 | +1.28% | 5.42K | +100.00% | 248.97K | 45.97 | 0.08% | Share |
| 150 | CSCO | Cisco Systems, ... | 66.88 | -0.03% | 3.93K | +100.00% | 242.28K | 61.71 | 0.08% | Share |