Palumbo Wealth Management LLC
CIK Number: 0001846310
299.17M
Market Value
168
# of Holdings
8 months
Avg. Holding Period
36.22%
Win Rate
21.20%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 51.4K | +28.33% | 30.12M | 459.88 | 11.25% |
| 2 | JPST | JPMorgan Ultra-... | 50.53 | +0.04% | 414.09K | +100.00% | 20.86M | 50.37 | 7.79% |
| 3 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 54.2K | -0.08% | 13.12M | 176.46 | 4.90% |
| 4 | AAPL | Apple Inc. | 196.25 | -1.48% | 45.13K | +2.19% | 11.3M | 148.8 | 4.22% |
| 5 | DBC | Invesco DB Comm... | 22.65 | +3.10% | 488.81K | +3.49% | 10.45M | 24.35 | 3.90% |
| 6 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 17.17K | +5.54% | 7.24M | 269.81 | 2.70% |
| 7 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 31.81K | +8.09% | 6.98M | 137.03 | 2.61% |
| 8 | WM | Waste Managemen... | 236.43 | -0.3% | 33.74K | +6.94% | 6.81M | 153.36 | 2.54% |
| 9 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 10.81K | +1.01% | 5.53M | 325.39 | 2.06% |
| 10 | COST | Costco Wholesal... | 990.08 | -1.26% | 6.02K | +6.17% | 5.51M | 557.89 | 2.06% |
| 11 | V | Visa Inc. | 352.88 | -4.99% | 15.67K | +7.43% | 4.95M | 246.22 | 1.85% |
| 12 | ITW | Illinois Tool W... | 241.45 | -1.85% | 16.08K | +13.41% | 4.08M | 248.8 | 1.52% |
| 13 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 28.62K | -0.93% | 3.84M | 34.29 | 1.43% |
| 14 | ETR | Entergy Corpora... | 82.05 | -1.49% | 49.34K | +110.26% | 3.74M | 54.36 | 1.40% |
| 15 | HELO | J.P. Morgan Exc... | 61.85 | -0.39% | 56.13K | +100.00% | 3.48M | 62.04 | 1.30% |
| 16 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 7.46K | +2.11% | 3.38M | 352.9 | 1.26% |
| 17 | FI | Fiserv, Inc. | 162.97 | -3.01% | 16.36K | +10.85% | 3.36M | 137.19 | 1.25% |
| 18 | XLRE | The Real Estate... | 41.88 | -0.83% | 82.28K | +3.74% | 3.35M | 38.69 | 1.25% |
| 19 | DGX | Quest Diagnosti... | 180.08 | +0.58% | 21.79K | +12.36% | 3.29M | 130.65 | 1.23% |
| 20 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 16.15K | +34.49% | 3.06M | 136.3 | 1.14% |
| 21 | ACN | Accenture plc | 311.64 | -2.04% | 8.07K | +13.54% | 2.84M | 315.83 | 1.06% |
| 22 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 5.5K | +12.88% | 2.78M | 494.5 | 1.04% |
| 23 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 11.41K | +2.01% | 2.74M | 145.25 | 1.02% |
| 24 | XLV | Health Care Sel... | 136.13 | -0.5% | 19.85K | +99.53% | 2.73M | 131.23 | 1.02% |
| 25 | MCD | McDonald's Corp... | 301.85 | -0.43% | 9.26K | +14.70% | 2.68M | 247.04 | 1.00% |
| 26 | XHB | SPDR S&P Homebu... | 94.28 | -2.6% | 24.9K | 0.00% | 2.6M | 67.76 | 0.97% |
| 27 | ORLY | O'Reilly Automo... | 89.91 | -1.25% | 1.92K | +17.40% | 2.28M | 1004.71 | 0.85% |
| 28 | SHW | The Sherwin-Wil... | 335.90 | -5.7% | 6.65K | +16.10% | 2.26M | 289.16 | 0.84% |
| 29 | CHD | Church & Dwight... | 97.07 | -2.03% | 21.16K | +18.77% | 2.22M | 99.1 | 0.83% |
| 30 | TSCO | Tractor Supply ... | 51.57 | -0.33% | 40.99K | +489.43% | 2.17M | 51.72 | 0.81% |
| 31 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 11.4K | -0.59% | 2.17M | 126.76 | 0.81% |
| 32 | MSCI | MSCI Inc. | 542.57 | -2.27% | 3.46K | +14.64% | 2.08M | 511.16 | 0.78% |
| 33 | IBM | International B... | 277.18 | -1.37% | 9.12K | +0.58% | 2M | 150.26 | 0.75% |
| 34 | OEF | iShares S&P 100... | 292.93 | -1.22% | 6.55K | -0.15% | 1.89M | 247.09 | 0.71% |
| 35 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 3.6K | -11.74% | 1.87M | 534.55 | 0.70% |
| 36 | MSTB | LHA Market Stat... | 36.15 | -1.03% | 54.35K | -1.62% | 1.84M | 30.97 | 0.69% |
| 37 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 12.67K | -18.34% | 1.83M | 157.98 | 0.68% |
| 38 | DIS | The Walt Disney... | 117.89 | -0.6% | 16.34K | -14.32% | 1.82M | 127.7 | 0.68% |
| 39 | BAC | Bank of America... | 44.08 | -1.21% | 39.53K | -3.37% | 1.74M | 32.67 | 0.65% |
| 40 | CMCSA | Comcast Corpora... | 35.00 | -0.77% | 45.79K | +263.15% | 1.72M | 41.34 | 0.64% |
| 41 | PG | The Procter & G... | 160.25 | -1.79% | 9.93K | -3.83% | 1.66M | 144.63 | 0.62% |
| 42 | FDS | FactSet Researc... | 420.73 | -0.81% | 3.26K | +19.31% | 1.57M | 422.88 | 0.59% |
| 43 | JOET | Virtus Terranov... | 39.16 | -1.22% | 38.84K | -1.1% | 1.47M | 27.46 | 0.55% |
| 44 | OXY | Occidental Petr... | 46.47 | +3.82% | 28.41K | +11.59% | 1.4M | 61.02 | 0.52% |
| 45 | META | Meta Platforms,... | 682.74 | -1.53% | 2.35K | +76.85% | 1.37M | 400.76 | 0.51% |
| 46 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 3.94K | +7.23% | 1.32M | 274.12 | 0.49% |
| 47 | CRWD | CrowdStrike Hol... | 480.68 | -0.22% | 3.77K | +38.70% | 1.29M | 312.16 | 0.48% |
| 48 | NKE | NIKE, Inc. | 60.53 | -3.61% | 16.79K | -27.18% | 1.27M | 94.93 | 0.47% |
| 49 | SJM | The J. M. Smuck... | 95.71 | -1.7% | 11.42K | -18.98% | 1.26M | 133.39 | 0.47% |
| 50 | PDBC | Invesco Optimum... | 13.54 | +2.85% | 94.13K | +3.08% | 1.22M | 16.03 | 0.46% |
| 51 | SPGI | S&P Global Inc. | 501.65 | -0.83% | 2.38K | +0.17% | 1.18M | 340.17 | 0.44% |
| 52 | FOX | Fox Corporation | 49.29 | -0.38% | 25.54K | +100.00% | 1.17M | 45.74 | 0.44% |
| 53 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 1.07K | +25.97% | 1.13M | 823.2 | 0.42% |
| 54 | ADBE | Adobe Inc. | 391.76 | -5.3% | 2.27K | +100.00% | 1.01M | 444.68 | 0.38% |
| 55 | PALC | Pacer Lunt Larg... | 47.68 | -1.08% | 20.21K | +10.80% | 995.01K | 44.12 | 0.37% |
| 56 | ETN | Eaton Corporati... | 323.58 | -2.05% | 2.88K | +0.17% | 954.59K | 127.08 | 0.36% |
| 57 | EFA | iShares MSCI EA... | 89.23 | -1.28% | 12.5K | +1.15% | 944.87K | 74.18 | 0.35% |
| 58 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 2.55K | -0.12% | 926.47K | 189.48 | 0.35% |
| 59 | MNDY | monday.com Ltd. | 279.70 | -6.44% | 3.67K | +45.35% | 864.07K | 230.95 | 0.32% |
| 60 | SHY | iShares 1-3 Yea... | 82.42 | -0.07% | 10.54K | +43.76% | 863.75K | 82.21 | 0.32% |
| 61 | IYW | iShares U.S. Te... | 163.30 | -1.47% | 5.2K | 0.00% | 829.5K | 92.81 | 0.31% |
| 62 | ABT | Abbott Laborato... | 135.57 | -0.64% | 7.15K | -0.78% | 808.64K | 101.29 | 0.30% |
| 63 | AMAT | Applied Materia... | 170.59 | -2.52% | 4.83K | -0.76% | 786.32K | 187.29 | 0.29% |
| 64 | JMOM | JPMorgan U.S. M... | 61.49 | -1.09% | 12.37K | +9.58% | 720.98K | 51.1 | 0.27% |
| 65 | AMT | American Tower ... | 214.78 | -1.34% | 3.81K | +2.64% | 699.13K | 195.71 | 0.26% |
| 66 | HON | Honeywell Inter... | 224.31 | -0.77% | 3K | -33.31% | 677.43K | 208.59 | 0.25% |
| 67 | HD | The Home Depot,... | 354.54 | -2.37% | 1.73K | +0.46% | 672.93K | 270.44 | 0.25% |
| 68 | XLY | Consumer Discre... | 211.73 | -0.93% | 2.98K | +100.00% | 667.45K | 224.35 | 0.25% |
| 69 | PMAY | Innovator S&P 5... | 37.08 | -0.56% | 18.35K | 0.00% | 659.04K | 34.22 | 0.25% |
| 70 | VTI | Vanguard Total ... | 293.55 | -1.19% | 2.27K | +0.31% | 658.54K | 196.75 | 0.25% |
| 71 | IBIT | iShares Bitcoin... | 59.73 | -1.59% | 12.4K | +100.00% | 657.66K | 53.05 | 0.25% |
| 72 | WGS | GeneDx Holdings... | 64.58 | -2.7% | 8.3K | +22.81% | 638.17K | 48.83 | 0.24% |
| 73 | APH | Amphenol Corpor... | 92.50 | -2.22% | 9.03K | +0.26% | 626.87K | 32.6 | 0.23% |
| 74 | BX | Blackstone Inc. | 136.37 | -3.14% | 3.44K | +0.50% | 593.92K | 69.17 | 0.22% |
| 75 | XLP | Consumer Staple... | 80.95 | -1.23% | 7.45K | +100.00% | 585.75K | 78.61 | 0.22% |
| 76 | MTUM | iShares MSCI US... | 230.19 | -0.9% | 2.83K | +0.28% | 585.45K | 163.03 | 0.22% |
| 77 | MLPX | Global X MLP & ... | 62.57 | +0.55% | 9.08K | 0.00% | 550.01K | 44.62 | 0.21% |
| 78 | HLT | Hilton Worldwid... | 243.97 | -2.62% | 2.13K | +1.96% | 527.53K | 215.08 | 0.20% |
| 79 | PLTR | Palantir Techno... | 137.34 | +1.59% | 6.97K | +13.55% | 527.22K | 41.79 | 0.20% |
| 80 | ACHR | Archer Aviation... | 10.00 | -14.75% | 53.9K | +160.62% | 525.5K | 7.56 | 0.20% |
| 81 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 1.27K | -0.94% | 513.28K | 243.25 | 0.19% |
| 82 | TIP | iShares TIPS Bo... | 108.61 | -0.14% | 4.76K | -91.35% | 506.73K | 124.35 | 0.19% |
| 83 | XLE | Energy Select S... | 88.08 | +1.72% | 5.78K | +100.00% | 494.72K | 85.66 | 0.18% |
| 84 | CI | Cigna Corporati... | 317.30 | +0.61% | 1.79K | +0.51% | 494.37K | 213.94 | 0.18% |
| 85 | MNKD | MannKind Corpor... | 3.70 | -3.39% | 75.62K | -1.59% | 486.22K | 4.46 | 0.18% |
| 86 | SSO | ProShares Ultra... | 91.11 | -2.3% | 5.24K | +0.31% | 484.56K | 45.93 | 0.18% |
| 87 | EPD | Enterprise Prod... | 32.03 | +0.22% | 15.31K | 0.00% | 480K | 26.35 | 0.18% |
| 88 | WCN | Waste Connectio... | 190.69 | -0.4% | 2.79K | +100.00% | 479.31K | 171.58 | 0.18% |
| 89 | PEG | Public Service ... | 81.00 | -0.68% | 5.4K | +0.45% | 456.28K | 58.86 | 0.17% |
| 90 | NEE | NextEra Energy,... | 74.75 | +1.24% | 6.35K | -6.89% | 455.01K | 77.61 | 0.17% |
| 91 | CVX | Chevron Corpora... | 145.87 | +0.62% | 3.11K | +0.74% | 450.66K | 119.44 | 0.17% |
| 92 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 4.17K | 0.00% | 449.05K | 75.26 | 0.17% |
| 93 | MUB | iShares Nationa... | 103.88 | -0.21% | 4.16K | -2.12% | 442.68K | 107.54 | 0.17% |
| 94 | PAYX | Paychex, Inc. | 153.21 | -0.18% | 3.12K | +0.61% | 437.27K | 100.22 | 0.16% |
| 95 | QURE | uniQure N.V. | 15.35 | -4% | 24.75K | +100.00% | 437.07K | 17.66 | 0.16% |
| 96 | XMTR | Xometry, Inc. | 30.16 | -6.16% | 10.13K | -2.65% | 432.15K | 18.37 | 0.16% |
| 97 | WMT | Walmart Inc. | 94.42 | -0.43% | 4.69K | +1.30% | 423.78K | 55.7 | 0.16% |
| 98 | WDAY | Workday, Inc. | 244.48 | -2.48% | 1.55K | +39.10% | 400.2K | 258.62 | 0.15% |
| 99 | VIG | Vanguard Divide... | 200.24 | -1.18% | 2.04K | +0.30% | 399.25K | 143.39 | 0.15% |
| 100 | NET | Cloudflare, Inc... | 172.04 | +0.72% | 3.65K | +37.16% | 392.71K | 90.19 | 0.15% |
| 101 | PRU | Prudential Fina... | 102.97 | -1.84% | 3.31K | -12.37% | 392.27K | 88.37 | 0.15% |
| 102 | SSUS | Day Hagan/Ned D... | 43.26 | -1.26% | 9.31K | 0.00% | 391.63K | 35.62 | 0.15% |
| 103 | VLO | Valero Energy C... | 134.14 | +0.48% | 3.17K | +100.00% | 389.1K | 122.59 | 0.15% |
| 104 | BLK | BlackRock, Inc. | 971.56 | -1.69% | 375 | +100.00% | 384.19K | 1025.11 | 0.14% |
| 105 | PKG | Packaging Corpo... | 188.60 | -2.44% | 1.7K | +0.36% | 381.67K | 128.25 | 0.14% |
| 106 | MRK | Merck & Co., In... | 81.72 | -0.12% | 3.67K | +0.60% | 365.26K | 78.21 | 0.14% |
| 107 | AMGN | Amgen Inc. | 295.15 | -0.72% | 1.38K | +3.22% | 359.43K | 236.65 | 0.13% |
| 108 | XGN | Exagen Inc. | 7.16 | +2.58% | 86.7K | +13.54% | 355.49K | 2.18 | 0.13% |
| 109 | UPS | United Parcel S... | 99.97 | -0.94% | 2.81K | -8.98% | 353.8K | 170.91 | 0.13% |
| 110 | IDYA | IDEAYA Bioscien... | 22.18 | -0.47% | 13.51K | +91.70% | 347.18K | 28.82 | 0.13% |
| 111 | SBUX | Starbucks Corpo... | 93.27 | -1.11% | 3.77K | +0.85% | 344.46K | 93.71 | 0.13% |
| 112 | DSGN | Design Therapeu... | 3.85 | -1.53% | 54.7K | +48.74% | 337.48K | 4.59 | 0.13% |
| 113 | NTNX | Nutanix, Inc. | 72.08 | -2.07% | 5.38K | +38.50% | 329.27K | 59.9 | 0.12% |
| 114 | IJR | iShares Core S&... | 106.31 | -1.93% | 2.84K | +0.67% | 327.67K | 108.28 | 0.12% |
| 115 | LMT | Lockheed Martin... | 486.25 | +3.62% | 673 | +0.30% | 327.26K | 463.89 | 0.12% |
| 116 | GTLB | GitLab Inc. | 41.21 | -5.72% | 5.76K | +26.92% | 324.63K | 52.56 | 0.12% |
| 117 | SO | The Southern Co... | 90.34 | -0.02% | 3.91K | +0.75% | 321.9K | 65.77 | 0.12% |
| 118 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 579 | -3.02% | 311.73K | 358.58 | 0.12% |
| 119 | MINT | PIMCO Enhanced ... | 100.33 | +0.05% | 3.03K | -60.84% | 304.21K | 101.52 | 0.11% |
| 120 | GM | General Motors ... | 48.65 | -1.25% | 5.58K | +100.00% | 297.31K | 53.27 | 0.11% |
| 121 | SNOW | Snowflake Inc. | 208.25 | -1.43% | 1.9K | +100.00% | 292.6K | 154.41 | 0.11% |
| 122 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 1.89K | +0.32% | 289.82K | 154.12 | 0.11% |
| 123 | LIN | Linde plc | 465.99 | -0.96% | 690 | +0.29% | 288.81K | 356.23 | 0.11% |
| 124 | RTX | RTX Corporation | 145.67 | +3.33% | 2.48K | +0.24% | 287.15K | 97.87 | 0.11% |
| 125 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 322 | 0.00% | 287.01K | 673.61 | 0.11% |
| 126 | EEM | iShares MSCI Em... | 47.12 | -1.58% | 6.81K | -23.89% | 284.81K | 51.11 | 0.11% |
| 127 | YUM | Yum! Brands, In... | 143.98 | +0.01% | 2.07K | +0.34% | 278.17K | 109.12 | 0.10% |
| 128 | DVAX | Dynavax Technol... | 10.26 | -1.39% | 21.53K | +100.00% | 274.98K | 12.77 | 0.10% |
| 129 | ED | Consolidated Ed... | 103.89 | +0.13% | 3.07K | -39.15% | 273.74K | 86.2 | 0.10% |
| 130 | RDDT | Reddit, Inc. | 118.21 | +1.73% | 1.65K | +100.00% | 269.84K | 163.44 | 0.10% |
| 131 | BE | Bloom Energy Co... | 21.96 | -1.3% | 11.83K | +100.00% | 262.77K | 22.21 | 0.10% |
| 132 | CRDO | Credo Technolog... | 73.46 | -1.18% | 3.83K | +100.00% | 257.55K | 67.21 | 0.10% |
| 133 | HGER | Harbor All-Weat... | 25.09 | +2.47% | 11.49K | +100.00% | 254.45K | 22.14 | 0.10% |
| 134 | ESTC | Elastic N.V. | 79.31 | -4.73% | 2.55K | +100.00% | 252.65K | 99.08 | 0.09% |
| 135 | KO | The Coca-Cola C... | 70.99 | -1.73% | 4.03K | -90.44% | 250.73K | 58.23 | 0.09% |
| 136 | SEER | Seer, Inc. | 2.08 | -2.58% | 108.15K | -11.57% | 249.82K | 1.87 | 0.09% |
| 137 | XLU | Utilities Selec... | 81.42 | -0.58% | 3.26K | +0.71% | 246.53K | 63.33 | 0.09% |
| 138 | CRMD | CorMedix Inc. | 14.55 | -2.05% | 30.33K | +145.24% | 245.64K | 8.09 | 0.09% |
| 139 | MYO | Myomo, Inc. | 2.79 | -0.36% | 37.56K | +100.00% | 241.91K | 6.44 | 0.09% |
| 140 | T | AT&T Inc. | 28.17 | -0.34% | 10.57K | +1.02% | 240.7K | 16.93 | 0.09% |
| 141 | BFLY | Butterfly Netwo... | 2.31 | -5.73% | 73.37K | +528.06% | 228.91K | 2.91 | 0.09% |
| 142 | BALT | Innovator Defin... | 31.98 | -0.02% | 7.12K | +100.00% | 223.81K | 31.42 | 0.08% |
| 143 | TEAM | Atlassian Corpo... | 196.88 | -1.22% | 918 | +100.00% | 223.42K | 243.38 | 0.08% |
| 144 | OKLO | Oklo Inc. | 63.66 | -1.26% | 10.35K | +100.00% | 219.65K | 21.23 | 0.08% |
| 145 | PLD | Prologis, Inc. | 107.26 | -1.09% | 2.02K | +0.70% | 213.84K | 132.04 | 0.08% |
| 146 | TXN | Texas Instrumen... | 195.06 | -2.31% | 1.14K | +0.53% | 213.2K | 194.63 | 0.08% |
| 147 | FDX | FedEx Corporati... | 224.41 | -0.26% | 754 | -6.8% | 212.22K | 273.91 | 0.08% |
| 148 | CRTO | Criteo S.A. | 24.15 | -5.74% | 5.26K | +100.00% | 208.24K | 39.56 | 0.08% |
| 149 | BIB | ProShares Ultra... | 47.29 | -1.46% | 4K | 0.00% | 202.64K | 57.05 | 0.08% |
| 150 | ECL | Ecolab Inc. | 263.97 | -2.58% | 859 | +5.14% | 201.28K | 254.3 | 0.08% |