Palumbo Wealth Management LLC

CIK Number: 0001846310

299.17M
Market Value
168
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPY SPDR S&P 500 ET...
597.18
-0.06% 51.4K +28.33% 30.12M 459.88 11.25%
2 JPST JPMorgan Ultra-...
50.55
+0.01% 414.09K +100.00% 20.86M 50.37 7.79%
3 GLD SPDR Gold Share...
310.33
-0.52% 54.2K -0.08% 13.12M 176.46 4.90%
4 AAPL Apple Inc.
196.65
+0.51% 45.13K +2.19% 11.3M 148.8 4.22%
5 DBC Invesco DB Comm...
23.14
+0.28% 488.81K +3.49% 10.45M 24.35 3.90%
6 MSFT Microsoft Corpo...
480.04
+0.42% 17.17K +5.54% 7.24M 269.81 2.70%
7 AMZN Amazon.com, Inc...
212.83
-0.93% 31.81K +8.09% 6.98M 137.03 2.61%
8 WM Waste Managemen...
233.14
-0.5% 33.74K +6.94% 6.81M 153.36 2.54%
9 QQQ Invesco QQQ Tru...
528.82
-0.05% 10.81K +1.01% 5.53M 325.39 2.06%
10 COST Costco Wholesal...
974.23
-0.36% 6.02K +6.17% 5.51M 557.89 2.06%
11 V Visa Inc.
340.13
-4.95% 15.67K +7.43% 4.95M 246.22 1.85%
12 ITW Illinois Tool W...
241.16
-0.01% 16.08K +13.41% 4.08M 248.8 1.52%
13 NVDA NVIDIA Corporat...
145.35
+0.86% 28.62K -0.93% 3.84M 34.29 1.43%
14 ETR Entergy Corpora...
80.83
-0.19% 49.34K +110.26% 3.74M 54.36 1.40%
15 HELO J.P. Morgan Exc...
61.88
-0.02% 56.13K +100.00% 3.48M 62.04 1.30%
16 BRK-B Berkshire Hatha...
484.88
+0.29% 7.46K +2.11% 3.38M 352.9 1.26%
17 FI Fiserv, Inc.
161.20
-1.37% 16.36K +10.85% 3.36M 137.19 1.25%
18 XLRE The Real Estate...
41.84
+0.18% 82.28K +3.74% 3.35M 38.69 1.25%
19 DGX Quest Diagnosti...
179.59
+0.36% 21.79K +12.36% 3.29M 130.65 1.23%
20 GOOGL Alphabet Inc.
173.24
-1.54% 16.15K +34.49% 3.06M 136.3 1.14%
21 ACN Accenture plc
305.95
-1.95% 8.07K +13.54% 2.84M 315.83 1.06%
22 UNH UnitedHealth Gr...
306.90
-0.64% 5.5K +12.88% 2.78M 494.5 1.04%
23 JPM JPMorgan Chase ...
273.87
+1.61% 11.41K +2.01% 2.74M 145.25 1.02%
24 XLV Health Care Sel...
133.19
-0.21% 19.85K +99.53% 2.73M 131.23 1.02%
25 MCD McDonald's Corp...
289.18
-1.07% 9.26K +14.70% 2.68M 247.04 1.00%
26 XHB SPDR S&P Homebu...
93.25
+0.11% 24.9K 0.00% 2.6M 67.76 0.97%
27 ORLY O'Reilly Automo...
88.17
-0.71% 1.92K +17.40% 2.28M 1004.71 0.85%
28 SHW The Sherwin-Wil...
331.01
-0.01% 6.65K +16.10% 2.26M 289.16 0.84%
29 CHD Church & Dwight...
95.83
-0.34% 21.16K +18.77% 2.22M 99.1 0.83%
30 TSCO Tractor Supply ...
52.05
+2.09% 40.99K +489.43% 2.17M 51.72 0.81%
31 GOOG Alphabet Inc.
174.09
-1.77% 11.4K -0.59% 2.17M 126.76 0.81%
32 MSCI MSCI Inc.
543.43
-0.93% 3.46K +14.64% 2.08M 511.16 0.78%
33 IBM International B...
283.05
-0.01% 9.12K +0.58% 2M 150.26 0.75%
34 OEF iShares S&P 100...
292.46
+0.02% 6.55K -0.15% 1.89M 247.09 0.71%
35 TMO Thermo Fisher S...
392.55
+0.59% 3.6K -11.74% 1.87M 534.55 0.70%
36 MSTB LHA Market Stat...
36.04
-0.09% 54.35K -1.62% 1.84M 30.97 0.69%
37 JNJ Johnson & Johns...
150.78
-1.05% 12.67K -18.34% 1.83M 157.98 0.68%
38 DIS The Walt Disney...
117.66
-0.4% 16.34K -14.32% 1.82M 127.7 0.68%
39 BAC Bank of America...
45.01
+1.75% 39.53K -3.37% 1.74M 32.67 0.65%
40 CMCSA Comcast Corpora...
34.23
-0.87% 45.79K +263.15% 1.72M 41.34 0.64%
41 PG The Procter & G...
157.83
-0.44% 9.93K -3.83% 1.66M 144.63 0.62%
42 FDS FactSet Researc...
424.95
+0.30% 3.26K +19.31% 1.57M 422.88 0.59%
43 JOET Virtus Terranov...
39.29
-0.03% 38.84K -1.1% 1.47M 27.46 0.55%
44 OXY Occidental Petr...
45.34
-1.4% 28.41K +11.59% 1.4M 61.02 0.52%
45 META Meta Platforms,...
695.19
-0.29% 2.35K +76.85% 1.37M 400.76 0.51%
46 CRM Salesforce, Inc...
258.89
-1.47% 3.94K +7.23% 1.32M 274.12 0.49%
47 CRWD CrowdStrike Hol...
485.53
-1.32% 3.77K +38.70% 1.29M 312.16 0.48%
48 NKE NIKE, Inc.
59.45
-0.91% 16.79K -27.18% 1.27M 94.93 0.47%
49 SJM The J. M. Smuck...
95.95
+1.54% 11.42K -18.98% 1.26M 133.39 0.47%
50 PDBC Invesco Optimum...
13.87
+0.40% 94.13K +3.08% 1.22M 16.03 0.46%
51 SPGI S&P Global Inc.
502.50
+0.29% 2.38K +0.17% 1.18M 340.17 0.44%
52 FOX Fox Corporation
50.20
+1.15% 25.54K +100.00% 1.17M 45.74 0.44%
53 NOW ServiceNow, Inc...
980.04
-2.47% 1.07K +25.97% 1.13M 823.2 0.42%
54 ADBE Adobe Inc.
377.76
-1.29% 2.27K +100.00% 1.01M 444.68 0.38%
55 PALC Pacer Lunt Larg...
47.76
+0.09% 20.21K +10.80% 995.01K 44.12 0.37%
56 ETN Eaton Corporati...
333.86
+1.01% 2.88K +0.17% 954.59K 127.08 0.36%
57 EFA iShares MSCI EA...
87.08
+0.13% 12.5K +1.15% 944.87K 74.18 0.35%
58 CAT Caterpillar Inc...
359.65
+0.55% 2.55K -0.12% 926.47K 189.48 0.35%
59 MNDY monday.com Ltd.
287.93
-0.51% 3.67K +45.35% 864.07K 230.95 0.32%
60 SHY iShares 1-3 Yea...
82.48
+0.05% 10.54K +43.76% 863.75K 82.21 0.32%
61 IYW iShares U.S. Te...
165.09
+0.12% 5.2K 0.00% 829.5K 92.81 0.31%
62 ABT Abbott Laborato...
132.35
+0.06% 7.15K -0.78% 808.64K 101.29 0.30%
63 AMAT Applied Materia...
172.86
-0.71% 4.83K -0.76% 786.32K 187.29 0.29%
64 JMOM JPMorgan U.S. M...
61.69
+0.02% 12.37K +9.58% 720.98K 51.1 0.27%
65 AMT American Tower ...
215.51
+0.17% 3.81K +2.64% 699.13K 195.71 0.26%
66 HON Honeywell Inter...
221.59
-0.09% 3K -33.31% 677.43K 208.59 0.25%
67 HD The Home Depot,...
346.36
-0.69% 1.73K +0.46% 672.93K 270.44 0.25%
68 XLY Consumer Discre...
210.37
+0.02% 2.98K +100.00% 667.45K 224.35 0.25%
69 PMAY Innovator S&P 5...
37.19
-0.07% 18.35K 0.00% 659.04K 34.22 0.25%
70 VTI Vanguard Total ...
294.00
0.00% 2.27K +0.31% 658.54K 196.75 0.25%
71 IBIT iShares Bitcoin...
59.03
-0.79% 12.4K +100.00% 657.66K 53.05 0.25%
72 WGS GeneDx Holdings...
64.80
+1.18% 8.3K +22.81% 638.17K 48.83 0.24%
73 APH Amphenol Corpor...
93.31
+0.55% 9.03K +0.26% 626.87K 32.6 0.23%
74 BX Blackstone Inc.
137.23
+1.13% 3.44K +0.50% 593.92K 69.17 0.22%
75 XLP Consumer Staple...
80.39
-0.17% 7.45K +100.00% 585.75K 78.61 0.22%
76 MTUM iShares MSCI US...
230.13
+0.07% 2.83K +0.28% 585.45K 163.03 0.22%
77 MLPX Global X MLP & ...
61.55
-0.39% 9.08K 0.00% 550.01K 44.62 0.21%
78 HLT Hilton Worldwid...
247.62
+0.26% 2.13K +1.96% 527.53K 215.08 0.20%
79 PLTR Palantir Techno...
139.87
+1.21% 6.97K +13.55% 527.22K 41.79 0.20%
80 ACHR Archer Aviation...
10.20
+2.84% 53.9K +160.62% 525.5K 7.56 0.20%
81 TSLA Tesla, Inc.
322.05
+1.80% 1.27K -0.94% 513.28K 243.25 0.19%
82 TIP iShares TIPS Bo...
109.09
+0.06% 4.76K -91.35% 506.73K 124.35 0.19%
83 XLE Energy Select S...
88.04
-0.7% 5.78K +100.00% 494.72K 85.66 0.18%
84 CI Cigna Corporati...
314.31
+0.58% 1.79K +0.51% 494.37K 213.94 0.18%
85 MNKD MannKind Corpor...
3.81
+1.60% 75.62K -1.59% 486.22K 4.46 0.18%
86 SSO ProShares Ultra...
91.13
-0.16% 5.24K +0.31% 484.56K 45.93 0.18%
87 EPD Enterprise Prod...
31.13
-0.32% 15.31K 0.00% 480K 26.35 0.18%
88 WCN Waste Connectio...
186.87
-0.45% 2.79K +100.00% 479.31K 171.58 0.18%
89 PEG Public Service ...
82.00
+1.18% 5.4K +0.45% 456.28K 58.86 0.17%
90 NEE NextEra Energy,...
71.56
-0.42% 6.35K -6.89% 455.01K 77.61 0.17%
91 CVX Chevron Corpora...
148.11
-0.5% 3.11K +0.74% 450.66K 119.44 0.17%
92 XOM Exxon Mobil Cor...
113.17
-0.73% 4.17K 0.00% 449.05K 75.26 0.17%
93 MUB iShares Nationa...
103.96
-0.11% 4.16K -2.12% 442.68K 107.54 0.17%
94 PAYX Paychex, Inc.
150.20
-1.52% 3.12K +0.61% 437.27K 100.22 0.16%
95 QURE uniQure N.V.
15.12
+2.20% 24.75K +100.00% 437.07K 17.66 0.16%
96 XMTR Xometry, Inc.
32.79
+5.57% 10.13K -2.65% 432.15K 18.37 0.16%
97 WMT Walmart Inc.
95.10
+0.90% 4.69K +1.30% 423.78K 55.7 0.16%
98 WDAY Workday, Inc.
236.85
-2.41% 1.55K +39.10% 400.2K 258.62 0.15%
99 VIG Vanguard Divide...
199.06
-0.24% 2.04K +0.30% 399.25K 143.39 0.15%
100 NET Cloudflare, Inc...
181.43
+0.11% 3.65K +37.16% 392.71K 90.19 0.15%
101 PRU Prudential Fina...
104.05
+0.64% 3.31K -12.37% 392.27K 88.37 0.15%
102 SSUS Day Hagan/Ned D...
43.33
-0.02% 9.31K 0.00% 391.63K 35.62 0.15%
103 VLO Valero Energy C...
139.40
-1.67% 3.17K +100.00% 389.1K 122.59 0.15%
104 BLK BlackRock, Inc.
977.73
+0.88% 375 +100.00% 384.19K 1025.11 0.14%
105 PKG Packaging Corpo...
186.18
-0.09% 1.7K +0.36% 381.67K 128.25 0.14%
106 MRK Merck & Co., In...
79.28
+1.28% 3.67K +0.60% 365.26K 78.21 0.14%
107 AMGN Amgen Inc.
289.47
-0.2% 1.38K +3.22% 359.43K 236.65 0.13%
108 XGN Exagen Inc.
7.37
-4.66% 86.7K +13.54% 355.49K 2.18 0.13%
109 UPS United Parcel S...
99.13
-0.55% 2.81K -8.98% 353.8K 170.91 0.13%
110 IDYA IDEAYA Bioscien...
21.88
-0.18% 13.51K +91.70% 347.18K 28.82 0.13%
111 SBUX Starbucks Corpo...
92.21
+0.68% 3.77K +0.85% 344.46K 93.71 0.13%
112 DSGN Design Therapeu...
3.77
+2.45% 54.7K +48.74% 337.48K 4.59 0.13%
113 NTNX Nutanix, Inc.
73.53
-0.16% 5.38K +38.50% 329.27K 59.9 0.12%
114 IJR iShares Core S&...
106.23
+0.36% 2.84K +0.67% 327.67K 108.28 0.12%
115 LMT Lockheed Martin...
468.20
-2.32% 673 +0.30% 327.26K 463.89 0.12%
116 GTLB GitLab Inc.
42.04
+0.41% 5.76K +26.92% 324.63K 52.56 0.12%
117 SO The Southern Co...
88.44
+0.02% 3.91K +0.75% 321.9K 65.77 0.12%
118 VOO Vanguard 500 In...
548.98
-0.07% 579 -3.02% 311.73K 358.58 0.12%
119 MINT PIMCO Enhanced ...
100.39
+0.02% 3.03K -60.84% 304.21K 101.52 0.11%
120 GM General Motors ...
48.10
-0.36% 5.58K +100.00% 297.31K 53.27 0.11%
121 SNOW Snowflake Inc.
211.93
+1.19% 1.9K +100.00% 292.6K 154.41 0.11%
122 QCOM QUALCOMM Incorp...
153.68
-0.51% 1.89K +0.32% 289.82K 154.12 0.11%
123 LIN Linde plc
458.39
-0.54% 690 +0.29% 288.81K 356.23 0.11%
124 RTX RTX Corporation
145.80
-1.8% 2.48K +0.24% 287.15K 97.87 0.11%
125 NFLX Netflix, Inc.
1221.28
+0.05% 322 0.00% 287.01K 673.61 0.11%
126 EEM iShares MSCI Em...
46.59
-0.05% 6.81K -23.89% 284.81K 51.11 0.11%
127 YUM Yum! Brands, In...
138.42
-1.12% 2.07K +0.34% 278.17K 109.12 0.10%
128 DVAX Dynavax Technol...
10.29
+2.95% 21.53K +100.00% 274.98K 12.77 0.10%
129 ED Consolidated Ed...
100.65
-0.69% 3.07K -39.15% 273.74K 86.2 0.10%
130 RDDT Reddit, Inc.
141.24
+5.53% 1.65K +100.00% 269.84K 163.44 0.10%
131 BE Bloom Energy Co...
21.52
+0.87% 11.83K +100.00% 262.77K 22.21 0.10%
132 CRDO Credo Technolog...
85.54
+7.31% 3.83K +100.00% 257.55K 67.21 0.10%
133 HGER Harbor All-Weat...
25.34
+0.08% 11.49K +100.00% 254.45K 22.14 0.10%
134 ESTC Elastic N.V.
83.45
-0.72% 2.55K +100.00% 252.65K 99.08 0.09%
135 KO The Coca-Cola C...
69.14
-0.68% 4.03K -90.44% 250.73K 58.23 0.09%
136 SEER Seer, Inc.
1.99
+1.28% 108.15K -11.57% 249.82K 1.87 0.09%
137 XLU Utilities Selec...
80.50
+0.19% 3.26K +0.71% 246.53K 63.33 0.09%
138 CRMD CorMedix Inc.
13.59
-2.55% 30.33K +145.24% 245.64K 8.09 0.09%
139 MYO Myomo, Inc.
2.69
-2% 37.56K +100.00% 241.91K 6.44 0.09%
140 T AT&T Inc.
27.64
-0.02% 10.57K +1.02% 240.7K 16.93 0.09%
141 BFLY Butterfly Netwo...
2.17
-1.59% 73.37K +528.06% 228.91K 2.91 0.09%
142 BALT Innovator Defin...
32.02
+0.17% 7.12K +100.00% 223.81K 31.42 0.08%
143 TEAM Atlassian Corpo...
196.03
-1.1% 918 +100.00% 223.42K 243.38 0.08%
144 OKLO Oklo Inc.
62.39
-0.61% 10.35K +100.00% 219.65K 21.23 0.08%
145 PLD Prologis, Inc.
105.09
-0.02% 2.02K +0.70% 213.84K 132.04 0.08%
146 TXN Texas Instrumen...
198.42
+0.37% 1.14K +0.53% 213.2K 194.63 0.08%
147 FDX FedEx Corporati...
223.06
+0.24% 754 -6.8% 212.22K 273.91 0.08%
148 CRTO Criteo S.A.
23.90
+1.79% 5.26K +100.00% 208.24K 39.56 0.08%
149 BIB ProShares Ultra...
45.85
+1.10% 4K 0.00% 202.64K 57.05 0.08%
150 ECL Ecolab Inc.
260.15
-0.46% 859 +5.14% 201.28K 254.3 0.08%