Palumbo Wealth Management LLC Incresed Positions in Q4 2024

Palumbo Wealth Management LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTTR
Matterport, Inc.

Technology
10.3K
+ 65.73%
$4.46 - $4.96 $46.1K - $51.3K
26.1K $123K
WMT
Walmart Inc.

Consumer Defensive
60
+ 1.3%
$79.1 - $95.7 $4.75K - $5.74K
4.69K $423K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
41
+ 1.96%
$229.83 - $258.46 $9.42K - $10.6K
2.13K $527K
APH
Amphenol Corp

Technology
23
+ 0.26%
$62.07 - $75.35 $1.43K - $1.73K
9.03K $626K
ELEV
Elevation Oncology, Inc.

Healthcare
51.6K
+ 294.55%
$0.51 - $0.76 $26.3K - $39.2K
69.1K $40K
VTYX
Ventyx Biosciences, Inc.

Healthcare
11.8K
+ 97.13%
$1.72 - $3.12 $20.3K - $36.8K
23.9K $52K
PAYX
Paychex Inc

Industrials
19
+ 0.61%
$135.86 - $148.73 $2.58K - $2.83K
3.12K $437K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
154
+ 2.11%
$442.29 - $483.08 $68.1K - $74.4K
7.46K $3.38M
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 0.36%
$211.98 - $248.85 $1.27K - $1.49K
1.7K $381K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.31%
$280.04 - $302.45 $1.96K - $2.12K
2.27K $658K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 0.28%
$201.32 - $217.44 $1.61K - $1.74K
2.83K $585K
T
At&T Inc.

Communication Services
107
+ 1.02%
$21.22 - $23.88 $2.27K - $2.56K
10.6K $240K
ETN
Eaton Corp PLC

Industrials
5
+ 0.17%
$326.96 - $377.52 $1.63K - $1.89K
2.88K $954K
TXN
Texas Instruments Inc

Technology
6
+ 0.53%
N/A
1.14K $221K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.3%
N/A
2.04K $371K
Genedx Holdings Corp
1.54K
+ 22.81%
N/A
8.3K $0
IBM
International Business Machines Corp

Technology
53
+ 0.58%
$204.9 - $238.04 $10.9K - $12.6K
9.12K $2M
Linde PLC
2
+ 0.29%
N/A
690 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.67%
$113.92 - $127.38 $2.16K - $2.42K
2.84K $327K
CVX
Chevron Corp

Energy
23
+ 0.74%
$141.15 - $162.53 $3.25K - $3.74K
3.11K $450K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.81K
+ 3.08%
$12.74 - $14.23 $35.8K - $40K
94.1K $1.22M
ECL
Ecolab Inc.

Basic Materials
42
+ 5.14%
$234.32 - $261.43 $9.84K - $11K
859 $201K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
8.89K
+ 45.38%
$1.67 - $2.96 $14.8K - $26.3K
28.5K $47K
YUM
Yum Brands Inc

Consumer Cyclical
7
+ 0.34%
$130.36 - $139.54 $913 - $977
2.07K $278K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.24%
$114.45 - $127.21 $687 - $763
2.48K $287K
XLU
Utilities Sector Spdr

ETFs
23
+ 0.71%
$74.89 - $82.93 $1.72K - $1.91K
3.26K $246K
INZY
Inozyme Pharma, Inc.

Healthcare
8K
+ 52.3%
$2.48 - $5.54 $19.8K - $44.3K
23.3K $64K
ABR
Arbor Realty Trust Inc

Real Estate
408
+ 2.91%
$13.66 - $15.64 $5.57K - $6.38K
14.4K $200K
SBUX
Starbucks Corp

Consumer Cyclical
32
+ 0.85%
$87.44 - $102.5 $2.8K - $3.28K
3.78K $344K
PEG
Public Service Enterprise Group Inc

Utilities
24
+ 0.45%
$81.87 - $94.51 $1.96K - $2.27K
5.4K $456K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.46%
$385.02 - $431.37 $3.08K - $3.45K
1.73K $672K
SO
Southern CO

Utilities
29
+ 0.75%
$81.5 - $94.15 $2.36K - $2.73K
3.91K $321K
QCOM
Qualcomm Inc

Technology
6
+ 0.32%
$150.4 - $178.04 $902 - $1.07K
1.89K $289K
PLD
Prologis, Inc.

Real Estate
14
+ 0.7%
$101.4 - $126.96 $1.42K - $1.78K
2.02K $213K
ASRT
Assertio Holdings, Inc.

Healthcare
19.6K
+ 10.56%
$0.81 - $1.16 $15.9K - $22.8K
206K $178K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.17%
$480.36 - $529.17 $1.92K - $2.12K
2.38K $1.18M
MRK
Merck & Co., Inc.

Healthcare
22
+ 0.6%
$96.31 - $114.76 $2.12K - $2.52K
3.67K $365K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.3%
$479.66 - $614.62 $959 - $1.23K
673 $327K
UNH
Unitedhealth Group Inc

Healthcare
628
+ 12.88%
$485.52 - $625.25 $305K - $393K
5.51K $2.78M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
16.5K
+ 3.49%
$20.92 - $23.57 $344K - $388K
489K $10.5M
AMGN
Amgen Inc

Healthcare
43
+ 3.22%
$258.78 - $328.31 $11.1K - $14.1K
1.38K $359K
EFA
Ishares Tr Msci Eafe ETF

ETFs
142
+ 1.15%
$75.1 - $82.99 $10.7K - $11.8K
12.5K $944K
CI
Cigna Corp

Healthcare
9
+ 0.51%
$265.59 - $358.58 $2.39K - $3.23K
1.79K $494K
AMT
American Tower Corp

Real Estate
98
+ 2.64%
$179.4 - $232.01 $17.6K - $22.7K
3.81K $699K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.97K
+ 3.74%
$40.06 - $45.21 $119K - $134K
82.3K $3.35M
Activity Summary
Buys All Purchases 131 New Holdings 35 Increased Positions 96 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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