Palumbo Wealth Management LLC Portfolio Holdings
Q3 2025•174 long positions•$312.6M portfolio value
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Holding230 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $31.7M 10.13% | +$1.6M Bought | — 47.5K shares | 45.2K → 47.5K +$1.6M | +5.15% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $15.5M 4.96% | -$3.2M Sold | — 43.6K shares | 52.6K → 43.6K −$3.2M | -17.05% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $15.3M 4.91% | +$1.9M Bought | 0.0% 65.0K shares | 56.8K → 65.0K +$1.9M | +14.49% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $11.1M 3.54% | +$1.4M Bought | 0.001% 53.4K shares | 46.6K → 53.4K +$1.4M | +14.41% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $10.5M 3.37% | -$71.6K Sold | — 467.3K shares | 470.5K → 467.3K −$71.6K | -0.68% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $10.3M 3.29% | +$997.8K Bought | 0.0% 22.2K shares | 20.1K → 22.2K +$997.8K | +10.76% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.2M 2.95% | +$6.1M Bought | — 142.0K shares | 48.8K → 142.0K +$6.1M | +191.26% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $9.0M 2.87% | +$1.1M Bought | 0.0% 55.9K shares | 49.3K → 55.9K +$1.1M | +13.44% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
Waste Management Industrials | $8.2M 2.64% | +$69.4K Bought | 0.009% 37.4K shares | 37.1K → 37.4K +$69.4K | +0.85% | $89.0B Large Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $7.5M 2.39% | +$3.9M Bought | 0.0% 45.4K shares | 21.7K → 45.4K +$3.9M | +109.06% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.0M 2.24% | +$281.6K Bought | — 11.7K shares | 11.2K → 11.7K +$281.6K | +4.18% | — — | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $6.3M 2.01% | -$93.7K Sold | 0.002% 6.8K shares | 6.9K → 6.8K −$93.7K | -1.47% | $410.27B Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $5.9M 1.88% | -$998.9K Sold | — 198.4K shares | 232.1K → 198.4K −$998.9K | -14.53% | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $5.7M 1.84% | +$10.9K Bought | 0.001% 17.4K shares | 17.4K → 17.4K +$10.9K | +0.19% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $5.2M 1.67% | +$10.6K Bought | 0.007% 20.1K shares | 20.1K → 20.1K +$10.6K | +0.2% | $76.0B Large Cap | Q2 2023 Held for 2y 5m | |
Apparel - Footwear & Accessories Consumer Cyclical | $5.0M 1.61% | +$4.0M Bought | 0.005% 72.4K shares | 14.8K → 72.4K +$4.0M | +389.75% | $102.98B Large Cap | Q4 2022 Held for 2y 11m | |
Medical - Diagnostics & Research Healthcare | $4.9M 1.57% | +$24.0K Bought | 0.023% 25.7K shares | 25.6K → 25.7K +$24.0K | +0.49% | $21.3B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.7M 1.5% | +$2.2M Bought | — 46.6K shares | 24.7K → 46.6K +$2.2M | +88.71% | — — | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $4.6M 1.47% | +$4.6M New | 0.019% 23.6K shares | 0 → 23.6K +$4.6M | New | $23.8B Large Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $4.6M 1.46% | +$23.1K Bought | 0.011% 49.2K shares | 48.9K → 49.2K +$23.1K | +0.51% | $41.6B Large Cap | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $4.1M 1.32% | -$5.2K Sold | 0.0% 8.8K shares | 8.8K → 8.8K −$5.2K | -0.13% | $1.08T Mega Cap | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $3.8M 1.23% | -$16.5K Sold | 0.004% 35.9K shares | 36.0K → 35.9K −$16.5K | -0.43% | $91.5B Large Cap | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $3.6M 1.16% | +$118.4K Bought | 0.0% 12.4K shares | 12.0K → 12.4K +$118.4K | +3.37% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Restaurants Consumer Cyclical | $3.5M 1.13% | +$33.5K Bought | 0.002% 11.9K shares | 11.8K → 11.9K +$33.5K | +0.96% | $216.86B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $3.3M 1.07% | +$120.6K Bought | 0.001% 18.9K shares | 18.3K → 18.9K +$120.6K | +3.74% | $446.55B Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $3.1M 0.997% | +$3.1M New | 0.004% 37.1K shares | 0 → 37.1K +$3.1M | New | $72.5B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $3.1M 0.992% | +$14.8K Bought | 0.01% 54.8K shares | 54.5K → 54.8K +$14.8K | +0.48% | $30.1B Large Cap | Q2 2023 Held for 2y 5m | |
Chemicals - Specialty Basic Materials | $3.0M 0.965% | +$2.1K Bought | 0.004% 8.8K shares | 8.8K → 8.8K +$2.1K | +0.07% | $86.3B Large Cap | Q2 2023 Held for 2y 5m | |
Information Technology Services Technology | $2.9M 0.919% | +$22.4K Bought | 0.001% 10.5K shares | 10.4K → 10.5K +$22.4K | +0.79% | $262.84B Mega Cap | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $2.7M 0.85% | +$40.2K Bought | 0.002% 10.9K shares | 10.7K → 10.9K +$40.2K | +1.54% | $153.39B Large Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $2.6M 0.843% | +$407.2K Bought | 0.0% 4.2K shares | 3.6K → 4.2K +$407.2K | +18.29% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
Medical - Diagnostics & Research Healthcare | $2.6M 0.834% | +$86.0K Bought | 0.001% 5.5K shares | 5.4K → 5.5K +$86.0K | +3.41% | $183.15B Large Cap | Q2 2023 Held for 2y 5m | |
Residential Construction Consumer Cyclical | $2.6M 0.831% | +$2.6M New | 0.008% 20.7K shares | 0 → 20.7K +$2.6M | New | $32.6B Large Cap | Q3 2025 Held for 2 months | |
Financial - Data & Stock Exchanges Financial Services | $2.5M 0.801% | +$28.8K Bought | 0.006% 4.4K shares | 4.4K → 4.4K +$28.8K | +1.16% | $43.9B Large Cap | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $2.5M 0.799% | +$24.1K Bought | 0.001% 51.2K shares | 50.7K → 51.2K +$24.1K | +0.97% | $382.12B Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $2.5M 0.792% | +$914.3K Bought | 0.001% 15.8K shares | 9.9K → 15.8K +$914.3K | +58.61% | $262.56B Mega Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $2.4M 0.769% | +$2.4M New | 0.002% 25.3K shares | 0 → 25.3K +$2.4M | New | $144.66B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $2.0M 0.651% | +$284.4K Bought | 0.597% 197.5K shares | 169.9K → 197.5K +$284.4K | +16.24% | $341.1M Small Cap | Q4 2024 Held for 11 months | |
Electrical Equipment & Parts Industrials | $2.0M 0.634% | +$623.1K Bought | 0.01% 23.4K shares | 16.1K → 23.4K +$623.1K | +45.83% | $19.8B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Exploration & Production Energy | $1.8M 0.562% | -$39.8K Sold | 0.004% 37.2K shares | 38.0K → 37.2K −$39.8K | -2.21% | $46.5B Large Cap | Q3 2023 Held for 2y 2m | |
Entertainment Communication Services | $1.7M 0.542% | +$11.3K Bought | 0.001% 15.4K shares | 15.3K → 15.4K +$11.3K | +0.67% | $205.86B Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $1.6M 0.507% | +$233.5K Bought | 0.001% 3.3K shares | 2.8K → 3.3K +$233.5K | +17.28% | $123.06B Large Cap | Q4 2023 Held for 1y 11m | |
Household & Personal Products Consumer Defensive | $1.5M 0.478% | +$90.1K Bought | 0.0% 10.7K shares | 10.0K → 10.7K +$90.1K | +6.42% | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
Biotechnology Healthcare | $1.5M 0.476% | +$135.5K Bought | 0.138% 26.2K shares | 23.8K → 26.2K +$135.5K | +10.02% | $1.1B Small Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $1.4M 0.449% | +$468.0K Bought | 0.014% 7.2K shares | 4.8K → 7.2K +$468.0K | +50.05% | $10.0B Mid Cap | Q1 2024 Held for 1y 8m | |
Medical - Healthcare Plans Healthcare | $1.4M 0.444% | +$1.4M Bought | 0.0% 4.3K shares | — | — | $312.73B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.4M 0.443% | -$131.9K Sold | — 32.2K shares | 35.2K → 32.2K −$131.9K | -8.7% | — — | Q1 2022 Held for 3y 8m | |
Aerospace & Defense Industrials | $1.4M 0.432% | +$30.3K Bought | 0.001% 2.8K shares | 2.7K → 2.8K +$30.3K | +2.29% | $116.55B Large Cap | Q4 2020 Held for 4y 11m | |
Software - Application Technology | $1.3M 0.421% | +$75.1K Bought | 0.001% 5.8K shares | 5.5K → 5.8K +$75.1K | +6.05% | $225.62B Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Data & Stock Exchanges Financial Services | $1.3M 0.416% | +$36.8K Bought | 0.012% 4.6K shares | 4.5K → 4.6K +$36.8K | +2.91% | $10.8B Large Cap | Q2 2023 Held for 2y 5m |
