Palumbo Wealth Management LLC Top Holdings and 13F Report (2025) About Palumbo Wealth Management LLCInvestment ActivityPalumbo Wealth Management LLC has $322.89 million in total holdings as of June 30, 2025.Palumbo Wealth Management LLC owns shares of 197 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 8.37% of the portfolio was purchased this quarter.About 4.92% of the portfolio was sold this quarter.This quarter, Palumbo Wealth Management LLC has purchased 187 new stocks and bought additional shares in 92 stocks.Palumbo Wealth Management LLC sold shares of 73 stocks and completely divested from 15 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $27,917,438JPMorgan Ultra-Short Income ETF $19,680,472SPDR Gold Shares $16,022,170Apple $11,653,161Invesco DB Commodity Index Tracking Fund $10,261,034 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $1,409,635 Holding640268306 - NEKTAR THERAPEUTICS $614,269 Holding825704109 - SiBone $576,815 Holding36168Q104 - GFL Environmental $553,376 Holding11135F101 - Broadcom $553,087 Holding Largest Purchases this Quarter O'Reilly Automotive 33,640 shares (about $3.03M)Amazon.com 11,077 shares (about $2.43M)ISHARES BITCOIN TRUST ETF 27,665 shares (about $1.69M)Advanced Micro Devices 9,934 shares (about $1.41M)NeuroPace 123,779 shares (about $1.38M) Largest Sales this Quarter SPROTT PHYSICAL GOLD TR 44,867 shares (about $1.14M)Berkshire Hathaway 1,562 shares (about $758.77K)iShares 1-3 Year Treasury Bond ETF 7,227 shares (about $598.82K)SPDR Gold Shares 1,276 shares (about $388.96K)Tesla 989 shares (about $314.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalumbo Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$27,917,438$154,462 ▲0.6%45,1858.6%FinanceJPSTJPMorgan Ultra-Short Income ETF$19,680,472$87,474 ▼-0.4%388,3286.1%ETFGLDSPDR Gold Shares$16,022,170$388,963 ▼-2.4%52,5615.0%FinanceAAPLApple$11,653,161$888,585 ▲8.3%56,7983.6%Computer and TechnologyDBCInvesco DB Commodity Index Tracking Fund$10,261,034$288,263 ▼-2.7%470,4743.2%FinanceAMZNAmazon.com$10,233,886$2,430,183 ▲31.1%46,6473.2%Retail/WholesaleMSFTMicrosoft$9,988,610$29,348 ▲0.3%20,0813.1%Computer and TechnologyWMWaste Management$8,493,425$49,426 ▼-0.6%37,1182.6%Business ServicesNVDANVIDIA$7,788,931$1,222,214 ▲18.6%49,3002.4%Computer and TechnologyCOSTCostco Wholesale$6,854,346$66,326 ▼-1.0%6,9242.1%Retail/WholesaleQQQInvesco QQQ$6,185,748$189,771 ▲3.2%11,2131.9%FinanceVVisa$6,166,724$109,353 ▼-1.7%17,3691.9%Business ServicesSPROTT PHYSICAL GOLD TR$5,884,769$1,137,377 ▼-16.2%232,1411.8%UNITJ P MORGAN EXCHANGE TRADED F$5,256,634$469,661 ▲9.8%83,9991.6%HEDGED EQUITY LAITWIllinois Tool Works$4,960,984$71,948 ▲1.5%20,0651.5%IndustrialsDGXQuest Diagnostics$4,601,529$42,931 ▼-0.9%25,6171.4%MedicalBRK.BBerkshire Hathaway$4,258,260$758,773 ▼-15.1%8,7661.3%FinanceETREntergy$4,068,095$78,549 ▼-1.9%48,9421.3%UtilitiesGOOGLAlphabet$3,829,078$142,568 ▲3.9%21,7281.2%Computer and TechnologyJPMJPMorgan Chase & Co.$3,478,447$110,459 ▲3.3%11,9981.1%FinanceMCDMcDonald's$3,448,912$53,177 ▲1.6%11,8041.1%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$3,393,982$144,597 ▼-4.1%81,9411.1%ETFFIFiserv$3,257,860$10,689 ▼-0.3%18,8961.0%Business ServicesORLYO'Reilly Automotive$3,245,311$3,031,973 ▲1,421.2%36,0071.0%Retail/WholesaleACNAccenture$3,207,507$84,290 ▲2.7%10,7311.0%Computer and TechnologyIBMInternational Business Machines$3,077,754$1,474 ▲0.0%10,4411.0%Computer and TechnologySHWSherwin-Williams$3,014,327$30,215 ▲1.0%8,7790.9%Basic MaterialsISHARES BITCOIN TRUST ETF$2,985,212$1,693,375 ▲131.1%48,7700.9%SHS BEN INTTSCOTractor Supply$2,875,397$50,132 ▲1.8%54,4890.9%Retail/WholesaleJNJJohnson & Johnson$2,788,190$80,042 ▲3.0%18,2530.9%MedicalMETAMeta Platforms$2,647,287$178,601 ▲7.2%3,5870.8%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,634,702$25,610 ▼-1.0%19,5470.8%ETFMSCIMSCI$2,528,704$70,947 ▲2.9%4,3840.8%FinanceCHDChurch & Dwight$2,519,623$120,042 ▼-4.5%26,2160.8%Consumer StaplesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,483,260$129,592 ▲5.5%24,7000.8%ETFCMCSAComcast$2,456,306$108,891 ▲4.6%68,8230.8%Consumer DiscretionaryXHBSPDR S&P Homebuilders ETF$2,454,3930.0%24,9000.8%ETFBACBank of America$2,398,190$162,450 ▲7.3%50,6800.7%FinanceGOOGAlphabet$2,217,521$64,924 ▲3.0%12,5010.7%Computer and TechnologyTMOThermo Fisher Scientific$2,174,430$125,284 ▲6.1%5,3630.7%MedicalOEFiShares S&P 100 ETF$2,053,146$38,044 ▲1.9%6,7460.6%ETFFDSFactSet Research Systems$2,000,489$63,508 ▼-3.1%4,4730.6%Business ServicesMSTBLHA Market State Tactical Beta ETF$1,944,144$78,563 ▼-3.9%52,2150.6%ETFDISWalt Disney$1,897,365$51,340 ▼-2.6%15,3000.6%Consumer DiscretionaryNPCENeuroPace$1,892,575$1,378,898 ▲268.4%169,8900.6%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,727,701$598,825 ▼-25.7%20,8510.5%ManufacturingPGProcter & Gamble$1,599,088$120,286 ▼-7.0%10,0370.5%Consumer StaplesOXYOccidental Petroleum$1,597,047$4,327 ▼-0.3%38,0160.5%EnergyMNDYmonday.com$1,517,995$12,579 ▼-0.8%4,8270.5%Computer and TechnologyCRMSalesforce$1,492,757$66,266 ▲4.6%5,4740.5%Computer and TechnologyWCNWaste Connections$1,483,634$847,072 ▲133.1%7,9570.5%Business ServicesCRWDCrowdStrike$1,450,006$115,104 ▲8.6%2,8470.4%Computer and TechnologyJOETVirtus Terranova U.S. Quality Momentum ETF$1,440,932$43,967 ▼-3.0%35,2310.4%ETFAMDAdvanced Micro Devices$1,409,635$1,409,635 ▲New Holding9,9340.4%Computer and TechnologyADBEAdobe$1,367,621$107,940 ▼-7.3%3,5350.4%Computer and TechnologyBALTInnovator Defined Wealth Shield ETF$1,362,181$418,355 ▲44.3%42,4620.4%ETFSPGIS&P Global$1,308,448$50,102 ▼-3.7%2,4810.4%FinanceFOXFOX$1,256,082$51,526 ▼-3.9%24,3290.4%Consumer DiscretionaryLMTLockheed Martin$1,252,631$939,589 ▲300.1%2,7050.4%AerospacePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,227,4060.0%94,1260.4%ManufacturingETNEaton$1,144,546$15,351 ▲1.4%3,2060.4%IndustrialsEFAiShares MSCI EAFE ETF$1,133,114$16,090 ▲1.4%12,6760.4%FinanceNKENIKE$1,049,775$135,475 ▼-11.4%14,7770.3%Consumer DiscretionaryPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$1,039,148$29,048 ▲2.9%21,0350.3%ETFCATCaterpillar$1,015,798$776 ▲0.1%2,6170.3%IndustrialsJMOMJPMorgan U.S. Momentum Factor ETF$982,287$142,145 ▲16.9%15,2790.3%ETFABTAbbott Laboratories$974,348$38,082 ▼-3.8%7,1640.3%MedicalHLTHilton Worldwide$948,938$31,427 ▲3.4%3,5630.3%Consumer DiscretionaryIYWiShares U.S. Technology ETF$901,0040.0%5,2000.3%ManufacturingAPHAmphenol$898,273$4,839 ▲0.5%9,0960.3%Computer and TechnologyACHRArcher Aviation$887,064$7,845 ▼-0.9%81,7570.3%AerospaceAMATApplied Materials$861,209$29,659 ▲3.6%4,7040.3%Computer and TechnologyAMTAmerican Tower$842,510$169,740 ▼-16.8%3,8120.3%FinanceLLYEli Lilly and Company$773,749$386,485 ▲99.8%9930.2%MedicalHONHoneywell International$741,545$30,510 ▲4.3%3,1840.2%Multi-Sector ConglomeratesNOWServiceNow$727,881$13,365 ▲1.9%7080.2%Computer and TechnologyPMAYInnovator U.S. Equity Power Buffer ETF - May$693,5650.0%18,3540.2%ETFVTIVanguard Total Stock Market ETF$693,024$10,639 ▼-1.5%2,2800.2%ETFALCCAltC Acquisition$683,638$2,800 ▲0.4%12,2100.2%EnergyMTUMiShares MSCI USA Momentum Factor ETF$682,469$1,202 ▲0.2%2,8400.2%ETFHDHome Depot$673,068$29,328 ▲4.6%1,8360.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$664,697$6,543 ▼-1.0%4,8760.2%CL ASSOProShares Ultra S&P500$637,580$67,911 ▲11.9%6,5250.2%ETFNETCloudflare$625,286$14,100 ▼-2.2%3,1930.2%Computer and TechnologyCICigna Group$622,937$2,645 ▲0.4%1,8840.2%MedicalNEKTAR THERAPEUTICS$614,269$614,269 ▲New Holding23,7720.2%COM NEWXLYConsumer Discretionary Select Sector SPDR Fund$612,521$8,912 ▼-1.4%2,8180.2%FinanceWMTWalmart$608,602$48,598 ▲8.7%6,2240.2%Retail/WholesaleNFLXNetflix$598,592$16,070 ▲2.8%4470.2%Consumer DiscretionarySIBNSiBone$576,815$576,815 ▲New Holding30,6490.2%MedicalXLPConsumer Staples Select Sector SPDR Fund$573,313$13,440 ▼-2.3%7,0810.2%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$569,0790.0%9,0820.2%ETFGFLGFL Environmental$553,376$553,376 ▲New Holding10,9830.2%Business ServicesAVGOBroadcom$553,087$553,087 ▲New Holding2,0060.2%Computer and TechnologyBXBlackstone$543,368$11,068 ▼-2.0%3,6330.2%FinanceNTNXNutanix$538,979$4,816 ▼-0.9%7,0510.2%Computer and TechnologySNOWSnowflake$533,911$4,475 ▼-0.8%2,3860.2%Computer and TechnologySDGRSchrodinger$533,543$181,583 ▲51.6%26,5180.2%MedicalXOMExxon Mobil$509,956$100,568 ▼-16.5%4,7310.2%EnergyVOOVanguard S&P 500 ETF$500,295$170,929 ▲51.9%8810.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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