Palumbo Wealth Management LLC Top Holdings and 13F Report (2025) About Palumbo Wealth Management LLCInvestment ActivityPalumbo Wealth Management LLC has $299.17 million in total holdings as of March 31, 2025.Palumbo Wealth Management LLC owns shares of 187 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 13.65% of the portfolio was purchased this quarter.About 2.99% of the portfolio was sold this quarter.This quarter, Palumbo Wealth Management LLC has purchased 175 new stocks and bought additional shares in 127 stocks.Palumbo Wealth Management LLC sold shares of 28 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $25,135,969JPMorgan Ultra-Short Income ETF $19,748,420SPDR Gold Shares $15,512,594Apple $11,654,542Invesco DB Commodity Index Tracking Fund $10,883,048 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $410,572 Holding85207K107 - SPROTT PHYSICAL SILVER TR $366,642 Holding80810D103 - Schrodinger $345,312 Holding369604301 - GE Aerospace $292,426 Holding427746102 - Heron Therapeutics $273,027 Holding Largest Purchases this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 20,379 shares (about $2.05M)Apple 7,341 shares (about $1.63M)Berkshire Hathaway 2,873 shares (about $1.53M)iShares 1-3 Year Treasury Bond ETF 17,542 shares (about $1.45M)NVIDIA 12,946 shares (about $1.40M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,464 shares (about $3.62M)JPMorgan Ultra-Short Income ETF 24,034 shares (about $1.22M)CrowdStrike 1,153 shares (about $406.53K)ServiceNow 372 shares (about $296.16K)PALANTIR TECHNOLOGIES INC 2,047 shares (about $172.77K) 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$25,135,969$3,615,865 ▼-12.6%44,9358.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$19,748,420$1,216,841 ▼-5.8%390,0546.6%ETFGLDSPDR Gold Shares$15,512,594$104,019 ▼-0.7%53,8375.2%FinanceAAPLApple$11,654,542$1,630,663 ▲16.3%52,4673.9%Computer and TechnologyDBCInvesco DB Commodity Index Tracking Fund$10,883,048$115,110 ▼-1.0%483,6913.6%FinanceWMWaste Management$8,643,237$831,125 ▲10.6%37,3342.9%Business ServicesMSFTMicrosoft$7,516,018$1,070,231 ▲16.6%20,0222.5%Computer and TechnologyAMZNAmazon.com$6,767,549$715,948 ▲11.8%35,5702.3%Retail/WholesaleSPROTT PHYSICAL GOLD TR$6,664,807$60,174 ▲0.9%277,0082.2%UNITCOSTCostco Wholesale$6,611,672$920,206 ▲16.2%6,9912.2%Retail/WholesaleVVisa$6,195,087$704,425 ▲12.8%17,6772.1%Business ServicesBRK.BBerkshire Hathaway$5,500,487$1,530,103 ▲38.5%10,3281.8%FinanceQQQInvesco QQQ$5,096,781$26,260 ▲0.5%10,8691.7%FinanceITWIllinois Tool Works$4,904,173$915,905 ▲23.0%19,7741.6%IndustrialsJ P MORGAN EXCHANGE TRADED F$4,565,179$1,215,089 ▲36.3%76,4941.5%HEDGED EQUITY LANVDANVIDIA$4,504,686$1,403,081 ▲45.2%41,5641.5%Computer and TechnologyDGXQuest Diagnostics$4,374,849$688,646 ▲18.7%25,8561.5%MedicalETREntergy$4,264,867$46,507 ▲1.1%49,8871.4%UtilitiesFIFiserv$4,186,496$573,275 ▲15.9%18,9581.4%Business ServicesUNHUnitedHealth Group$3,712,730$829,590 ▲28.8%7,0891.2%MedicalMCDMcDonald's$3,630,284$737,489 ▲25.5%11,6221.2%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$3,575,321$131,702 ▲3.8%85,4321.2%ETFORLYO'Reilly Automotive$3,390,917$636,066 ▲23.1%2,3671.1%Retail/WholesaleACNAccenture$3,260,471$740,775 ▲29.4%10,4491.1%Computer and TechnologyGOOGLAlphabet$3,234,882$738,089 ▲29.6%20,9191.1%Computer and TechnologySHWSherwin-Williams$3,034,875$713,760 ▲30.8%8,6911.0%Basic MaterialsCHDChurch & Dwight$3,023,574$694,547 ▲29.8%27,4651.0%Consumer StaplesTSCOTractor Supply$2,949,975$691,499 ▲30.6%53,5391.0%Retail/WholesaleJNJJohnson & Johnson$2,940,189$838,988 ▲39.9%17,7291.0%MedicalXLVHealth Care Select Sector SPDR Fund$2,881,861$16,353 ▼-0.6%19,7371.0%ETFJPMJPMorgan Chase & Co.$2,849,606$50,286 ▲1.8%11,6171.0%FinanceIBMInternational Business Machines$2,595,053$328,236 ▲14.5%10,4360.9%Computer and TechnologyTMOThermo Fisher Scientific$2,514,930$726,016 ▲40.6%5,0540.8%MedicalCMCSAComcast$2,427,000$737,340 ▲43.6%65,7720.8%Consumer DiscretionaryXHBSPDR S&P Homebuilders ETF$2,412,8100.0%24,9000.8%ETFMSCIMSCI$2,409,630$451,841 ▲23.1%4,2610.8%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,355,616$2,050,536 ▲672.1%23,4110.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,322,934$1,451,275 ▲166.5%28,0780.8%ManufacturingSJMJ. M. Smucker$2,274,635$922,405 ▲68.2%19,2100.8%Consumer StaplesFDSFactSet Research Systems$2,098,064$614,644 ▲41.4%4,6150.7%Business ServicesBACBank of America$1,971,617$321,905 ▲19.5%47,2470.7%FinanceMETAMeta Platforms$1,927,852$576,338 ▲42.6%3,3450.6%Computer and TechnologyGOOGAlphabet$1,895,834$115,297 ▲6.5%12,1350.6%Computer and TechnologyOXYOccidental Petroleum$1,881,539$479,282 ▲34.2%38,1190.6%EnergyPGProcter & Gamble$1,839,124$146,728 ▲8.7%10,7920.6%Consumer StaplesOEFiShares S&P 100 ETF$1,793,166$20,312 ▲1.1%6,6210.6%ETFMSTBLHA Market State Tactical Beta ETF$1,755,592$776 ▼0.0%54,3250.6%ETFDISWalt Disney$1,551,003$61,689 ▼-3.8%15,7140.5%Consumer DiscretionaryADBEAdobe$1,462,784$592,938 ▲68.2%3,8140.5%Computer and TechnologyCRMSalesforce$1,403,885$345,134 ▲32.6%5,2310.5%Computer and TechnologyFOXFOX$1,334,987$11,385 ▼-0.8%25,3270.4%Consumer DiscretionaryJOETVirtus Terranova U.S. Quality Momentum ETF$1,327,718$92,815 ▼-6.5%36,3060.4%ETFSPGIS&P Global$1,308,877$100,097 ▲8.3%2,5760.4%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,282,9410.0%94,1260.4%ManufacturingMNDYmonday.com$1,183,460$291,063 ▲32.6%4,8670.4%Computer and TechnologyNKENIKE$1,059,103$6,538 ▼-0.6%16,6840.4%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$1,021,284$82 ▼0.0%12,4960.3%FinanceAMTAmerican Tower$996,594$167,114 ▲20.1%4,5800.3%FinanceISHARES BITCOIN TRUST ETF$987,926$407,622 ▲70.2%21,1050.3%SHS BEN INTABTAbbott Laboratories$987,497$39,134 ▲4.1%7,4440.3%MedicalPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$980,385$11,412 ▲1.2%20,4470.3%ETFCRWDCrowdStrike$924,113$406,525 ▼-30.6%2,6210.3%Computer and TechnologyBALTInnovator Defined Wealth Shield ETF$923,231$699,711 ▲313.0%29,4210.3%ETFCATCaterpillar$862,542$20,120 ▲2.4%2,6150.3%IndustrialsETNEaton$859,801$78,015 ▲10.0%3,1630.3%IndustrialsHLTHilton Worldwide$783,859$298,299 ▲61.4%3,4450.3%Consumer DiscretionaryJMOMJPMorgan U.S. Momentum Factor ETF$736,513$39,170 ▲5.6%13,0680.2%ETFIYWiShares U.S. Technology ETF$730,2880.0%5,2000.2%ManufacturingXOMExxon Mobil$673,655$177,215 ▲35.7%5,6640.2%EnergyWCNWaste Connections$665,411$120,647 ▲22.1%3,4140.2%Business ServicesAMATApplied Materials$659,149$42,521 ▼-6.1%4,5420.2%Computer and TechnologyPMAYInnovator U.S. Equity Power Buffer ETF - May$657,0740.0%18,3540.2%ETFHONHoneywell International$646,401$11,433 ▲1.8%3,0530.2%Multi-Sector ConglomeratesHDHome Depot$643,509$9,528 ▲1.5%1,7560.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$636,312$11,819 ▲1.9%2,3150.2%ETFTSLATesla$622,244$292,851 ▲88.9%2,4010.2%Auto/Tires/TrucksCICigna Group$617,108$28,290 ▲4.8%1,8760.2%MedicalCVXChevron$609,545$89,157 ▲17.1%3,6440.2%EnergyAPHAmphenol$593,381$1,377 ▲0.2%9,0470.2%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$591,847$16,660 ▼-2.7%7,2470.2%ETFACHRArcher Aviation$586,433$203,225 ▲53.0%82,4800.2%AerospaceMLPXGlobal X MLP & Energy Infrastructure ETF$579,5230.0%9,0820.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$573,037$1,213 ▲0.2%2,8350.2%ETFNPCENeuroPace$566,705$425,161 ▲300.4%46,1110.2%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$564,453$22,902 ▼-3.9%2,8590.2%FinanceNOWServiceNow$553,318$296,164 ▼-34.9%6950.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$536,359$3,270 ▼-0.6%5,7400.2%ETFEPDEnterprise Products Partners$522,5470.0%15,3060.2%EnergyBXBlackstone$518,108$36,618 ▲7.6%3,7070.2%FinanceWMTWalmart$502,799$91,043 ▲22.1%5,7270.2%Retail/WholesaleCMRXChimerix$501,699$37,835 ▼-7.0%58,9540.2%MedicalNTNXNutanix$496,629$120,911 ▲32.2%7,1140.2%Computer and TechnologyPAYXPaychex$492,391$11,415 ▲2.4%3,1920.2%Computer and TechnologyMNKDMannKind$490,511$110,152 ▲29.0%97,5170.2%MedicalNEENextEra Energy$488,476$38,562 ▲8.6%6,8910.2%UtilitiesSSOProShares Ultra S&P500$482,622$49,007 ▲11.3%5,8300.2%ETFWDAYWorkday$472,665$110,460 ▲30.5%2,0240.2%Computer and TechnologyAMGNAmgen$467,554$38,002 ▲8.8%1,5010.2%MedicalTIPiShares TIPS Bond ETF$465,825$62,547 ▼-11.8%4,1930.2%ETFMUBiShares National Muni Bond ETF$459,263$21,192 ▲4.8%4,3560.2%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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