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Palumbo Wealth Management LLC

· CIK 0001846310
13F Portfolio $405M AUM 218 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
218 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 LRGF SPDR S&P 500 ETF TR 47,811 $32.6M 8.04% NEW
2 GOOGL ALPHABET INC Communication Services 72,381 $22.7M 5.59% NEW
3 AMZN AMAZON COM INC Consumer Cyclical 81,659 $18.8M 4.65% NEW
4 AAPL APPLE INC Technology 65,355 $17.8M 4.38% NEW
5 GLD SPDR GOLD TR Financial Services 43,577 $17.3M 4.26% NEW
6 JPST J P MORGAN EXCHANGE TRADED F 310,268 $15.7M 3.87% NEW
7 DBC INVESCO DB COMMDY INDX TRCK Financial Services 485,566 $10.9M 2.68% NEW
8 MSFT MICROSOFT CORP Technology 22,330 $10.8M 2.67% NEW
9 NVDA NVIDIA CORPORATION Technology 56,779 $10.6M 2.61% NEW
10 WM WASTE MGMT INC DEL Industrials 37,214 $8.2M 2.02% NEW
11 QQQM INVESCO QQQ TR 11,887 $7.3M 1.80% NEW
12 BRK/B BERKSHIRE HATHAWAY INC DEL 13,842 $7.0M 1.72% NEW
13 PHYS/U SPROTT ASSET MANAGEMENT LP 204,306 $6.7M 1.67% NEW
14 IJR ISHARES TR 55,384 $6.7M 1.64% NEW
15 V VISA INC Financial Services 17,506 $6.1M 1.51% NEW
16 COST COSTCO WHSL CORP NEW Consumer Defensive 6,776 $5.8M 1.44% NEW
17 HELO J P MORGAN EXCHANGE TRADED F 83,717 $5.6M 1.37% NEW
18 MINT PIMCO ETF TR 53,638 $5.4M 1.33% NEW
19 WSM WILLIAMS SONOMA INC Consumer Cyclical 26,038 $4.7M 1.15% NEW
20 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 67,259 $4.6M 1.13% NEW
21 ETR ENTERGY CORP NEW Utilities 49,303 $4.6M 1.12% NEW
22 DGX QUEST DIAGNOSTICS INC Healthcare 25,858 $4.5M 1.11% NEW
23 JPM JPMORGAN CHASE & CO. Financial Services 12,712 $4.1M 1.01% NEW
24 GOOGL ALPHABET INC Communication Services 12,880 $4.0M 1.00% NEW
25 JNJ JOHNSON & JOHNSON Healthcare 19,336 $4.0M 0.99% NEW
26 NKE NIKE INC Consumer Cyclical 57,055 $3.6M 0.90% NEW
27 AMD ADVANCED MICRO DEVICES INC Technology 15,971 $3.4M 0.84% NEW
28 MCD MCDONALDS CORP Consumer Cyclical 11,130 $3.4M 0.84% NEW
29 CRM SALESFORCE INC Technology 12,617 $3.3M 0.82% NEW
30 NPCE NEUROPACE INC Healthcare 214,175 $3.3M 0.82% NEW
31 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,588 $3.2M 0.80% NEW
32 MRVL MARVELL TECHNOLOGY INC Technology 37,556 $3.2M 0.79% NEW
33 IBM INTERNATIONAL BUSINESS MACHS Technology 10,419 $3.1M 0.76% NEW
34 XHB SPDR SERIES TRUST 27,687 $2.9M 0.70% NEW
35 BAC BANK AMERICA CORP Financial Services 51,274 $2.8M 0.70% NEW
36 META META PLATFORMS INC Communication Services 4,223 $2.8M 0.69% NEW
37 TSCO TRACTOR SUPPLY CO Consumer Cyclical 55,270 $2.8M 0.68% NEW
38 ITW ILLINOIS TOOL WKS INC Industrials 10,544 $2.6M 0.64% NEW
39 MSCI MSCI INC Financial Services 4,440 $2.5M 0.63% NEW
40 IBIT ISHARES BITCOIN TRUST ETF Financial Services 50,616 $2.5M 0.62% NEW
41 BSX BOSTON SCIENTIFIC CORP Healthcare 25,321 $2.4M 0.58% NEW
42 OEF ISHARES TR 6,512 $2.2M 0.55% NEW
43 ACN ACCENTURE PLC IRELAND Technology 8,155 $2.2M 0.54% NEW
44 BW BABCOCK & WILCOX ENTERPRISES Industrials 297,681 $1.9M 0.47% NEW
45 MSTB ETF SER SOLUTIONS 46,697 $1.9M 0.46% NEW
46 BE BLOOM ENERGY CORP Industrials 21,417 $1.9M 0.46% NEW
47 XLV SELECT SECTOR SPDR TR 11,972 $1.9M 0.46% NEW
48 CRWD CROWDSTRIKE HLDGS INC Technology 3,591 $1.7M 0.41% NEW
49 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 40,120 $1.6M 0.39% NEW
50 BFLY BUTTERFLY NETWORK INC Healthcare 413,317 $1.6M 0.39% NEW
51 CAT CATERPILLAR INC Industrials 2,668 $1.5M 0.38% NEW
52 NOW SERVICENOW INC Technology 9,712 $1.5M 0.37% NEW
53 PG PROCTER AND GAMBLE CO Consumer Defensive 10,361 $1.5M 0.37% NEW
54 NUVB NUVATION BIO INC Healthcare 163,756 $1.5M 0.36% NEW
55 EBS EMERGENT BIOSOLUTIONS INC Healthcare 117,121 $1.4M 0.36% NEW
56 BALT INNOVATOR ETFS TRUST 41,588 $1.4M 0.34% NEW
57 JMOM J P MORGAN EXCHANGE TRADED F 19,949 $1.4M 0.34% NEW
58 LEN LENNAR CORP Consumer Cyclical 12,861 $1.3M 0.33% NEW
59 SPGI S&P GLOBAL INC Financial Services 2,482 $1.3M 0.32% NEW
60 MNDY MONDAY COM LTD Technology 8,608 $1.3M 0.31% NEW
61 ASMB ASSEMBLY BIOSCIENCES INC Healthcare 37,305 $1.3M 0.31% NEW
62 APH AMPHENOL CORP NEW Technology 9,168 $1.2M 0.31% NEW
63 JOET VIRTUS ETF TR II 29,406 $1.2M 0.30% NEW
64 EFA ISHARES TR 12,796 $1.2M 0.30% NEW
65 AMAT APPLIED MATLS INC Technology 4,607 $1.2M 0.29% NEW
66 PALC PACER FDS TR 22,086 $1.2M 0.28% NEW
67 PDBC INVESCO ACTVELY MNGD ETC FD 86,451 $1.1M 0.28% NEW
68 TSLA TESLA INC Consumer Cyclical 2,527 $1.1M 0.28% NEW
69 URA GLOBAL X FDS 26,537 $1.1M 0.28% NEW
70 VOO VANGUARD INDEX FDS 1,801 $1.1M 0.28% NEW
71 LLY ELI LILLY & CO Healthcare 1,037 $1.1M 0.28% NEW
72 WCN WASTE CONNECTIONS INC Industrials 6,304 $1.1M 0.27% NEW
73 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 51,368 $1.1M 0.27% NEW
74 OXY OCCIDENTAL PETE CORP Energy 25,645 $1.1M 0.26% NEW
75 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,655 $1.0M 0.26% NEW
76 IYW ISHARES TR 5,200 $1.0M 0.26% NEW
77 AVGO BROADCOM INC Technology 2,979 $1.0M 0.25% NEW
78 ETN EATON CORP PLC Industrials 3,205 $1.0M 0.25% NEW
79 TSHA TAYSHA GENE THERAPIES INC Healthcare 178,007 $979K 0.24% NEW
80 IDYA IDEAYA BIOSCIENCES INC Healthcare 28,024 $969K 0.24% NEW
81 XMTR XOMETRY INC Industrials 16,117 $958K 0.24% NEW
82 ACHR ARCHER AVIATION INC Industrials 118,227 $889K 0.22% NEW
83 ABT ABBOTT LABS Healthcare 6,913 $866K 0.21% NEW
84 CDNA CAREDX INC Healthcare 45,759 $862K 0.21% NEW
85 SIBN SI-BONE INC Healthcare 41,955 $827K 0.20% NEW
86 RECS COLUMBIA ETF TR I 20,104 $821K 0.20% NEW
87 WMT WALMART INC Consumer Defensive 7,333 $817K 0.20% NEW
88 LMT LOCKHEED MARTIN CORP Industrials 1,646 $815K 0.20% NEW
89 NET CLOUDFLARE INC Technology 3,888 $767K 0.19% NEW
90 SSO PROSHARES TR 13,223 $766K 0.19% NEW
91 VTI VANGUARD INDEX FDS 2,207 $740K 0.18% NEW
92 PMAY INNOVATOR ETFS TRUST 18,354 $727K 0.18% NEW
93 CDTX CIDARA THERAPEUTICS INC 3,283 $725K 0.18% NEW
94 MTUM ISHARES TR 2,852 $714K 0.18% NEW
95 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 28,095 $685K 0.17% NEW
96 HD HOME DEPOT INC Consumer Cyclical 1,974 $679K 0.17% NEW
97 SNOW SNOWFLAKE INC Technology 3,054 $670K 0.17% NEW
98 IMNM IMMUNOME INC Healthcare 30,978 $665K 0.16% NEW
99 XLY SELECT SECTOR SPDR TR 5,530 $660K 0.16% NEW
100 IYE EXXON MOBIL CORP 5,434 $654K 0.16% NEW
101 DSGN DESIGN THERAPEUTICS INC Healthcare 69,377 $651K 0.16% NEW
102 OFIX ORTHOFIX MED INC Healthcare 42,910 $651K 0.16% NEW
103 AXP AMERICAN EXPRESS CO Financial Services 1,706 $631K 0.16% NEW
104 SHY ISHARES TR 7,590 $629K 0.15% NEW
105 BEAM BEAM THERAPEUTICS INC Healthcare 22,657 $628K 0.15% NEW
106 WDAY WORKDAY INC Technology 2,900 $623K 0.15% NEW
107 NKTR NEKTAR THERAPEUTICS Healthcare 14,714 $622K 0.15% NEW
108 HON HONEYWELL INTL INC Industrials 3,188 $622K 0.15% NEW
109 DNTH DIANTHUS THERAPEUTICS INC Healthcare 14,967 $617K 0.15% NEW
110 BX BLACKSTONE INC Financial Services 3,832 $591K 0.15% NEW
111 CVX CHEVRON CORP NEW Energy 3,768 $574K 0.14% NEW
112 AGG ISHARES TR 5,734 $573K 0.14% NEW
113 VLO VALERO ENERGY CORP Energy 3,477 $566K 0.14% NEW
114 PHVS PHARVARIS N V Healthcare 20,182 $560K 0.14% NEW
115 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 6,340 $554K 0.14% NEW
116 MLPX GLOBAL X FDS 9,082 $550K 0.14% NEW
117 ADBE ADOBE INC Technology 1,532 $536K 0.13% NEW
118 NTNX NUTANIX INC Technology 10,268 $531K 0.13% NEW
119 NEE NEXTERA ENERGY INC Utilities 6,576 $528K 0.13% NEW
120 XLP SELECT SECTOR SPDR TR 6,789 $527K 0.13% NEW
121 BRD1EUR MIND MEDICINE MINDMED INC 39,002 $522K 0.13% NEW
122 ERAS ERASCA INC Healthcare 139,385 $519K 0.13% NEW
123 CI THE CIGNA GROUP Healthcare 1,861 $512K 0.13% NEW
124 SANA SANA BIOTECHNOLOGY INC Healthcare 120,983 $492K 0.12% NEW
125 EPD ENTERPRISE PRODS PARTNERS L Energy 15,306 $491K 0.12% NEW
126 MRK MERCK & CO INC Healthcare 4,596 $484K 0.12% NEW
127 AMGN AMGEN INC Healthcare 1,476 $483K 0.12% NEW
128 COWG PACER FDS TR 13,573 $478K 0.12% NEW
129 OKLO OKLO INC Utilities 6,607 $474K 0.12% NEW
130 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 5,728 $460K 0.11% NEW
131 RTX RTX CORPORATION Industrials 2,483 $455K 0.11% NEW
132 BLK BLACKROCK INC Financial Services 425 $454K 0.11% NEW
133 XFOR X4 PHARMACEUTICALS INC Healthcare 113,357 $453K 0.11% NEW
134 VIG VANGUARD SPECIALIZED FUNDS 2,060 $453K 0.11% NEW
135 GM GENERAL MTRS CO Consumer Cyclical 5,849 $451K 0.11% NEW
136 NFLX NETFLIX INC Communication Services 4,790 $449K 0.11% NEW
137 XLE SELECT SECTOR SPDR TR 9,987 $447K 0.11% NEW
138 AMT AMERICAN TOWER CORP NEW Real Estate 2,522 $443K 0.11% NEW
139 MDB MONGODB INC Technology 995 $418K 0.10% NEW
140 IMRX IMMUNEERING CORP Healthcare 63,273 $416K 0.10% NEW
141 XNCR XENCOR INC Healthcare 27,090 $415K 0.10% NEW
142 PRU PRUDENTIAL FINL INC Financial Services 3,656 $413K 0.10% NEW
143 QS QUANTUMSCAPE CORP Consumer Cyclical 39,260 $409K 0.10% NEW
144 MIRM MIRUM PHARMACEUTICALS INC Healthcare 5,082 $401K 0.10% NEW
145 SOJF SOUTHERN CO Utilities 4,594 $401K 0.10% NEW
146 OREILLY AUTOMOTIVE INC 4,354 $397K 0.10% NEW
147 LIN LINDE PLC Basic Materials 922 $393K 0.10% NEW
148 GE GE AEROSPACE Industrials 1,266 $390K 0.10% NEW
149 GTLB GITLAB INC Technology 10,370 $389K 0.10% NEW
150 KO COCA COLA CO Consumer Defensive 5,461 $382K 0.09% NEW
151 EEM ISHARES TR 6,888 $377K 0.09% NEW
152 PAYX PAYCHEX INC Industrials 3,354 $376K 0.09% NEW
153 ZS ZSCALER INC Technology 1,666 $375K 0.09% NEW
154 ROKU ROKU INC Communication Services 3,394 $368K 0.09% NEW
155 MUB ISHARES TR 3,387 $363K 0.09% NEW
156 PKG PACKAGING CORP AMER Consumer Cyclical 1,714 $353K 0.09% NEW
157 QCOM QUALCOMM INC Technology 1,984 $339K 0.08% NEW
158 SYM SYMBOTIC INC Industrials 5,676 $338K 0.08% NEW
159 HRTX HERON THERAPEUTICS INC Healthcare 259,413 $337K 0.08% NEW
160 ESTC ELASTIC N V Technology 4,345 $328K 0.08% NEW
161 TWLO TWILIO INC Communication Services 2,301 $327K 0.08% NEW
162 PATH UIPATH INC Technology 19,711 $323K 0.08% NEW
163 RXST RXSIGHT INC Healthcare 30,789 $321K 0.08% NEW
164 BIB PROSHARES TR 4,000 $319K 0.08% NEW
165 ED CONSOLIDATED EDISON INC Utilities 3,199 $318K 0.08% NEW
166 GEV GE VERNOVA INC Utilities 482 $315K 0.08% NEW
167 TEAM ATLASSIAN CORPORATION Technology 1,941 $315K 0.08% NEW
168 T AT&T INC Communication Services 12,617 $313K 0.08% NEW
169 BWAY BRAINSWAY LTD Healthcare 16,320 $310K 0.08% NEW
170 DDOG DATADOG INC Technology 2,245 $305K 0.07% NEW
171 YUM YUM BRANDS INC Consumer Cyclical 1,992 $301K 0.07% NEW
172 UPS UNITED PARCEL SERVICE INC Industrials 3,023 $300K 0.07% NEW
173 PRME PRIME MEDICINE INC Healthcare 85,539 $297K 0.07% NEW
174 SGHT SIGHT SCIENCES INC Healthcare 37,089 $294K 0.07% NEW
175 SBUX STARBUCKS CORP Consumer Cyclical 3,488 $294K 0.07% NEW
176 GFL GFL ENVIRONMENTAL INC Industrials 6,765 $291K 0.07% NEW
177 PLD PROLOGIS INC. Real Estate 2,257 $288K 0.07% NEW
178 CSCO CISCO SYS INC Technology 3,729 $287K 0.07% NEW
179 XLU SELECT SECTOR SPDR TR 6,546 $279K 0.07% NEW
180 TJX TJX COS INC NEW Consumer Cyclical 1,785 $274K 0.07% NEW
181 SMH VANECK ETF TRUST 759 $273K 0.07% NEW
182 TECX TECTONIC THERAPEUTIC INC Healthcare 13,046 $272K 0.07% NEW
183 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 5,805 $270K 0.07% NEW
184 BBNX BETA BIONICS INC Healthcare 8,729 $266K 0.07% NEW
185 XGN EXAGEN INC Healthcare 43,345 $264K 0.07% NEW
186 NEM NEWMONT CORP Basic Materials 2,612 $261K 0.06% NEW
187 ABBV ABBVIE INC Healthcare 1,140 $261K 0.06% NEW
188 SHOP SHOPIFY INC Technology 1,600 $258K 0.06% NEW
189 UFOX ETF SER SOLUTIONS 4,000 $255K 0.06% NEW
190 GS GOLDMAN SACHS GROUP INC Financial Services 290 $255K 0.06% NEW
191 UBER UBER TECHNOLOGIES INC Technology 2,981 $244K 0.06% NEW
192 FDX FEDEX CORP Industrials 810 $234K 0.06% NEW
193 VZ VERIZON COMMUNICATIONS INC Communication Services 5,667 $231K 0.06% NEW
194 TXN TEXAS INSTRS INC Technology 1,328 $230K 0.06% NEW
195 ABNB AIRBNB INC Consumer Cyclical 1,675 $227K 0.06% NEW
196 ORIC ORIC PHARMACEUTICALS INC Healthcare 27,322 $223K 0.06% NEW
197 VST VISTRA CORP Utilities 1,359 $219K 0.05% NEW
198 NFG NATIONAL FUEL GAS CO Energy 2,723 $218K 0.05% NEW
199 MRSH MARSH & MCLENNAN COS INC Financial Services 1,164 $216K 0.05% NEW
200 COR CENCORA INC Healthcare 637 $215K 0.05% NEW
201 SYK STRYKER CORPORATION Healthcare 604 $212K 0.05% NEW
202 MSTR STRATEGY SHS Technology 4,266 $208K 0.05% NEW
203 NVS NOVARTIS AG Healthcare 1,477 $204K 0.05% NEW
204 FOX FOX CORP Communication Services 3,132 $203K 0.05% NEW
205 MMM 3M CO Industrials 1,270 $203K 0.05% NEW
206 ECL ECOLAB INC Basic Materials 774 $203K 0.05% NEW
207 CRVS CORVUS PHARMACEUTICALS INC Healthcare 26,255 $202K 0.05% NEW
208 EXE EXPAND ENERGY CORPORATION Energy 1,820 $201K 0.05% NEW
209 ACIC AMERICAN COASTAL INS CORP Financial Services 15,613 $197K 0.05% NEW
210 ORGO ORGANOGENESIS HLDGS INC Healthcare 38,051 $197K 0.05% NEW
211 WVE WAVE LIFE SCIENCES LTD Healthcare 11,356 $193K 0.05% NEW
212 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 24,349 $191K 0.05% NEW
213 ABR ARBOR REALTY TRUST INC Real Estate 21,901 $170K 0.04% NEW
214 VYGR VOYAGER THERAPEUTICS INC Healthcare 38,487 $151K 0.04% NEW
215 SEER SEER INC Healthcare 67,647 $124K 0.03% NEW
216 NOK NOKIA CORP Technology 18,143 $117K 0.03% NEW
217 FTNY PUTNAM ETF TRUST 11,197 $88K 0.02% NEW
218 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 41,133 $80K 0.02% NEW
Sector Allocation
Technology 24.3%
Financial Services 19.4%
Healthcare 15.3%
Consumer Cyclical 14.4%
Communication Services 11.0%
Industrials 8.4%
Consumer Defensive 3.0%
Utilities 2.5%
Energy 1.1%
Real Estate 0.3%