Fund HoldingsPalumbo Wealth Management LLC

Total Portfolio Value
$267.84M
Total Bought
$62.34M
Total Sold
$51.16M
Net Transaction
+$11.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0414,088+414,088020,8587.79%+20,858
SPDR S&P 500 ETF TR(SPY)40,05151,399+11,34822,98030,12411.25%+7,144
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
056,134+56,13403,4831.30%+3,483
AMAZON COM INC(AMZN)031,807+31,80706,9782.61%+6,978
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,94819,849+9,9011,5322,7311.02%+1,199
COMCAST CORP NEW(CCZ)045,790+45,79001,7180.64%+1,718
FOX CORP(FOX)025,543+25,54301,1680.44%+1,168
ALPHABET INC(GOOG)016,146+16,14603,0561.14%+3,056
APPLE INC(AAPL)44,15945,126+96710,28911,3004.22%+1,012
ADOBE INC(ADBE)02,268+2,26801,0090.38%+1,009
VISA INC(V)14,58415,667+1,0834,0104,9521.85%+942
FISERV INC(FISV)14,76116,362+1,6012,6523,3611.25%+709
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,975+2,97506670.25%+667
ISHARES BITCOIN TRUST ETF(IBIT)012,397+12,39706580.25%+658
ENTERGY CORP NEW(ETR)23,46849,343+25,8753,0893,7411.40%+653
META PLATFORMS INC(META)1,3262,345+1,0197591,3730.51%+614
SELECT SECTOR SPDR TR
ST STR STAPL ETF
07,451+7,45105860.22%+586
CROWDSTRIKE HLDGS INC(CRWD)03,774+3,77401,2910.48%+1,291
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,775+5,77504950.18%+495
COSTCO WHSL CORP NEW(COST)5,6686,018+3505,0255,5142.06%+489
WASTE CONNECTIONS INC(WCN)02,795+2,79504790.18%+479
ARCHER AVIATION INC(ACHR)053,897+53,89705250.20%+525
UNIQURE NV(QURE)024,749+24,74904370.16%+437
OREILLY AUTOMOTIVE INC(ORLY)1,6381,923+2851,8862,2800.85%+394
VALERO ENERGY CORP(VLO)03,174+3,17403890.15%+389
BLACKROCK INC(BLK)0375+37503840.14%+384
JPMORGAN CHASE & CO.(JPM)11,18711,412+2252,3592,7361.02%+377
SERVICENOW INC(NOW)8471,067+2207581,1310.42%+374
ILLINOIS TOOL WKS INC(ITW)14,17916,081+1,9023,7164,0781.52%+362
GENEDX HOLDINGS CORP(WGS)6,7618,303+1,5422876380.24%+351
CHURCH & DWIGHT CO INC(CHD)17,81321,156+3,3431,8652,2150.83%+350
NVIDIA CORPORATION(NVDA)28,88828,618-2703,5083,8431.43%+335
ACCENTURE PLC IRELAND
SHS CLASS A
7,1128,075+9632,5142,8411.06%+327
MSCI INC(MSCI)3,0203,462+4421,7602,0770.78%+317
SALESFORCE INC(CRM)3,6793,945+2661,0071,3190.49%+312
FACTSET RESH SYS INC(FDS)2,7353,263+5281,2581,5670.59%+310
INVESCO QQQ TR10,70510,813+1085,2255,5282.06%+303
PALANTIR TECHNOLOGIES INC(PLTR)6,1396,971+8322285270.20%+299
GENERAL MTRS CO(GM)05,581+5,58102970.11%+297
SNOWFLAKE INC(SNOW)01,895+1,89502930.11%+293
QUEST DIAGNOSTICS INC(DGX)19,39021,786+2,3963,0103,2871.23%+276
DYNAVAX TECHNOLOGIES CORP021,533+21,53302750.10%+275
REDDIT INC(RDDT)01,651+1,65102700.10%+270
BLOOM ENERGY CORP011,831+11,83102630.10%+263
WASTE MGMT INC DEL(WM)033,744+33,74406,8092.54%+6,809
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
03,832+3,83202580.10%+258
HARBOR ETF TRUST
COMM ALL WEA ETF
011,495+11,49502540.09%+254
ISHARES TR7,32910,536+3,2076098640.32%+254
ALPHABET INC(GOOG)011,397+11,39702,1700.81%+2,170
ELASTIC N V
ORD SHS
02,550+2,55002530.09%+253
MYOMO INC037,564+37,56402420.09%+242
XOMETRY INC(XMTR)10,40610,130-2761914320.16%+241
MICROSOFT CORP(MSFT)16,27017,171+9017,0017,2372.70%+236
MCDONALDS CORP(MCD)8,0749,261+1,1872,4592,6851.00%+226
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
07,123+7,12302240.08%+224
ATLASSIAN CORPORATION0918+91802230.08%+223
CHIMERIX INC063,400+63,40002210.08%+221
OKLO INC(OKLO)010,346+10,34602200.08%+220
CRITEO S A(CRTO)05,264+5,26402080.08%+208
BUTTERFLY NETWORK INC(BFLY)073,370+73,37002290.09%+229
PHARVARIS N V
COM
010,221+10,22101960.07%+196
ASSEMBLY BIOSCIENCES INC011,427+11,42701800.07%+180
CLOUDFLARE INC(NET)03,647+3,64703930.15%+393
TESLA INC(TSLA)1,2831,271-123365130.19%+178
MIMEDX GROUP INC017,785+17,78501710.06%+171
PARAGON 28 INC016,553+16,55301710.06%+171
MONDAY COM LTD
SHS
2,5253,670+1,1457018640.32%+163
TRACTOR SUPPLY CO(TSCO)6,95440,989+34,0352,0232,1750.81%+152
CORMEDIX INC12,36630,326+17,9601002460.09%+146
UIPATH INC(PATH)011,337+11,33701440.05%+144
GINKGO BIOWORKS HOLDINGS INC014,631+14,63101440.05%+144
DESIGN THERAPEUTICS INC36,77454,696+17,9221983370.13%+140
NUVATION BIO INC(NUVB)065,360+65,36001740.06%+174
SPROTT PHYSICAL GOLD TR(PHYS)264,637274,507+9,8705,3935,5292.06%+135
NEUROPACE INC011,517+11,51701290.05%+129
WORKDAY INC(WDAY)1,1151,551+4362734000.15%+128
IDEAYA BIOSCIENCES INC(IDYA)7,04713,509+6,4622233470.13%+124
EXAGEN INC76,36486,704+10,3402363550.13%+120
BANK AMERICA CORP40,91039,533-1,3771,6231,7370.65%+114
OCULAR THERAPEUTIX INC(OCUL)011,693+11,69301000.04%+100
NUTANIX INC(NTNX)05,382+5,38203290.12%+329
OCCIDENTAL PETE CORP(OXY)028,409+28,40901,4040.52%+1,404
PACER FDS TR
LUNT LRGCP MULTI
18,23920,209+1,9709049950.37%+91
GITLAB INC(GTLB)4,5395,761+1,2222343250.12%+91
TREACE MED CONCEPTS INC12,99622,259+9,263751660.06%+90
ISHARES TR06,546+6,54601,8910.71%+1,891
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
11,29112,373+1,0826457210.27%+76
SHERWIN WILLIAMS CO(SHW)5,7256,647+9222,1852,2590.84%+74
BLACKSTONE INC(BX)3,4283,445+175255940.22%+69
ORGANOGENESIS HLDGS INC020,190+20,1900650.02%+65
INFINERA CORP033,883+33,88302230.08%+223
ZUORA INC016,152+16,15201600.06%+160
NETFLIX INC(NFLX)0322+32202870.11%+287
GLOBAL X FDS
GLB X MLP ENRG I
9,0829,08204945500.21%+56
MATTERPORT INC026,073+26,07301240.05%+124
WALMART INC(WMT)4,6304,690+603744240.16%+50
HILTON WORLDWIDE HLDGS INC(HLT)2,0932,134+414825280.20%+45
ISHARES TR05,200+5,20008300.31%+830
AMPHENOL CORP NEW09,026+9,02606270.23%+627
ENTERPRISE PRODS PARTNERS L(EPD)015,306+15,30604800.18%+480
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