Palumbo Wealth Management LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$405.3B

Holdings

218

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (218 positions)

StockValue
DSGNDESIGN THERAPEUTICS INC
$650K
OFIXORTHOFIX MED INC
$650K
AXPAMERICAN EXPRESS CO
$631K
SHYISHARES TR
$628K
BEAMBEAM THERAPEUTICS INC
$628K
NKTRNEKTAR THERAPEUTICS
$622K
WDAYWORKDAY INC
$622K
HONHONEYWELL INTL INC
$621K
DNTHDIANTHUS THERAPEUTICS INC
$616K
BXBLACKSTONE INC
$590K
CVXCHEVRON CORP NEW
$574K
AGGISHARES TR
$572K
VLOVALERO ENERGY CORP
$566K
PHVSPHARVARIS N V
$560K
PTGXPROTAGONIST THERAPEUTICS INC
$553K
MLPXGLOBAL X FDS
$549K
ADBEADOBE INC
$536K
NTNXNUTANIX INC
$530K
XLFISELECT SECTOR SPDR TR
$527K
NEENEXTERA ENERGY INC
$527K
BRD1EURMIND MEDICINE MINDMED INC
$522K
ERASERASCA INC
$518K
CITHE CIGNA GROUP
$512K
SANASANA BIOTECHNOLOGY INC
$492K
EPDENTERPRISE PRODS PARTNERS L
$490K
MRKMERCK & CO INC
$483K
AMGNAMGEN INC
$482K
COWGPACER FDS TR
$477K
OKLOOKLO INC
$474K
PEGPUBLIC SVC ENTERPRISE GRP IN
$459K
RTXRTX CORPORATION
$455K
BLKBLACKROCK INC
$454K
XFORX4 PHARMACEUTICALS INC
$453K
VIGVANGUARD SPECIALIZED FUNDS
$452K
GMGENERAL MTRS CO
$451K
NFLXNETFLIX INC
$449K
XLESELECT SECTOR SPDR TR
$446K
AMTAMERICAN TOWER CORP NEW
$442K
MDBMONGODB INC
$417K
IMRXIMMUNEERING CORP
$416K
XNCRXENCOR INC
$414K
PRUPRUDENTIAL FINL INC
$412K
QSQUANTUMSCAPE CORP
$409K
MIRMMIRUM PHARMACEUTICALS INC
$401K
SOSOUTHERN CO
$400K
ORLYOREILLY AUTOMOTIVE INC
$397K
LINLINDE PLC
$393K
GEGE AEROSPACE
$389K
GTLBGITLAB INC
$389K
KOCOCA COLA CO
$381K
EEMISHARES TR
$376K
PAYXPAYCHEX INC
$376K
ZSZSCALER INC
$374K
ROKUROKU INC
$368K
MUBISHARES TR
$362K
PKGPACKAGING CORP AMER
$353K
QCOMQUALCOMM INC
$339K
SYMSYMBOTIC INC
$337K
HRTXHERON THERAPEUTICS INC
$337K
TWLOTWILIO INC
$327K
ESTCELASTIC N V
$327K
PATHUIPATH INC
$323K
RXSTRXSIGHT INC
$320K
BIBPROSHARES TR
$319K
EDCONSOLIDATED EDISON INC
$317K
GEVGE VERNOVA INC
$315K
TEAMATLASSIAN CORPORATION
$314K
TAT&T INC
$313K
BWAYBRAINSWAY LTD
$310K
DDOGDATADOG INC
$305K
YUMYUM BRANDS INC
$301K
UPSUNITED PARCEL SERVICE INC
$299K
PRMEPRIME MEDICINE INC
$296K
SGHTSIGHT SCIENCES INC
$294K
SBUXSTARBUCKS CORP
$293K
GFLGFL ENVIRONMENTAL INC
$290K
PLDPROLOGIS INC.
$288K
CSCOCISCO SYS INC
$287K
XLUSELECT SECTOR SPDR TR
$279K
TJXTJX COS INC NEW
$274K
SMHVANECK ETF TRUST
$273K
TECXTECTONIC THERAPEUTIC INC
$272K
CRNXCRINETICS PHARMACEUTICALS IN
$270K
BBNXBETA BIONICS INC
$265K
XGNEXAGEN INC
$263K
ABBVABBVIE INC
$260K
NEMNEWMONT CORP
$260K
SHOPSHOPIFY INC
$257K
GSGOLDMAN SACHS GROUP INC
$255K
SIXGETF SER SOLUTIONS
$255K
UBERUBER TECHNOLOGIES INC
$243K
FDXFEDEX CORP
$234K
TXNTEXAS INSTRS INC
$230K
BACVERIZON COMMUNICATIONS INC
$230K
ABNBAIRBNB INC
$227K
ORICORIC PHARMACEUTICALS INC
$223K
VSTVISTRA CORP
$219K
NFGNATIONAL FUEL GAS CO
$217K
MRSHMARSH & MCLENNAN COS INC
$216K
ABGCENCORA INC
$215K
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