MondegarAI
Palumbo Wealth Management LLC

Q4 2024 · 13F-HR

Palumbo Wealth Management LLCholdings as filed

Filed 2025-01-30 · accession 0001951757-25-000159

$267.8M
Reported value
175
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$30.1M11.2%51,399CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$20.9M7.79%414,088CommonNONE
78463V107GLDSPDR GOLD TR$13.1M4.90%54,198CommonNONE
037833100AAPLAPPLE INC$11.3M4.22%45,126CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$10.5M3.90%488,807CommonNONE
594918104MSFTMICROSOFT CORP$7.2M2.70%17,171CommonNONE
023135106AMZNAMAZON COM INC$7.0M2.61%31,807CommonNONE
94106L109WMWASTE MGMT INC DEL$6.8M2.54%33,744CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.5M2.06%274,507CommonNONE
46090E103QQQINVESCO QQQ TR$5.5M2.06%10,813CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.5M2.06%6,018CommonNONE
92826C839VVISA INC$5.0M1.85%15,667CommonNONE
452308109ITWILLINOIS TOOL WKS INC$4.1M1.52%16,081CommonNONE
67066G104NVDANVIDIA CORPORATION$3.8M1.43%28,618CommonNONE
29364G103ETRENTERGY CORP NEW$3.7M1.40%49,343CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$3.5M1.30%56,134CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M1.26%7,455CommonNONE
337738108FISVFISERV INC$3.4M1.25%16,362CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3.3M1.25%82,285CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$3.3M1.23%21,786CommonNONE
02079K305GOOGLALPHABET INC$3.1M1.14%16,146CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.8M1.06%8,075CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M1.04%5,505CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.7M1.02%11,412CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M1.02%19,849CommonNONE
580135101MCDMCDONALDS CORP$2.7M1.00%9,261CommonNONE
78464A888XHBSPDR SER TR$2.6M0.97%24,900CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.3M0.85%1,923CommonNONE
824348106SHWSHERWIN WILLIAMS CO$2.3M0.84%6,647CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$2.2M0.83%21,156CommonNONE
892356106TSCOTRACTOR SUPPLY CO$2.2M0.81%40,989CommonNONE
02079K107GOOGALPHABET INC$2.2M0.81%11,397CommonNONE
55354G100MSCIMSCI INC$2.1M0.78%3,462CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.75%9,116CommonNONE
464287101OEFISHARES TR$1.9M0.71%6,546CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.9M0.70%3,595CommonNONE
26922B105MSTBETF SER SOLUTIONS$1.8M0.69%54,349CommonNONE
478160104JNJJOHNSON & JOHNSON$1.8M0.68%12,670CommonNONE
254687106DISDISNEY WALT CO$1.8M0.68%16,339CommonNONE
060505104BACBANK AMERICA CORP$1.7M0.65%39,533CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.7M0.64%45,790CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.62%9,931CommonNONE
303075105FDSFACTSET RESH SYS INC$1.6M0.59%3,263CommonNONE
92790A504JOETVIRTUS ETF TR II$1.5M0.55%38,844CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.4M0.52%28,409CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.51%2,345CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.49%3,945CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.48%3,774CommonNONE
654106103NKENIKE INC$1.3M0.47%16,787CommonNONE
832696405SJMSMUCKER J M CO$1.3M0.47%11,420CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.2M0.46%94,126CommonNONE
78409V104SPGIS&P GLOBAL INC$1.2M0.44%2,379CommonNONE
35137L204FOXFOX CORP$1.2M0.44%25,543CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.42%1,067CommonNONE
00724F101ADBEADOBE INC$1.0M0.38%2,268CommonNONE
69374H816PALCPACER FDS TR$995,0090.37%20,209CommonNONE
G29183103ETNEATON CORP PLC$954,5860.36%2,876CommonNONE
464287465EFAISHARES TR$944,8650.35%12,497CommonNONE
149123101CATCATERPILLAR INC$926,4730.35%2,554CommonNONE
M7S64H106MNDYMONDAY COM LTD$864,0650.32%3,670CommonNONE
464287457SHYISHARES TR$863,7510.32%10,536CommonNONE
464287721IYWISHARES TR$829,5040.31%5,200CommonNONE
002824100ABTABBOTT LABS$808,6370.30%7,149CommonNONE
038222105AMATAPPLIED MATLS INC$786,3170.29%4,835CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$720,9750.27%12,373CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$699,1330.26%3,812CommonNONE
438516106HONHONEYWELL INTL INC$677,4270.25%2,999CommonNONE
437076102HDHOME DEPOT INC$672,9310.25%1,730CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$667,4480.25%2,975CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$659,0450.25%18,354CommonNONE
922908769VTIVANGUARD INDEX FDS$658,5390.25%2,272CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$657,6610.25%12,397CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$638,1690.24%8,303CommonNONE
032095101APHAMPHENOL CORP NEW$626,8650.23%9,026CommonNONE
09260D107BXBLACKSTONE INC$593,9240.22%3,445CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$585,7550.22%7,451CommonNONE
46432F396MTUMISHARES TR$585,4520.22%2,829CommonNONE
37954Y293MLPXGLOBAL X FDS$550,0060.21%9,082CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$527,5320.20%2,134CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$527,2170.20%6,971CommonNONE
03945R102ACHRARCHER AVIATION INC$525,4960.20%53,897CommonNONE
88160R101TSLATESLA INC$513,2810.19%1,271CommonNONE
464287176TIPISHARES TR$506,7300.19%4,756CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$494,7170.18%5,775CommonNONE
125523100CITHE CIGNA GROUP$494,3680.18%1,790CommonNONE
56400P706MNKDMANNKIND CORP$486,2240.18%75,618CommonNONE
74347R107SSOPROSHARES TR$484,5580.18%5,238CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$479,9970.18%15,306CommonNONE
94106B101WCNWASTE CONNECTIONS INC$479,3100.18%2,795CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$456,2840.17%5,400CommonNONE
65339F101NEENEXTERA ENERGY INC$455,0060.17%6,347CommonNONE
166764100CVXCHEVRON CORP NEW$450,6620.17%3,111CommonNONE
30231G102XOMEXXON MOBIL CORP$449,0500.17%4,174CommonNONE
464288414MUBISHARES TR$442,6820.17%4,155CommonNONE
704326107PAYXPAYCHEX INC$437,2660.16%3,118CommonNONE
N90064101QUREUNIQURE NV$437,0680.16%24,749CommonNONE
98423F109XMTRXOMETRY INC$432,1460.16%10,130CommonNONE
931142103WMTWALMART INC$423,7800.16%4,690CommonNONE
98138H101WDAYWORKDAY INC$400,2050.15%1,551CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$399,2530.15%2,039CommonNONE
18915M107NETCLOUDFLARE INC$392,7090.15%3,647CommonNONE
744320102PRUPRUDENTIAL FINL INC$392,2720.15%3,309CommonNONE
86280R803SSUSSTRATEGY SHS$391,6300.15%9,309CommonNONE
91913Y100VLOVALERO ENERGY CORP$389,1010.15%3,174CommonNONE
09290D101BLKBLACKROCK INC$384,1860.14%375CommonNONE
695156109PKGPACKAGING CORP AMER$381,6720.14%1,695CommonNONE
58933Y105MRKMERCK & CO INC$365,2600.14%3,672CommonNONE
031162100AMGNAMGEN INC$359,4300.13%1,379CommonNONE
30068X103XGNEXAGEN INC$355,4870.13%86,704CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$353,8020.13%2,806CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$347,1820.13%13,509CommonNONE
855244109SBUXSTARBUCKS CORP$344,4610.13%3,775CommonNONE
25056L103DSGNDESIGN THERAPEUTICS INC$337,4750.13%54,696CommonNONE
67059N108NTNXNUTANIX INC$329,2710.12%5,382CommonNONE
464287804IJRISHARES TR$327,6680.12%2,844CommonNONE
539830109LMTLOCKHEED MARTIN CORP$327,2590.12%673CommonNONE
37637K108GTLBGITLAB INC$324,6330.12%5,761CommonNONE
842587107SOSOUTHERN CO$321,8970.12%3,910CommonNONE
922908363VOOVANGUARD INDEX FDS$311,7340.12%579CommonNONE
72201R833MINTPIMCO ETF TR$304,2140.11%3,032CommonNONE
37045V100GMGENERAL MTRS CO$297,3050.11%5,581CommonNONE
833445109SNOWSNOWFLAKE INC$292,6040.11%1,895CommonNONE
747525103QCOMQUALCOMM INC$289,8240.11%1,887CommonNONE
G54950103LINLINDE PLC$288,8100.11%690CommonNONE
75513E101RTXRTX CORPORATION$287,1550.11%2,481CommonNONE
64110L106NFLXNETFLIX INC$287,0060.11%322CommonNONE
464287234EEMISHARES TR$284,8110.11%6,810CommonNONE
988498101YUMYUM BRANDS INC$278,1700.10%2,073CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$274,9770.10%21,533CommonNONE
209115104EDCONSOLIDATED EDISON INC$273,7390.10%3,068CommonNONE
75734B100RDDTREDDIT INC$269,8400.10%1,651CommonNONE
093712107BEBLOOM ENERGY CORP$262,7670.10%11,831CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$257,5490.10%3,832CommonNONE
41151J505HGERHARBOR ETF TRUST$254,4470.09%11,495CommonNONE
N14506104ESTCELASTIC N V$252,6540.09%2,550CommonNONE
191216100KOCOCA COLA CO$250,7310.09%4,027CommonNONE
81578P106SEERSEER INC$249,8200.09%108,147CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$246,5310.09%3,257CommonNONE
21900C308CRMDCORMEDIX INC$245,6410.09%30,326CommonNONE
62857J201MYOMYOMO INC$241,9130.09%37,564CommonNONE
00206R102TAT&T INC$240,6990.09%10,571CommonNONE
124155102BFLYBUTTERFLY NETWORK INC$228,9150.09%73,370CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$223,8050.08%7,123CommonNONE
049468101TEAMATLASSIAN CORPORATION$223,4230.08%918CommonNONE
45667G103INFNEURINFINERA CORP$222,6120.08%33,883CommonNONE
16934W106CMRXEURCHIMERIX INC$220,6320.08%63,400CommonNONE
02156V109OKLOOKLO INC$219,6460.08%10,346CommonNONE
74340W103PLDPROLOGIS INC.$213,8450.08%2,023CommonNONE
882508104TXNTEXAS INSTRS INC$213,1980.08%1,137CommonNONE
31428X106FDXFEDEX CORP$212,2150.08%754CommonNONE
226718104CRTOCRITEO S A$208,2440.08%5,264CommonNONE
74347R214BIBPROSHARES TR$202,6400.08%4,000CommonNONE
278865100ECLECOLAB INC$201,2810.08%859CommonNONE
038923108ABRARBOR REALTY TRUST INC$200,1110.07%14,448CommonNONE
N69605108PHVSPHARVARIS N V$195,9370.07%10,221CommonNONE
045396207ASMBASSEMBLY BIOSCIENCES INC$180,3190.07%11,427CommonNONE
04546C205ASSERTIO HOLDINGS INC$179,0970.07%205,598CommonNONE
67080N101NUVBNUVATION BIO INC$173,8580.06%65,360CommonNONE
602496101MDXGMIMEDX GROUP INC$171,0920.06%17,785CommonNONE
69913P105FNAUSDPARAGON 28 INC$170,9930.06%16,553CommonNONE
89455T109TMCITREACE MED CONCEPTS INC$165,6070.06%22,259CommonNONE
98983V106ZUOUSDZUORA INC$160,2280.06%16,152CommonNONE
90364P105PATHUIPATH INC$144,0940.05%11,337CommonNONE
37611X209DNAGINKGO BIOWORKS HOLDINGS INC$143,6770.05%14,631CommonNONE
641288105NPCENEUROPACE INC$128,8760.05%11,517CommonNONE
577096100MTTR*MATTERPORT INC$123,5870.05%26,073CommonNONE
67576A100OCULOCULAR THERAPEUTIX INC$99,8590.04%11,693CommonNONE
039697107ARDXARDELYX INC$86,3980.03%17,041CommonNONE
68218J103OABIOMNIAB INC$75,0630.03%21,204CommonNONE
29479A108ERASERASCA INC$71,7860.03%28,600CommonNONE
68621F102ORGOORGANOGENESIS HLDGS INC$64,6080.02%20,190CommonNONE
45790W108INOZYME PHARMA INC$64,4890.02%23,281CommonNONE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$52,4120.02%23,932CommonNONE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$47,8380.02%28,475CommonNONE
28623U101ELEVATION ONCOLOGY INC$38,8790.01%69,105CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.