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PWM

Palumbo Wealth Management Portfolio holdings

AUM $410M
1-Year Est. Return 32.56%
This Fund
S&P 500
This Quarter Est. Return
+8.55%
1 Year Est. Return
+32.56%
3 Year Est. Return
+80.66%
5 Year Est. Return
+99.66%
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$23.7M
Cap. Flow
+$5.97M
Cap. Flow %
1.85%
Top 10 Hldgs %
39.92%
Holding
212
New
25
Increased
92
Reduced
73
Closed
15

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$2.19M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.55M
3
NPCE icon
Neuropace
NPCE
+$1.55M
4
AMD icon
Advanced Micro Devices
AMD
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$974K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$3.71M
2
SJM icon
J.M. Smucker
SJM
+$2.27M
3
PHYS icon
Sprott Physical Gold
PHYS
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$793K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$597K

Sector Composition

Rank Sector Weight
1 Technology 17.36%
2 Healthcare 7.62%
3 Consumer Discretionary 7.61%
4 Financials 7.34%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
151
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$264K 0.08%
6,474
-126
-2% -$5.02K
GHRS icon
152
GH Research
GHRS
$1.93B
$264K 0.08%
21,651
+8,782
+68% +$96.3K
AKRO
153
DELISTED
Akero Therapeutics
AKRO
$262K 0.08%
+4,910
New +$223K
CSCO icon
154
Cisco
CSCO
$457B
$260K 0.08%
3,748
-178
-5% -$10.9K
ROKU icon
155
Roku
ROKU
$21.5B
$257K 0.08%
2,920
-5
-0.2% -$349
UBER icon
156
Uber
UBER
$143B
$256K 0.08%
+2,747
New +$226K
PHVS icon
157
Pharvaris
PHVS
$2.28B
$256K 0.08%
14,549
+447
+3% +$7.2K
TEAM icon
158
Atlassian
TEAM
$25.6B
$253K 0.08%
1,248
-2
-0.2% -$416
ADP icon
159
Automatic Data Processing
ADP
$106B
$247K 0.08%
+803
New +$247K
VZ icon
160
Verizon
VZ
$195B
$245K 0.08%
5,667
+168
+3% +$7.28K
TXN icon
161
Texas Instruments
TXN
$252B
$242K 0.08%
1,168
-452
-28% -$80.2K
SYK icon
162
Stryker
SYK
$125B
$239K 0.07%
603
-2
-0.3% -$748
ECL icon
163
Ecolab
ECL
$78.1B
$236K 0.07%
877
-25
-3% -$6.36K
DAL icon
164
Delta Air Lines
DAL
$57.5B
$236K 0.07%
+4,791
New +$220K
INTU icon
165
Intuit
INTU
$86.5B
$234K 0.07%
+297
New +$201K
DDOG icon
166
Datadog
DDOG
$95.4B
$231K 0.07%
+1,718
New +$190K
GEV icon
167
GE Vernova
GEV
$264B
$229K 0.07%
+432
New +$180K
NFG icon
168
National Fuel Gas
NFG
$7.82B
$228K 0.07%
2,688
+18
+0.7% +$1.45K
LXEO icon
169
Lexeo Therapeutics
LXEO
$324M
$226K 0.07%
+56,303
New +$185K
GDX icon
170
VanEck Gold Miners ETF
GDX
$22.7B
$226K 0.07%
4,345
-1,071
-20% -$53.2K
SEER icon
171
Seer Inc
SEER
$122M
$226K 0.07%
105,376
+622
+0.6% +$1.25K
TJX icon
172
TJX Companies
TJX
$174B
$225K 0.07%
+1,819
New +$231K
ABR icon
173
Arbor Realty Trust
ABR
$964M
$224K 0.07%
20,960
+6,010
+40% +$63.3K
MMM icon
174
3M
MMM
$90.9B
$224K 0.07%
1,472
-159
-10% -$22.7K
NUVB icon
175
Nuvation Bio
NUVB
$2.2B
$222K 0.07%
113,666
+4,023
+4% +$8.38K
5 6
7
8 9

Similar funds

GMF
Grace & Mercy Foundation New York $410M AUM 12.09% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
KM
KP Management Edina, Minnesota $409M AUM 68.3% 1-Year Est. Return
LPC
Lineage Point Capital Palm Beach, Florida $409M AUM
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return
GCM
G2 Capital Management Columbus, Ohio $411M AUM 14.56% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return

Palumbo Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Palumbo Wealth Management held 212 positions worth $323M, up 7.9% from $299M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Palumbo Wealth Management's Q2 2025 filing shows 25 new, 92 increased, 73 reduced and 15 closed positions. Its largest new stake was Advanced Micro Devices: 9,934 shares worth $1.41M. The largest sale was UnitedHealth, an estimated $3.71M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Palumbo Wealth Management's largest Q2 2025 buy was Advanced Micro Devices: 9,934 shares worth $1.41M.
  • Palumbo Wealth Management added most to Amazon in Q2 2025, an estimated $2.19M increase.
  • Palumbo Wealth Management's biggest Q2 2025 reduction was Sprott Physical Gold, cutting an estimated $1.13M.
  • Palumbo Wealth Management fully exited UnitedHealth in Q2 2025, selling an estimated $3.71M.
  • Palumbo Wealth Management's ten largest holdings make up 40% of its $323M portfolio in Q2 2025.
  • Palumbo Wealth Management opened 25 new positions and closed 15 in Q2 2025.
  • Palumbo Wealth Management's portfolio value rose 7.9% quarter-over-quarter to $323M.

Based on Palumbo Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.