Palumbo-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "SNOW",
  "ACN",
  "ZS",
  "MMM",
  "ABT",
  "ADBE",
  "GOOGL",
  "TEAM",
  "T",
  "BLK",
  null,
  "CAT",
  "ABR",
  "DVAX",
  null,
  "ROKU",
  "PRME",
  "QS",
  "MIRM",
  "NUVB",
  "MNMD",
  "PHVS",
  "HLT",
  "ASMB",
  "BWAY",
  "HON",
  "HD",
  "MCD",
  "QCOM",
  null,
  "ITW",
  "AMAT",
  null,
  "MUB",
  "META",
  null,
  "MNKD",
  "NAUT",
  "MDXG",
  "MYO",
  null,
  "SEER",
  "TMCI",
  null,
  "LIN",
  "GHRS",
  null,
  "MMC",
  null,
  "MSFT",
  "GE",
  "GTLB",
  "HRTX",
  "IDYA",
  "OXY",
  null,
  "ORLY",
  "BX",
  "IJR",
  "PAYX",
  null,
  "EEM",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "PLTR",
  "PRU",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "AMGN",
  "PKG",
  null,
  "DGX",
  "SPGI",
  null,
  "NOW",
  "SHW",
  "RTX",
  "GLD",
  null,
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "UPS",
  "SDGR",
  "NPCE",
  "ACHR",
  "QURE",
  "ARDX",
  "VIG",
  "TSCO",
  "NTNX",
  "PATH",
  null,
  null,
  null,
  null,
  "ETR",
  "NFG",
  "GM",
  null,
  "APH",
  "FI",
  "WM",
  "FOX",
  "WCN",
  null,
  "ELEV",
  "ERAS",
  "XGN",
  null,
  "DSGN",
  "INZY",
  "PEG",
  "FDS",
  "AMZN",
  null,
  null,
  "VLO",
  "VOO",
  "VTYX",
  "VERV",
  "V",
  "WMT",
  "XMTR",
  "WDAY",
  "YUM",
  "ZLAB",
  null,
  "ESTC",
  "ORGO",
  "MSCI",
  "MNDY",
  "SO",
  "SJM",
  "CRM",
  "RDDT",
  "MTUM",
  null,
  null,
  "ASRT",
  "BAC",
  "BRK-B",
  "BE",
  "BFLY",
  null,
  "CVX",
  "CHD",
  "CSCO",
  "NET",
  "KO",
  "CMCSA",
  "ED",
  "COST",
  "CRMD",
  "CRWD",
  "CGEM",
  "EFA",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 187
Total Value: 299171959
Accession Number: 0001951757-25-000421
Form Type: 13F-HR
CIK: palumbo-wealth-management
Manager Name: Palumbo-Wealth-Management

Data Enrichment

83% identified

155 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $299.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HERON THERAPEUTICS, INC. /DE/

HRTX|427746102

Shares:124.1K

Value:$273.0K

% of Portfolio:0.1% ($273.0K/$299.2M)

uniQure N.V.

QURE|N90064101

Shares:25.4K

Value:$269.2K

% of Portfolio:0.1% ($269.2K/$299.2M)

Atlassian Corp

TEAM|049468101

Shares:1.3K

Value:$265.3K

% of Portfolio:0.1% ($265.3K/$299.2M)

02156V109

Shares:12.2K

Value:$263.0K

% of Portfolio:0.1% ($263.0K/$299.2M)

Prologis, Inc.

PLD|74340W103

Shares:2.3K

Value:$262.1K

% of Portfolio:0.1% ($262.1K/$299.2M)

81369Y886

Shares:3.3K

Value:$260.2K

% of Portfolio:0.1% ($260.2K/$299.2M)

MYOMO, INC.

MYO|62857J201

Shares:53.8K

Value:$258.6K

% of Portfolio:0.1% ($258.6K/$299.2M)

Zscaler, Inc.

ZS|98980G102

Shares:1.3K

Value:$254.0K

% of Portfolio:0.1% ($254.0K/$299.2M)

41151J505

Shares:10.5K

Value:$253.3K

% of Portfolio:0.1% ($253.3K/$299.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.5K

Value:$249.4K

% of Portfolio:0.1% ($249.4K/$299.2M)

92189F106

GDX|92189F106

Shares:5.4K

Value:$249.0K

% of Portfolio:0.1% ($249.0K/$299.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.9K

Value:$242.3K

% of Portfolio:0.1% ($242.3K/$299.2M)

Mirum Pharmaceuticals, Inc.

MIRM|604749101

Shares:5.4K

Value:$242.2K

% of Portfolio:0.1% ($242.2K/$299.2M)

3M CO

MMM|88579Y101

Shares:1.6K

Value:$239.5K

% of Portfolio:0.1% ($239.5K/$299.2M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:953

Value:$232.6K

% of Portfolio:0.1% ($232.6K/$299.2M)

ECOLAB INC.

ECL|278865100

Shares:902

Value:$228.7K

% of Portfolio:0.1% ($228.7K/$299.2M)

Reddit, Inc.

RDDT|75734B100

Shares:2.2K

Value:$226.4K

% of Portfolio:0.1% ($226.4K/$299.2M)

STRYKER CORP

SYK|863667101

Shares:605

Value:$225.3K

% of Portfolio:0.1% ($225.3K/$299.2M)

Design Therapeutics, Inc.

DSGN|25056L103

Shares:58.3K

Value:$225.0K

% of Portfolio:0.1% ($225.0K/$299.2M)

Pharvaris N.V.

PHVS|N69605108

Shares:14.1K

Value:$221.4K

% of Portfolio:0.1% ($221.4K/$299.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HERON THERAPEUTICS, INC. /DE/(HRTXcusip427746102)	124.1K	QoQ NEW(+124.1K) YoY NEW(+124.1K)	All Managers (Combined)	$273.0K	0.1% ($273.0K/$299.2M)	QoQ NEW(+$273.0K) YoY NEW(+$273.0K)
uniQure N.V.(QUREcusipN90064101)	25.4K	QoQ +2.63% (-651) YoY NEW(+25.4K)	All Managers (Combined)	$269.2K	0.1% ($269.2K/$299.2M)	QoQ -38.39% (-$167.8K) YoY NEW(+$269.2K)
Atlassian Corp(TEAMcusip049468101)	1.3K	QoQ +36.16% (+332) YoY NEW(+1.3K)	All Managers (Combined)	$265.3K	0.1% ($265.3K/$299.2M)	QoQ +18.72% (+$41.8K) YoY NEW(+$265.3K)
(cusip02156V109)✕	12.2K	QoQ +17.53% (+1.8K) YoY NEW(+12.2K)	All Managers (Combined)	$263.0K	0.1% ($263.0K/$299.2M)	QoQ +19.74% (+$43.4K) YoY NEW(+$263.0K)
Prologis, Inc.(PLDcusip74340W103)	2.3K	QoQ +15.86% (+321) YoY -43.39% (-1.8K)	All Managers (Combined)	$262.1K	0.1% ($262.1K/$299.2M)	QoQ +22.55% (+$48.2K) YoY -51.39% (-$277.2K)
(cusip81369Y886)✕	3.3K	QoQ +1.32% (+43) YoY +2.42% (+78)	All Managers (Combined)	$260.2K	0.1% ($260.2K/$299.2M)	QoQ +5.54% (+$13.7K) YoY +23.02% (+$48.7K)
MYOMO, INC.(MYOcusip62857J201)	53.8K	QoQ +43.09% (+16.2K) YoY NEW(+53.8K)	All Managers (Combined)	$258.6K	0.1% ($258.6K/$299.2M)	QoQ +6.87% (+$16.6K) YoY NEW(+$258.6K)
Zscaler, Inc.(ZScusip98980G102)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$254.0K	0.1% ($254.0K/$299.2M)	QoQ NEW(+$254.0K) YoY NEW(+$254.0K)
(cusip41151J505)✕	10.5K	QoQ -8.38% (-964) YoY NEW(+10.5K)	All Managers (Combined)	$253.3K	0.1% ($253.3K/$299.2M)	QoQ -0.46% (-$1.2K) YoY NEW(+$253.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.5K	QoQ NEW(+5.5K) YoY +10.00% (+500)	All Managers (Combined)	$249.4K	0.1% ($249.4K/$299.2M)	QoQ NEW(+$249.4K) YoY +18.92% (+$39.7K)
(GDXcusip92189F106)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$249.0K	0.1% ($249.0K/$299.2M)	QoQ NEW(+$249.0K) YoY NEW(+$249.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$242.3K	0.1% ($242.3K/$299.2M)	QoQ NEW(+$242.3K) YoY NEW(+$242.3K)
Mirum Pharmaceuticals, Inc.(MIRMcusip604749101)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$242.2K	0.1% ($242.2K/$299.2M)	QoQ NEW(+$242.2K) YoY NEW(+$242.2K)
3M CO(MMMcusip88579Y101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$239.5K	0.1% ($239.5K/$299.2M)	QoQ NEW(+$239.5K) YoY NEW(+$239.5K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	953	QoQ NEW(+953) YoY NEW(+953)	All Managers (Combined)	$232.6K	0.1% ($232.6K/$299.2M)	QoQ NEW(+$232.6K) YoY NEW(+$232.6K)
ECOLAB INC.(ECLcusip278865100)	902	QoQ +5.00% (+43) YoY NEW(+902)	All Managers (Combined)	$228.7K	0.1% ($228.7K/$299.2M)	QoQ +13.61% (+$27.4K) YoY NEW(+$228.7K)
Reddit, Inc.(RDDTcusip75734B100)	2.2K	QoQ +30.70% (-507) YoY NEW(+2.2K)	All Managers (Combined)	$226.4K	0.1% ($226.4K/$299.2M)	QoQ -16.10% (-$43.5K) YoY NEW(+$226.4K)
STRYKER CORP(SYKcusip863667101)	605	QoQ NEW(+605) YoY NEW(+605)	All Managers (Combined)	$225.3K	0.1% ($225.3K/$299.2M)	QoQ NEW(+$225.3K) YoY NEW(+$225.3K)
Design Therapeutics, Inc.(DSGNcusip25056L103)	58.3K	QoQ +6.54% (-3.6K) YoY +243.37% (+41.3K)	All Managers (Combined)	$225.0K	0.1% ($225.0K/$299.2M)	QoQ -33.34% (-$112.5K) YoY +228.88% (+$156.6K)
Pharvaris N.V.(PHVScusipN69605108)	14.1K	QoQ +37.97% (+3.9K) YoY NEW(+14.1K)	All Managers (Combined)	$221.4K	0.1% ($221.4K/$299.2M)	QoQ +12.99% (+$25.5K) YoY NEW(+$221.4K)