PALUMBO WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DIS | 15K | $1.69M |
 | EPD | 15K | $478.62K |
 | SDGR | 14K | $288.66K |
 | OSCR | 14K | $265.85K |
 | XMTR | 14K | $751.14K |
 | T | 13K | $307.17K |
 | JPM | 12K | $3.63M |
 | MCD | 12K | $3.53M |
 | BWAY | 12K | $178.38K |
 | ACN | 11K | $2.66M |
 | PG | 11K | $1.49M |
 | IBM | 11K | $2.87M |
 | GTLB | 9K | $414.01K |
 | APH | 9K | $1.12M |
 | SHW | 9K | $3.02M |
 | BRK-B | 9K | $4.13M |
 | NTNX | 9K | $650.47K |
 | MNDY | 7K | $1.40M |
 | ABT | 7K | $867.64K |
 | COST | 7K | $6.27M |
The Walt Disney Company
DIS
Shares Held
15K
Value
$1.69M
Enterprise Products Partners L.P.
EPD
Shares Held
15K
Value
$478.62K
Schrödinger, Inc.
SDGR
Shares Held
14K
Value
$288.66K
Oscar Health, Inc.
OSCR
Shares Held
14K
Value
$265.85K
Xometry, Inc.
XMTR
Shares Held
14K
Value
$751.14K
AT&T Inc.
T
Shares Held
13K
Value
$307.17K
JPMorgan Chase & Co.
JPM
Shares Held
12K
Value
$3.63M
McDonald's Corporation
MCD
Shares Held
12K
Value
$3.53M
BrainsWay Ltd.
BWAY
Shares Held
12K
Value
$178.38K
Accenture plc
ACN
Shares Held
11K
Value
$2.66M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.49M
International Business Machines Corporation
IBM
Shares Held
11K
Value
$2.87M
GitLab Inc.
GTLB
Shares Held
9K
Value
$414.01K
Amphenol Corporation
APH
Shares Held
9K
Value
$1.12M
The Sherwin-Williams Company
SHW
Shares Held
9K
Value
$3.02M
Berkshire Hathaway Inc.
BRK-B
Shares Held
9K
Value
$4.13M
Nutanix, Inc.
NTNX
Shares Held
9K
Value
$650.47K
monday.com Ltd.
MNDY
Shares Held
7K
Value
$1.40M
Abbott Laboratories
ABT
Shares Held
7K
Value
$867.64K
Costco Wholesale Corporation
COST
Shares Held
7K
Value
$6.27M