Portfolio (Quarterly)
Guide ↗
Palumbo Wealth Management LLC
· CIK 0001846310| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 67,259 | $4.6M | 1.13% | SOLD |
| 2 | LEN | LENNAR CORP | Consumer Cyclical | 12,861 | $1.3M | 0.33% | SOLD |
| 3 | — | CIDARA THERAPEUTICS INC | — | 3,283 | $725K | 0.18% | SOLD |
| 4 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 28,095 | $685K | 0.17% | SOLD |
| 5 | — | MIND MEDICINE MINDMED INC | — | 39,002 | $522K | 0.13% | SOLD |
| 6 | ERAS | ERASCA INC | Healthcare | 139,385 | $519K | 0.13% | SOLD |
| 7 | RXST | RXSIGHT INC | Healthcare | 30,789 | $321K | 0.08% | SOLD |
| 8 | TEAM | ATLASSIAN CORPORATION | Technology | 1,941 | $315K | 0.08% | SOLD |
| 9 | BWAY | BRAINSWAY LTD | Healthcare | 16,320 | $310K | 0.08% | SOLD |
| 10 | TECX | TECTONIC THERAPEUTIC INC | Healthcare | 13,046 | $272K | 0.07% | SOLD |
| 11 | BBNX | BETA BIONICS INC | Healthcare | 8,729 | $266K | 0.07% | SOLD |
| 12 | XGN | EXAGEN INC | Healthcare | 43,345 | $264K | 0.07% | SOLD |
| 13 | SHOP | SHOPIFY INC | Technology | 1,600 | $258K | 0.06% | SOLD |
| 14 | SYK | STRYKER CORPORATION | Healthcare | 604 | $212K | 0.05% | SOLD |
| 15 | SSUS | STRATEGY SHS | — | 4,266 | $208K | 0.05% | SOLD |
| 16 | FOX | FOX CORP | Communication Services | 3,132 | $203K | 0.05% | SOLD |
| 17 | MMM | 3M CO | Industrials | 1,270 | $203K | 0.05% | SOLD |
| 18 | CRVS | CORVUS PHARMACEUTICALS INC | Healthcare | 26,255 | $202K | 0.05% | SOLD |
| 19 | — | EXPAND ENERGY CORPORATION | — | 1,820 | $201K | 0.05% | SOLD |
| 20 | WVE | WAVE LIFE SCIENCES LTD | Healthcare | 11,356 | $193K | 0.05% | SOLD |
Sector Allocation
Financial Services
32.2%
Technology
20.5%
Healthcare
12.0%
Consumer Cyclical
10.7%
Communication Services
9.2%
Industrials
9.1%
Consumer Defensive
3.0%
Energy
1.5%
Utilities
1.0%
Basic Materials
0.5%