Titelia

Holdings of Palumbo Wealth Management LLC

200 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.7 % of the equity sleeve

Sector breakdown

  • Technology 15.7 %
  • Consumer discretionary 8.3 %
  • Communication 7.5 %
  • Financials 7.4 %
  • Industrials 5.8 %
  • Health care 4.5 %
  • Funds 3.9 %
  • Consumer staples 2.6 %
  • Utilities 2.1 %
  • Energy 0.9 %
  • Materials 0.4 %
  • Real estate 0.2 %
  • Unattributed 40.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US198387.5M $99.89 %
2TW1226K $0.06 %
3GB1203.8K $0.05 %

Positions

RankCompanySharesValueWeight
101Select Sector Spdr Trust 5,288576.3K $
102Anika Therapeutics Inc 39,426571.7K $
103iShares Core U.S. Aggregate Bond ETF 5,734569.2K $
104Assembly Biosciences Inc 19,643545.1K $
105Martin Marietta Materials Inc 925544.7K $
106X4 PHARMACEUTICALS INC 131,014541.1K $
107Beam Therapeutics Inc 22,348532.6K $
108RTX Corp 2,749530.2K $
109GE Vernova Inc 602525.2K $
110Amgen Inc 1,486522.8K $
111Cigna Group/The 1,894505.4K $
112Snowflake Inc 3,343504.2K $
113Immix Biopharma Inc 55,232503.2K $
114Coca-Cola Co/The 6,206472K $
115Public Service Enterprise Group Inc 5,762466.4K $
116Orthofix Medical Inc 40,373463.1K $
117Mirum Pharmaceuticals Inc 4,986460.6K $
118iShares Ethereum Trust ETF 28,945458.2K $
119General Electric Co 1,591451.5K $
120SI-BONE Inc 35,532448.8K $
121VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,064444K $
122Netflix Inc 4,617443.9K $
123General Motors Co 5,908440.1K $
124Nuvation Bio Inc 100,963433.1K $
125Blackstone Inc 3,737429.7K $
126Blackrock Inc 446429.4K $
127Workday Inc 3,243421.3K $
128Southern Co/The 4,350419.8K $
129Select Sector Spdr Trust 5,078416.3K $
130Nutanix Inc 10,945416K $
131O'Reilly Automotive Inc 4,419407.9K $
132iShares MSCI Emerging Markets ETF 6,869390.1K $
133American Tower Corp 2,193378.5K $
134AT&T Inc 12,926374.7K $
135Symbotic Inc 6,846364.2K $
136Consolidated Edison Inc 3,214363.8K $
137iShares National Muni Bond ETF 3,399360.8K $
138Packaging Corp of America 1,699360.6K $
139Prime Medicine Inc 102,246355.8K $
140Roku Inc 3,754355.2K $
141Adobe Inc 1,441350.3K $
142Prudential Financial, Inc. 3,583350.1K $
143Twilio Inc 2,633331.3K $
144Heron Therapeutics Inc 412,496330K $
145Paychex Inc 3,548326.8K $
146Verizon Communications Inc 6,494326K $
147QUALCOMM Inc 2,472318.4K $
148Yum! Brands Inc 2,003311.4K $
149Corning Inc 2,265308K $
150TJX Cos Inc/The 1,926307.6K $
151MongoDB Inc 1,248305.5K $
152Goldman Sachs Group Inc/The 355300.7K $
153State Street Utilities Select Sector SPDR ETF 6,551300.6K $
154Datadog Inc 2,536299.4K $
155Crinetics Pharmaceuticals Inc 8,173296.8K $
156QuantumScape Corp 46,428296.2K $
157Prologis Inc 2,207291.7K $
158Starbucks Corp 3,251291.3K $
159VanEck Semiconductor ETF 759290.8K $
160Cisco Systems, Inc. 3,739290.1K $
161FedEx Corp 810288.5K $
162Newmont Corp 2,651287K $
163Zscaler Inc 1,996280K $
164Gitlab Inc 12,657273.9K $
165United Parcel Service Inc 2,741269.7K $
166AbbVie Inc 1,227266.9K $
167Texas Instruments Inc 1,370266K $
168Airbnb Inc 2,047258.5K $
169National Fuel Gas Co 2,741257.5K $
170Oklo Inc 5,168256.3K $
171UiPath Inc 23,032255.7K $
172Nautilus Biotechnology Inc 65,231253.1K $
173Voyager Therapeutics Inc 62,784242.3K $
174iShares Russell 1000 Growth ETF 560238.8K $
175Novartis AG 1,537234.7K $
176Taiwan Semiconductor Manufacturing Co Ltd 669226K $
177Figure Technology Solutions Inc 6,503220.8K $
178Vistra Corp 1,456218.9K $
179Palantir Technologies Inc 1,473215.5K $
180Xencor Inc 17,806214.7K $
181Bitwise Bitcoin ETF 5,676208.9K $
182Freeport-McMoRan Inc 3,535207.8K $
183Cencora Inc 661207.6K $
184Analog Devices Inc 648206.2K $
185Ecolab Inc 774205.9K $
186Marsh & McLennan Cos Inc 1,183205.2K $
187British American Tobacco PLC 3,486203.8K $
188Tempus AI Inc 4,436200.6K $
189Alliant Energy Corp 2,795200.6K $
190ORIC Pharmaceuticals Inc 15,548197K $
191Sight Sciences Inc 49,930188.2K $
192American Coastal Insurance Corp 16,647187.3K $
193Arbor Realty Trust Inc 22,546173.8K $
194Sana Biotechnology Inc 58,459168.4K $
195Organogenesis Holdings Inc 57,849137.1K $
196Seer Inc 67,187112.9K $
197TRAWS PHARMA INC 61,175112K $
198Xeris Biopharma Holdings Inc 17,788103.2K $
199Ampco-Pittsburgh Corp 15,233102.4K $
200Immuneering Corp 18,67098.4K $