Palacios Wealth Management

Palacios Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Palacios Wealth Management

Palacios Wealth Management holds 63 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 31.1 $29M 216k 133.61
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 5.7 $5.3M 94k 56.67
Broadcom (AVGO) 5.3 $4.9M 22k 227.85
Global X Fds Russell 2000 (RYLD) 4.1 $3.8M 227k 16.67
Amazon (AMZN) 3.4 $3.1M 14k 222.96
Apple (AAPL) 3.3 $3.1M 13k 237.41
Meta Platforms Cl A (META) 3.3 $3.1M 5.0k 612.15
Neos Etf Trust Neos S&p 500 Hi (SPYI) 2.9 $2.7M 52k 51.29
Crowdstrike Hldgs Cl A (CRWD) 2.8 $2.6M 7.3k 357.99
Microsoft Corporation (MSFT) 2.4 $2.2M 5.2k 423.64
Tesla Motors (TSLA) 2.1 $1.9M 4.7k 415.25
salesforce (CRM) 1.9 $1.7M 5.3k 323.73
Alphabet Cap Stk Cl C (GOOG) 1.8 $1.7M 8.5k 194.50
Uber Technologies (UBER) 1.7 $1.6M 24k 66.53
Abbvie (ABBV) 1.7 $1.5M 9.0k 172.01
Amgen (AMGN) 1.5 $1.4M 5.2k 270.60
Oracle Corporation (ORCL) 1.5 $1.4M 8.7k 158.68
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.2 $1.1M 5.8k 184.92
Advanced Micro Devices (AMD) 1.1 $1.1M 8.9k 119.09
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.1M 5.4k 193.09
Qualcomm (QCOM) 1.1 $1.0M 6.2k 163.74
International Business Machines (IBM) 1.1 $1000k 4.5k 221.47
Palantir Technologies Cl A (PLTR) 1.0 $961k 14k 68.26
Global X Fds Nasdaq 100 Cover (QYLD) 0.8 $785k 43k 18.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $763k 1.5k 514.94
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $737k 13k 58.09
Ares Capital Corporation (ARCC) 0.7 $646k 29k 22.49
Verizon Communications (VZ) 0.7 $609k 16k 38.38
Twilio Cl A (TWLO) 0.7 $606k 5.4k 112.33
Mongodb Cl A (MDB) 0.6 $598k 2.4k 247.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $585k 1.1k 544.33
JPMorgan Chase & Co. (JPM) 0.6 $583k 2.3k 250.03
Pfizer (PFE) 0.6 $570k 22k 26.52
PPL Corporation (PPL) 0.6 $520k 16k 32.34
Wal-Mart Stores (WMT) 0.6 $516k 5.6k 91.33
Eli Lilly & Co. (LLY) 0.5 $500k 667.00 749.17
Kraneshares Trust Csi Chi Internet (KWEB) 0.5 $469k 15k 31.84
At&t (T) 0.5 $455k 21k 21.95
Citigroup Com New (C) 0.5 $453k 5.8k 77.80
Bristol Myers Squibb (BMY) 0.5 $440k 7.8k 56.30
Exxon Mobil Corporation (XOM) 0.4 $385k 3.5k 110.68
Iron Mountain (IRM) 0.4 $373k 3.5k 105.89
Lowe's Companies (LOW) 0.4 $354k 1.4k 258.30
Cisco Systems (CSCO) 0.4 $348k 5.8k 60.08
Prudential Financial (PRU) 0.4 $335k 2.8k 119.63
Walt Disney Company (DIS) 0.4 $325k 3.0k 109.30
Altria (MO) 0.3 $291k 5.7k 51.16
International Paper Company (IP) 0.3 $271k 4.8k 55.98
Neos Etf Trust Nasdaq 100 Hdgd 0.3 $259k 9.9k 26.21
Bank of America Corporation (BAC) 0.3 $258k 5.5k 47.15
3M Company (MMM) 0.3 $251k 1.8k 137.95
Boeing Company (BA) 0.3 $237k 1.4k 168.11
Adobe Systems Incorporated (ADBE) 0.3 $234k 554.00 422.81
Neos Etf Trust Nasdaq 100 High (QQQI) 0.2 $231k 4.4k 52.77
Ge Aerospace Com New (GE) 0.2 $231k 1.3k 180.48
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $226k 2.3k 96.70
Palo Alto Networks (PANW) 0.2 $221k 1.3k 174.83
CSX Corporation (CSX) 0.2 $204k 6.3k 32.52
Ishares Tr Russell 2000 Etf (IWM) 0.2 $202k 897.00 225.04
Ford Motor Company (F) 0.2 $175k 18k 9.92
Guggenheim Bld Amr Bds Mng D (GBAB) 0.2 $163k 10k 15.61
Clover Health Investments Com Cl A (CLOV) 0.2 $163k 42k 3.90
Blackberry (BB) 0.1 $50k 12k 4.12