Palacios Wealth Management

Palacios Wealth Management as of March 31, 2025

Portfolio Holdings for Palacios Wealth Management

Palacios Wealth Management holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 19.0 $26M 257k 99.68
Pfizer (PFE) 19.0 $26M 257k 99.80
NVIDIA Corporation (NVDA) 17.6 $24M 219k 108.38
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.5 $4.8M 92k 51.78
Global X Fds Russell 2000 (RYLD) 2.8 $3.8M 250k 15.10
Broadcom (AVGO) 2.7 $3.7M 22k 167.43
Meta Platforms Cl A (META) 2.2 $3.0M 5.1k 576.36
Apple (AAPL) 2.1 $2.8M 13k 222.13
Neos Etf Trust Neos S&p 500 Hi (SPYI) 2.0 $2.7M 57k 47.89
Amazon (AMZN) 2.0 $2.7M 14k 190.26
Crowdstrike Hldgs Cl A (CRWD) 2.0 $2.6M 7.5k 352.58
Microsoft Corporation (MSFT) 1.5 $2.0M 5.2k 375.40
Abbvie (ABBV) 1.4 $1.9M 8.9k 209.52
Uber Technologies (UBER) 1.3 $1.8M 25k 72.86
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $1.6M 14k 113.89
Amgen (AMGN) 1.2 $1.6M 5.2k 311.57
salesforce (CRM) 1.1 $1.4M 5.3k 268.36
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.3M 8.5k 156.23
Oracle Corporation (ORCL) 0.9 $1.2M 8.7k 139.81
Tesla Motors (TSLA) 0.9 $1.2M 4.6k 259.16
International Business Machines (IBM) 0.8 $1.1M 4.5k 248.66
Palantir Technologies Cl A (PLTR) 0.8 $1.1M 13k 84.40
Qualcomm (QCOM) 0.7 $918k 6.0k 153.61
Advanced Micro Devices (AMD) 0.7 $907k 8.8k 102.74
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.7 $900k 5.6k 161.27
Alphabet Cap Stk Cl A (GOOGL) 0.6 $847k 5.5k 154.64
Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $699k 42k 16.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $695k 1.5k 468.92
Verizon Communications (VZ) 0.5 $684k 15k 45.36
Ares Capital Corporation (ARCC) 0.5 $635k 29k 22.16
JPMorgan Chase & Co. (JPM) 0.4 $572k 2.3k 245.30
At&t (T) 0.4 $569k 20k 28.28
PPL Corporation (PPL) 0.4 $569k 16k 36.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $538k 1.0k 513.69
Twilio Cl A (TWLO) 0.4 $532k 5.4k 97.91
Wal-Mart Stores (WMT) 0.4 $490k 5.6k 87.79
Neos Etf Trust Nasdaq 100 High (QQQI) 0.4 $482k 10k 47.43
Bristol Myers Squibb (BMY) 0.4 $477k 7.8k 60.99
Mongodb Cl A (MDB) 0.3 $408k 2.3k 175.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $407k 2.1k 198.06
Citigroup Com New (C) 0.3 $403k 5.7k 70.99
Exxon Mobil Corporation (XOM) 0.3 $396k 3.3k 118.93
Eli Lilly & Co. (LLY) 0.3 $351k 11k 32.73
Cisco Systems (CSCO) 0.3 $343k 5.6k 61.71
Altria (MO) 0.3 $341k 5.7k 60.02
Kraneshares Trust Csi Chi Internet (KWEB) 0.2 $327k 9.9k 32.86
Lowe's Companies (LOW) 0.2 $319k 1.4k 233.23
Iron Mountain (IRM) 0.2 $303k 3.5k 86.04
Prudential Financial (PRU) 0.2 $303k 2.7k 111.68
Walt Disney Company (DIS) 0.2 $274k 2.8k 98.70
3M Company (MMM) 0.2 $263k 1.8k 146.88
International Paper Company (IP) 0.2 $258k 4.8k 53.35
Ge Aerospace Com New (GE) 0.2 $256k 1.3k 200.15
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.2 $242k 4.9k 48.82
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $231k 2.3k 98.92
Boeing Company (BA) 0.2 $231k 1.4k 170.55
Bank of America Corporation (BAC) 0.2 $228k 5.5k 41.73
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $228k 1.2k 196.94
Palo Alto Networks (PANW) 0.2 $215k 1.3k 170.64
Adobe Systems Incorporated (ADBE) 0.2 $213k 554.00 383.53
Clover Health Investments Com Cl A (CLOV) 0.1 $149k 42k 3.59
Ford Motor Company (F) 0.1 $135k 14k 10.03
Blackberry (BB) 0.0 $46k 12k 3.77
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $0 1.0M 0.00