Palacios Wealth Management

Palacios Wealth Management as of June 30, 2025

Portfolio Holdings for Palacios Wealth Management

Palacios Wealth Management holds 71 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 29.6 $36M 228k 157.99
Broadcom (AVGO) 5.3 $6.5M 24k 275.65
Apple (AAPL) 4.8 $5.9M 29k 205.17
Amazon (AMZN) 4.3 $5.3M 24k 219.39
Meta Platforms Cl A (META) 3.8 $4.6M 6.2k 738.09
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.6 $4.3M 80k 54.40
Crowdstrike Hldgs Cl A (CRWD) 3.5 $4.3M 8.4k 509.31
Global X Fds Russell 2000 (RYLD) 3.0 $3.6M 243k 14.91
Neos Etf Trust Neos S&p 500 Hi (SPYI) 2.6 $3.2M 64k 50.32
Microsoft Corporation (MSFT) 2.2 $2.7M 5.4k 497.43
Uber Technologies (UBER) 2.0 $2.5M 27k 93.30
Neos Etf Trust Nasdaq 100 High (QQQI) 2.0 $2.4M 47k 52.01
Alphabet Cap Stk Cl A (GOOGL) 1.9 $2.3M 13k 176.23
JPMorgan Chase & Co. (JPM) 1.8 $2.2M 7.6k 289.91
Oracle Corporation (ORCL) 1.6 $1.9M 8.7k 218.63
Palantir Technologies Cl A (PLTR) 1.5 $1.9M 14k 136.32
Tesla Motors (TSLA) 1.4 $1.7M 5.2k 317.66
Advanced Micro Devices (AMD) 1.3 $1.6M 12k 141.90
Abbvie (ABBV) 1.3 $1.6M 8.7k 185.62
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.5M 8.5k 177.39
Amgen (AMGN) 1.2 $1.5M 5.2k 279.23
salesforce (CRM) 1.1 $1.3M 4.8k 272.69
International Business Machines (IBM) 1.0 $1.2M 4.2k 294.78
Bank of America Corporation (BAC) 1.0 $1.2M 25k 47.32
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.9 $1.1M 5.4k 197.22
Qualcomm (QCOM) 0.8 $944k 5.9k 159.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $853k 1.5k 551.64
At&t (T) 0.6 $770k 27k 28.94
Morgan Stanley Com New (MS) 0.6 $725k 5.2k 140.86
Wal-Mart Stores (WMT) 0.6 $717k 7.3k 97.78
Verizon Communications (VZ) 0.6 $685k 16k 43.27
Twilio Cl A (TWLO) 0.6 $671k 5.4k 124.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $653k 1.2k 567.80
Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $641k 38k 16.72
Palo Alto Networks (PANW) 0.5 $634k 3.1k 204.64
Mongodb Cl A (MDB) 0.5 $615k 2.9k 209.99
Ares Capital Corporation (ARCC) 0.5 $592k 27k 21.96
PPL Corporation (PPL) 0.5 $588k 17k 33.89
Charles Schwab Corporation (SCHW) 0.5 $573k 6.3k 91.24
Eli Lilly & Co. (LLY) 0.4 $546k 700.00 779.53
Pfizer (PFE) 0.4 $496k 21k 24.24
Citigroup Com New (C) 0.4 $483k 5.7k 85.12
Goldman Sachs (GS) 0.3 $408k 576.00 707.75
Walt Disney Company (DIS) 0.3 $406k 3.3k 124.01
Boeing Company (BA) 0.3 $389k 1.9k 209.53
Bristol Myers Squibb (BMY) 0.3 $382k 8.3k 46.29
Cisco Systems (CSCO) 0.3 $375k 5.4k 69.39
Home Depot (HD) 0.3 $371k 1.0k 366.64
Iron Mountain (IRM) 0.3 $362k 3.5k 102.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $361k 6.4k 56.85
Lowe's Companies (LOW) 0.3 $352k 1.6k 221.87
Exxon Mobil Corporation (XOM) 0.3 $343k 3.2k 107.80
Ge Aerospace Com New (GE) 0.3 $330k 1.3k 257.39
TJX Companies (TJX) 0.2 $299k 2.4k 123.49
Altria (MO) 0.2 $297k 5.1k 58.63
Kraneshares Trust Kweb Coverd Call (KLIP) 0.2 $290k 9.2k 31.73
American Express Company (AXP) 0.2 $278k 870.00 318.98
Prudential Financial (PRU) 0.2 $268k 2.5k 107.44
Adobe Systems Incorporated (ADBE) 0.2 $263k 679.00 386.88
Ishares Tr Russell 2000 Etf (IWM) 0.2 $262k 1.2k 215.79
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.2 $259k 4.9k 52.38
Howmet Aerospace (HWM) 0.2 $233k 1.3k 186.13
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $232k 2.3k 99.20
Ford Motor Company (F) 0.2 $228k 21k 10.85
Guggenheim Bld Amr Bds Mng D (GBAB) 0.2 $218k 15k 15.04
CSX Corporation (CSX) 0.2 $210k 6.4k 32.63
Blackstone Group Inc Com Cl A (BX) 0.2 $207k 1.4k 149.58
International Paper Company (IP) 0.2 $204k 4.4k 46.83
Sofi Technologies (SOFI) 0.2 $195k 11k 18.21
Clover Health Investments Com Cl A (CLOV) 0.1 $141k 51k 2.79
Blackberry (BB) 0.0 $55k 12k 4.58