Palacios Wealth Management

Palacios Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Palacios Wealth Management

Palacios Wealth Management holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 29.5 $45M 240k 186.58
Broadcom (AVGO) 5.9 $8.9M 27k 329.91
Apple (AAPL) 4.9 $7.5M 30k 254.63
Amazon (AMZN) 3.6 $5.5M 25k 219.57
Neos Etf Trust Neos S&p 500 Hi (SPYI) 3.6 $5.5M 106k 52.30
Meta Platforms Cl A (META) 3.4 $5.2M 7.1k 734.38
Neos Etf Trust Nasdaq 100 High (QQQI) 3.2 $4.9M 90k 54.20
Global X Fds Russell 2000 (RYLD) 3.1 $4.8M 318k 15.05
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.9 $4.4M 77k 57.52
Crowdstrike Hldgs Cl A (CRWD) 2.8 $4.3M 8.8k 490.38
Alphabet Cap Stk Cl A (GOOGL) 2.2 $3.4M 14k 243.11
Uber Technologies (UBER) 2.2 $3.3M 33k 97.97
Microsoft Corporation (MSFT) 2.1 $3.2M 6.2k 517.99
Tesla Motors (TSLA) 1.7 $2.6M 5.9k 444.72
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.6M 11k 243.55
Palantir Technologies Cl A (PLTR) 1.6 $2.5M 14k 182.42
JPMorgan Chase & Co. (JPM) 1.6 $2.5M 7.9k 315.43
Oracle Corporation (ORCL) 1.6 $2.5M 8.8k 281.24
Advanced Micro Devices (AMD) 1.4 $2.1M 13k 161.79
Abbvie (ABBV) 1.2 $1.8M 7.8k 231.54
Amgen (AMGN) 1.0 $1.5M 5.3k 282.22
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.9 $1.4M 6.4k 222.17
Bank of America Corporation (BAC) 0.9 $1.3M 25k 51.59
International Business Machines (IBM) 0.8 $1.3M 4.5k 282.16
salesforce (CRM) 0.7 $1.1M 4.6k 237.00
Qualcomm (QCOM) 0.7 $1.0M 6.0k 166.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $996k 1.7k 600.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $940k 1.5k 612.26
Ares Capital Corporation (ARCC) 0.6 $892k 44k 20.41
Mongodb Cl A (MDB) 0.6 $866k 2.8k 310.38
Eli Lilly & Co. (LLY) 0.6 $857k 1.1k 763.00
Morgan Stanley Com New (MS) 0.5 $819k 5.2k 158.96
Verizon Communications (VZ) 0.5 $794k 18k 43.95
At&t (T) 0.5 $764k 27k 28.24
Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $764k 45k 17.01
Wal-Mart Stores (WMT) 0.4 $661k 6.4k 103.06
Neos Etf Trust Russell 2000 Hig (IWMI) 0.4 $642k 13k 48.58
Charles Schwab Corporation (SCHW) 0.4 $642k 6.7k 95.47
Palo Alto Networks (PANW) 0.4 $636k 3.1k 203.62
PPL Corporation (PPL) 0.4 $607k 16k 37.16
Pfizer (PFE) 0.4 $604k 24k 25.48
Citigroup Com New (C) 0.4 $573k 5.6k 101.50
Nebius Group Shs Class A (NBIS) 0.3 $500k 4.5k 112.27
Twilio Cl A (TWLO) 0.3 $472k 4.7k 100.09
Ge Aerospace Com New (GE) 0.3 $469k 1.6k 300.82
Goldman Sachs (GS) 0.3 $459k 576.00 796.35
Home Depot (HD) 0.3 $410k 1.0k 405.19
Lowe's Companies (LOW) 0.3 $398k 1.6k 251.31
Cisco Systems (CSCO) 0.3 $395k 5.8k 68.42
Boeing Company (BA) 0.3 $384k 1.8k 215.83
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $376k 2.1k 178.73
Bristol Myers Squibb (BMY) 0.2 $374k 8.3k 45.10
TJX Companies (TJX) 0.2 $350k 2.4k 144.54
Exxon Mobil Corporation (XOM) 0.2 $350k 3.1k 112.75
Altria (MO) 0.2 $340k 5.1k 66.06
Sofi Technologies (SOFI) 0.2 $328k 12k 26.42
Walt Disney Company (DIS) 0.2 $302k 2.6k 114.50
Brown & Brown (BRO) 0.2 $291k 3.1k 93.79
American Express Company (AXP) 0.2 $289k 870.00 332.16
Kraneshares Trust Kweb Coverd Call (KLIP) 0.2 $286k 8.7k 32.90
Iron Mountain (IRM) 0.2 $281k 2.8k 101.94
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.2 $269k 4.9k 54.40
Ishares Tr Russell 2000 Etf (IWM) 0.2 $254k 1.1k 241.96
Prudential Financial (PRU) 0.2 $252k 2.4k 103.74
Howmet Aerospace (HWM) 0.2 $245k 1.3k 196.23
Blackstone Group Inc Com Cl A (BX) 0.2 $236k 1.4k 170.85
International Paper Company (IP) 0.2 $236k 5.1k 46.40
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $235k 2.3k 100.25
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $232k 4.1k 57.10
CSX Corporation (CSX) 0.1 $223k 6.3k 35.51
Ast Spacemobile Com Cl A (ASTS) 0.1 $221k 4.5k 49.08
Dow (DOW) 0.1 $209k 9.1k 22.93
Clover Health Investments Com Cl A (CLOV) 0.1 $158k 52k 3.06
Blackberry (BB) 0.0 $59k 12k 4.88