Palacios Wealth Management, LLC Top Holdings and 13F Report (2025) About Palacios Wealth Management, LLCInvestment ActivityPalacios Wealth Management, LLC has $121.69 million in total holdings as of June 30, 2025.Palacios Wealth Management, LLC owns shares of 71 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 17.55% of the portfolio was purchased this quarter.About 34.65% of the portfolio was sold this quarter.This quarter, Palacios Wealth Management, LLC has purchased 64 new stocks and bought additional shares in 34 stocks.Palacios Wealth Management, LLC sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $36,068,781Broadcom $6,476,397Apple $5,877,323Amazon.com $5,269,700Meta Platforms $4,585,015 Largest New Holdings this Quarter 617446448 - Morgan Stanley $725,429 Holding808513105 - Charles Schwab $573,443 Holding38141G104 - The Goldman Sachs Group $407,664 Holding437076102 - Home Depot $370,673 Holding872540109 - TJX Companies $299,340 Holding Largest Purchases this Quarter Apple 16,056 shares (about $3.29M)Amazon.com 9,755 shares (about $2.14M)NEOS ETF TRUST 36,739 shares (about $1.91M)JPMorgan Chase & Co. 5,226 shares (about $1.52M)NVIDIA 9,474 shares (about $1.50M) Largest Sales this Quarter Eli Lilly and Company 10,026 shares (about $7.82M)Pfizer 236,422 shares (about $5.73M)JPMorgan Nasdaq Equity Premium Income ETF 12,381 shares (about $673.53K)JPMorgan Equity Premium Income ETF 8,039 shares (about $457.02K)Salesforce 525 shares (about $143.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalacios Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$36,068,781$1,496,796 ▲4.3%228,29829.6%Computer and TechnologyAVGOBroadcom$6,476,397$438,284 ▲7.3%23,4955.3%Computer and TechnologyAAPLApple$5,877,323$3,294,223 ▲127.5%28,6464.8%Computer and TechnologyAMZNAmazon.com$5,269,700$2,140,130 ▲68.4%24,0204.3%Retail/WholesaleMETAMeta Platforms$4,585,015$791,971 ▲20.9%6,2123.8%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,346,832$673,526 ▼-13.4%79,9053.6%ETFCRWDCrowdStrike$4,260,378$432,404 ▲11.3%8,3653.5%Computer and TechnologyRYLDGlobal X Russell 2000 Covered Call ETF$3,624,248$101,597 ▼-2.7%243,0753.0%ETFSPYINEOS S&P 500 High Income ETF$3,218,467$347,208 ▲12.1%63,9602.6%ETFMSFTMicrosoft$2,709,513$110,430 ▲4.2%5,4472.2%Computer and TechnologyUBERUber Technologies$2,482,526$199,382 ▲8.7%26,6082.0%Computer and TechnologyNEOS ETF TRUST$2,439,217$1,910,795 ▲361.6%46,8992.0%NASDAQ 100 HIGHGOOGLAlphabet$2,264,937$1,299,537 ▲134.6%12,8521.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,190,560$1,515,070 ▲224.3%7,5561.8%FinanceORCLOracle$1,898,583$4,154 ▲0.2%8,6841.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,878,490$151,315 ▲8.8%13,7801.5%CL ATSLATesla$1,663,585$196,314 ▲13.4%5,2371.4%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,628,019$375,042 ▲29.9%11,4731.3%Computer and TechnologyABBVAbbVie$1,605,799$42,136 ▼-2.6%8,6511.3%MedicalGOOGAlphabet$1,514,024$5,854 ▲0.4%8,5351.2%Computer and TechnologyAMGNAmgen$1,452,252$2,792 ▲0.2%5,2011.2%MedicalCRMSalesforce$1,314,638$143,162 ▼-9.8%4,8211.1%Computer and TechnologyIBMInternational Business Machines$1,247,509$82,833 ▼-6.2%4,2321.0%Computer and TechnologyBACBank of America$1,203,770$945,309 ▲365.7%25,4391.0%FinanceFTECFidelity MSCI Information Technology Index ETF$1,065,974$34,119 ▼-3.1%5,4050.9%ETFQCOMQUALCOMM$943,456$8,759 ▼-0.9%5,9240.8%Computer and TechnologyQQQInvesco QQQ$853,387$35,857 ▲4.4%1,5470.7%FinanceTAT&T$770,332$188,112 ▲32.3%26,6180.6%Computer and TechnologyMSMorgan Stanley$725,429$725,429 ▲New Holding5,1500.6%FinanceWMTWalmart$716,923$171,115 ▲31.4%7,3320.6%Retail/WholesaleVZVerizon Communications$685,032$32,798 ▲5.0%15,8320.6%Computer and TechnologyTWLOTwilio$670,549$5,099 ▼-0.8%5,3920.6%Computer and TechnologyVOOVanguard S&P 500 ETF$652,974$57,916 ▲9.7%1,1500.5%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$640,995$61,630 ▼-8.8%38,3370.5%ManufacturingPANWPalo Alto Networks$634,179$375,923 ▲145.6%3,0990.5%Computer and TechnologyMDBMongoDB$615,271$127,044 ▲26.0%2,9300.5%Computer and TechnologyARCCAres Capital$591,712$37,552 ▼-6.0%26,9450.5%FinancePPLPPL$588,432$54,902 ▲10.3%17,3630.5%UtilitiesSCHWCharles Schwab$573,443$573,443 ▲New Holding6,2850.5%FinanceLLYEli Lilly and Company$545,671$7,815,568 ▼-93.5%7000.4%MedicalPFEPfizer$496,169$5,730,874 ▼-92.0%20,4690.4%MedicalCCitigroup$483,0560.0%5,6750.4%Financial ServicesGSThe Goldman Sachs Group$407,664$407,664 ▲New Holding5760.3%FinanceDISWalt Disney$406,009$61,385 ▲17.8%3,2740.3%Consumer DiscretionaryBABoeing$389,097$105,184 ▲37.0%1,8570.3%AerospaceBMYBristol Myers Squibb$381,939$20,136 ▲5.6%8,2510.3%MedicalCSCOCisco Systems$374,887$10,408 ▼-2.7%5,4030.3%Computer and TechnologyHDHome Depot$370,673$370,673 ▲New Holding1,0110.3%Retail/WholesaleIRMIron Mountain$361,5590.0%3,5250.3%Business ServicesJEPIJPMorgan Equity Premium Income ETF$361,168$457,017 ▼-55.9%6,3530.3%ETFLOWLowe's Companies$351,664$47,924 ▲15.8%1,5850.3%Retail/WholesaleXOMExxon Mobil$342,696$15,847 ▼-4.4%3,1790.3%EnergyGEGE Aerospace$329,7170.0%1,2810.3%AerospaceTJXTJX Companies$299,340$299,340 ▲New Holding2,4240.2%Retail/WholesaleMOAltria Group$296,668$36,644 ▼-11.0%5,0600.2%Consumer StaplesKRANESHARES TRUST$290,425$290,425 ▲New Holding9,1530.2%KWEB COVERD CALLAXPAmerican Express$277,513$277,513 ▲New Holding8700.2%FinancePRUPrudential Financial$267,955$23,100 ▼-7.9%2,4940.2%FinanceADBEAdobe$262,692$48,360 ▲22.6%6790.2%Computer and TechnologyIWMiShares Russell 2000 ETF$261,753$261,753 ▲New Holding1,2130.2%FinanceNEOS ETF TRUST$259,0710.0%4,9460.2%NASDAQ 100 HDGDHWMHowmet Aerospace$232,663$232,663 ▲New Holding1,2500.2%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$232,0290.0%2,3390.2%FinanceFFord Motor$227,503$81,375 ▲55.7%20,9680.2%Auto/Tires/TrucksGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$218,095$218,095 ▲New Holding14,5010.2%Financial ServicesCSXCSX$209,746$209,746 ▲New Holding6,4280.2%TransportationBXBlackstone$206,720$206,720 ▲New Holding1,3820.2%FinanceIPInternational Paper$204,085$22,338 ▼-9.9%4,3580.2%Basic MaterialsSOFISoFi Technologies$194,847$194,847 ▲New Holding10,7000.2%FinanceCLOVClover Health Investments$141,241$25,110 ▲21.6%50,6240.1%MedicalBBBlackBerry$55,3260.0%12,0800.0%Computer and TechnologyPGProcter & Gamble$0$25,644,316 ▼-100.0%00.0%Consumer StaplesIWRiShares Russell Mid-Cap ETF$0$406,807 ▼-100.0%00.0%ETFKWEBKraneShares CSI China Internet ETF$0$326,563 ▼-100.0%00.0%ManufacturingMMM3M$0$262,924 ▼-100.0%00.0%Multi-Sector ConglomeratesIWNiShares Russell 2000 Value ETF$0$227,864 ▼-100.0%00.0%ETFGRAYSCALE BITCOIN TRUST ETF$0-100.0%00.0%SHS REP COM UTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
