Palacios Wealth Management, LLC Top Holdings and 13F Report (2025) About Palacios Wealth Management, LLCInvestment ActivityPalacios Wealth Management, LLC has $134.68 million in total holdings as of March 31, 2025.Palacios Wealth Management, LLC owns shares of 64 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 38.63% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Palacios Wealth Management, LLC has purchased 63 new stocks and bought additional shares in 14 stocks.Palacios Wealth Management, LLC sold shares of 27 stocks and completely divested from 5 stocks this quarter.Largest Holdings Procter & Gamble $25,644,316Pfizer $25,637,010NVIDIA $23,716,131JPMorgan Nasdaq Equity Premium Income ETF $4,778,569Global X Russell 2000 Covered Call ETF $3,773,324 Largest New Holdings this Quarter 742718109 - Procter & Gamble $25,644,316 Holding464287499 - iShares Russell Mid-Cap ETF $406,807 Holding78433H576 - NEOS ETF TRUST $241,464 Holding464287630 - iShares Russell 2000 Value ETF $227,864 Holding389637109 - GRAYSCALE BITCOIN TRUST ETF $0 Holding Largest Purchases this Quarter Procter & Gamble 257,260 shares (about $25.64M)Pfizer 235,417 shares (about $23.49M)iShares Russell Mid-Cap ETF 2,054 shares (about $406.81K)NVIDIA 3,369 shares (about $365.13K)Global X Russell 2000 Covered Call ETF 22,632 shares (about $341.74K) Largest Sales this Quarter KraneShares CSI China Internet ETF 4,793 shares (about $157.50K)PALANTIR TECHNOLOGIES INC 1,405 shares (about $118.58K)Apple 434 shares (about $96.41K)JPMorgan Nasdaq Equity Premium Income ETF 1,335 shares (about $69.13K)Ford Motor 4,200 shares (about $42.13K) 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 PortfolioSectorPGProcter & Gamble$25,644,316$25,644,316 ▲New Holding257,26019.0%Consumer StaplesPFEPfizer$25,637,010$23,493,964 ▲1,096.3%256,89119.0%MedicalNVDANVIDIA$23,716,131$365,132 ▲1.6%218,82417.6%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,778,569$69,126 ▼-1.4%92,2863.5%ETFRYLDGlobal X Russell 2000 Covered Call ETF$3,773,324$341,743 ▲10.0%249,8892.8%ETFAVGOBroadcom$3,667,554$46,043 ▲1.3%21,9052.7%Computer and TechnologyMETAMeta Platforms$2,961,914$57,636 ▲2.0%5,1392.2%Computer and TechnologyAAPLApple$2,796,641$96,405 ▼-3.3%12,5902.1%Computer and TechnologySPYINEOS S&P 500 High Income ETF$2,732,603$250,034 ▲10.1%57,0602.0%ETFAMZNAmazon.com$2,714,017$41,286 ▲1.5%14,2652.0%Retail/WholesaleCRWDCrowdStrike$2,649,991$69,458 ▲2.7%7,5162.0%Computer and TechnologyMSFTMicrosoft$1,961,462$5,631 ▼-0.3%5,2251.5%Computer and TechnologyABBVAbbVie$1,860,119$18,857 ▼-1.0%8,8781.4%MedicalUBERUber Technologies$1,782,957$38,106 ▲2.2%24,4711.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,639,129$194,641 ▲13.5%14,3921.2%ETFAMGNAmgen$1,617,3460.0%5,1911.2%MedicalCRMSalesforce$1,434,6530.0%5,3461.1%Computer and TechnologyGOOGAlphabet$1,328,2670.0%8,5021.0%Computer and TechnologyORCLOracle$1,211,4540.0%8,6650.9%Computer and TechnologyTSLATesla$1,197,060$10,885 ▼-0.9%4,6190.9%Auto/Tires/TrucksIBMInternational Business Machines$1,122,2030.0%4,5130.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,069,348$118,582 ▼-10.0%12,6700.8%CL AQCOMQUALCOMM$918,434$33,794 ▼-3.5%5,9790.7%Computer and TechnologyAMDAdvanced Micro Devices$907,194$2,671 ▼-0.3%8,8300.7%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$899,564$29,351 ▼-3.2%5,5780.7%ETFGOOGLAlphabet$847,143$5,103 ▲0.6%5,4780.6%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$698,842$7,949 ▼-1.1%42,0230.5%ManufacturingQQQInvesco QQQ$694,9390.0%1,4820.5%FinanceVZVerizon Communications$683,737$35,607 ▼-4.9%15,0740.5%Computer and TechnologyARCCAres Capital$634,995$1,219 ▼-0.2%28,6550.5%FinanceJPMJPMorgan Chase & Co.$571,549$491 ▼-0.1%2,3300.4%FinanceTAT&T$568,934$16,968 ▼-2.9%20,1180.4%Computer and TechnologyPPLPPL$568,480$12,458 ▼-2.1%15,7430.4%UtilitiesVOOVanguard S&P 500 ETF$538,342$13,869 ▼-2.5%1,0480.4%ETFTWLOTwilio$531,945$3,427 ▲0.6%5,4330.4%Computer and TechnologyWMTWalmart$490,044$5,531 ▼-1.1%5,5820.4%Retail/WholesaleNEOS ETF TRUST$481,889$273,908 ▲131.7%10,1600.4%NASDAQ 100 HIGHBMYBristol-Myers Squibb$476,6980.0%7,8160.4%MedicalMDBMongoDB$407,805$15,786 ▼-3.7%2,3250.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$406,807$406,807 ▲New Holding2,0540.3%ETFCCitigroup$402,868$10,294 ▼-2.5%5,6750.3%FinanceXOMExxon Mobil$395,561$18,434 ▼-4.5%3,3260.3%EnergyLLYEli Lilly and Company$351,071$329,240 ▲1,508.1%10,7260.3%MedicalCSCOCisco Systems$342,700$14,194 ▼-4.0%5,5530.3%Computer and TechnologyMOAltria Group$341,2140.0%5,6850.3%Consumer StaplesKWEBKraneShares CSI China Internet ETF$326,563$157,498 ▼-32.5%9,9380.2%ManufacturingLOWLowe's Companies$319,2920.0%1,3690.2%Retail/WholesaleIRMIron Mountain$303,2910.0%3,5250.2%Business ServicesPRUPrudential Financial$302,541$10,051 ▼-3.2%2,7090.2%FinanceDISWalt Disney$274,287$19,246 ▼-6.6%2,7790.2%Consumer DiscretionaryMMM3M$262,924$3,966 ▼-1.5%1,7900.2%Multi-Sector ConglomeratesIPInternational Paper$257,9470.0%4,8350.2%Basic MaterialsGEGE Aerospace$256,3920.0%1,2810.2%IndustrialsNEOS ETF TRUST$241,464$241,464 ▲New Holding4,9460.2%NASDAQ 100 HDGDAGGiShares Core U.S. Aggregate Bond ETF$231,3740.0%2,3390.2%FinanceBABoeing$231,095$9,039 ▼-3.8%1,3550.2%AerospaceBACBank of America$227,9260.0%5,4620.2%FinanceIWNiShares Russell 2000 Value ETF$227,864$227,864 ▲New Holding1,1570.2%ETFPANWPalo Alto Networks$215,3480.0%1,2620.2%Computer and TechnologyADBEAdobe$212,4760.0%5540.2%Computer and TechnologyCLOVClover Health Investments$149,4300.0%41,6240.1%MedicalFFord Motor$135,084$42,126 ▼-23.8%13,4680.1%Auto/Tires/TrucksBBBlackBerry$45,5420.0%12,0800.0%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$0New Holding1,000,0000.0%SHS REP COM UTNEOS ETF TRUST$0$259,341 ▼-100.0%00.0%NASDAQ 100 HDGDCSXCSX$0$204,224 ▼-100.0%00.0%TransportationIWMiShares Russell 2000 ETF$0$201,861 ▼-100.0%00.0%FinanceGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$0$162,776 ▼-100.0%00.0%Financial ServicesShowing 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. 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