The Analysis of Palacios Wealth Management, LLC's Holdings
Currently, Palacios Wealth Management, LLC holds 74 types of securities in its portfolio with a total value $151.8M. In the most recent quarter, they have increased their positions in QQQI (+43.3K shares, valued at $2.3M), SPYI (+41.7K shares, valued at $2.2M), NVDA (+11.6K shares, valued at $2.2M); decreased their positions in ABBV (-806 shares, valued at $186.6K), JEPQ (-2.7K shares, valued at $156.1K), JEPI (-2.3K shares, valued at $131.2K); initiated new positions in IWMI (+13.2K shares, valued at $642.2K), NBIS (+4.5K shares, valued at $499.8K), BABA (+2.1K shares, valued at $376.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION239.9K shares5.09%2025-09-302025-11-05
AVGO BROADCOM INC26.9K shares14.70%2025-09-302025-11-05 AAPL APPLE INC29.5K shares2.83%2025-09-302025-11-05 AMZN AMAZON COM INC25.2K shares5.03%2025-09-302025-11-05 SPYI NEOS ETF TRUST105.6K shares65.16%2025-09-302025-11-05 META META PLATFORMS INC7.1K shares13.94%2025-09-302025-11-05 QQQI NEOS ETF TRUST90.2K shares92.31%2025-09-302025-11-05 RYLD GLOBAL X FDS317.5K shares30.62%2025-09-302025-11-05 JEPQ J P MORGAN EXCHANGE TRADED F77.2K shares-3.40%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC8.8K shares4.76%2025-09-302025-11-05 GOOGL ALPHABET INC14.0K shares9.05%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC33.4K shares25.37%2025-09-302025-11-05 MSFT MICROSOFT CORP6.2K shares13.33%2025-09-302025-11-05 TSLA TESLA INC5.9K shares12.20%2025-09-302025-11-05 GOOG ALPHABET INC10.6K shares24.12%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC13.6K shares-0.99%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.7.9K shares4.06%2025-09-302025-11-05 ORCL ORACLE CORP8.8K shares1.44%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC13.0K shares13.43%2025-09-302025-11-05 ABBV ABBVIE INC7.8K shares-9.32%2025-09-302025-11-05 AMGN AMGEN INC5.3K shares2.50%2025-09-302025-11-05 FTEC FIDELITY COVINGTON TRUST6.4K shares18.76%2025-09-302025-11-05 BAC BANK AMERICA CORP25.4K shares0.00%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS4.5K shares6.85%2025-09-302025-11-05 CRM SALESFORCE INC4.6K shares-5.35%2025-09-302025-11-05 QCOM QUALCOMM INC6.0K shares1.69%2025-09-302025-11-05 QQQ INVESCO QQQ TR1.7K shares7.24%2025-09-302025-11-05 VOO VANGUARD INDEX FDS1.5K shares33.57%2025-09-302025-11-05 ARCC ARES CAPITAL CORP43.7K shares62.14%2025-09-302025-11-05 MDB MONGODB INC2.8K shares-4.81%2025-09-302025-11-05 LLY ELI LILLY & CO1.1K shares60.43%2025-09-302025-11-05 MS MORGAN STANLEY5.2K shares0.00%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC18.1K shares14.14%2025-09-302025-11-05 T AT&T INC27.1K shares1.68%2025-09-302025-11-05 QYLD GLOBAL X FDS44.9K shares17.18%2025-09-302025-11-05 WMT WALMART INC6.4K shares-12.48%2025-09-302025-11-05 IWMI NEOS ETF TRUST13.2K sharesnew addition2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP6.7K shares6.97%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC3.1K shares0.77%2025-09-302025-11-05 PPL PPL CORP16.3K shares-5.90%2025-09-302025-11-05 PFE PFIZER INC23.7K shares15.75%2025-09-302025-11-05 C CITIGROUP INC5.6K shares-0.62%2025-09-302025-11-05 NBIS NEBIUS GROUP N.V.4.5K sharesnew addition2025-09-302025-11-05 TWLO TWILIO INC4.7K shares-12.54%2025-09-302025-11-05 GE GE AEROSPACE1.6K shares21.78%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC576 shares0.00%2025-09-302025-11-05 HD HOME DEPOT INC1.0K shares0.00%2025-09-302025-11-05 LOW LOWES COS INC1.6K shares0.00%2025-09-302025-11-05 CSCO CISCO SYS INC5.8K shares6.94%2025-09-302025-11-05 BA BOEING CO1.8K shares-4.31%2025-09-302025-11-05 BABA ALIBABA GROUP HLDG LTD2.1K sharesnew addition2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO8.3K shares0.61%2025-09-302025-11-05 TJX TJX COS INC NEW2.4K shares0.00%2025-09-302025-11-05 XOM EXXON MOBIL CORP3.1K shares-2.30%2025-09-302025-11-05 MO ALTRIA GROUP INC5.1K shares1.58%2025-09-302025-11-05 SOFI SOFI TECHNOLOGIES INC12.4K shares16.16%2025-09-302025-11-05 DIS DISNEY WALT CO2.6K shares-19.55%2025-09-302025-11-05 BRO BROWN & BROWN INC3.1K sharesnew addition2025-09-302025-11-05 AXP AMERICAN EXPRESS CO870 shares0.00%2025-09-302025-11-05 KLIP KRANESHARES TRUST8.7K shares-4.88%2025-09-302025-11-05 IRM IRON MTN INC DEL2.8K shares-21.84%2025-09-302025-11-05 QQQH NEOS ETF TRUST4.9K shares0.00%2025-09-302025-11-05 IWM ISHARES TR1.1K shares-13.36%2025-09-302025-11-05 PRU PRUDENTIAL FINL INC2.4K shares-2.49%2025-09-302025-11-05 HWM HOWMET AEROSPACE INC1.3K shares0.00%2025-09-302025-11-05 BX BLACKSTONE INC1.4K shares0.00%2025-09-302025-11-05 IP INTERNATIONAL PAPER CO5.1K shares16.68%2025-09-302025-11-05 AGG ISHARES TR2.3K shares0.00%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F4.1K shares-36.16%2025-09-302025-11-05 CSX CSX CORP6.3K shares-2.32%2025-09-302025-11-05 ASTS AST SPACEMOBILE INC4.5K sharesnew addition2025-09-302025-11-05 DOW DOW INC9.1K sharesnew addition2025-09-302025-11-05 CLOV CLOVER HEALTH INVESTMENTS CO51.6K shares1.98%2025-09-302025-11-05 BB BLACKBERRY LTD12.1K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available