Palacios Wealth Management, LLC Top Holdings and 13F Report (2025) About Palacios Wealth Management, LLCInvestment ActivityPalacios Wealth Management, LLC has $92.62 million in total holdings as of December 31, 2024.Palacios Wealth Management, LLC owns shares of 63 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $28,786,925JPMorgan Nasdaq Equity Premium Income ETF $5,305,502Broadcom $4,928,417Global X Russell 2000 Covered Call ETF $3,787,942Amazon.com $3,132,094 Sector AllocationMap of 500 Largest Holdings ofPalacios Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$28,786,925215,45531.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,305,50293,6215.7%ETFAVGOBroadcom$4,928,41721,6305.3%Computer and TechnologyRYLDGlobal X Russell 2000 Covered Call ETF$3,787,942227,2574.1%ETFAMZNAmazon.com$3,132,09414,0483.4%Retail/WholesaleAAPLApple$3,092,05413,0243.3%Computer and TechnologyMETAMeta Platforms$3,084,6255,0393.3%Computer and TechnologySPYINEOS S&P 500 High Income ETF$2,659,04551,8392.9%ETFCRWDCrowdStrike$2,620,1297,3192.8%Computer and TechnologyMSFTMicrosoft$2,219,8905,2402.4%Computer and TechnologyTSLATesla$1,935,4804,6612.1%Auto/Tires/TrucksCRMSalesforce$1,730,6825,3461.9%Computer and TechnologyGOOGAlphabet$1,653,5998,5021.8%Computer and TechnologyUBERUber Technologies$1,593,26523,9481.7%Computer and TechnologyABBVAbbVie$1,542,5688,9681.7%MedicalAMGNAmgen$1,404,6595,1911.5%MedicalORCLOracle$1,374,9628,6651.5%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$1,065,1395,7601.2%ETFAMDAdvanced Micro Devices$1,054,6328,8561.1%Computer and TechnologyGOOGLAlphabet$1,051,3795,4451.1%Computer and TechnologyQCOMQUALCOMM$1,015,0246,1991.1%Computer and TechnologyIBMInternational Business Machines$999,4724,5131.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$960,78814,0751.0%CL AQYLDGlobal X Nasdaq 100 Covered Call ETF$784,84542,5010.8%ManufacturingQQQInvesco QQQ$763,1411,4820.8%FinanceJEPIJPMorgan Equity Premium Income ETF$736,81912,6830.8%ETFARCCAres Capital$645,68828,7100.7%FinanceVZVerizon Communications$608,65215,8590.7%Computer and TechnologyTWLOTwilio$606,3575,3980.7%Computer and TechnologyMDBMongoDB$598,3042,4150.6%Computer and TechnologyVOOVanguard S&P 500 ETF$585,1551,0750.6%ETFJPMJPMorgan Chase & Co.$583,0702,3320.6%FinancePFEPfizer$569,49321,4740.6%MedicalPPLPPL$520,36616,0880.6%UtilitiesWMTWalmart$515,5505,6450.6%Retail/WholesaleLLYEli Lilly and Company$499,6966670.5%MedicalKWEBKraneShares CSI China Internet ETF$469,03514,7310.5%ManufacturingTAT&T$454,85320,7180.5%Computer and TechnologyCCitigroup$452,7965,8200.5%FinanceBMYBristol-Myers Squibb$440,0077,8160.5%MedicalXOMExxon Mobil$385,2893,4810.4%Oils/EnergyIRMIron Mountain$373,2723,5250.4%Business ServicesLOWLowe's Companies$353,6191,3690.4%Retail/WholesaleCSCOCisco Systems$347,4665,7830.4%Computer and TechnologyPRUPrudential Financial$334,8352,7990.4%FinanceDISWalt Disney$325,0622,9740.4%Consumer DiscretionaryMOAltria Group$290,8735,6850.3%Consumer StaplesIPInternational Paper$270,6394,8350.3%Basic MaterialsNEOS ETF TRUST$259,3419,8950.3%NASDAQ 100 HDGDBACBank of America$257,5175,4620.3%FinanceMMM3M$250,6621,8170.3%Multi-Sector ConglomeratesBABoeing$236,6991,4080.3%AerospaceADBEAdobe$234,2375540.3%Computer and TechnologyNEOS ETF TRUST$231,3964,3850.2%NASDAQ 100 HIGHGEGeneral Electric$231,2011,2810.2%TransportationAGGiShares Core U.S. Aggregate Bond ETF$226,1812,3390.2%FinancePANWPalo Alto Networks$220,6351,2620.2%Computer and TechnologyCSXCSX$204,2246,2790.2%TransportationIWMiShares Russell 2000 ETF$201,8618970.2%FinanceFFord Motor$175,26717,6680.2%Auto/Tires/TrucksGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$162,77610,4310.2%Financial ServicesCLOVClover Health Investments$162,54241,6240.2%MedicalBBBlackBerry$49,70912,0800.1%Computer and TechnologyShowing 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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