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Palacios Wealth Management, LLC13F | |
| Palacios Wealth Management, LLC | |
| Last update 2025-07-14 | 71 Stocks (12 new) |
| Value $122.00 Mil | Turnover 17 % |
Palacios Wealth Management, LL... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 228,298 | 36,068.8 | +4.33% | 29.640 | +1.23% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AVGO | Broadcom Inc | 23,495 | 6,476.4 | +7.26% | 5.320 | +0.36% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
AAPL | Apple Inc | 28,646 | 5,877.3 | +127.53% | 4.830 | +2.71% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 24,020 | 5,269.7 | +68.38% | 4.330 | +1.76% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 6,212 | 4,585.0 | +20.88% | 3.770 | +0.65% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 79,905 | 4,346.8 | -13.42% | 3.570 | -0.48% | 0.020 | +15.94% | +2.97% | 25,337.9 | ||
CRWD | CrowdStrike Holdings Inc | 8,365 | 4,260.4 | +11.30% | 3.500 | +0.36% | 0.000 | +26.71% | +39.10% | 118,632.2 | Software | |
RYLD |
Global X Russell 2000 Covered Call ETF
Global X Russell 2000 Covered Call ETF
| 243,075 | 3,624.3 | -2.73% | 2.980 | -0.08% | 0.280 | +6.88% | -3.39% | 1,284.3 | ||
SPYI | NEOS S&P 500 High Income ETF | 63,960 | 3,218.5 | +12.09% | 2.640 | +0.28% | 0.080 | +15.83% | +6.76% | 4,292.8 | ||
MSFT | Microsoft Corp | 5,447 | 2,709.5 | +4.25% | 2.230 | +0.09% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software |
Palacios Wealth Management, LLC's Historical Top Holdings Breakdowns
Palacios Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PG | Procter & Gamble Co | 2025-06-30 | Sold Out Sold Out | -19.04% | 157.66 ($163.33) 172.39 | $155.10 | -5.04% | Sold Out | 0 | -257,260 | |
PFE | Pfizer Inc | 2025-06-30 | Reduce Reduce | -17.52% | 21.59 ($23.35) 25.34 | $24.47 | 4.80% | Reduce -92.03% | 20,469 | -236,422 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +2.71% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Add 127.53% | 28,646 | 16,056 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +1.76% | 167.32 ($197.77) 223.3 | $226.13 | 14.34% | Add 68.38% | 24,020 | 9,755 | |
QQQI | NEOS Nasdaq 100 High Income ETF | 2025-06-30 | Add Add | +1.57% | 42.51 ($48.95) 52.01 | $52.88 | 8.03% | Add 361.6% | 46,899 | 36,739 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Add Add | +1.24% | 210.28 ($255.03) 289.91 | $291.27 | 14.21% | Add 224.29% | 7,556 | 5,226 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +1.23% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Add 4.33% | 228,298 | 9,474 | |
GOOGL | Alphabet Inc | 2025-06-30 | Add Add | +1.07% | 144.7 ($163.55) 178.6 | $185.06 | 13.15% | Add 134.61% | 12,852 | 7,374 | |
BAC | Bank of America Corp | 2025-06-30 | Add Add | +0.78% | 34.39 ($42.07) 47.46 | $47.32 | 12.48% | Add 365.75% | 25,439 | 19,977 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Reduce Reduce | -0.68% | 51.14 ($55.42) 57.14 | $56.97 | 2.80% | Reduce -55.86% | 6,353 | -8,039 |
Palacios Wealth Management, LLC Total Holding History ($B)
Palacios Wealth Management, LLC's Asset Allocation
Palacios Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Palacios Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Palacios Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Palacios Wealth Management, LLC's Holdings Heat Map
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Palacios Wealth Management, LLC's Holdings Bubble Chart
Palacios Wealth Management, LLC News
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