Palacios Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Palacios Wealth Management, LLC | Institutional Filer | ▲ 22.36% | $159.8M | 75 |
Current Portfolio Holdings
Showing all 75 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 235K | $46.9M | 29.35% |
| 2 | AVGO | Broadcom Inc. | Technology | 24K | $10.2M | 6.38% |
| 3 | AAPL | Apple Inc. | Technology | 29K | $7.9M | 4.96% |
| 4 | QQQI | NEOS ETF TRUST | — | 140K | $7.6M | 4.75% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 28K | $7.3M | 4.57% |
| 6 | SPYI | NEOS ETF TRUST | — | 109K | $5.7M | 3.58% |
| 7 | GOOGL | Alphabet Inc. | Technology | 13K | $5.1M | 3.20% |
| 8 | META | Meta Platforms, Inc. | Technology | 8K | $4.9M | 3.04% |
| 9 | AMD | Advanced Micro Devices, Inc. | Technology | 12K | $4.2M | 2.64% |
| 10 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 67K | $4.0M | 2.50% |
| 11 | CRWD | CrowdStrike Holdings, Inc. | Technology | 9K | $4.0M | 2.48% |
| 12 | GOOG | Alphabet Inc. | Technology | 10K | $3.8M | 2.38% |
| 13 | IWMI | NEOS ETF TRUST | — | 58K | $3.0M | 1.87% |
| 14 | RYLD | GLOBAL X FDS | — | 162K | $2.5M | 1.56% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 8K | $2.4M | 1.52% |
Showing 1 to 15 of 75 holdings