The Analysis of Palacios Wealth Management, LLC's Holdings
Currently, Palacios Wealth Management, LLC holds 68 types of securities in its portfolio with a total value $130.6M. In the most recent quarter, they have increased their positions in MU (+941 shares, valued at $268.6K), F (+11.7K shares, valued at $153.5K), QCOM (+460 shares, valued at $78.7K); decreased their positions in NVDA (-17.3K shares, valued at $3.2M), RYLD (-187.6K shares, valued at $2.9M), SPYI (-52.7K shares, valued at $2.8M); initiated new positions in MU (+941 shares, valued at $268.6K), F (+11.7K shares, valued at $153.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION222.6K shares-7.23%2025-12-312026-01-28
BROADCOM INC BROADCOM INC21.9K shares-18.55%2025-12-312026-01-28 AAPL APPLE INC27.8K shares-5.78%2025-12-312026-01-28 AMZN AMAZON COM INC22.7K shares-9.91%2025-12-312026-01-28 META META PLATFORMS INC6.6K shares-7.43%2025-12-312026-01-28 ALPHABET INC ALPHABET INC12.9K shares-8.30%2025-12-312026-01-28 QQQI NEOS ETF TRUST71.3K shares-20.90%2025-12-312026-01-28 CRWD CROWDSTRIKE HLDGS INC8.2K shares-6.62%2025-12-312026-01-28 JEPQ J P MORGAN EXCHANGE TRADED F61.6K shares-20.24%2025-12-312026-01-28 SPYI NEOS ETF TRUST52.9K shares-49.91%2025-12-312026-01-28 ALPHABET INC ALPHABET INC7.9K shares-25.00%2025-12-312026-01-28 TSLA TESLA INC5.5K shares-5.99%2025-12-312026-01-28 MSFT MICROSOFT CORP5.1K shares-17.87%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.7.5K shares-4.37%2025-12-312026-01-28 AMD ADVANCED MICRO DEVICES INC11.1K shares-14.42%2025-12-312026-01-28 PLTR PALANTIR TECHNOLOGIES INC11.2K shares-17.61%2025-12-312026-01-28 UBER UBER TECHNOLOGIES INC24.4K shares-26.96%2025-12-312026-01-28 RYLD GLOBAL X FDS130.0K shares-59.07%2025-12-312026-01-28 ORCL ORACLE CORP8.9K shares0.59%2025-12-312026-01-28 AMGN AMGEN INC5.2K shares-2.44%2025-12-312026-01-28 ABBV ABBVIE INC7.1K shares-9.42%2025-12-312026-01-28 BAC BANK AMERICA CORP25.6K shares0.77%2025-12-312026-01-28 MDB MONGODB INC2.8K shares-0.93%2025-12-312026-01-28 CRM SALESFORCE INC4.2K shares-7.50%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS3.8K shares-16.83%2025-12-312026-01-28 QCOM QUALCOMM INC6.5K shares7.64%2025-12-312026-01-28 MS MORGAN STANLEY5.1K shares-1.26%2025-12-312026-01-28 FTEC FIDELITY COVINGTON TRUST3.7K shares-43.03%2025-12-312026-01-28 LLY ELI LILLY & CO697 shares-37.93%2025-12-312026-01-28 WMT WALMART INC6.3K shares-1.56%2025-12-312026-01-28 TWLO TWILIO INC4.6K shares-2.25%2025-12-312026-01-28 IWMI NEOS ETF TRUST13.0K shares-1.66%2025-12-312026-01-28 SCHW SCHWAB CHARLES CORP6.3K shares-6.51%2025-12-312026-01-28 PPL PPL CORP16.3K shares0.00%2025-12-312026-01-28 T AT&T INC22.2K shares-17.86%2025-12-312026-01-28 CITIGROUP INC CITIGROUP INC4.5K shares-21.10%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC2.8K shares-10.82%2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INC576 shares0.00%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC11.3K shares-37.27%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE1.3K shares-17.88%2025-12-312026-01-28 BA BOEING CO1.8K shares1.97%2025-12-312026-01-28 CSCO CISCO SYS INC5.0K shares-12.98%2025-12-312026-01-28 LOW LOWES COS INC1.6K shares0.00%2025-12-312026-01-28 XOM EXXON MOBIL CORP3.1K shares0.00%2025-12-312026-01-28 QYLD GLOBAL X FDS20.7K shares-54.02%2025-12-312026-01-28 TJX TJX COS INC NEW2.2K shares-8.37%2025-12-312026-01-28 AXP AMERICAN EXPRESS CO888 shares2.07%2025-12-312026-01-28 BMY BRISTOL-MYERS SQUIBB CO6.1K shares-26.86%2025-12-312026-01-28 NBIS NEBIUS GROUP N.V.3.9K shares-12.26%2025-12-312026-01-28 ARCC ARES CAPITAL CORP16.1K shares-63.18%2025-12-312026-01-28 DIS DISNEY WALT CO2.6K shares-2.01%2025-12-312026-01-28 PFE PFIZER INC11.6K shares-51.25%2025-12-312026-01-28 ASTS AST SPACEMOBILE INC3.9K shares-12.77%2025-12-312026-01-28 QQQH NEOS ETF TRUST4.9K shares0.00%2025-12-312026-01-28 MU MICRON TECHNOLOGY INC941 sharesnew addition2025-12-312026-01-28 PRU PRUDENTIAL FINL INC2.4K shares-2.55%2025-12-312026-01-28 HWM HOWMET AEROSPACE INC1.3K shares0.00%2025-12-312026-01-28 MO ALTRIA GROUP INC4.4K shares-14.88%2025-12-312026-01-28 SOFI SOFI TECHNOLOGIES INC9.0K shares-27.93%2025-12-312026-01-28 AGG ISHARES TR2.3K shares0.00%2025-12-312026-01-28 IRM IRON MTN INC DEL2.8K shares0.00%2025-12-312026-01-28 CSX CSX CORP6.3K shares0.00%2025-12-312026-01-28 BABA ALIBABA GROUP HLDG LTD1.5K shares-28.69%2025-12-312026-01-28 F FORD MTR CO11.7K sharesnew addition2025-12-312026-01-28 CLOV CLOVER HEALTH INVESTMENTS CO51.6K shares0.00%2025-12-312026-01-28 BB BLACKBERRY LTD12.1K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available