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Palacios Wealth Management, LLC

All holdings · as of Dec 31, 2025

68 positions

CompanyClassValueShares% of portfolio
BLACKBERRY LTD—$45.8K12,0800.0%
Clover Health Investments Corp—$121.3K51,6240.1%
FORD MOTOR CO—$153.5K11,6990.1%
Alibaba Group Holding LtdBABAADR$220.0K1,5010.2%
CSX CORP—$227.6K6,2790.2%
Iron Mountain Inc—$228.5K2,7550.2%
ISHARES TR—$233.6K2,3390.2%
SoFi Technologies, Inc.—$234.5K8,9570.2%
ALTRIA GROUP, INC.—$252.3K4,3750.2%
Howmet Aerospace Inc.—$256.3K1,2500.2%
PRUDENTIAL FINANCIAL INC—$267.5K2,3700.2%
MICRON TECHNOLOGY INC—$268.6K9410.2%
NEOS ETF TRUST—$268.6K4,9460.2%
AST SpaceMobile, Inc.—$285.1K3,9260.2%
PFIZER INC—$287.6K11,5500.2%
Walt Disney Co—$293.6K2,5810.2%
ARES CAPITAL CORPARCCCommon Stock$325.4K16,0850.2%
Nebius Group N.V.—$327.0K3,9060.3%
BRISTOL MYERS SQUIBB CO—$327.5K6,0710.3%
AMERICAN EXPRESS CO—$328.5K8880.3%
TJX Cos Inc/The—$341.2K2,2210.3%
GLOBAL X FDS—$365.0K20,6550.3%
EXXON MOBIL CORP—$373.8K3,1060.3%
LOWES COMPANIES INC—$382.2K1,5850.3%
CISCO SYSTEMS, INC.—$387.3K5,0280.3%
The Boeing Company—$393.4K1,8120.3%
GENERAL ELECTRIC CO—$394.6K1,2810.3%
VERIZON COMMUNICATIONS INC—$461.7K11,3360.4%
VANGUARD INDEX FDS—$473.5K7550.4%
THE GOLDMAN SACHS GROUP, INC.—$506.3K5760.4%
Palo Alto Networks Inc—$513.0K2,7850.4%
CITIGROUP INC—$519.3K4,4500.4%
AT&T INC.—$552.3K22,2330.4%
PPL Corp—$572.2K16,3380.4%
SCHWAB CHARLES CORP—$627.9K6,2850.5%
NEOS ETF TRUST—$632.9K13,0010.5%
TWILIO INC—$655.7K4,6100.5%
Walmart Inc.—$703.8K6,3170.5%
ELI LILLY & Co—$749.1K6970.6%
FIDELITY COVINGTON TRUST—$821.6K3,6570.6%
INVESCO QQQ TR—$874.8K1,4240.7%
Morgan Stanley—$902.7K5,0850.7%
QUALCOMM INC/DE—$1.11M6,4840.8%
INTERNATIONAL BUSINESS MACHINES CORP—$1.11M3,7610.9%
Salesforce Inc—$1.12M4,2210.9%
MongoDB, Inc.—$1.16M2,7630.9%
BANK OF AMERICA CORP /DE—$1.41M25,6341.1%
AbbVie Inc.—$1.62M7,1061.2%
AMGEN INC—$1.70M5,2011.3%
ORACLE CORP—$1.73M8,8611.3%
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