Institutions / Palacios Wealth Management, LLC / Holdings
Back to Palacios Wealth Management, LLC

Palacios Wealth Management, LLC

All holdings · as of Dec 31, 2025

68 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$41.51M222,59231.8%
Broadcom Inc.—$7.60M21,9485.8%
Apple Inc.—$7.54M27,7535.8%
Amazon.com Inc—$5.25M22,7284.0%
Meta Platforms Inc—$4.32M6,5523.3%
Alphabet Inc.—$4.02M12,8523.1%
NEOS ETF TRUST—$3.84M71,3442.9%
CrowdStrike Holdings, Inc.—$3.84M8,1832.9%
J P MORGAN EXCHANGE TRADED F—$3.58M61,5662.7%
NEOS ETF TRUST—$2.78M52,9092.1%
Alphabet Inc.—$2.49M7,9451.9%
Tesla Inc—$2.48M5,5241.9%
MICROSOFT CORP—$2.45M5,0701.9%
JPMORGAN CHASE & CO—$2.42M7,5191.9%
ADVANCED MICRO DEVICES INC—$2.39M11,1381.8%
Palantir Technologies Inc—$2.00M11,2401.5%
Uber Technologies, Inc—$1.99M24,3641.5%
GLOBAL X FDS—$1.99M129,9641.5%
ORACLE CORP—$1.73M8,8611.3%
AMGEN INC—$1.70M5,2011.3%
AbbVie Inc.—$1.62M7,1061.2%
BANK OF AMERICA CORP /DE—$1.41M25,6341.1%
MongoDB, Inc.—$1.16M2,7630.9%
Salesforce Inc—$1.12M4,2210.9%
INTERNATIONAL BUSINESS MACHINES CORP—$1.11M3,7610.9%
QUALCOMM INC/DE—$1.11M6,4840.8%
Morgan Stanley—$902.7K5,0850.7%
INVESCO QQQ TR—$874.8K1,4240.7%
FIDELITY COVINGTON TRUST—$821.6K3,6570.6%
ELI LILLY & Co—$749.1K6970.6%
Walmart Inc.—$703.8K6,3170.5%
TWILIO INC—$655.7K4,6100.5%
NEOS ETF TRUST—$632.9K13,0010.5%
SCHWAB CHARLES CORP—$627.9K6,2850.5%
PPL Corp—$572.2K16,3380.4%
AT&T INC.—$552.3K22,2330.4%
CITIGROUP INC—$519.3K4,4500.4%
Palo Alto Networks Inc—$513.0K2,7850.4%
THE GOLDMAN SACHS GROUP, INC.—$506.3K5760.4%
VANGUARD INDEX FDS—$473.5K7550.4%
VERIZON COMMUNICATIONS INC—$461.7K11,3360.4%
GENERAL ELECTRIC CO—$394.6K1,2810.3%
The Boeing Company—$393.4K1,8120.3%
CISCO SYSTEMS, INC.—$387.3K5,0280.3%
LOWES COMPANIES INC—$382.2K1,5850.3%
EXXON MOBIL CORP—$373.8K3,1060.3%
GLOBAL X FDS—$365.0K20,6550.3%
TJX Cos Inc/The—$341.2K2,2210.3%
AMERICAN EXPRESS CO—$328.5K8880.3%
BRISTOL MYERS SQUIBB CO—$327.5K6,0710.3%
← PrevPage 1 of 2Next →