Palacios Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Palacios Wealth Management, LLC reported 63 stock positions worth $92.6 million. Its top holding was Nvidia (NVDA) at 31.1% of the portfolio, followed by JPM Nasdaq Equity Premium (JEPQ, 5.7%) and Broadcom (AVGO, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- ORMOND BEACH, FL
- CIK
- 0002053829
- Portfolio Value
- $92.6M (Q4 2024)
- SEC Filing
- 0001705819-25-000013 ↗ filed Jan 30, 2025
Holdings Value
Holdings 63 stocks · $92.6M
| NVDA Nvidia Corp. | 31.08% | 215,455 | $28.8M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 5.73% | 93,621 | $5.3M | — |
| AVGO Broadcom Inc. | 5.32% | 21,630 | $4.9M | — |
| RYLD Global X Russell 2000 Cov Class | 4.09% | 227,257 | $3.8M | — |
| AMZN Amazon.com Inc. | 3.38% | 14,048 | $3.1M | — |
| AAPL Apple Inc. | 3.34% | 13,024 | $3.1M | — |
| META Meta Platforms Inc. Class A | 3.33% | 5,039 | $3.1M | — |
| SPYI Neos S&P 500 High Income ETF | 2.87% | 51,839 | $2.7M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.83% | 7,319 | $2.6M | — |
| MSFT Microsoft Corp. | 2.40% | 5,240 | $2.2M | — |
| TSLA Tesla Inc. | 2.09% | 4,661 | $1.9M | — |
| CRM Salesforce Inc. | 1.87% | 5,346 | $1.7M | — |
| GOOG Alphabet Inc. Class C | 1.79% | 8,502 | $1.7M | — |
| UBER Uber Technologies Inc. | 1.72% | 23,948 | $1.6M | — |
| ABBV Abbvie Inc. | 1.67% | 8,968 | $1.5M | — |
| AMGN Amgen Inc. | 1.52% | 5,191 | $1.4M | — |
| ORCL Oracle Corp. | 1.48% | 8,665 | $1.4M | — |
| FTEC Fidelity MSCI Info Tech Indx | 1.15% | 5,760 | $1.1M | — |
| AMD Advanced Micro Devices | 1.14% | 8,856 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 1.14% | 5,445 | $1.1M | — |
| QCOM Qualcomm Inc. | 1.10% | 6,199 | $1.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.08% | 4,513 | $999K | — |
| PLTR Palantir Technologies Inc. Class A | 1.04% | 14,075 | $961K | — |
| QYLD Global X Nasd 100 Cov Call | 0.85% | 42,501 | $785K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.82% | 1,482 | $763K | — |
| JEPI JPMorgan Equity Premium Inco | 0.80% | 12,683 | $737K | — |
| ARCC Ares Capital Corp. | 0.70% | 28,710 | $646K | — |
| VZ Verizon Communications Inc. | 0.66% | 15,859 | $609K | — |
| TWLO Twilio Inc. Class A | 0.65% | 5,398 | $606K | — |
| MDB Mongodb Inc. | 0.65% | 2,415 | $598K | — |
| VOO Vanguard S&P 500 ETF | 0.63% | 1,075 | $585K | — |
| JPM JPMorgan Chase & Co. | 0.63% | 2,332 | $583K | — |
| PFE Pfizer Inc. | 0.61% | 21,474 | $569K | — |
| PPL PPL Corp. | 0.56% | 16,088 | $520K | — |
| WMT Walmart Inc. | 0.56% | 5,645 | $516K | — |
| LLY Eli Lilly & Co. | 0.54% | 667 | $500K | — |
| KWEB Kranesh Csi China Internet | 0.51% | 14,731 | $469K | — |
| T AT&T Inc. | 0.49% | 20,718 | $455K | — |
| C Citigroup Inc. | 0.49% | 5,820 | $453K | — |
| BMY Bristol-Myers Squibb Co. | 0.48% | 7,816 | $440K | — |
| XOM Exxon Mobil Corp. | 0.42% | 3,481 | $385K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.40% | 3,525 | $373K | — |
| LOW Lowe's Cos Inc. | 0.38% | 1,369 | $354K | — |
| CSCO Cisco Systems Inc. | 0.38% | 5,783 | $347K | — |
| PRU Prudential Financial Inc. | 0.36% | 2,799 | $335K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 2,974 | $325K | — |
| MO Altria Group Inc. | 0.31% | 5,685 | $291K | — |
| IP International Paper Co. | 0.29% | 4,835 | $271K | — |
| QQQH Neos NDQ-100 HG Eq Inc. ETF | 0.28% | 9,895 | $259K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 5,462 | $258K | — |
| MMM 3M Co. | 0.27% | 1,817 | $251K | — |
| BA The Boeing Co. | 0.26% | 1,408 | $237K | — |
| ADBE Adobe Inc. | 0.25% | 554 | $234K | — |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.25% | 4,385 | $231K | — |
| GE General Electric filed as GE AEROSPACE | 0.25% | 1,281 | $231K | — |
| AGG iShares Core U.S. Aggregate | 0.24% | 2,339 | $226K | — |
| PANW Palo Alto Networks Inc. | 0.24% | 1,262 | $221K | — |
| CSX CSX Corp. | 0.22% | 6,279 | $204K | — |
| IWM iShares Russell 2000 ETF | 0.22% | 897 | $202K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.19% | 17,668 | $175K | — |
| GBAB Guggenheim Taxable Municipal | 0.18% | 10,431 | $163K | — |
| CLOV Clover Health Investments Co. | 0.18% | 41,624 | $163K | — |
| BB Blackberry Ltd. | 0.05% | 12,080 | $50K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $169.2M | NVDA, QQQI, AVGO, AAPL, CRWD |
| Q1 2026 | 75 | $159.8M | NVDA, AVGO, AAPL, QQQI, AMZN |
| Q4 2025 | 68 | $130.6M | NVDA, AVGO, AAPL, AMZN, META |
| Q3 2025 | 74 | $151.8M | NVDA, AVGO, AAPL, AMZN, SPYI |
| Q2 2025 | 71 | $121.7M | NVDA, AVGO, AAPL, AMZN, META |
| Q1 2025 | 64 | $134.7M | PG, PFE, NVDA, JEPQ, RYLD |
| Q4 2024 | 63 | $92.6M | NVDA, JEPQ, AVGO, RYLD, AMZN |