Palacios Wealth Management, LLC
Q2 2025 13F Holdings
- Locationormond beach, FL
- Num holdings
71
- Value ($000)
$121,688
- Date Filed07/14/2025
- Form type13F-HR
- CIK0002053829
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $36.07M | 30 % | 228,298 | ||
AVGO BROADCOM INC | COM | 11135F101 | $6.48M | 5 % | 23,495 | ||
AAPL APPLE INC | COM | 037833100 | $5.88M | 5 % | 28,646 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.27M | 4 % | 24,020 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.59M | 4 % | 6,212 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $4.35M | 4 % | 79,905 | ||
CRWD CROWDSTRIKE HLDGS INC | CL A | 22788C105 | $4.26M | 4 % | 8,365 | ||
RYLD GLOBAL X FDS | RUSSELL 2000 | 37954Y459 | $3.62M | 3 % | 243,075 | ||
NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | $3.22M | 3 % | 63,960 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.71M | 2 % | 5,447 |
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