Palacios Wealth Management, LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$121.7B
Holdings
71
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 228,298 | $36.1B | 29.64% | |
| 2 | AVGOBROADCOM INC | 23,495 | $6.5B | 5.32% | |
| 3 | AAPLAPPLE INC | 28,646 | $5.9B | 4.83% | |
| 4 | AMZNAMAZON COM INC | 24,020 | $5.3B | 4.33% | |
| 5 | METAMETA PLATFORMS INC | 6,212 | $4.6B | 3.77% | |
| 6 | JEPQJ P MORGAN EXCHANGE TRADED F | 79,905 | $4.3B | 3.57% | |
| 7 | CRWDCROWDSTRIKE HLDGS INC | 8,365 | $4.3B | 3.50% | |
| 8 | RYLDGLOBAL X FDS | 243,075 | $3.6B | 2.98% | |
| 9 | SPYINEOS ETF TRUST | 63,960 | $3.2B | 2.64% | |
| 10 | MSFTMICROSOFT CORP | 5,447 | $2.7B | 2.23% | |
| 11 | UBERUBER TECHNOLOGIES INC | 26,608 | $2.5B | 2.04% | |
| 12 | QQQINEOS ETF TRUST | 46,899 | $2.4B | 2.00% | |
| 13 | GOOGLALPHABET INC | 12,852 | $2.3B | 1.86% | |
| 14 | JPMJPMORGAN CHASE & CO. | 7,556 | $2.2B | 1.80% | |
| 15 | ORCLORACLE CORP | 8,684 | $1.9B | 1.56% | |
| 16 | PLTRPALANTIR TECHNOLOGIES INC | 13,780 | $1.9B | 1.54% | |
| 17 | TSLATESLA INC | 5,237 | $1.7B | 1.37% | |
| 18 | AMDADVANCED MICRO DEVICES INC | 11,473 | $1.6B | 1.34% | |
| 19 | ABBVABBVIE INC | 8,651 | $1.6B | 1.32% | |
| 20 | GOOGALPHABET INC | 8,535 | $1.5B | 1.24% | |
| 21 | AMGNAMGEN INC | 5,201 | $1.5B | 1.19% | |
| 22 | CRMSALESFORCE INC | 4,821 | $1.3B | 1.08% | |
| 23 | IBMINTERNATIONAL BUSINESS MACHS | 4,232 | $1.2B | 1.03% | |
| 24 | BACBANK AMERICA CORP | 25,439 | $1.2B | 0.99% | |
| 25 | FTECFIDELITY COVINGTON TRUST | 5,405 | $1.1B | 0.88% | |
| 26 | QCOMQUALCOMM INC | 5,924 | $943.5M | 0.78% | |
| 27 | NDQINVESCO QQQ TR | 1,547 | $853.4M | 0.70% | |
| 28 | TAT&T INC | 26,618 | $770.3M | 0.63% | |
| 29 | DWDMORGAN STANLEY | 5,150 | $725.4M | 0.60% | |
| 30 | WMTWALMART INC | 7,332 | $716.9M | 0.59% | |
| 31 | BACVERIZON COMMUNICATIONS INC | 15,832 | $685.0M | 0.56% | |
| 32 | TWLOTWILIO INC | 5,392 | $670.5M | 0.55% | |
| 33 | VOOVANGUARD INDEX FDS | 1,150 | $653.0M | 0.54% | |
| 34 | QYLDGLOBAL X FDS | 38,337 | $641.0M | 0.53% | |
| 35 | PANWPALO ALTO NETWORKS INC | 3,099 | $634.2M | 0.52% | |
| 36 | MDBMONGODB INC | 2,930 | $615.3M | 0.51% | |
| 37 | ARCCARES CAPITAL CORP | 26,945 | $591.7M | 0.49% | |
| 38 | PPLPPL CORP | 17,363 | $588.4M | 0.48% | |
| 39 | SCHWSCHWAB CHARLES CORP | 6,285 | $573.4M | 0.47% | |
| 40 | LLYELI LILLY & CO | 700 | $545.7M | 0.45% | |
| 41 | PFEPFIZER INC | 20,469 | $496.2M | 0.41% | |
| 42 | TRVCCITIGROUP INC | 5,675 | $483.1M | 0.40% | |
| 43 | GSGOLDMAN SACHS GROUP INC | 576 | $407.7M | 0.34% | |
| 44 | DISDISNEY WALT CO | 3,274 | $406.0M | 0.33% | |
| 45 | BABOEING CO | 1,857 | $389.1M | 0.32% | |
| 46 | BMYBRISTOL-MYERS SQUIBB CO | 8,251 | $381.9M | 0.31% | |
| 47 | CSCOCISCO SYS INC | 5,403 | $374.9M | 0.31% | |
| 48 | HDHOME DEPOT INC | 1,011 | $370.7M | 0.30% | |
| 49 | IRMIRON MTN INC DEL | 3,525 | $361.6M | 0.30% | |
| 50 | JEPIJ P MORGAN EXCHANGE TRADED F | 6,353 | $361.2M | 0.30% | |
| 51 | LOWLOWES COS INC | 1,585 | $351.7M | 0.29% | |
| 52 | XOMEXXON MOBIL CORP | 3,179 | $342.7M | 0.28% | |
| 53 | GEGE AEROSPACE | 1,281 | $329.7M | 0.27% | |
| 54 | TJXTJX COS INC NEW | 2,424 | $299.3M | 0.25% | |
| 55 | MOALTRIA GROUP INC | 5,060 | $296.7M | 0.24% | |
| 56 | KLIPKRANESHARES TRUST | 9,153 | $290.4M | 0.24% | |
| 57 | AXPAMERICAN EXPRESS CO | 870 | $277.5M | 0.23% | |
| 58 | PRUPRUDENTIAL FINL INC | 2,494 | $268.0M | 0.22% | |
| 59 | ADBEADOBE INC | 679 | $262.7M | 0.22% | |
| 60 | IWMISHARES TR | 1,213 | $261.8M | 0.22% | |
| 61 | QQQHNEOS ETF TRUST | 4,946 | $259.1M | 0.21% | |
| 62 | HWMHOWMET AEROSPACE INC | 1,250 | $232.7M | 0.19% | |
| 63 | AGGISHARES TR | 2,339 | $232.0M | 0.19% | |
| 64 | FFORD MTR CO | 20,968 | $227.5M | 0.19% | |
| 65 | GBABGUGGENHEIM TAXABLE MUNICP BO | 14,501 | $218.1M | 0.18% | |
| 66 | CSXCSX CORP | 6,428 | $209.7M | 0.17% | |
| 67 | BXBLACKSTONE INC | 1,382 | $206.7M | 0.17% | |
| 68 | IPINTERNATIONAL PAPER CO | 4,358 | $204.1M | 0.17% | |
| 69 | SOFISOFI TECHNOLOGIES INC | 10,700 | $194.8M | 0.16% | |
| 70 | CLOVCLOVER HEALTH INVESTMENTS CO | 50,624 | $141.2M | 0.12% | |
| 71 | BBBLACKBERRY LTD | 12,080 | $55.3M | 0.05% |