Skip to content
Disclosery

13F-HR filed by Palacios Wealth Management, LLC

Palacios Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-14, with 71 holding rows worth $121,688,292.

Accession
0001705819-25-000044
Filer
CIK 2053829
Filed
2025-07-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 71 entries on the cover page, a total value of $121,688,292 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,688,292 with VALUE read as dollars as filed, 13F file number 028-24671. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM228,298$36,068,781dollars as filed
Broadcom Inc.11135F101COM23,495$6,476,397dollars as filed
Apple Inc037833100COM28,646$5,877,323dollars as filed
Amazon.com, Inc023135106COM24,020$5,269,700dollars as filed
META PLATFORMS INC CL A30303M102COM6,212$4,585,015dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM79,905$4,346,832dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,365$4,260,378dollars as filed
GLOBAL X FDS37954Y459RUSSELL 2000243,075$3,624,248dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI63,960$3,218,467dollars as filed
Microsoft Corp594918104COM5,447$2,709,513dollars as filed
Uber Technologies90353T100COM26,608$2,482,526dollars as filed
NEOS ETF TRUST78433H675NASDAQ 100 HIGH46,899$2,439,217dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM12,852$2,264,937dollars as filed
JPMorgan Chase & Co46625H100COM7,556$2,190,560dollars as filed
Oracle Corporation68389X105COM8,684$1,898,583dollars as filed
Palantir Technologies Inc. Class A69608A108COM13,780$1,878,490dollars as filed
Tesla Motors, Inc88160R101COM5,237$1,663,585dollars as filed
Advanced Micro Devices,Inc.007903107COM11,473$1,628,019dollars as filed
AbbVie,Inc.00287Y109COM8,651$1,605,799dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,535$1,514,024dollars as filed
Amgen Inc.031162100COM5,201$1,452,252dollars as filed
Salesforce.com, Inc79466L302COM4,821$1,314,638dollars as filed
International Business Machines Corporation459200101COM4,232$1,247,509dollars as filed
Bank of America Corp060505104COM25,439$1,203,770dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS5,405$1,065,974dollars as filed
Qualcomm Incorporated747525103COM5,924$943,456dollars as filed
INVESCO QQQ TR46090E103COM1,547$853,387dollars as filed
AT&T Inc00206R102COM26,618$770,332dollars as filed
Morgan Stanley617446448COM5,150$725,429dollars as filed
Walmart Inc.931142103COM7,332$716,923dollars as filed
Verizon Communications Inc92343V104COM15,832$685,032dollars as filed
TWILIO INC CL A90138F102Stock5,392$670,549dollars as filed
Vanguard S&P 500 ETF922908363COM1,150$652,974dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER38,337$640,995dollars as filed
PALO ALTO NETWORKS INC697435105COM3,099$634,179dollars as filed
MONGODB INC CL A60937P106Stock2,930$615,271dollars as filed
ARES CAPITAL CORP04010L103COM26,945$591,712dollars as filed
PPL CORP COM69351T106Stock17,363$588,432dollars as filed
Charles Schwab Corp808513105COM6,285$573,443dollars as filed
Eli Lilly and Company532457108COM700$545,671dollars as filed
Pfizer Inc.717081103COM20,469$496,169dollars as filed
Citigroup Inc.172967424COM5,675$483,056dollars as filed
Goldman Sachs Group,Inc.38141G104COM576$407,664dollars as filed
Walt Disney Co254687106COM3,274$406,009dollars as filed
Boeing Company097023105COM1,857$389,097dollars as filed
Bristol-Myers Squibb Company110122108COM8,251$381,939dollars as filed
Cisco Systems,Inc.17275R102COM5,403$374,887dollars as filed
Home Depot, Inc437076102COM1,011$370,673dollars as filed
IRON MTN INC DEL COM46284V101REIT3,525$361,559dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF6,353$361,168dollars as filed
Lowes Companies,Inc.548661107COM1,585$351,664dollars as filed
EXXON MOBIL CORP30231G102COM3,179$342,696dollars as filed
General Electric Company369604301COM1,281$329,717dollars as filed
TJX Companies Inc872540109COM2,424$299,340dollars as filed
Altria Group Inc02209S103COM5,060$296,668dollars as filed
KRANESHARES TRUST500767272KWEB COVERD CALL9,153$290,425dollars as filed
American Express Company025816109COM870$277,513dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,494$267,955dollars as filed
Adobe Inc00724F101COM679$262,692dollars as filed
iShares Russell 2000 ETF464287655SHS1,213$261,753dollars as filed
NEOS ETF TRUST78433H576NASDAQ 100 HDGD4,946$259,071dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,250$232,663dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,339$232,029dollars as filed
FORD MTR CO COM345370860Stock20,968$227,503dollars as filed
GUGGENHEIM TAXABLE MUNICP BO401664107COM14,501$218,095dollars as filed
CSX Corporation126408103COM6,428$209,746dollars as filed
BLACKSTONE INC09260D107COM1,382$206,720dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock4,358$204,085dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock10,700$194,847dollars as filed
CLOVER HEALTH INVESTMENTS CO18914F103COMMON STOCK50,624$141,241dollars as filed
BLACKBERRY LTD COM09228F103Stock12,080$55,326dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001705819-25-000044this filing2025-07-14acceptance time not in the bulk data set