Palacios Wealth Management, LLC Reduced Holdings in Q4 2025

Palacios Wealth Management, LLC

  • $131 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-17.3K
- 7.23%
$179.83 - $207.04 $3.12M - $3.59M
223K $41.5B
RYLD
Global X Fds Russell 2000 Cove

ETFs
-188K
- 59.07%
$14.94 - $15.49 $2.8M - $2.91M
130K $1.99B
SPYI
Shp ETF Tr Neos S&P 500 High I
-52.7K
- 49.91%
N/A
52.9K $2.78B
AVGO
Broadcom Inc.

Technology
-5K
- 18.55%
$324.63 - $385.98 $1.62M - $1.93M
21.9K $7.6B
UBER
Uber Technologies, Inc

Technology
-8.99K
- 26.96%
$91.62 - $100.1 $824K - $900K
24.4K $1.99B
Neos ETF Trust
-18.8K
- 20.9%
N/A
71.3K $3.84B
META
Meta Platforms, Inc.

Communication Services
-526
- 7.43%
$609.01 - $751.67 $320K - $395K
6.55K $4.32B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-15.6K
- 20.24%
$56.33 - $59.22 $880K - $925K
61.6K $3.58B
MSFT
Microsoft Corp

Technology
-1.1K
- 17.87%
$496.82 - $542.07 $548K - $598K
5.07K $2.45B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2.76K
- 43.03%
$219.27 - $238.71 $606K - $659K
3.66K $822M
PLTR
Palantir Technologies Inc.

Technology
-2.4K
- 17.61%
$172.14 - $207.18 $414K - $498K
11.2K $2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-781
- 50.85%
$600.51 - $631.95 $469K - $494K
755 $473M
CRWD
Crowd Strike Holdings, Inc.

Technology
-580
- 6.62%
$482.23 - $557.53 $280K - $323K
8.18K $3.84B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-24.3K
- 54.02%
$16.88 - $17.5 $410K - $425K
20.7K $365M
VZ
Verizon Communications Inc

Communication Services
-6.73K
- 37.27%
$38.4 - $43.83 $259K - $295K
11.3K $462M
PFE
Pfizer Inc

Healthcare
-12.1K
- 51.25%
$24.23 - $27.37 $294K - $332K
11.6K $288M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.5K
- 9.91%
$213.04 - $254.0 $533K - $635K
22.7K $5.25B
T
At&T Inc.

Communication Services
-4.83K
- 17.86%
$24.44 - $27.55 $118K - $133K
22.2K $552M
ABBV
Abb Vie Inc.

Healthcare
-739
- 9.42%
$211.96 - $244.38 $157K - $181K
7.11K $1.62B
Nebius Group N.V.
-546
- 12.26%
N/A
3.91K $327M
IBM
International Business Machines Corp

Technology
-761
- 16.83%
$275.97 - $314.98 $210K - $240K
3.76K $1.11B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-604
- 28.69%
$153.8 - $189.34 $92.9K - $114K
1.5K $220M
TSLA
Tesla, Inc.

Consumer Cyclical
-352
- 5.99%
$401.99 - $468.37 $142K - $165K
5.52K $2.48B
PANW
Palo Alto Networks Inc

Technology
-338
- 10.82%
$204.77 - $221.38 $69.2K - $74.8K
2.79K $513M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-235
- 14.17%
$589.5 - $635.77 $139K - $149K
1.42K $875M
LLY
Eli Lilly & CO

Healthcare
-426
- 37.93%
$799.57 - $1025.28 $341K - $437K
697 $749M
SOFI
So Fi Technologies, Inc.

Financial Services
-3.47K
- 27.93%
$25.24 - $32.21 $87.6K - $112K
8.96K $234M
MO
Altria Group, Inc.

Consumer Defensive
-765
- 14.88%
$56.38 - $66.65 $43.1K - $51K
4.38K $252M
GOOG
Alphabet Inc.

Communication Services
-2.65K
- 25.0%
$237.49 - $291.74 $629K - $773K
7.95K $2.49B
GE
General Electric CO

Industrials
-279
- 17.88%
$291.49 - $314.28 $81.3K - $87.7K
1.28K $395M
JPM
Jpmorgan Chase & CO

Financial Services
-344
- 4.37%
$294.11 - $320.41 $101K - $110K
7.52K $2.42B
C
Citigroup Inc

Financial Services
-1.19K
- 21.1%
$93.93 - $102.87 $112K - $122K
4.45K $519M
BMY
Bristol Myers Squibb CO

Healthcare
-2.23K
- 26.86%
$42.6 - $49.08 $95K - $109K
6.07K $327M
SCHW
Schwab Charles Corp

Financial Services
-438
- 6.51%
$91.91 - $97.71 $40.3K - $42.8K
6.29K $628M
Neos ETF Trust
-220
- 1.66%
N/A
13K $633M
TJX
Tjx Companies Inc

Consumer Cyclical
-203
- 8.37%
$138.56 - $147.63 $28.1K - $30K
2.22K $341M
CSCO
Cisco Systems, Inc.

Technology
-750
- 12.98%
$67.46 - $78.0 $50.6K - $58.5K
5.03K $387M
DIS
Walt Disney CO

Communication Services
-53
- 2.01%
$105.69 - $116.65 $5.6K - $6.18K
2.58K $294M
PRU
Prudential Financial Inc

Financial Services
-62
- 2.55%
$99.13 - $107.85 $6.15K - $6.69K
2.37K $268M
CRM
Salesforce, Inc.

Technology
-342
- 7.5%
$235.69 - $263.41 $80.6K - $90.1K
4.22K $1.12B
WMT
Walmart Inc.

Consumer Defensive
-100
- 1.56%
$101.18 - $109.03 $10.1K - $10.9K
6.32K $704M
AAPL
Apple Inc.

Technology
-1.7K
- 5.78%
$245.27 - $275.25 $418K - $469K
27.8K $7.54B
ASTS
Ast Space Mobile, Inc.

Communication Services
-575
- 12.77%
$56.94 - $99.21 $32.7K - $57K
3.93K $285M
MS
Morgan Stanley

Financial Services
-65
- 1.26%
$151.86 - $169.92 $9.87K - $11K
5.09K $903M
TWLO
Twilio Inc

Communication Services
-106
- 2.25%
$102.7 - $136.1 $10.9K - $14.4K
4.61K $656M
AMGN
Amgen Inc

Healthcare
-130
- 2.44%
$290.13 - $341.71 $37.7K - $44.4K
5.2K $1.7B
AMD
Advanced Micro Devices Inc

Technology
-1.88K
- 14.42%
$164.01 - $264.33 $308K - $496K
11.1K $2.39B
MDB
Mongo Db, Inc.

Technology
-26
- 0.93%
$313.81 - $373.89 $8.16K - $9.72K
2.76K $1.16B
GOOGL
Alphabet Inc.

Communication Services
-1.16K
- 8.3%
$236.57 - $291.31 $275K - $339K
12.9K $4.02B
Activity Summary
Buys All Purchases 7 New Holdings 2 Increased Positions 5 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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