Palacios Wealth Management, LLC Reduced Holdings in Q3 2025

Palacios Wealth Management, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-258
- 5.35%
$231.66 - $273.65 $59.8K - $70.6K
4.56K $1.08B
TWLO
Twilio Inc

Communication Services
-676
- 12.54%
$92.44 - $132.7 $62.5K - $89.7K
4.72K $472M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.3K
- 36.16%
$55.61 - $57.37 $128K - $132K
4.06K $232M
DIS
Walt Disney CO

Communication Services
-640
- 19.55%
$112.25 - $124.0 $71.8K - $79.4K
2.63K $302M
IRM
Iron Mountain Inc

Real Estate
-770
- 21.84%
$89.46 - $104.46 $68.9K - $80.4K
2.76K $281M
WMT
Walmart Inc.

Consumer Defensive
-915
- 12.48%
$94.4 - $104.27 $86.4K - $95.4K
6.42K $661M
PRU
Prudential Financial Inc

Financial Services
-62
- 2.49%
$100.68 - $109.89 $6.24K - $6.81K
2.43K $252M
IWM
Ishares Russell 2000 ETF

ETFs
-162
- 13.36%
$214.92 - $244.84 $34.8K - $39.7K
1.05K $254M
BA
Boeing CO

Industrials
-80
- 4.31%
$209.79 - $237.38 $16.8K - $19K
1.78K $384M
Kraneshares Trust
-447
- 4.88%
N/A
8.71K $286M
CSX
Csx Corp

Industrials
-149
- 2.32%
$32.05 - $36.52 $4.78K - $5.44K
6.28K $223M
PPL
Ppl Corp

Utilities
-1.03K
- 5.9%
$33.54 - $37.24 $34.4K - $38.2K
16.3K $607M
C
Citigroup Inc

Financial Services
-35
- 0.62%
$85.57 - $103.49 $2.99K - $3.62K
5.64K $572M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.71K
- 3.4%
$53.81 - $57.52 $146K - $156K
77.2K $4.44B
ABBV
Abb Vie Inc.

Healthcare
-806
- 9.32%
$184.85 - $231.54 $149K - $187K
7.85K $1.82B
MDB
Mongo Db, Inc.

Technology
-141
- 4.81%
$201.0 - $334.87 $28.3K - $47.2K
2.79K $866M
PLTR
Palantir Technologies Inc.

Technology
-137
- 0.99%
$130.68 - $186.97 $17.9K - $25.6K
13.6K $2.49B
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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