Palacios Wealth Management, LLC Portfolio Holdings

Palacios Wealth Management, LLC

  • $92.6 Billion
  • Q4 2024

Palacios Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.6 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $28.8B, J P Morgan ETF Tr Nasdaq Equit with a value of $5.31B, Broadcom Inc. with a value of $4.93B, Global X Fds Russell 2000 Cove with a value of $3.79B, and Amazon Com Inc with a value of $3.13B.

Examining the 13F form we can see an increase of $92.6B in the current position value.

Palacios Wealth Management, LLC is based out at Ormond Beach, FL

Below you can find more details about Palacios Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $92.6 Billion
Technology: $51.8 Billion
ETFs: $13.9 Billion
Communication Services: $7.78 Billion
Consumer Cyclical: $5.87 Billion
Healthcare: $4.62 Billion
Financial Services: $2.44 Billion
Industrials: $923 Million
Consumer Defensive: $806 Million
Other: $1.28 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.71B
$163 Million 0.18% of portfolio
41,624
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $92.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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