Palacios Wealth Management, LLC Portfolio Holdings by Sector
Palacios Wealth Management, LLC
- $131 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO AMD QCOM MU 5 stocks |
$52.9 Million
43.07% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD MSFT PLTR ORCL MDB PANW BB 7 stocks |
$11.7 Million
9.56% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG TWLO 4 stocks |
$11.5 Million
9.36% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
JEPQ RYLD QQQ FTEC VOO QYLD AGG 7 stocks |
$8.34 Million
6.79% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.54 Million
6.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$5.47 Million
4.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV LLY BMY PFE 5 stocks |
$4.69 Million
3.82% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC C 3 stocks |
$4.35 Million
3.54% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM 2 stocks |
$3.11 Million
2.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$2.64 Million
2.15% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW GS 3 stocks |
$2.04 Million
1.66% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ ASTS 3 stocks |
$1.3 Million
1.06% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1.11 Million
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$703,777
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA HWM 2 stocks |
$649,696
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$572,157
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP SOFI 2 stocks |
$563,010
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$394,586
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$387,337
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$382,239
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$373,776
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$341,168
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC 1 stocks |
$325,400
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$293,640
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$267,526
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$252,263
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$228,527
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$227,614
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CLOV 1 stocks |
$121,316
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|