Palacios Wealth Management, LLC Portfolio Holdings by Sector
Palacios Wealth Management, LLC
- $92.6 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO AMD QCOM 4 stocks |
$35.8 Million
40.0% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
JEPQ RYLD FTEC QYLD QQQ JEPI VOO KWEB 10 stocks |
$13.9 Million
15.56% of portfolio
|
10
|
- |
10
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD MSFT ORCL PLTR MDB ADBE PANW BB 8 stocks |
$8.28 Million
9.25% of portfolio
|
8
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL TWLO 4 stocks |
$6.4 Million
7.15% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN PFE LLY BMY 5 stocks |
$4.46 Million
4.98% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER 2 stocks |
$3.32 Million
3.72% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.13 Million
3.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.09 Million
3.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$2.11 Million
2.36% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC 3 stocks |
$1.29 Million
1.45% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.06 Million
1.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$999,472
1.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC GBAB 2 stocks |
$808,464
0.9% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$520,366
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$515,550
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$385,289
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$373,272
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$353,619
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$347,466
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$334,835
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$325,062
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$290,873
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$270,639
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$250,662
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$236,699
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$231,201
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$204,224
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CLOV 1 stocks |
$162,542
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|