Palacios Wealth Management, LLC Portfolio Holdings

Palacios Wealth Management, LLC

  • $135 Billion
  • Q1 2025

Palacios Wealth Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pfizer Inc with a value of $25.6B, Procter & Gamble CO with a value of $25.6B, Nvidia Corp with a value of $23.7B, J P Morgan ETF Tr Nasdaq Equit with a value of $4.78B, and Global X Fds Russell 2000 Cove with a value of $3.77B.

Examining the 13F form we can see an increase of $42.1B in the current position value, from $92.6B to 135B.

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 $135 Billion
Technology: $44.5 Billion
Healthcare: $30.1 Billion
Consumer Defensive: $26.5 Billion
ETFs: $14.2 Billion
Communication Services: $7.2 Billion
Consumer Cyclical: $4.62 Billion
Financial Services: $2.14 Billion
Industrials: $750 Million
Other: $1.27 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$205B
$274 Million 0.2% of portfolio
2,779
Q1 2025 Reduced 6.56%
$264B
$256 Million 0.19% of portfolio
1,281
Q4 2024 New
$17.3B
$258 Million 0.19% of portfolio
4,835
Q4 2024 New
Neos ETF Trust
-
$241 Million 0.18% of portfolio
-
Q1 2025 New
$0
$231 Million 0.17% of portfolio
2,339
Q4 2024 New
$0
$228 Million 0.17% of portfolio
1,157
Q1 2025 New
$120B
$231 Million 0.17% of portfolio
1,355
Q1 2025 Reduced 3.76%
$355B
$228 Million 0.17% of portfolio
5,462
Q4 2024 New
$192B
$212 Million 0.16% of portfolio
554
Q4 2024 New
$56.1B
$215 Million 0.16% of portfolio
1,262
Q4 2024 New
$1.22B
$149 Million 0.11% of portfolio
41,624
Q4 2024 New
$40.7B
$135 Million 0.1% of portfolio
13,468
Q1 2025 Reduced 23.77%
$2.38B
$45.5 Million 0.03% of portfolio
12,080
Q4 2024 New
$60B
$0 0.0% of portfolio
1,000,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $135 Billion
  • Prior Value $92.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Palacios Wealth Management, LLC Portfolio

Follow Palacios Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palacios Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palacios Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email