Palacios Wealth Management, LLC Purchases in Q4 2024

Palacios Wealth Management, LLC

  • $92.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
215K
New
$117.0 - $148.88 $25.2M - $32.1M
215K $28.8B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
93.6K
New
$53.94 - $58.15 $5.05M - $5.44M
93.6K $5.31B
AVGO
Broadcom Inc.

Technology
21.6K
New
$159.67 - $250.0 $3.45M - $5.41M
21.6K $4.93B
RYLD
Global X Fds Russell 2000 Cove

ETFs
227K
New
$15.97 - $16.79 $3.63M - $3.82M
227K $3.79B
AMZN
Amazon Com Inc

Consumer Cyclical
14K
New
$180.88 - $232.93 $2.54M - $3.27M
14K $3.13B
AAPL
Apple Inc.

Technology
13K
New
$221.69 - $259.02 $2.89M - $3.37M
13K $3.09B
META
Meta Platforms, Inc.

Communication Services
5.04K
New
$554.08 - $632.68 $2.79M - $3.19M
5.04K $3.08B
SPYI
Shp ETF Tr Neos S&P 500 High I
51.8K
New
N/A
51.8K $2.66B
CRWD
Crowd Strike Holdings, Inc.

Technology
7.32K
New
$275.15 - $388.2 $2.01M - $2.84M
7.32K $2.62B
MSFT
Microsoft Corp

Technology
5.24K
New
$406.35 - $454.46 $2.13M - $2.38M
5.24K $2.22B
CRM
Salesforce, Inc.

Technology
5.35K
New
$270.87 - $367.87 $1.45M - $1.97M
5.35K $1.73B
GOOG
Alphabet Inc.

Communication Services
8.5K
New
$163.08 - $198.16 $1.39M - $1.68M
8.5K $1.65B
UBER
Uber Technologies, Inc

Technology
23.9K
New
$59.93 - $86.34 $1.44M - $2.07M
23.9K $1.59B
ABBV
Abb Vie Inc.

Healthcare
8.97K
New
$164.99 - $203.87 $1.48M - $1.83M
8.97K $1.54B
AMGN
Amgen Inc

Healthcare
5.19K
New
$258.78 - $328.31 $1.34M - $1.7M
5.19K $1.4B
ORCL
Oracle Corp

Technology
8.67K
New
$165.41 - $192.43 $1.43M - $1.67M
8.67K $1.37B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.76K
New
$170.03 - $192.78 $979K - $1.11M
5.76K $1.07B
AMD
Advanced Micro Devices Inc

Technology
8.86K
New
$118.88 - $172.8 $1.05M - $1.53M
8.86K $1.05B
GOOGL
Alphabet Inc.

Communication Services
5.45K
New
$161.86 - $196.66 $881K - $1.07M
5.45K $1.05B
QCOM
Qualcomm Inc

Technology
6.2K
New
$150.4 - $178.04 $932K - $1.1M
6.2K $1.02B
IBM
International Business Machines Corp

Technology
4.51K
New
$204.9 - $238.04 $925K - $1.07M
4.51K $999M
PLTR
Palantir Technologies Inc.

Technology
14.1K
New
$36.46 - $82.38 $513K - $1.16M
14.1K $961M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
42.5K
New
$17.93 - $18.8 $762K - $799K
42.5K $785M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.48K
New
$481.22 - $538.17 $713K - $798K
1.48K $763M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.7K
New
$57.53 - $60.83 $730K - $772K
12.7K $737M
ARCC
Ares Capital Corp

Financial Services
28.7K
New
$20.74 - $22.27 $595K - $639K
28.7K $646M
VZ
Verizon Communications Inc

Communication Services
15.9K
New
$39.6 - $45.21 $628K - $717K
15.9K $609M
TWLO
Twilio Inc

Communication Services
5.4K
New
$63.73 - $114.96 $344K - $621K
5.4K $606M
MDB
Mongo Db, Inc.

Technology
2.42K
New
$232.81 - $350.13 $562K - $846K
2.42K $598M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.08K
New
$521.84 - $558.82 $561K - $601K
1.08K $585M
JPM
Jpmorgan Chase & CO

Financial Services
2.33K
New
$205.18 - $250.29 $478K - $584K
2.33K $583M
PFE
Pfizer Inc

Healthcare
21.5K
New
$24.8 - $30.19 $533K - $648K
21.5K $569M
PPL
Ppl Corp

Utilities
16.1K
New
$31.47 - $35.0 $506K - $563K
16.1K $520M
WMT
Walmart Inc.

Consumer Defensive
5.65K
New
$79.1 - $95.7 $447K - $540K
5.65K $516M
LLY
Eli Lilly & CO

Healthcare
667
New
$727.2 - $932.06 $485K - $622K
667 $500M
KWEB
Kraneshares Tr Csi China Inter

ETFs
14.7K
New
$29.11 - $38.87 $429K - $573K
14.7K $469M
T
At&T Inc.

Communication Services
20.7K
New
$21.22 - $23.88 $440K - $495K
20.7K $455M
C
Citigroup Inc

Financial Services
5.82K
New
$61.31 - $72.5 $357K - $422K
5.82K $453M
BMY
Bristol Myers Squibb CO

Healthcare
7.82K
New
$51.92 - $59.94 $406K - $468K
7.82K $440M
XOM
Exxon Mobil Corp

Energy
3.48K
New
$105.51 - $125.37 $367K - $436K
3.48K $385M
IRM
Iron Mountain Inc

Real Estate
3.53K
New
$101.62 - $128.14 $358K - $452K
3.53K $373M
LOW
Lowes Companies Inc

Consumer Cyclical
1.37K
New
$244.52 - $284.07 $335K - $389K
1.37K $354M
CSCO
Cisco Systems, Inc.

Technology
5.78K
New
$52.45 - $60.02 $303K - $347K
5.78K $347M
PRU
Prudential Financial Inc

Financial Services
2.8K
New
$114.59 - $129.52 $321K - $363K
2.8K $335M
DIS
Walt Disney CO

Communication Services
2.97K
New
$92.39 - $117.6 $275K - $350K
2.97K $325M
MO
Altria Group, Inc.

Consumer Defensive
5.69K
New
$49.06 - $57.74 $279K - $328K
5.69K $291M
IP
International Paper CO

Consumer Cyclical
4.84K
New
$46.64 - $59.57 $226K - $288K
4.84K $271M
Neos ETF Trust
9.9K
New
N/A
9.9K $259M
BAC
Bank Of America Corp

Financial Services
5.46K
New
$39.22 - $47.77 $214K - $261K
5.46K $258M
Activity Summary
Buys All Purchases 63 New Holdings 63 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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