Palacios Wealth Management, LLC Purchases in Q2 2025

Palacios Wealth Management, LLC

  • $122 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.47K
+ 4.33%
$94.31 - $157.99 $893K - $1.5M
228K $36.1B
AAPL
Apple Inc.

Technology
16.1K
+ 127.53%
$172.42 - $223.89 $2.77M - $3.59M
28.6K $5.88B
AVGO
Broadcom Inc.

Technology
1.59K
+ 7.26%
$146.29 - $275.65 $233K - $438K
23.5K $6.48B
AMZN
Amazon Com Inc

Consumer Cyclical
9.76K
+ 68.38%
$167.32 - $223.3 $1.63M - $2.18M
24K $5.27B
Neos ETF Trust
36.7K
+ 361.6%
N/A
46.9K $2.44B
META
Meta Platforms, Inc.

Communication Services
1.07K
+ 20.88%
$484.66 - $738.09 $520K - $792K
6.21K $4.59B
JPM
Jpmorgan Chase & CO

Financial Services
5.23K
+ 224.29%
$210.28 - $289.91 $1.1M - $1.52M
7.56K $2.19B
CRWD
Crowd Strike Holdings, Inc.

Technology
849
+ 11.3%
$321.63 - $509.31 $273K - $432K
8.37K $4.26B
GOOGL
Alphabet Inc.

Communication Services
7.37K
+ 134.61%
$144.7 - $178.6 $1.07M - $1.32M
12.9K $2.26B
BAC
Bank Of America Corp

Financial Services
20K
+ 365.75%
$34.39 - $47.46 $687K - $948K
25.4K $1.2B
MSFT
Microsoft Corp

Technology
222
+ 4.25%
$354.56 - $497.45 $78.7K - $110K
5.45K $2.71B
MS
Morgan Stanley

Financial Services
5.15K
New
$99.83 - $140.86 $514K - $725K
5.15K $725M
AMD
Advanced Micro Devices Inc

Technology
2.64K
+ 29.93%
$78.21 - $143.81 $207K - $380K
11.5K $1.63B
UBER
Uber Technologies, Inc

Technology
2.14K
+ 8.73%
$64.62 - $93.3 $138K - $199K
26.6K $2.48B
ORCL
Oracle Corp

Technology
19
+ 0.22%
$122.82 - $218.63 $2.33K - $4.15K
8.68K $1.9B
SCHW
Schwab Charles Corp

Financial Services
6.29K
New
$69.06 - $91.24 $434K - $573K
6.29K $573M
SPYI
Shp ETF Tr Neos S&P 500 High I
6.9K
+ 12.09%
N/A
64K $3.22B
TSLA
Tesla, Inc.

Consumer Cyclical
618
+ 13.38%
$221.86 - $362.89 $137K - $224K
5.24K $1.66B
PANW
Palo Alto Networks Inc

Technology
1.84K
+ 145.56%
$152.44 - $204.64 $280K - $376K
3.1K $634M
GS
Goldman Sachs Group Inc

Financial Services
576
New
$462.22 - $707.75 $266K - $408K
576 $408M
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
New
$335.24 - $380.78 $339K - $385K
1.01K $371M
TJX
Tjx Companies Inc

Consumer Cyclical
2.42K
New
$119.13 - $135.03 $289K - $327K
2.42K $299M
Kraneshares Trust
9.15K
New
N/A
9.15K $290M
AXP
American Express CO

Financial Services
870
New
$231.39 - $318.98 $201K - $278K
870 $278M
IWM
Ishares Russell 2000 ETF

ETFs
1.21K
New
$174.82 - $215.79 $212K - $262K
1.21K $262M
HWM
Howmet Aerospace Inc.

Industrials
1.25K
New
$112.33 - $186.13 $140K - $233K
1.25K $233M
WMT
Walmart Inc.

Consumer Defensive
1.75K
+ 31.35%
$81.79 - $99.98 $143K - $175K
7.33K $717M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
14.5K
New
$14.51 - $15.62 $210K - $227K
14.5K $218M
CSX
Csx Corp

Industrials
6.43K
New
$26.69 - $32.91 $172K - $212K
6.43K $210M
MDB
Mongo Db, Inc.

Technology
605
+ 26.02%
$145.85 - $225.38 $88.2K - $136K
2.93K $615M
BX
Blackstone Inc.

Financial Services
1.38K
New
$120.07 - $151.11 $166K - $209K
1.38K $207M
T
At&T Inc.

Communication Services
6.5K
+ 32.31%
$26.33 - $28.94 $171K - $188K
26.6K $770M
SOFI
So Fi Technologies, Inc.

Financial Services
10.7K
New
$9.5 - $18.21 $102K - $195K
10.7K $195M
GOOG
Alphabet Inc.

Communication Services
33
+ 0.39%
$146.58 - $180.01 $4.84K - $5.94K
8.54K $1.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 4.39%
$416.06 - $551.64 $27K - $35.9K
1.55K $853M
BA
Boeing CO

Industrials
502
+ 37.05%
$136.59 - $217.51 $68.6K - $109K
1.86K $389M
DIS
Walt Disney CO

Communication Services
495
+ 17.81%
$81.72 - $124.01 $40.5K - $61.4K
3.27K $406M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
102
+ 9.73%
$456.74 - $568.03 $46.6K - $57.9K
1.15K $653M
F
Ford Motor CO

Consumer Cyclical
7.5K
+ 55.69%
$8.69 - $10.85 $65.2K - $81.4K
21K $228M
ADBE
Adobe Inc.

Technology
125
+ 22.56%
$340.0 - $420.68 $42.5K - $52.6K
679 $263M
LOW
Lowes Companies Inc

Consumer Cyclical
216
+ 15.78%
$210.83 - $235.28 $45.5K - $50.8K
1.59K $352M
PPL
Ppl Corp

Utilities
1.62K
+ 10.29%
$33.45 - $36.5 $54.2K - $59.1K
17.4K $588M
VZ
Verizon Communications Inc

Communication Services
758
+ 5.03%
$41.67 - $45.62 $31.6K - $34.6K
15.8K $685M
CLOV
Clover Health Investments, Corp.

Healthcare
9K
+ 21.62%
$2.74 - $3.77 $24.7K - $33.9K
50.6K $141M
BMY
Bristol Myers Squibb CO

Healthcare
435
+ 5.57%
$44.12 - $59.6 $19.2K - $25.9K
8.25K $382M
AMGN
Amgen Inc

Healthcare
10
+ 0.19%
$262.28 - $309.85 $2.62K - $3.1K
5.2K $1.45B
Activity Summary
Buys All Purchases 47 New Holdings 13 Increased Positions 34 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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