Palacios Wealth Management, LLC Incresed Positions in Q3 2025

Palacios Wealth Management, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
11.6K
+ 5.09%
$153.3 - $186.58 $1.78M - $2.17M
240K $44.8B
Neos ETF Trust
43.3K
+ 92.31%
N/A
90.2K $4.89B
AVGO
Broadcom Inc.

Technology
3.45K
+ 14.7%
$264.74 - $369.57 $914K - $1.28M
26.9K $8.89B
SPYI
Shp ETF Tr Neos S&P 500 High I
41.7K
+ 65.16%
N/A
106K $5.52B
AAPL
Apple Inc.

Technology
810
+ 2.83%
$202.38 - $256.87 $164K - $208K
29.5K $7.5B
RYLD
Global X Fds Russell 2000 Cove

ETFs
74.4K
+ 30.62%
$14.46 - $15.29 $1.08M - $1.14M
318K $4.78B
GOOGL
Alphabet Inc.

Communication Services
1.16K
+ 9.05%
$174.36 - $254.72 $203K - $296K
14K $3.41B
GOOG
Alphabet Inc.

Communication Services
2.06K
+ 24.12%
$175.16 - $255.24 $361K - $526K
10.6K $2.58B
TSLA
Tesla, Inc.

Consumer Cyclical
639
+ 12.2%
$293.94 - $444.72 $188K - $284K
5.88K $2.61B
UBER
Uber Technologies, Inc

Technology
6.75K
+ 25.37%
$86.91 - $99.57 $587K - $672K
33.4K $3.27B
ORCL
Oracle Corp

Technology
125
+ 1.44%
$218.96 - $328.33 $27.4K - $41K
8.81K $2.48B
MSFT
Microsoft Corp

Technology
726
+ 13.33%
$491.09 - $535.64 $357K - $389K
6.17K $3.2B
AMD
Advanced Micro Devices Inc

Technology
1.54K
+ 13.43%
$134.8 - $184.42 $208K - $284K
13K $2.11B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.01K
+ 18.76%
$195.29 - $223.85 $198K - $227K
6.42K $1.43B
LLY
Eli Lilly & CO

Healthcare
423
+ 60.43%
$625.65 - $812.69 $265K - $344K
1.12K $857M
ARCC
Ares Capital Corp

Financial Services
16.7K
+ 62.14%
$20.41 - $23.25 $342K - $389K
43.7K $892M
JPM
Jpmorgan Chase & CO

Financial Services
307
+ 4.06%
$282.78 - $316.06 $86.8K - $97K
7.86K $2.48B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
386
+ 33.57%
$567.77 - $614.76 $219K - $237K
1.54K $940M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 5.03%
$211.65 - $238.24 $256K - $288K
25.2K $5.54B
QQQ
Invesco Qqq Trust, Series 1

ETFs
112
+ 7.24%
$546.99 - $602.2 $61.3K - $67.4K
1.66K $996M
GE
General Electric CO

Industrials
279
+ 21.78%
$244.75 - $305.63 $68.3K - $85.3K
1.56K $469M
SOFI
So Fi Technologies, Inc.

Financial Services
1.73K
+ 16.16%
$17.64 - $29.81 $30.5K - $51.5K
12.4K $328M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.59K
+ 17.18%
$16.46 - $17.1 $108K - $113K
44.9K $764M
VZ
Verizon Communications Inc

Communication Services
2.24K
+ 14.14%
$40.84 - $45.06 $91.4K - $101K
18.1K $794M
PFE
Pfizer Inc

Healthcare
3.22K
+ 15.75%
$23.29 - $25.88 $75.1K - $83.4K
23.7K $604M
SCHW
Schwab Charles Corp

Financial Services
438
+ 6.97%
$91.03 - $98.69 $39.9K - $43.2K
6.72K $642M
QCOM
Qualcomm Inc

Technology
100
+ 1.69%
$145.84 - $173.55 $14.6K - $17.4K
6.02K $1B
AMGN
Amgen Inc

Healthcare
130
+ 2.5%
$271.18 - $309.22 $35.3K - $40.2K
5.33K $1.5B
MO
Altria Group, Inc.

Consumer Defensive
80
+ 1.58%
$57.75 - $67.68 $4.62K - $5.41K
5.14K $340M
CRWD
Crowd Strike Holdings, Inc.

Technology
398
+ 4.76%
$412.46 - $514.1 $164K - $205K
8.76K $4.3B
IP
International Paper CO

Consumer Cyclical
727
+ 16.68%
$45.32 - $55.68 $32.9K - $40.5K
5.09K $236M
IBM
International Business Machines Corp

Technology
290
+ 6.85%
$234.77 - $292.47 $68.1K - $84.8K
4.52K $1.28B
CSCO
Cisco Systems, Inc.

Technology
375
+ 6.94%
$66.2 - $71.79 $24.8K - $26.9K
5.78K $395M
CLOV
Clover Health Investments, Corp.

Healthcare
1K
+ 1.98%
$2.18 - $3.41 $2.18K - $3.41K
51.6K $158M
PANW
Palo Alto Networks Inc

Technology
24
+ 0.77%
$167.06 - $208.19 $4.01K - $5K
3.12K $636M
T
At&T Inc.

Communication Services
448
+ 1.68%
$26.94 - $29.62 $12.1K - $13.3K
27.1K $764M
BMY
Bristol Myers Squibb CO

Healthcare
50
+ 0.61%
$43.31 - $48.98 $2.17K - $2.45K
8.3K $374M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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