Fund HoldingsPalacios Wealth Management, LLC

Total Portfolio Value
$130.62M
Total Bought
$1.43M
Total Sold
$24.75M
Net Transaction
-$23.33M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)14,01512,852-1,1633,4074,0233.08%+616
MONGODB INC(MDB)2,7892,763-268661,1600.89%+294
ADVANCED MICRO DEVICES INC(AMD)13,01411,138-1,8762,1062,3851.83%+280
MICRON TECHNOLOGY INC(MU)0941+94102690.21%+269
AMGEN INC(AMGN)5,3315,201-1301,5041,7021.30%+198
TWILIO INC(TWLO)4,7164,610-1064726560.50%+184
FORD MTR CO(F)011,699+11,69901530.12%+153
QUALCOMM INC(QCOM)6,0246,484+4601,0021,1090.85%+107
BANK AMERICA CORP25,43925,634+1951,3121,4101.08%+97
MORGAN STANLEY(MS)5,1505,085-658199030.69%+84
AST SPACEMOBILE INC(ASTS)4,5013,926-5752212850.22%+64
GOLDMAN SACHS GROUP INC(GS)57657604595060.39%+48
APPLE INC(AAPL)29,45627,753-1,7037,5007,5455.78%+44
WALMART INC(WMT)6,4176,317-1006617040.54%+42
AMERICAN EXPRESS CO(AXP)870888+182893290.25%+40
SALESFORCE INC(CRM)4,5634,221-3421,0811,1180.86%+37
EXXON MOBIL CORP3,1063,10603503740.29%+24
PRUDENTIAL FINL INC(PFH)2,4322,370-622522680.20%+15
HOWMET AEROSPACE INC(HWM)1,2501,25002452560.20%+11
BOEING CO(BA)1,7771,812+353843930.30%+10
CSX CORP(CSX)6,2796,27902232280.17%+5
NEOS ETF TRUST
NASDAQ 100 HDGD
4,9464,94602692690.21%-0
ISHARES TR2,3392,33902342340.18%-1
DISNEY WALT CO(DIS)2,6342,581-533022940.22%-8
CISCO SYS INC(CSCO)5,7785,028-7503953870.30%-8
TJX COS INC NEW(TJX)2,4242,221-2033503410.26%-9
NEOS ETF TRUST
RUSS 2000 HI ETF
13,22113,001-2206426330.48%-9
BLACKBERRY LTD(BB)12,08012,080059460.04%-13
SCHWAB CHARLES CORP(SCHW)6,7236,285-4386426280.48%-14
LOWES COS INC(LOW)1,5851,58503983820.29%-16
PPL CORP(PPL)16,33816,33806075720.44%-35
CLOVER HEALTH INVESTMENTS CO(CLOV)51,62451,62401581210.09%-37
BRISTOL-MYERS SQUIBB CO(BMY)8,3016,071-2,2303743270.25%-47
IRON MTN INC DEL(IRM)2,7552,75502812290.17%-52
CITIGROUP INC(C)5,6404,450-1,1905725190.40%-53
JPMORGAN CHASE & CO.(JPM)7,8637,519-3442,4802,4231.85%-57
GE AEROSPACE(GE)1,5601,281-2794693950.30%-75
ALPHABET INC(GOOG)10,5947,945-2,6492,5802,4931.91%-87
ALTRIA GROUP INC(MO)5,1404,375-7653402520.19%-87
SOFI TECHNOLOGIES INC(SOFI)12,4298,957-3,4723282340.18%-94
ELI LILLY & CO(LLY)1,123697-4268577490.57%-108
INVESCO QQQ TR1,6591,424-2359968750.67%-121
PALO ALTO NETWORKS INC(PANW)3,1232,785-3386365130.39%-123
TESLA INC(TSLA)5,8765,524-3522,6132,4841.90%-129
ALIBABA GROUP HLDG LTD(BABA)2,1051,501-6043762200.17%-156
INTERNATIONAL BUSINESS MACHS(IBM)4,5223,761-7611,2761,1140.85%-162
NEBIUS GROUP N.V.(NBIS)4,4523,906-5465003270.25%-173
ABBVIE INC(ABBV)7,8457,106-7391,8161,6241.24%-193
DOW INC(DOW)9,1050-9,1052090-209
AT&T INC(T)27,06622,233-4,8337645520.42%-212
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,0560-4,0562320-232
INTERNATIONAL PAPER CO(IP)5,0850-5,0852360-236
BLACKSTONE INC(BX)1,3820-1,3822360-236
ISHARES TR1,0510-1,0512540-254
KRANESHARES TRUST8,7060-8,7062860-286
BROWN & BROWN INC(BRO)3,1050-3,1052910-291
AMAZON COM INC(AMZN)25,22922,728-2,5015,5395,2464.02%-293
PFIZER INC(PFE)23,69211,550-12,1426042880.22%-316
VERIZON COMMUNICATIONS INC(VZ)18,07011,336-6,7347944620.35%-332
GLOBAL X FDS
NASDAQ 100 COVER
44,92320,655-24,2687643650.28%-399
HOME DEPOT INC(HD)1,0110-1,0114100-410
CROWDSTRIKE HLDGS INC(CRWD)8,7638,183-5804,2973,8362.94%-461
VANGUARD INDEX FDS1,536755-7819404730.36%-467
PALANTIR TECHNOLOGIES INC(PLTR)13,64311,240-2,4032,4891,9981.53%-491
ARES CAPITAL CORP(ARCC)43,68916,085-27,6048923250.25%-566
FIDELITY COVINGTON TRUST6,4193,657-2,7621,4268220.63%-605
MICROSOFT CORP(MSFT)6,1735,070-1,1033,1982,4521.88%-745
ORACLE CORP(ORCL)8,8098,861+522,4771,7271.32%-750
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
77,19261,566-15,6264,4403,5782.74%-862
META PLATFORMS INC(META)7,0786,552-5265,1984,3253.31%-873
NEOS ETF TRUST
NASDAQ 100 HIGH
90,19171,344-18,8474,8883,8432.94%-1,046
UBER TECHNOLOGIES INC(UBER)33,35824,364-8,9943,2681,9911.52%-1,277
BROADCOM INC(AVGO)26,94821,948-5,0008,8907,5965.82%-1,294
NEOS ETF TRUST
NEOS S&P 500 HI
105,63652,909-52,7275,5252,7792.13%-2,745
GLOBAL X FDS
RUSSELL 2000
317,514129,964-187,5504,7791,9881.52%-2,790
NVIDIA CORPORATION(NVDA)239,927222,592-17,33544,76641,51331.78%-3,252
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