Palacios Wealth Management, LLC
Q4 2024 13F Holdings
- Locationormond beach, FL
- Num holdings
63
- Value ($000)
$92,617
- Date Filed01/30/2025
- Form type13F-HR
- CIK0002053829
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $28.79M | 31 % | 215,455 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $5.31M | 6 % | 93,621 | ||
AVGO BROADCOM INC | COM | 11135F101 | $4.93M | 5 % | 21,630 | ||
RYLD GLOBAL X FDS | RUSSELL 2000 | 37954Y459 | $3.79M | 4 % | 227,257 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.13M | 3 % | 14,048 | ||
AAPL APPLE INC | COM | 037833100 | $3.09M | 3 % | 13,024 | ||
META META PLATFORMS INC | CL A | 30303M102 | $3.08M | 3 % | 5,039 | ||
NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | $2.66M | 3 % | 51,839 | ||
CRWD CROWDSTRIKE HLDGS INC | CL A | 22788C105 | $2.62M | 3 % | 7,319 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.22M | 2 % | 5,240 |
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