Palacios Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    ormond beach, FL
  • Num holdings

    64

  • Value ($000)

    $134,678

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0002053829
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$25.64 M
19 %

257,260

PFE
PFE

PFIZER INC

COM
717081103
$25.64 M
19 %

256,891

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.72 M
18 %

218,824

JEPQ
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$4.78 M
4 %

92,286

RYLD
RYLD

GLOBAL X FDS

RUSSELL 2000
37954Y459
$3.77 M
3 %

249,889

AVGO
AVGO

BROADCOM INC

COM
11135F101
$3.67 M
3 %

21,905

META
META

META PLATFORMS INC

CL A
30303M102
$2.96 M
2 %

5,139

AAPL
AAPL

APPLE INC

COM
037833100
$2.80 M
2 %

12,590

---

NEOS ETF TRUST

NEOS S&P 500 HI
78433H303
$2.73 M
2 %

57,060

AMZN
AMZN

AMAZON COM INC

COM
023135106
$2.71 M
2 %

14,265

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