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Home > Institutional Investor > Palacios Wealth Management, Llc > Profile

Instuitional Investor - Palacios Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Palacios Wealth Management, Llc
Portfolio Value $121,688,292
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 228,298 $36,068,781 29.64%
2.
Broadcom Inc.
 AVGO 23,495 $6,476,397 5.32%
3.
Apple Inc.
 AAPL 28,646 $5,877,323 4.83%
4.
Amazon Com Inc
 AMZN 24,020 $5,269,700 4.33%
5.
Meta Platforms Inc.
 META 6,212 $4,585,015 3.77%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)