Top 50 Palacios Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 29.35% | 235.1K | $46.9M | +5.60%(+12.46K) | $132.83(+46.68%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 6.38% | 24.4K | $10.2M | +11.30%(+2.48K) | $228.36(+57.84%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.96% | 29.2K | $7.9M | +5.35%(+1.49K) | $224.51(+37.47%) | 2026-03-31 | |
| QQQI | NEOS ETF TRUST | 4.75% | 140.3K | $7.6M | +96.70%(+68.99K) | $51.62(+7.25%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.57% | 27.5K | $7.3M | +21.12%(+4.80K) | $207.46(+16.97%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 3.58% | 109.1K | $5.7M | +106.19%(+56.18K) | $50.94(+4.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.2% | 13.3K | $5.1M | +3.46%(+445) | $177.99(+102.21%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.04% | 8.0K | $4.9M | +21.37%(+1.40K) | $611.19(-4.63%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.64% | 11.9K | $4.2M | +6.98%(+777) | $144.03(+259.52%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.5% | 67.4K | $4.0M | +9.43%(+5.81K) | $55.76(+6.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.84% | +8.78% |
| Top 20 Holdings Unweighted | +9.90% | +32.73% |
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