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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 $92,617,402
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 215,455 $28,786,925 31.08%
2.
J P Morgan Exchange Traded F
 93,621 $5,305,502 5.72%
3.
Broadcom Inc.
 AVGO 21,630 $4,928,417 5.32%
4.
Global X Fds
 227,257 $3,787,942 4.08%
5.
Amazon Com Inc
 AMZN 14,048 $3,132,094 3.38%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)