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CIK: 0002053829
Total reported value
$169.2M
$169.2M
63 檔
27.1%
The Q4 2024 SEC filing reveals that Palacios Wealth Management, LLC held a total portfolio value of $169.2M, covering 63 public equity positions.
During Q4 2024, Palacios Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 31.08% | -1.55% | — | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.73% | -0.15% | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.32% | -1.04% | — | |
| 4 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 4.09% | -0.26% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.69% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.34% | +0.04% | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.33% | -0.44% | — | |
| 8 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 2.87% | +0.24% | — | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.83% | +1.45% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.17% | — | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.09% | +0.05% | — | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.87% | -0.07% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | -0.28% | — | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 1.72% | -0.14% | — | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.67% | +0.07% | — | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.52% | -0.02% | — | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.48% | -0.12% | — | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.15% | +0.16% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.14% | +1.10% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | -0.44% | — | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.10% | — | — | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | +0.08% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.04% | -0.15% | — | |
| 24 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.85% | -0.02% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.04% | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.80% | — | — | |
| 27 | ARCC | Ares Capital CORP | Stock-Financials | 0.70% | -0.03% | — | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.07% | — | |
| 29 | TWLO | Twilio Inc - A | Stock-Tech | 0.65% | +0.08% | — | |
| 30 | MDB | Mongodb Inc | Stock-Tech | 0.65% | +0.10% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.08% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.02% | — | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.61% | -0.05% | — | |
| 34 | PPL | Ppl CORP | Stock-Utilities | 0.56% | -0.04% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.08% | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.11% | — | |
| 37 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.51% | — | — | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.49% | -0.13% | — | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.49% | +0.01% | — | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.48% | -0.03% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.05% | — | |
| 42 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.40% | -0.01% | — | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.03% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.05% | — | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.36% | — | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.02% | — | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | -0.01% | — | |
| 48 | IP | International Paper Co | Stock-Consumer Disc | 0.29% | — | — | |
| 49 | NUSI1USD | Neos Ndq-100 Hg Eq Inc ETF | ETF-Other | 0.28% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | — | — |
According to official SEC Form 13F filings, Palacios Wealth Management, LLC reported a total U.S. public equity portfolio value of $169.2M across 63 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, JEPQ, AVGO) accounted for 27.1% of total reported equity market value during Q4 2024.
During Q4 2024, Palacios Wealth Management, LLC's top holdings by market value included NVDA (31.1%)、JEPQ (5.7%)、AVGO (5.3%). The largest single position, NVDA, represented 31.1% of total portfolio value.
In Q4 2024, Palacios Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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