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CIK: 0002053829
Total reported value
$169.2M
$169.2M
64 檔
49.4%
In Q1 2025, Palacios Wealth Management, LLC's U.S. equity holdings reached a combined market value of $169.2M, distributed across 64 disclosed stock positions.
In Q1 2025, Palacios Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 19.04% | — | — | |
| 2 | PFE | Pfizer Inc | Stock-Healthcare | 19.04% | -0.05% | +1096.29% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 17.61% | -1.55% | +1.56% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.55% | -0.15% | -1.43% | |
| 5 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 2.80% | -0.26% | +9.96% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.72% | -1.04% | +1.27% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | -0.44% | +1.98% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.04% | -3.33% | |
| 9 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 2.03% | +0.24% | +10.07% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.69% | +1.54% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.97% | +1.45% | +2.69% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.17% | -0.29% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.38% | +0.07% | -1.00% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 1.32% | -0.14% | +2.18% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.22% | — | +13.47% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.20% | -0.02% | — | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.07% | -0.07% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.28% | — | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.12% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | +0.05% | -0.90% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | +0.08% | — | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.79% | -0.15% | -9.98% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | — | -3.55% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | +1.10% | -0.29% | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.67% | +0.16% | -3.16% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | -0.44% | +0.61% | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.52% | -0.02% | -1.12% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.04% | — | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.07% | -4.95% | |
| 30 | ARCC | Ares Capital CORP | Stock-Financials | 0.47% | -0.03% | -0.19% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.02% | -0.09% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.42% | -0.13% | -2.90% | |
| 33 | PPL | Ppl CORP | Stock-Utilities | 0.42% | -0.04% | -2.14% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.08% | -2.51% | |
| 35 | TWLO | Twilio Inc - A | Stock-Tech | 0.39% | +0.08% | +0.65% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.08% | -1.12% | |
| 37 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.36% | +0.61% | +131.70% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.35% | -0.03% | — | |
| 39 | MDB | Mongodb Inc | Stock-Tech | 0.30% | +0.10% | -3.73% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | — | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.30% | +0.01% | -2.49% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.05% | -4.45% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.11% | +1508.10% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.05% | -3.98% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.25% | -0.01% | — | |
| 46 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.24% | — | -32.54% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.24% | -0.03% | — | |
| 48 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.23% | -0.01% | — | |
| 49 | PRU | Prudential Financial Inc | Stock-Financials | 0.22% | — | -3.22% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | -0.02% | -6.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +19% | NEW | New buy |
| 2 | PFE | Pfizer Inc | +18.4% | +1096.29% | Add |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.4% | +13.47% | Add |
| 4 | IWR | Ishares Russell Mid-cap ETF | +0.3% | NEW | New buy |
| 5 | QQQH | Neos Ndq-100 Hg Eq Inc ETF | +0.2% | NEW | New buy |
| 6 | IWN | Ishares Russell 2000 Value E | +0.2% | NEW | New buy |
| 7 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.1% | +131.70% | Add |
| 8 | MO | Altria Group Inc | -0.1% | — | Unchanged |
| 9 | T | At&t Inc | -0.1% | -2.90% | Trim |
| 10 | F | Ford Motor Co | -0.1% | -23.77% | Trim |
| 11 | BMY | Bristol-myers Squibb Co | -0.1% | — | Unchanged |
| 12 | PPL | Ppl CORP | -0.1% | -2.14% | Trim |
| 13 | LOW | Lowe's Cos Inc | -0.1% | — | Unchanged |
| 14 | PRU | Prudential Financial Inc | -0.1% | -3.22% | Trim |
| 15 | VZ | Verizon Communications Inc | -0.2% | -4.95% | Trim |
| 16 | DIS | Walt Disney Co/the | -0.2% | -6.56% | Trim |
| 17 | IRM | Iron Mountain Inc | -0.2% | — | Unchanged |
| 18 | GBAB | Guggenheim Taxable Municipal | -0.2% | EXIT | Sold out |
| 19 | C | Citigroup Inc | -0.2% | -2.49% | Trim |
| 20 | CSX | Csx CORP | -0.2% | EXIT | Sold out |
| 21 | IWM | Ishares Russell 2000 ETF | -0.2% | EXIT | Sold out |
| 22 | VOO | Vanguard S&p 500 ETF | -0.2% | -2.51% | Trim |
| 23 | IBM | Intl Business Machines CORP | -0.3% | — | Unchanged |
| 24 | PLTR | Palantir Technologies Inc-a | -0.3% | -9.98% | Trim |
| 25 | TWLO | Twilio Inc - A | -0.3% | +0.65% | Add |
| 26 | KWEB | Kranesh Csi China Internet | -0.3% | -32.54% | Trim |
| 27 | NUSI1USD | Neos Ndq-100 Hg Eq Inc ETF | -0.3% | EXIT | Sold out |
| 28 | LLY | Eli Lilly & Co | -0.3% | +1508.10% | Add |
| 29 | ABBV | Abbvie Inc | -0.3% | -1.00% | Trim |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | — | Unchanged |
| 31 | AMGN | Amgen Inc | -0.3% | — | Unchanged |
| 32 | QYLD | Global X Nasd 100 Cov Call | -0.3% | -1.12% | Trim |
| 33 | MDB | Mongodb Inc | -0.4% | -3.73% | Trim |
| 34 | UBER | Uber Technologies Inc | -0.4% | +2.18% | Add |
| 35 | QCOM | Qualcomm Inc | -0.4% | -3.55% | Trim |
| 36 | AMD | Advanced Micro Devices | -0.5% | -0.29% | Trim |
| 37 | FTEC | Fidelity Msci Info Tech Indx | -0.5% | -3.16% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.61% | Add |
| 39 | ORCL | Oracle CORP | -0.6% | — | Unchanged |
| 40 | GOOG | Alphabet Inc-cl C | -0.8% | — | Unchanged |
| 41 | CRM | Salesforce Inc | -0.8% | — | Unchanged |
| 42 | SPYI | Neos S&p 500 High Income ETF | -0.8% | +10.07% | Add |
| 43 | MSFT | Microsoft CORP | -0.9% | -0.29% | Trim |
| 44 | META | Meta Platforms Inc-class A | -1.1% | +1.98% | Add |
| 45 | TSLA | Tesla Inc | -1.2% | -0.90% | Trim |
| 46 | AAPL | Apple Inc | -1.3% | -3.33% | Trim |
| 47 | AMZN | Amazon.com Inc | -1.4% | +1.54% | Add |
| 48 | JEPQ | JPM Nasdaq Equity Premium | -2.2% | -1.43% | Trim |
| 49 | AVGO | Broadcom Inc | -2.6% | +1.27% | Add |
| 50 | NVDA | Nvidia CORP | -13.5% | +1.56% | Add |
According to official SEC Form 13F filings, Palacios Wealth Management, LLC reported a total U.S. public equity portfolio value of $169.2M across 64 disclosed positions in Q1 2025.
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 PG, PFE, NVDA) accounted for 49.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
PG
市值: $25.6M
Top Position Liquidated / Trimmed
NUSI1USD
前期市值: $259.3K
During Q1 2025, Palacios Wealth Management, LLC's top holdings by market value included PG (19.0%)、PFE (19.0%)、NVDA (17.6%). The largest single position, PG, represented 19.0% of total portfolio value.
In Q1 2025, Palacios Wealth Management, LLC made 40 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 20 holdings, and fully liquidating 4 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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