Palacios Wealth Management, LLC
Top Portfolio Positions
62 positions ·
$109,694,970 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
235,051 | $40,992,894 | 37.37% | |
| AVGO |
Broadcom Inc.
Technology
|
24,428 | $7,560,710 | 6.89% | |
| AAPL |
Apple Inc.
Technology
|
29,238 | $7,420,312 | 6.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,529 | $5,733,464 | 5.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,952 | $4,549,577 | 4.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,297 | $3,823,685 | 3.49% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
11,915 | $2,423,868 | 2.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,769 | $2,285,329 | 2.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,031 | $2,242,024 | 2.04% | |
| MSFT |
Microsoft Corp
Technology
|
5,862 | $2,169,936 | 1.98% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CLOV
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,858 | 51,624 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $121,316 | 51,624 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $157,969 | 51,624 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $141,240 | 50,624 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $149,430 | 41,624 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $131,115 | 41,624 | Shares | Sole | 2025-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||