Palacios-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABBV",
  "ADBE",
  "GOOGL",
  "T",
  "AVGO",
  "LOW",
  "ARCC",
  null,
  null,
  "QCOM",
  null,
  "META",
  null,
  "MSFT",
  "GE",
  "ORCL",
  "PANW",
  "IRM",
  null,
  "AAPL",
  "NVDA",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "VZ",
  "MDB",
  "AMGN",
  "IBM",
  "TWLO",
  "UBER",
  "IWN",
  "AMD",
  "IP",
  "F",
  "IWR",
  null,
  "AMZN",
  null,
  null,
  "VOO",
  "WMT",
  null,
  null,
  "PPL",
  "CRM",
  null,
  "BAC",
  "BB",
  "BA",
  "BMY",
  "CSCO",
  "CLOV",
  "C",
  "CRWD",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 64
Total Value: 134677663
Accession Number: 0001705819-25-000036
Form Type: 13F-HR
CIK: palacios-wealth-management
Manager Name: Palacios-Wealth-Management

Data Enrichment

83% identified

53 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $134.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:41.6K

Value:$149.4K

% of Portfolio:0.1% ($149.4K/$134.7M)

FORD MOTOR CO

F|345370860

Shares:13.5K

Value:$135.1K

% of Portfolio:0.1% ($135.1K/$134.7M)

BLACKBERRY Ltd

BB|09228F103

Shares:12.1K

Value:$45.5K

% of Portfolio:0.0% ($45.5K/$134.7M)

389637109

Shares:1.0M

Value:$0

% of Portfolio:0.0% ($0/$134.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	41.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$149.4K	0.1% ($149.4K/$134.7M)	QoQ -8.06% (-$13.1K) YoY-
FORD MOTOR CO(Fcusip345370860)	13.5K	QoQ -23.77% (-4.2K) YoY-	All Managers (Combined)	$135.1K	0.1% ($135.1K/$134.7M)	QoQ -22.92% (-$40.2K) YoY-
BLACKBERRY Ltd(BBcusip09228F103)	12.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$45.5K	0.0% ($45.5K/$134.7M)	QoQ -8.38% (-$4.2K) YoY-
(cusip389637109)✕	1.0M	QoQ NEW(+1.0M) YoY-	All Managers (Combined)	$0	0.0% ($0/$134.7M)	QoQ NEW(+$0) YoY-