Portfolio von Palacios Wealth Management, LLC
68 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 70.6 % des Aktienteils
Aufteilung nach Branche
- Technologie 60,2 %
- Kommunikation 10,9 %
- Zyklischer Konsum 7,8 %
- Finanzen 4,9 %
- Gesundheit 3,5 %
- Industrie 2,7 %
- Basiskonsum 1,1 %
- Fonds 0,8 %
- Energie 0,3 %
- Versorger 0,3 %
- Immobilien 0,2 %
- Rohstoffe 0,2 %
- Nicht zugeordnet 7,0 %
Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.
Aufteilung nach Währung
Die gemeldete Notierungswährung jeder Position.
Länderaufteilung
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|
| 1 | US | 67 | 139,1 Mio. $ | 99,82 % |
| 2 | TW | 1 | 257.439 $ | 0,18 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|
| 1 | NVIDIA Corp | 235.051 | 46,9 Mio. $ | |
| 2 | Broadcom Inc | 24.428 | 10,2 Mio. $ | |
| 3 | Apple Inc | 29.238 | 7,9 Mio. $ | |
| 4 | Amazon.com Inc | 27.529 | 7,3 Mio. $ | |
| 5 | Alphabet Inc | 13.297 | 5,1 Mio. $ | |
| 6 | Meta Platforms Inc | 7.952 | 4,9 Mio. $ | |
| 7 | Advanced Micro Devices Inc | 11.915 | 4,2 Mio. $ | |
| 8 | J P Morgan Exchange Traded Fund Trust | 67.374 | 4 Mio. $ | |
| 9 | Crowdstrike Holdings Inc | 8.902 | 4 Mio. $ | |
| 10 | Alphabet Inc | 9.940 | 3,8 Mio. $ | |
| 11 | JPMorgan Chase & Co | 7.769 | 2,4 Mio. $ | |
| 12 | Microsoft Corp | 5.862 | 2,4 Mio. $ | |
| 13 | Tesla Inc | 6.031 | 2,3 Mio. $ | |
| 14 | Uber Technologies Inc | 29.805 | 2,2 Mio. $ | |
| 15 | Amgen Inc | 5.271 | 1,8 Mio. $ | |
| 16 | Palantir Technologies Inc | 13.052 | 1,8 Mio. $ | |
| 17 | Oracle Corp | 8.705 | 1,4 Mio. $ | |
| 18 | AbbVie Inc | 6.562 | 1,4 Mio. $ | |
| 19 | FIDELITY COVINGTON TRUST | 5.618 | 1,4 Mio. $ | |
| 20 | Bank of America Corp | 23.928 | 1,3 Mio. $ | |
| 21 | Invesco QQQ Trust Series 1 | 1.681 | 1,1 Mio. $ | |
| 22 | QUALCOMM Inc | 6.048 | 1,1 Mio. $ | |
| 23 | International Business Machines Corp. | 4.116 | 950.619 $ | |
| 24 | Morgan Stanley | 4.794 | 913.688 $ | |
| 25 | Vanguard S&P 500 ETF | 1.318 | 870.716 $ | |
| 26 | Eli Lilly & Co | 821 | 767.307 $ | |
| 27 | Walmart Inc | 5.252 | 692.896 $ | |
| 28 | AST SpaceMobile Inc | 8.884 | 656.528 $ | |
| 29 | Citigroup Inc | 4.993 | 639.004 $ | |
| 30 | Verizon Communications Inc | 13.199 | 633.929 $ | |
| 31 | Micron Technology Inc | 1.222 | 631.970 $ | |
| 32 | MongoDB Inc | 2.465 | 618.296 $ | |
| 33 | Goldman Sachs Group Inc/The | 651 | 601.468 $ | |
| 34 | Ares Capital Corp | 30.224 | 579.092 $ | |
| 35 | Salesforce Inc | 3.255 | 574.605 $ | |
| 36 | AT&T Inc | 21.405 | 559.323 $ | |
| 37 | Pfizer Inc | 20.562 | 549.005 $ | |
| 38 | Charles Schwab Corp/The | 5.416 | 496.322 $ | |
| 39 | Twilio Inc | 3.347 | 495.557 $ | |
| 40 | Cisco Systems, Inc. | 5.365 | 490.933 $ | |
| 41 | Exxon Mobil Corp | 3.140 | 484.596 $ | |
| 42 | PPL Corp | 12.743 | 477.098 $ | |
| 43 | General Electric Co | 1.446 | 419.239 $ | |
| 44 | Global X Funds | 22.945 | 412.551 $ | |
| 45 | TJX Cos Inc/The | 2.516 | 394.383 $ | |
| 46 | Palo Alto Networks Inc | 2.147 | 385.000 $ | |
| 47 | State Street SPDR S&P 500 ETF Trust | 523 | 375.859 $ | |
| 48 | Altria Group, Inc. | 5.158 | 374.729 $ | |
| 49 | Bristol-Myers Squibb Co | 6.167 | 373.659 $ | |
| 50 | Iron Mountain Inc | 2.755 | 347.102 $ | |
| 51 | SOUTHSTATE BANK CORP | 3.507 | 342.529 $ | |
| 52 | Lowe's Cos Inc | 1.393 | 332.634 $ | |
| 53 | Boeing Co/The | 1.363 | 312.168 $ | |
| 54 | Alibaba Group Holding Ltd | 2.326 | 306.753 $ | |
| 55 | Howmet Aerospace Inc | 1.250 | 303.800 $ | |
| 56 | CSX Corp | 6.279 | 285.255 $ | |
| 57 | Walt Disney Co/The | 2.686 | 278.673 $ | |
| 58 | NEOS ETF Trust | 4.946 | 267.495 $ | |
| 59 | Taiwan Semiconductor Manufacturing Co Ltd | 650 | 257.439 $ | |
| 60 | Dow Inc | 6.220 | 251.848 $ | |
| 61 | Berkshire Hathaway Inc | 508 | 240.589 $ | |
| 62 | Ford Motor Co | 19.809 | 239.293 $ | |
| 63 | SoFi Technologies Inc | 14.146 | 227.751 $ | |
| 64 | iShares Core S&P U.S. Growth ETF | 1.180 | 209.497 $ | |
| 65 | Prudential Financial, Inc. | 2.120 | 207.993 $ | |
| 66 | GE Vernova Inc | 187 | 202.607 $ | |
| 67 | iShares Russell 2000 ETF | 720 | 200.138 $ | |
| 68 | Clover Health Investments Corp | 51.624 | 141.966 $ | |