Westwood Wealth Management as of March 31, 2022
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 43 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Essex Property Trust (ESS) | 26.8 | $69M | 200.00 | 345480.00 | |
| Apple Call Option (AAPL) | 19.5 | $50M | 288k | 174.60 | |
| NVIDIA Corporation (NVDA) | 14.5 | $37M | 137k | 272.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $16M | 5.6k | 2781.40 | |
| Simon Property (SPG) | 5.4 | $14M | 105.00 | 131561.90 | |
| Amazon (AMZN) | 3.8 | $9.8M | 3.0k | 3260.03 | |
| Microsoft Corporation (MSFT) | 3.6 | $9.2M | 30k | 308.30 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 2.5 | $6.5M | 91k | 71.92 | |
| Macerich Company (MAC) | 1.8 | $4.7M | 300.00 | 15640.00 | |
| Palo Alto Networks (PANW) | 1.3 | $3.4M | 5.5k | 622.42 | |
| Union Pacific Corporation (UNP) | 1.1 | $2.9M | 11k | 273.17 | |
| Block Cl A (SQ) | 1.0 | $2.6M | 19k | 135.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.1M | 750.00 | 2793.33 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $2.0M | 15k | 130.31 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.7 | $1.9M | 31k | 62.97 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.8M | 17k | 108.77 | |
| Paypal Holdings (PYPL) | 0.7 | $1.7M | 15k | 115.66 | |
| Uber Technologies (UBER) | 0.7 | $1.7M | 48k | 35.67 | |
| Walt Disney Company (DIS) | 0.6 | $1.6M | 12k | 137.19 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $1.5M | 15k | 103.01 | |
| Nike CL B (NKE) | 0.6 | $1.5M | 11k | 134.60 | |
| Advanced Micro Devices Call Option (AMD) | 0.6 | $1.4M | 13k | 109.38 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.4M | 3.1k | 451.72 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | 9.5k | 136.30 | |
| FedEx Corporation (FDX) | 0.5 | $1.2M | 5.2k | 231.33 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.1M | 3.1k | 362.68 | |
| General Motors Company (GM) | 0.4 | $1.1M | 25k | 43.75 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.4 | $1.1M | 8.8k | 119.84 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $1.0M | 5.6k | 185.00 | |
| Pfizer (PFE) | 0.3 | $892k | 17k | 51.78 | |
| Johnson & Johnson (JNJ) | 0.3 | $759k | 4.3k | 177.25 | |
| Qualcomm (QCOM) | 0.3 | $655k | 4.3k | 152.93 | |
| Servicenow (NOW) | 0.2 | $627k | 1.1k | 557.33 | |
| Biogen Idec (BIIB) | 0.2 | $598k | 2.8k | 210.56 | |
| Draftkings Com Cl A | 0.2 | $505k | 26k | 19.46 | |
| Goldman Sachs (GS) | 0.2 | $431k | 1.3k | 330.27 | |
| Snap Cl A (SNAP) | 0.2 | $430k | 12k | 35.95 | |
| Delta Air Lines Inc Del Com New Call Option (DAL) | 0.2 | $406k | 10k | 39.64 | |
| Moderna (MRNA) | 0.1 | $370k | 2.2k | 172.09 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $363k | 7.4k | 49.01 | |
| Starbucks Corporation (SBUX) | 0.1 | $355k | 3.9k | 91.03 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $270k | 1.5k | 180.00 | |
| Quantumscape Corp Com Cl A Call Option (QS) | 0.1 | $220k | 11k | 20.00 |
