Westwood Wealth Management as of June 30, 2022
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 39 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 29.7 | $26M | 188k | 136.72 | |
| NVIDIA Corporation (NVDA) | 13.1 | $11M | 75k | 151.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.4 | $11M | 4.9k | 2179.22 | |
| Microsoft Corporation (MSFT) | 7.1 | $6.1M | 24k | 256.83 | |
| Amazon (AMZN) | 6.3 | $5.5M | 52k | 106.20 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 4.1 | $3.6M | 86k | 41.41 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.2 | $1.9M | 9.3k | 203.77 | |
| Palo Alto Networks (PANW) | 2.1 | $1.8M | 3.6k | 494.08 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.9 | $1.7M | 15k | 113.65 | |
| Union Pacific Corporation (UNP) | 1.8 | $1.5M | 7.2k | 213.22 | |
| Ishares Tr Ishares Biotech (IBB) | 1.3 | $1.2M | 9.9k | 117.62 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.1M | 9.4k | 112.62 | |
| Ishares Tr U.s. Tech Etf (IYW) | 1.2 | $1.0M | 13k | 79.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.0M | 2.7k | 377.19 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.0M | 470.00 | 2187.23 | |
| Block Cl A (SQ) | 1.0 | $854k | 14k | 61.45 | |
| Nike CL B (NKE) | 1.0 | $850k | 8.3k | 102.20 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $816k | 2.9k | 280.43 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $792k | 5.4k | 148.04 | |
| Walt Disney Company (DIS) | 0.9 | $774k | 8.2k | 94.39 | |
| Paypal Holdings (PYPL) | 0.8 | $682k | 9.8k | 69.86 | |
| Uber Technologies (UBER) | 0.7 | $600k | 29k | 20.46 | |
| FedEx Corporation (FDX) | 0.6 | $549k | 2.4k | 226.86 | |
| Johnson & Johnson (JNJ) | 0.6 | $532k | 3.0k | 177.51 | |
| Pfizer (PFE) | 0.5 | $476k | 9.1k | 52.45 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.5 | $443k | 14k | 32.78 | |
| Servicenow (NOW) | 0.5 | $440k | 925.00 | 475.68 | |
| Direxion Shs Etf Tr Oil Gas Bl 2x Sh (GUSH) | 0.5 | $431k | 3.5k | 123.14 | |
| Goldman Sachs (GS) | 0.4 | $388k | 1.3k | 297.32 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.4 | $366k | 5.6k | 65.52 | |
| Advanced Micro Devices (AMD) | 0.4 | $347k | 4.5k | 76.48 | |
| General Motors Company (GM) | 0.4 | $330k | 10k | 31.75 | |
| Moderna (MRNA) | 0.4 | $307k | 2.2k | 142.79 | |
| Qualcomm (QCOM) | 0.4 | $304k | 2.4k | 127.57 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $302k | 7.4k | 40.70 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.3 | $290k | 22k | 13.10 | |
| Biogen Idec (BIIB) | 0.3 | $267k | 1.3k | 203.82 | |
| Toyota Motor Corp Ads (TM) | 0.3 | $231k | 1.5k | 154.00 | |
| Snap Cl A (SNAP) | 0.2 | $157k | 12k | 13.13 |
