Westwood Wealth Management as of Dec. 31, 2022
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 41 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 26.4 | $22M | 169k | 129.93 | |
| NVIDIA Corporation (NVDA) | 14.0 | $12M | 80k | 146.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.6 | $8.8M | 100k | 88.23 | |
| Microsoft Corporation (MSFT) | 7.5 | $6.2M | 26k | 239.82 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 4.5 | $3.7M | 106k | 35.04 | |
| Amazon (AMZN) | 3.6 | $3.0M | 36k | 84.00 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.5 | $2.1M | 10k | 202.94 | |
| Palo Alto Networks (PANW) | 2.4 | $2.0M | 15k | 139.54 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.0 | $1.7M | 27k | 62.11 | |
| Union Pacific Corporation (UNP) | 1.7 | $1.4M | 6.8k | 207.07 | |
| Nike CL B (NKE) | 1.6 | $1.4M | 12k | 117.01 | |
| Nxp Semiconductors N V (NXPI) | 1.6 | $1.3M | 8.4k | 158.03 | |
| Ishares Tr Ishares Biotech (IBB) | 1.5 | $1.3M | 9.6k | 131.29 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $1.2M | 8.9k | 134.10 | |
| Uber Technologies (UBER) | 1.4 | $1.2M | 47k | 24.73 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $1.1M | 2.8k | 382.43 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.2 | $1.0M | 33k | 31.70 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.2 | $1.0M | 11k | 88.09 | |
| Ishares Tr U.s. Tech Etf (IYW) | 1.2 | $970k | 13k | 74.49 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $941k | 3.5k | 266.28 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 1.1 | $907k | 94k | 9.67 | |
| Walt Disney Company (DIS) | 0.9 | $791k | 9.1k | 86.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $754k | 8.5k | 88.73 | |
| Block Cl A (SQ) | 0.8 | $692k | 11k | 62.84 | |
| Johnson & Johnson (JNJ) | 0.8 | $662k | 3.7k | 176.65 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $649k | 8.8k | 74.19 | |
| FedEx Corporation (FDX) | 0.6 | $539k | 3.1k | 173.20 | |
| Paypal Holdings (PYPL) | 0.6 | $505k | 7.1k | 71.22 | |
| Goldman Sachs (GS) | 0.5 | $452k | 1.3k | 343.38 | |
| Pfizer (PFE) | 0.5 | $439k | 8.6k | 51.24 | |
| General Motors Company (GM) | 0.5 | $383k | 11k | 33.64 | |
| Qualcomm (QCOM) | 0.4 | $372k | 3.4k | 109.94 | |
| Biogen Idec (BIIB) | 0.4 | $363k | 1.3k | 276.92 | |
| Moderna (MRNA) | 0.4 | $341k | 1.9k | 179.62 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.4 | $309k | 7.4k | 41.61 | |
| Advanced Micro Devices (AMD) | 0.3 | $283k | 4.4k | 64.77 | |
| Servicenow (NOW) | 0.3 | $243k | 625.00 | 388.27 | |
| Toyota Motor Corp Ads (TM) | 0.2 | $205k | 1.5k | 136.58 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $202k | 1.6k | 125.11 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $154k | 13k | 11.87 | |
| Snap Cl A (SNAP) | 0.1 | $107k | 12k | 8.95 |
