Westwood Wealth Management as of March 31, 2023
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 41 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 23.8 | $27M | 162k | 164.90 | |
| NVIDIA Corporation Call Option (NVDA) | 21.4 | $24M | 86k | 277.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.7 | $9.7M | 94k | 103.73 | |
| Microsoft Corporation (MSFT) | 6.5 | $7.3M | 25k | 288.30 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.4 | $6.0M | 122k | 49.57 | |
| Amazon Call Option (AMZN) | 3.9 | $4.4M | 42k | 103.29 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 2.8 | $3.1M | 170k | 18.30 | |
| Palo Alto Networks (PANW) | 2.6 | $2.9M | 15k | 199.74 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.2 | $2.5M | 9.3k | 263.19 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.0 | $2.3M | 31k | 73.18 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.6 | $1.8M | 56k | 32.21 | |
| Meta Platforms Cl A Call Option (META) | 1.5 | $1.6M | 7.8k | 211.94 | |
| Nxp Semiconductors N V (NXPI) | 1.4 | $1.6M | 8.4k | 186.47 | |
| Uber Technologies (UBER) | 1.3 | $1.5M | 47k | 31.70 | |
| Nike CL B (NKE) | 1.2 | $1.4M | 11k | 122.64 | |
| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $1.2M | 13k | 92.81 | |
| Union Pacific Corporation (UNP) | 1.0 | $1.2M | 5.7k | 201.26 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.1M | 2.7k | 409.39 | |
| Ishares Tr Ishares Biotech (IBB) | 1.0 | $1.1M | 8.4k | 129.16 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.0M | 3.2k | 320.93 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $976k | 7.5k | 130.31 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $880k | 8.6k | 102.18 | |
| Walt Disney Company (DIS) | 0.7 | $751k | 7.5k | 100.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $743k | 7.1k | 104.00 | |
| Block Cl A (SQ) | 0.6 | $628k | 9.1k | 68.65 | |
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $624k | 7.1k | 87.84 | |
| FedEx Corporation (FDX) | 0.5 | $591k | 2.6k | 228.49 | |
| Johnson & Johnson (JNJ) | 0.5 | $550k | 3.5k | 155.00 | |
| Qualcomm (QCOM) | 0.5 | $521k | 4.1k | 127.58 | |
| Advanced Micro Devices (AMD) | 0.4 | $419k | 4.3k | 98.01 | |
| Paypal Holdings (PYPL) | 0.3 | $382k | 5.0k | 75.94 | |
| General Motors Company (GM) | 0.3 | $367k | 10k | 36.68 | |
| Goldman Sachs (GS) | 0.3 | $358k | 1.1k | 327.11 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $330k | 7.4k | 44.43 | |
| Biogen Idec (BIIB) | 0.3 | $327k | 1.2k | 278.03 | |
| Pfizer (PFE) | 0.3 | $316k | 7.7k | 40.80 | |
| Moderna (MRNA) | 0.3 | $292k | 1.9k | 153.58 | |
| Servicenow (NOW) | 0.3 | $291k | 625.00 | 464.72 | |
| Toyota Motor Corp Ads (TM) | 0.2 | $213k | 1.5k | 141.69 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $162k | 13k | 12.47 | |
| Snap Cl A (SNAP) | 0.1 | $134k | 12k | 11.21 |
