Westwood Wealth Management as of June 30, 2023
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 43 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 25.4 | $35M | 82k | 423.02 | |
| Apple (AAPL) | 22.9 | $31M | 161k | 193.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $12M | 96k | 119.70 | |
| Microsoft Corporation (MSFT) | 6.4 | $8.7M | 26k | 340.54 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.8 | $7.9M | 123k | 64.38 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 3.3 | $4.4M | 179k | 24.83 | |
| Amazon (AMZN) | 3.1 | $4.3M | 33k | 130.36 | |
| Palo Alto Networks (PANW) | 2.8 | $3.9M | 15k | 255.51 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.1 | $2.8M | 19k | 152.25 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.1 | $2.8M | 31k | 89.98 | |
| Uber Technologies (UBER) | 1.5 | $2.1M | 49k | 43.17 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.4 | $2.0M | 55k | 35.29 | |
| Nxp Semiconductors N V (NXPI) | 1.3 | $1.7M | 8.5k | 204.68 | |
| Ishares Tr U.s. Tech Etf (IYW) | 1.0 | $1.4M | 13k | 108.87 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.3M | 3.6k | 369.42 | |
| Nike CL B (NKE) | 0.9 | $1.2M | 11k | 110.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.2M | 2.7k | 443.28 | |
| Union Pacific Corporation (UNP) | 0.9 | $1.2M | 5.8k | 204.62 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 7.6k | 145.44 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $1.1M | 8.6k | 126.96 | |
| Meta Platforms Cl A (META) | 0.7 | $922k | 3.2k | 286.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $866k | 7.2k | 120.97 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $715k | 8.6k | 83.35 | |
| Walt Disney Company (DIS) | 0.5 | $669k | 7.5k | 89.28 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $665k | 7.2k | 92.97 | |
| FedEx Corporation (FDX) | 0.5 | $655k | 2.6k | 247.90 | |
| Block Cl A (SQ) | 0.4 | $599k | 9.0k | 66.57 | |
| Qualcomm (QCOM) | 0.4 | $504k | 4.2k | 119.04 | |
| Advanced Micro Devices (AMD) | 0.4 | $487k | 4.3k | 113.91 | |
| Johnson & Johnson (JNJ) | 0.3 | $430k | 2.6k | 165.52 | |
| General Motors Company (GM) | 0.3 | $387k | 10k | 38.56 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $357k | 7.4k | 48.16 | |
| Goldman Sachs (GS) | 0.3 | $353k | 1.1k | 322.54 | |
| Servicenow (NOW) | 0.3 | $351k | 625.00 | 561.97 | |
| Biogen Idec (BIIB) | 0.2 | $335k | 1.2k | 284.85 | |
| Pfizer (PFE) | 0.2 | $284k | 7.7k | 36.68 | |
| Paypal Holdings (PYPL) | 0.2 | $282k | 4.2k | 66.73 | |
| Netflix (NFLX) | 0.2 | $255k | 578.00 | 440.49 | |
| Moderna (MRNA) | 0.2 | $231k | 1.9k | 121.50 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $226k | 4.8k | 47.54 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $165k | 13k | 12.70 | |
| Snap Cl A (SNAP) | 0.1 | $142k | 12k | 11.84 | |
| Meta Materials | 0.0 | $4.4k | 20k | 0.22 |
