Westwood Wealth Management as of Sept. 30, 2023
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 38 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 35.6 | $54M | 124k | 434.99 | |
| Apple Call Option (AAPL) | 19.5 | $30M | 173k | 171.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $12M | 91k | 130.86 | |
| Microsoft Corporation (MSFT) | 5.1 | $7.7M | 25k | 315.75 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 4.8 | $7.3M | 124k | 59.35 | |
| Amazon (AMZN) | 2.6 | $3.9M | 31k | 127.12 | |
| Broadcom (AVGO) | 2.4 | $3.6M | 4.4k | 830.58 | |
| Palo Alto Networks (PANW) | 2.4 | $3.6M | 15k | 234.44 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 2.4 | $3.6M | 188k | 18.87 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 1.6 | $2.4M | 31k | 78.20 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.6 | $2.4M | 16k | 144.98 | |
| Uber Technologies (UBER) | 1.5 | $2.3M | 50k | 45.99 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.1 | $1.6M | 57k | 28.74 | |
| Nxp Semiconductors N V (NXPI) | 1.1 | $1.6M | 8.0k | 199.92 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $1.4M | 13k | 104.92 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.3M | 3.7k | 358.27 | |
| Meta Platforms Cl A (META) | 0.8 | $1.2M | 4.1k | 300.21 | |
| Union Pacific Corporation (UNP) | 0.8 | $1.2M | 5.8k | 203.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.1M | 2.7k | 427.48 | |
| Nike CL B (NKE) | 0.7 | $1.0M | 11k | 95.62 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.0M | 8.6k | 122.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $944k | 7.2k | 131.85 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $766k | 7.2k | 107.14 | |
| FedEx Corporation (FDX) | 0.5 | $699k | 2.6k | 264.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $619k | 7.1k | 86.74 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $553k | 3.8k | 145.02 | |
| Walt Disney Company (DIS) | 0.3 | $477k | 5.9k | 81.05 | |
| Qualcomm (QCOM) | 0.3 | $454k | 4.1k | 111.06 | |
| Advanced Micro Devices (AMD) | 0.3 | $440k | 4.3k | 102.82 | |
| Johnson & Johnson (JNJ) | 0.3 | $405k | 2.6k | 155.75 | |
| Block Cl A (SQ) | 0.2 | $375k | 8.5k | 44.26 | |
| Servicenow (NOW) | 0.2 | $349k | 625.00 | 558.96 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $345k | 7.4k | 46.55 | |
| General Motors Company (GM) | 0.2 | $331k | 10k | 32.97 | |
| Biogen Idec (BIIB) | 0.2 | $302k | 1.2k | 257.01 | |
| Netflix (NFLX) | 0.1 | $218k | 578.00 | 377.60 | |
| Paypal Holdings (PYPL) | 0.1 | $218k | 3.7k | 58.46 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $182k | 13k | 14.03 |
