Westwood Wealth Management as of Dec. 31, 2023
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.1 | $38M | 76k | 495.22 | |
| Apple (AAPL) | 22.6 | $29M | 152k | 192.53 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 7.2 | $9.4M | 124k | 76.00 | |
| Microsoft Corporation (MSFT) | 7.0 | $9.1M | 24k | 376.04 | |
| Broadcom (AVGO) | 4.1 | $5.4M | 4.8k | 1116.25 | |
| Amazon (AMZN) | 3.5 | $4.5M | 30k | 151.94 | |
| Palo Alto Networks (PANW) | 3.4 | $4.4M | 15k | 294.88 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.4 | $3.1M | 30k | 103.99 | |
| Uber Technologies (UBER) | 2.2 | $2.9M | 47k | 61.57 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.2 | $2.8M | 16k | 174.87 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.7 | $2.2M | 57k | 39.45 | |
| Meta Platforms Cl A (META) | 1.7 | $2.2M | 6.2k | 353.96 | |
| Nxp Semiconductors N V (NXPI) | 1.4 | $1.9M | 8.1k | 229.68 | |
| Ishares Tr U.s. Tech Etf (IYW) | 1.2 | $1.6M | 13k | 122.75 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.5M | 3.6k | 409.52 | |
| Union Pacific Corporation (UNP) | 1.1 | $1.4M | 5.6k | 245.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.2M | 2.6k | 475.31 | |
| Nike CL B (NKE) | 0.9 | $1.2M | 11k | 108.57 | |
| Ishares Tr Ishares Biotech (IBB) | 0.9 | $1.1M | 8.4k | 135.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.0M | 7.2k | 140.93 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $939k | 7.2k | 130.92 | |
| FedEx Corporation (FDX) | 0.5 | $641k | 2.5k | 252.97 | |
| Block Cl A (SQ) | 0.5 | $627k | 8.1k | 77.35 | |
| Walt Disney Company (DIS) | 0.4 | $503k | 5.6k | 90.29 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $491k | 2.9k | 170.10 | |
| Qualcomm (QCOM) | 0.3 | $446k | 3.1k | 144.63 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $385k | 7.4k | 51.83 | |
| Servicenow (NOW) | 0.3 | $371k | 525.00 | 706.49 | |
| Johnson & Johnson (JNJ) | 0.3 | $360k | 2.3k | 156.74 | |
| General Motors Company (GM) | 0.3 | $333k | 9.3k | 35.92 | |
| Biogen Idec (BIIB) | 0.2 | $291k | 1.1k | 258.77 | |
| Netflix (NFLX) | 0.2 | $245k | 503.00 | 486.88 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $207k | 15k | 13.80 |
