Westwood Wealth Management as of March 31, 2024
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 33.4 | $68M | 76k | 903.56 | |
| Apple (AAPL) | 13.6 | $28M | 163k | 171.48 | |
| Meta Platforms Cl A (META) | 5.8 | $12M | 25k | 485.58 | |
| Microsoft Corporation (MSFT) | 5.5 | $11M | 27k | 420.72 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.3 | $11M | 125k | 87.48 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 5.0 | $10M | 218k | 46.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $9.5M | 63k | 150.93 | |
| Broadcom (AVGO) | 3.5 | $7.3M | 5.5k | 1325.41 | |
| Amazon (AMZN) | 3.0 | $6.2M | 34k | 180.38 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 2.7 | $5.5M | 128k | 42.92 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.2 | $4.6M | 34k | 134.03 | |
| Palo Alto Networks (PANW) | 2.1 | $4.3M | 15k | 284.13 | |
| Uber Technologies (UBER) | 1.9 | $3.8M | 50k | 76.99 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.7 | $3.6M | 16k | 224.99 | |
| Nxp Semiconductors N V (NXPI) | 1.1 | $2.2M | 8.8k | 247.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.8M | 4.1k | 444.01 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $1.7M | 13k | 137.22 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $1.6M | 12k | 135.06 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.4M | 5.5k | 245.93 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | 1.6k | 777.96 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.2M | 2.3k | 523.07 | |
| Nike CL B (NKE) | 0.5 | $1.0M | 11k | 93.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.0M | 6.6k | 152.26 | |
| Advanced Micro Devices (AMD) | 0.4 | $772k | 4.3k | 180.49 | |
| FedEx Corporation (FDX) | 0.3 | $706k | 2.4k | 289.74 | |
| Walt Disney Company (DIS) | 0.3 | $657k | 5.4k | 122.36 | |
| Netflix (NFLX) | 0.3 | $620k | 1.0k | 607.33 | |
| Proshares Tr Pshs Ult Nasb (BIB) | 0.3 | $575k | 10k | 57.54 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $558k | 2.8k | 200.30 | |
| Servicenow (NOW) | 0.2 | $457k | 600.00 | 762.40 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $423k | 7.4k | 56.98 | |
| Block Cl A (SQ) | 0.2 | $386k | 4.6k | 84.58 | |
| Qualcomm (QCOM) | 0.2 | $374k | 2.2k | 169.30 | |
| Johnson & Johnson (JNJ) | 0.2 | $363k | 2.3k | 158.19 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $236k | 15k | 15.73 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $230k | 4.8k | 47.87 |
