Westwood Wealth Management as of Sept. 30, 2024
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 39 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 37.3 | $95M | 783k | 121.44 | |
| Apple (AAPL) | 13.0 | $33M | 143k | 233.00 | |
| Meta Platforms Cl A (META) | 7.1 | $18M | 31k | 572.44 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.2 | $13M | 132k | 100.70 | |
| Microsoft Corporation (MSFT) | 5.1 | $13M | 31k | 430.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $10M | 62k | 165.85 | |
| Broadcom (AVGO) | 4.0 | $10M | 60k | 172.50 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 3.7 | $9.4M | 257k | 36.68 | |
| Amazon (AMZN) | 2.6 | $6.6M | 35k | 186.33 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.2 | $5.6M | 34k | 163.95 | |
| Palo Alto Networks (PANW) | 1.8 | $4.7M | 14k | 341.80 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.6 | $4.1M | 93k | 44.34 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $3.9M | 16k | 245.45 | |
| Uber Technologies (UBER) | 1.2 | $3.1M | 41k | 75.16 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.6M | 2.9k | 885.94 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.4M | 4.9k | 488.07 | |
| Nxp Semiconductors N V (NXPI) | 0.8 | $2.1M | 8.8k | 240.01 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $2.1M | 15k | 145.60 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.8M | 12k | 151.62 | |
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $1.4M | 9.7k | 143.01 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.3M | 5.4k | 246.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.3M | 2.3k | 573.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | 6.7k | 167.19 | |
| Netflix (NFLX) | 0.4 | $1.1M | 1.6k | 709.27 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $946k | 6.2k | 153.13 | |
| Proshares Tr Pshs Ult Nasb (BIB) | 0.3 | $893k | 14k | 63.76 | |
| Advanced Micro Devices (AMD) | 0.3 | $762k | 4.6k | 164.08 | |
| Nike CL B (NKE) | 0.3 | $646k | 7.3k | 88.40 | |
| Servicenow (NOW) | 0.2 | $626k | 700.00 | 894.39 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $591k | 2.8k | 210.86 | |
| FedEx Corporation (FDX) | 0.2 | $474k | 1.7k | 273.68 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $462k | 7.4k | 62.20 | |
| Qualcomm (QCOM) | 0.1 | $382k | 2.2k | 170.05 | |
| Johnson & Johnson (JNJ) | 0.1 | $318k | 2.0k | 162.06 | |
| Tesla Motors (TSLA) | 0.1 | $284k | 1.1k | 261.63 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $249k | 16k | 16.05 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $246k | 4.8k | 50.79 | |
| Block Cl A (XYZ) | 0.1 | $216k | 3.2k | 67.13 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $212k | 600.00 | 353.48 |
