Westwood Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 37.7 | $104M | 776k | 134.29 | |
| Apple (AAPL) | 12.2 | $34M | 135k | 250.42 | |
| Meta Platforms Cl A (META) | 6.7 | $19M | 32k | 585.51 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.2 | $14M | 133k | 108.24 | |
| Broadcom (AVGO) | 4.9 | $14M | 59k | 231.84 | |
| Microsoft Corporation (MSFT) | 4.4 | $12M | 29k | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $12M | 62k | 189.30 | |
| Amazon (AMZN) | 2.8 | $7.8M | 36k | 219.39 | |
| Tesla Motors (TSLA) | 2.3 | $6.3M | 16k | 403.84 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 2.3 | $6.2M | 228k | 27.31 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.0 | $5.6M | 34k | 168.70 | |
| Palo Alto Networks (PANW) | 1.8 | $5.0M | 27k | 181.96 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.4 | $4.0M | 95k | 41.88 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.4 | $3.8M | 16k | 242.17 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.6M | 5.2k | 511.23 | |
| Uber Technologies (UBER) | 0.9 | $2.5M | 42k | 60.32 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.9M | 12k | 159.52 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.9M | 2.4k | 772.00 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.8M | 14k | 132.21 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $1.6M | 7.7k | 207.85 | |
| Netflix (NFLX) | 0.5 | $1.4M | 1.5k | 891.32 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.3M | 2.3k | 586.08 | |
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.3M | 18k | 75.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | 6.6k | 190.44 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.2M | 5.3k | 228.04 | |
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $1.2M | 9.7k | 123.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.1M | 6.2k | 172.42 | |
| Oracle Corporation (ORCL) | 0.3 | $900k | 5.4k | 166.64 | |
| Servicenow (NOW) | 0.3 | $742k | 700.00 | 1060.12 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $668k | 2.8k | 239.71 | |
| Advanced Micro Devices (AMD) | 0.2 | $584k | 4.8k | 120.79 | |
| Nike CL B (NKE) | 0.2 | $553k | 7.3k | 75.67 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $473k | 7.4k | 63.75 | |
| FedEx Corporation (FDX) | 0.2 | $459k | 1.6k | 281.33 | |
| Oklo Com Cl A (OKLO) | 0.2 | $418k | 20k | 21.23 | |
| Proshares Tr Pshs Ult Nasb (BIB) | 0.1 | $405k | 8.0k | 50.66 | |
| Qualcomm (QCOM) | 0.1 | $344k | 2.2k | 153.62 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $304k | 16k | 19.59 | |
| Block Cl A (XYZ) | 0.1 | $293k | 3.5k | 84.99 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $290k | 4.8k | 60.50 | |
| Dell Technologies CL C (DELL) | 0.1 | $288k | 2.5k | 115.24 | |
| Johnson & Johnson (JNJ) | 0.1 | $282k | 1.9k | 144.62 | |
| Goldman Sachs (GS) | 0.1 | $226k | 395.00 | 572.62 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $211k | 600.00 | 351.79 | |
| Walt Disney Company (DIS) | 0.1 | $203k | 1.8k | 111.35 | |
| Costco Wholesale Corporation (COST) | 0.1 | $202k | 220.00 | 916.27 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $201k | 895.00 | 224.35 | |
| Wave Life Sciences SHS (WVE) | 0.0 | $124k | 10k | 12.37 |
