Westwood Wealth Management as of March 31, 2025
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 32.5 | $76M | 696k | 108.38 | |
| Apple (AAPL) | 11.9 | $28M | 124k | 222.13 | |
| Meta Platforms Cl A (META) | 9.1 | $21M | 37k | 576.36 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.3 | $12M | 138k | 88.88 | |
| Microsoft Corporation (MSFT) | 4.8 | $11M | 30k | 375.39 | |
| Broadcom (AVGO) | 4.3 | $10M | 60k | 167.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $9.6M | 62k | 154.64 | |
| Amazon (AMZN) | 3.2 | $7.4M | 39k | 190.26 | |
| Palo Alto Networks (PANW) | 2.0 | $4.7M | 27k | 170.64 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.0 | $4.6M | 33k | 140.39 | |
| Palantir Technologies Cl A (PLTR) | 1.9 | $4.4M | 53k | 84.40 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 1.6 | $3.7M | 231k | 15.95 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $3.5M | 17k | 211.47 | |
| Tesla Motors (TSLA) | 1.5 | $3.4M | 13k | 259.16 | |
| Uber Technologies (UBER) | 1.3 | $3.1M | 43k | 72.86 | |
| Oklo Com Cl A (OKLO) | 1.0 | $2.4M | 111k | 21.63 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.4M | 5.1k | 468.92 | |
| Arm Holdings Sponsored Ads (ARM) | 0.8 | $2.0M | 18k | 106.79 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.9M | 2.3k | 825.91 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.8 | $1.9M | 64k | 29.26 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $1.7M | 14k | 127.90 | |
| Super Micro Computer Com New (SMCI) | 0.6 | $1.5M | 43k | 34.24 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $1.5M | 7.7k | 190.06 | |
| Netflix (NFLX) | 0.6 | $1.4M | 1.5k | 932.53 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $1.4M | 10k | 140.44 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.2M | 2.2k | 559.39 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.2M | 5.0k | 236.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.0M | 6.6k | 156.23 | |
| Oracle Corporation (ORCL) | 0.4 | $975k | 7.0k | 139.81 | |
| Servicenow (NOW) | 0.4 | $916k | 1.2k | 796.14 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $863k | 6.2k | 139.78 | |
| salesforce (CRM) | 0.4 | $846k | 3.2k | 268.36 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $684k | 2.8k | 245.30 | |
| Advanced Micro Devices (AMD) | 0.2 | $505k | 4.9k | 102.74 | |
| Nike CL B (NKE) | 0.2 | $464k | 7.3k | 63.48 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $449k | 7.4k | 60.48 | |
| FedEx Corporation (FDX) | 0.2 | $390k | 1.6k | 243.78 | |
| Proshares Tr Pshs Ult Nasb (BIB) | 0.2 | $385k | 8.0k | 48.18 | |
| Qualcomm (QCOM) | 0.1 | $344k | 2.2k | 153.61 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $324k | 17k | 18.59 | |
| Johnson & Johnson (JNJ) | 0.1 | $323k | 1.9k | 165.84 | |
| Dell Technologies CL C (DELL) | 0.1 | $228k | 2.5k | 91.15 | |
| Goldman Sachs (GS) | 0.1 | $216k | 395.00 | 546.29 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $209k | 4.8k | 43.60 | |
| Costco Wholesale Corporation (COST) | 0.1 | $208k | 220.00 | 945.78 |
