Westwood Wealth Management as of June 30, 2025
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 35.3 | $105M | 665k | 157.99 | |
| Meta Platforms Cl A (META) | 8.6 | $26M | 35k | 738.09 | |
| Apple (AAPL) | 8.1 | $24M | 117k | 205.17 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.9 | $18M | 149k | 117.71 | |
| Broadcom (AVGO) | 5.5 | $16M | 59k | 275.65 | |
| Microsoft Corporation (MSFT) | 4.9 | $15M | 30k | 497.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $12M | 68k | 176.23 | |
| Palantir Technologies Cl A (PLTR) | 2.8 | $8.4M | 62k | 136.32 | |
| Amazon (AMZN) | 2.8 | $8.4M | 38k | 219.39 | |
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 2.6 | $7.6M | 304k | 25.11 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.0 | $5.9M | 34k | 173.53 | |
| Oklo Com Cl A (OKLO) | 2.0 | $5.9M | 105k | 55.99 | |
| Palo Alto Networks (PANW) | 1.8 | $5.4M | 26k | 204.64 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $4.4M | 16k | 278.88 | |
| Uber Technologies (UBER) | 1.3 | $3.9M | 42k | 93.30 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.9M | 5.3k | 551.64 | |
| Tesla Motors (TSLA) | 0.9 | $2.6M | 8.2k | 317.66 | |
| Arm Holdings Sponsored Ads (ARM) | 0.9 | $2.6M | 16k | 161.74 | |
| Netflix (NFLX) | 0.7 | $2.1M | 1.6k | 1339.13 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $1.7M | 10k | 173.27 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $1.7M | 7.7k | 218.49 | |
| Oracle Corporation (ORCL) | 0.5 | $1.5M | 7.1k | 218.63 | |
| Super Micro Computer Com New (SMCI) | 0.5 | $1.4M | 29k | 49.01 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.5 | $1.4M | 42k | 33.54 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.4M | 2.2k | 617.85 | |
| Servicenow (NOW) | 0.4 | $1.2M | 1.2k | 1028.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 6.7k | 177.39 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.1M | 14k | 82.86 | |
| Union Pacific Corporation (UNP) | 0.3 | $1.0M | 4.4k | 230.08 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $924k | 6.2k | 149.58 | |
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $870k | 6.9k | 126.51 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $841k | 2.9k | 289.91 | |
| Eli Lilly & Co. (LLY) | 0.3 | $807k | 1.0k | 779.53 | |
| Advanced Micro Devices (AMD) | 0.2 | $575k | 4.1k | 141.90 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $497k | 7.4k | 67.02 | |
| salesforce (CRM) | 0.1 | $434k | 1.6k | 272.69 | |
| Nike CL B (NKE) | 0.1 | $394k | 5.6k | 71.04 | |
| Proshares Tr Pshs Ult Nasb (BIB) | 0.1 | $367k | 8.0k | 45.81 | |
| FedEx Corporation (FDX) | 0.1 | $364k | 1.6k | 227.31 | |
| Dell Technologies CL C (DELL) | 0.1 | $307k | 2.5k | 122.60 | |
| Qualcomm (QCOM) | 0.1 | $300k | 1.9k | 159.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $300k | 528.00 | 568.03 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $281k | 16k | 18.13 | |
| Goldman Sachs (GS) | 0.1 | $280k | 395.00 | 707.75 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $236k | 4.8k | 49.18 | |
| Block Cl A (XYZ) | 0.1 | $234k | 3.5k | 67.93 | |
| Costco Wholesale Corporation (COST) | 0.1 | $218k | 220.00 | 989.94 | |
| Walt Disney Company (DIS) | 0.1 | $214k | 1.7k | 124.01 |
