13F HOLDINGS REPORT
Westwood Wealth Management
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000721
Total Value
$276.8M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 776,170 | $104.2M | 37.65% |
| 2 | APPLE INC | AAPL | 135,158 | $33.8M | 12.23% |
| 3 | META PLATFORMS INC | META | 31,740 | $18.6M | 6.71% |
| 4 | PROSHARES TR | 74347R206 | 133,365 | $14.4M | 5.21% |
| 5 | BROADCOM INC | AVGO | 58,750 | $13.6M | 4.92% |
| 6 | MICROSOFT CORP | MSFT | 29,194 | $12.3M | 4.45% |
| 7 | ALPHABET INC | GOOG | 62,212 | $11.8M | 4.25% |
| 8 | AMAZON COM INC | AMZN | 35,765 | $7.8M | 2.83% |
| 9 | TESLA INC | TSLA | 15,560 | $6.3M | 2.27% |
| 10 | DIREXION SHS ETF TR | 25459W458 | 228,445 | $6.2M | 2.25% |
| 11 | DIREXION SHS ETF TR | 25459W862 | 33,475 | $5.6M | 2.04% |
| 12 | PALO ALTO NETWORKS INC | PANW | 27,346 | $5.0M | 1.80% |
| 13 | DIREXION SHS ETF TR | 25459W847 | 95,205 | $4.0M | 1.44% |
| 14 | VANECK ETF TRUST | 92189F676 | 15,790 | $3.8M | 1.38% |
| 15 | INVESCO QQQ TR | IVZ | 5,170 | $2.6M | 0.95% |
| 16 | UBER TECHNOLOGIES INC | UBER | 41,575 | $2.5M | 0.91% |
| 17 | ISHARES TR | 464287721 | 11,725 | $1.9M | 0.68% |
| 18 | ELI LILLY & CO | LLY | 2,410 | $1.9M | 0.67% |
| 19 | ISHARES TR | 464287556 | 13,740 | $1.8M | 0.66% |
| 20 | NXP SEMICONDUCTORS N V | NXPI | 7,655 | $1.6M | 0.57% |
| 21 | NETFLIX INC | NFLX | 1,548 | $1.4M | 0.50% |
| 22 | SPDR S&P 500 ETF TR | SPY | 2,276 | $1.3M | 0.48% |
| 23 | PALANTIR TECHNOLOGIES INC | PLTR | 17,500 | $1.3M | 0.48% |
| 24 | ALPHABET INC | GOOG | 6,640 | $1.3M | 0.46% |
| 25 | UNION PAC CORP | UNP | 5,285 | $1.2M | 0.44% |
| 26 | ARM HOLDINGS PLC | 042068205 | 9,725 | $1.2M | 0.43% |
| 27 | BLACKSTONE INC | BX | 6,175 | $1.1M | 0.38% |
| 28 | ORACLE CORP | ORCL-PD | 5,400 | $899,856 | 0.33% |
| 29 | SERVICENOW INC | NOW | 700 | $742,084 | 0.27% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 2,787 | $668,072 | 0.24% |
| 31 | ADVANCED MICRO DEVICES INC | AMD | 4,832 | $583,657 | 0.21% |
| 32 | NIKE INC | NKE | 7,302 | $552,542 | 0.20% |
| 33 | DIMENSIONAL ETF TRUST | 25434V401 | 7,420 | $473,025 | 0.17% |
| 34 | FEDEX CORP | FDX | 1,630 | $458,568 | 0.17% |
| 35 | OKLO INC | OKLO | 19,700 | $418,231 | 0.15% |
| 36 | PROSHARES TR | 74347R214 | 8,000 | $405,280 | 0.15% |
| 37 | QUALCOMM INC | QCOM | 2,236 | $343,494 | 0.12% |
| 38 | ENERGY TRANSFER L P | ET-PI | 15,500 | $303,645 | 0.11% |
| 39 | BLOCK INC | BSQKZ | 3,450 | $293,216 | 0.11% |
| 40 | DELTA AIR LINES INC DEL | DAL | 4,800 | $290,400 | 0.10% |
| 41 | DELL TECHNOLOGIES INC | DELL | 2,500 | $288,100 | 0.10% |
| 42 | JOHNSON & JOHNSON | JNJ | 1,947 | $281,575 | 0.10% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 395 | $226,185 | 0.08% |
| 44 | ACCENTURE PLC IRELAND | ACN | 600 | $211,074 | 0.08% |
| 45 | DISNEY WALT CO | 254687106 | 1,825 | $203,214 | 0.07% |
| 46 | COSTCO WHSL CORP NEW | 22160K105 | 220 | $201,579 | 0.07% |
| 47 | SELECT SECTOR SPDR TR | 81369Y407 | 895 | $200,793 | 0.07% |
| 48 | WAVE LIFE SCIENCES LTD | WVE | 10,000 | $123,700 | 0.04% |