13F HOLDINGS REPORT
Westwood Wealth Management
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001860
Total Value
$231.9M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 696,424 | $75.5M | 32.55% |
| 2 | APPLE INC | AAPL | 124,233 | $27.6M | 11.90% |
| 3 | META PLATFORMS INC | META | 36,480 | $21.0M | 9.07% |
| 4 | PROSHARES TR | 74347R206 | 137,765 | $12.2M | 5.28% |
| 5 | MICROSOFT CORP | MSFT | 29,879 | $11.2M | 4.84% |
| 6 | BROADCOM INC | AVGO | 59,900 | $10.0M | 4.32% |
| 7 | ALPHABET INC | GOOG | 62,277 | $9.6M | 4.15% |
| 8 | AMAZON COM INC | AMZN | 39,015 | $7.4M | 3.20% |
| 9 | PALO ALTO NETWORKS INC | PANW | 27,446 | $4.7M | 2.02% |
| 10 | DIREXION SHS ETF TR | 25459W862 | 32,875 | $4.6M | 1.99% |
| 11 | PALANTIR TECHNOLOGIES INC | PLTR | 52,450 | $4.4M | 1.91% |
| 12 | DIREXION SHS ETF TR | 25459W458 | 231,245 | $3.7M | 1.59% |
| 13 | VANECK ETF TRUST | 92189F676 | 16,515 | $3.5M | 1.51% |
| 14 | TESLA INC | TSLA | 13,220 | $3.4M | 1.48% |
| 15 | UBER TECHNOLOGIES INC | UBER | 42,925 | $3.1M | 1.35% |
| 16 | OKLO INC | OKLO | 110,500 | $2.4M | 1.03% |
| 17 | INVESCO QQQ TR | IVZ | 5,080 | $2.4M | 1.03% |
| 18 | ARM HOLDINGS PLC | 042068205 | 18,350 | $2.0M | 0.84% |
| 19 | ELI LILLY & CO | LLY | 2,310 | $1.9M | 0.82% |
| 20 | DIREXION SHS ETF TR | 25459W847 | 64,205 | $1.9M | 0.81% |
| 21 | ISHARES TR | 464287556 | 13,640 | $1.7M | 0.75% |
| 22 | SUPER MICRO COMPUTER INC | SMCI | 42,600 | $1.5M | 0.63% |
| 23 | NXP SEMICONDUCTORS N V | NXPI | 7,655 | $1.5M | 0.63% |
| 24 | NETFLIX INC | NFLX | 1,548 | $1.4M | 0.62% |
| 25 | ISHARES TR | 464287721 | 10,075 | $1.4M | 0.61% |
| 26 | SPDR S&P 500 ETF TR | SPY | 2,191 | $1.2M | 0.53% |
| 27 | UNION PAC CORP | UNP | 5,035 | $1.2M | 0.51% |
| 28 | ALPHABET INC | GOOG | 6,640 | $1.0M | 0.45% |
| 29 | ORACLE CORP | ORCL-PD | 6,975 | $975,175 | 0.42% |
| 30 | SERVICENOW INC | NOW | 1,150 | $915,561 | 0.39% |
| 31 | BLACKSTONE INC | BX | 6,175 | $863,142 | 0.37% |
| 32 | SALESFORCE INC | CRM | 3,152 | $845,871 | 0.36% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 2,787 | $683,651 | 0.29% |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 4,912 | $504,659 | 0.22% |
| 35 | NIKE INC | NKE | 7,302 | $463,531 | 0.20% |
| 36 | DIMENSIONAL ETF TRUST | 25434V401 | 7,420 | $448,762 | 0.19% |
| 37 | FEDEX CORP | FDX | 1,600 | $390,048 | 0.17% |
| 38 | PROSHARES TR | 74347R214 | 8,000 | $385,440 | 0.17% |
| 39 | QUALCOMM INC | QCOM | 2,236 | $343,472 | 0.15% |
| 40 | ENERGY TRANSFER L P | ET-PI | 17,400 | $323,466 | 0.14% |
| 41 | JOHNSON & JOHNSON | JNJ | 1,947 | $322,890 | 0.14% |
| 42 | DELL TECHNOLOGIES INC | DELL | 2,500 | $227,875 | 0.10% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 395 | $215,785 | 0.09% |
| 44 | DELTA AIR LINES INC DEL | DAL | 4,800 | $209,280 | 0.09% |
| 45 | COSTCO WHSL CORP NEW | 22160K105 | 220 | $208,072 | 0.09% |