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| Name: |
Westwood Wealth Management |
| City: |
Los Angeles |
| State: |
CA |
| Zip: |
90025 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$877.35 |
$37,759,000 |
76,247 |
29.14% |
3,996,000 |
-1,370 |
0.003 |
Semiconductor - Speci... |
|
|
AAPL |
Apple Inc |
2 |
- |
$169.30 |
$29,195,000 |
151,640 |
22.53% |
3,085,000 |
-864 |
0.001 |
Personal Computers |
|
|
QLD |
ProShares Ultra QQQ |
3 |
- |
$81.83 |
$9,400,000 |
123,680 |
7.25% |
2,068,000 |
144 |
0.363 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
4 |
- |
$406.32 |
$9,104,000 |
24,211 |
7.02% |
1,376,000 |
-265 |
0 |
Application Software |
|
|
AVGO |
Broadcom Limited |
5 |
- |
$1,344.07 |
$5,358,000 |
4,800 |
4.13% |
1,745,000 |
450 |
0.001 |
Semiconductor- Broad... |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$179.62 |
$4,486,000 |
29,525 |
3.46% |
542,000 |
-1,500 |
0 |
Internet Software & S... |
|
|
PANW |
Palo Alto Networks Inc |
7 |
- |
$291.42 |
$4,402,000 |
14,928 |
3.4% |
846,000 |
-240 |
0.005 |
Networking & Communic... |
|
|
SPXL |
Direxion Daily Large Cap Bu... |
8 |
- |
$121.14 |
$3,094,000 |
29,750 |
2.39% |
693,000 |
-950 |
0.116 |
Closed - End Fund - Debt |
|
|
UBER |
Uber Technologies, Inc |
9 |
- |
$69.05 |
$2,875,000 |
46,700 |
2.22% |
588,000 |
-3,025 |
0.003 |
N/A |
|
|
SMH |
Vaneck Vectors Semiconducto... |
10 |
- |
$208.63 |
$2,796,000 |
15,990 |
2.16% |
427,000 |
-350 |
0.018 |
N/A |
|
|
TNA |
Direxion Daily Small Cap Bu... |
11 |
- |
$35.33 |
$2,245,000 |
56,905 |
1.73% |
617,000 |
260 |
0.262 |
Closed - End Fund - Debt |
|
|
FB |
Meta Platforms Inc |
12 |
- |
$443.29 |
$2,177,000 |
6,151 |
1.68% |
943,000 |
2,040 |
0 |
Internet Service Prov... |
|
|
NXPI |
NXP Semiconductors NV |
13 |
- |
$242.70 |
$1,856,000 |
8,080 |
1.43% |
256,000 |
75 |
0.003 |
Semiconductor- Broad... |
|
|
IYW |
iShares Trust DJ US Sector |
14 |
- |
$130.95 |
$1,582,000 |
12,885 |
1.22% |
229,000 |
-10 |
0.006 |
Closed - End Fund - E... |
|
|
QQQ |
Invesco QQQ Trust Series I |
15 |
- |
$431.00 |
$1,480,000 |
3,615 |
1.14% |
167,000 |
-50 |
0.001 |
Closed - End Fund - Debt |
|
|
UNP |
Union Pacific Corp |
16 |
- |
$242.79 |
$1,369,000 |
5,575 |
1.06% |
183,000 |
-250 |
0.001 |
Railroads |
|
|
SPY |
Standard & Poors Depository... |
17 |
- |
$508.26 |
$1,239,000 |
2,606 |
0.96% |
104,000 |
-50 |
0 |
Closed - End Fund - E... |
|
|
NKE |
Nike Inc B |
18 |
- |
$94.12 |
$1,189,000 |
10,952 |
0.92% |
142,000 |
0 |
0.001 |
Textile - Apparel Foo... |
|
|
IBB |
iShares Tr Nasdaq Biotech |
19 |
- |
$126.49 |
$1,143,000 |
8,415 |
0.88% |
97,000 |
-140 |
0.012 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
20 |
- |
$173.69 |
$1,009,000 |
7,160 |
0.78% |
65,000 |
0 |
0 |
Search Engines & Info... |
|
|
BX |
Blackstone Group LP |
21 |
- |
$122.49 |
$939,000 |
7,175 |
0.72% |
173,000 |
25 |
0.001 |
Asset Management |
|
|
FDX |
Fedex Corp |
22 |
- |
$265.84 |
$641,000 |
2,535 |
0.49% |
-58,000 |
-105 |
0.001 |
AirDelivery & Freight... |
|
|
SQ |
Square Inc |
23 |
- |
$74.48 |
$627,000 |
8,110 |
0.48% |
252,000 |
-360 |
0.002 |
N/A |
|
|
DIS |
Walt Disney Co |
24 |
- |
$112.73 |
$503,000 |
5,570 |
0.39% |
26,000 |
-320 |
0 |
Entertainment - Diver... |
|
|
JPM |
JP Morgan Chase & Co |
25 |
- |
$193.49 |
$491,000 |
2,887 |
0.38% |
-62,000 |
-925 |
0 |
Domestic Money Center... |
|
|
QCOM |
QUALCOMM Inc |
26 |
- |
$165.66 |
$446,000 |
3,083 |
0.34% |
-7,000 |
-1,000 |
0 |
Communication Equipment |
|
|
DFUS |
Dimensional U S Equity Etf |
27 |
- |
$55.36 |
$385,000 |
7,420 |
0.3% |
40,000 |
0 |
0.001 |
N/A |
|
|
NOW |
Servicenow, Inc. |
28 |
- |
$723.55 |
$371,000 |
525 |
0.29% |
22,000 |
-100 |
0 |
Information Technolog... |
|
|
JNJ |
Johnson & Johnson |
29 |
- |
$146.14 |
$360,000 |
2,297 |
0.28% |
-44,000 |
-300 |
0 |
Drug Manufacturers - ... |
|
|
GM |
General Motors Co |
30 |
- |
$42.66 |
$333,000 |
9,265 |
0.26% |
2,000 |
-775 |
0.001 |
Auto Manufacturers |
|
|
BIIB |
Biogen Idec Inc |
31 |
- |
$208.90 |
$291,000 |
1,125 |
0.22% |
-11,000 |
-50 |
0.001 |
Biotechnology |
|
|
NFLX |
Netflix Inc |
32 |
- |
$561.23 |
$245,000 |
503 |
0.19% |
27,000 |
-75 |
0 |
Music & Video Stores |
|
|
ETE |
Energy Transfer Equity LP |
33 |
- |
$15.96 |
$207,000 |
15,000 |
0.16% |
25,000 |
2,000 |
0.001 |
Oil & Gas Pipelines &... |
|
|
SOXL |
Direxion Shs Etf Trdaily Se... |
36 |
Closed |
$39.80 |
$0 |
0 |
0% |
-3,553,000 |
-188,290 |
0 |
Closed - End Fund - Debt |
|
|
BABA |
Alibaba Group Holding Limited |
35 |
Closed |
$75.55 |
$0 |
0 |
0% |
-618,000 |
-7,130 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
34 |
Closed |
$157.40 |
$0 |
0 |
0% |
-440,000 |
-4,279 |
0 |
Semiconductor- Broad... |
|
|
PYPL |
Paypal Holdings, Inc. |
38 |
Closed |
$65.96 |
$0 |
0 |
0% |
-217,000 |
-3,720 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
37 |
Closed |
$171.95 |
$0 |
0 |
0% |
-11,878,000 |
-90,765 |
0 |
Search Engines & Info... |
|
