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  Name: Westwood Wealth Management
  City: Los Angeles
  State: CA
  Zip: 90025
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $203,813,000
  Total Value Change : $74,216,000
  Securities Held Change : 3
   
All Securities Held : 36
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 18
  Unchanged Positions : 4
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 18     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $183.05 $27,908,000 162,748 13.69% -1,287,000 11,108 0.001    Personal Computers
   (FB)1 Year Chart         FB Meta Platforms Inc 3 - $476.20 $11,884,000 24,473 5.83% 9,707,000 18,322 0.001    Internet Service Prov...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 4 - $414.74 $11,208,000 26,639 5.5% 2,104,000 2,428 0    Application Software
   (QLD)1 Year Chart         QLD ProShares Ultra QQQ 5 - $85.77 $10,928,000 124,920 5.36% 1,528,000 1,240 0.367    Closed - End Fund - E...
   (SOXL)1 Year Chart         SOXL Direxion Shs Etf Trdaily Se... 6 - $41.03 $10,158,000 218,315 4.98% 10,158,000 218,315 1.964    Closed - End Fund - Debt
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 7 - $168.65 $9,478,000 62,800 4.65% 9,478,000 62,800 0.001    Search Engines & Info...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 8 - $1,332.80 $7,257,000 5,475 3.56% 1,899,000 675 0.001    Semiconductor- Broad...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 9 - $187.48 $6,173,000 34,221 3.03% 1,687,000 4,696 0    Internet Software & S...
   (TNA)1 Year Chart         TNA Direxion Daily Small Cap Bu... 10 - $38.28 $5,482,000 127,730 2.69% 3,237,000 70,825 0.589    Closed - End Fund - Debt
   (SPXL)1 Year Chart         SPXL Direxion Daily Large Cap Bu... 11 - $129.55 $4,550,000 33,950 2.23% 1,456,000 4,200 0.132    Closed - End Fund - Debt
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 12 - $297.47 $4,256,000 14,978 2.09% -146,000 50 0.005    Networking & Communic...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 13 - $66.99 $3,830,000 49,750 1.88% 955,000 3,050 0.003    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 15 - $261.73 $2,188,000 8,830 1.07% 332,000 750 0.003    Semiconductor- Broad...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 16 - $442.06 $1,840,000 4,145 0.9% 360,000 530 0.001    Closed - End Fund - Debt
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 17 - $133.40 $1,712,000 12,475 0.84% 569,000 4,060 0.018    Closed - End Fund - E...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 24 - $151.92 $772,000 4,279 0.38% 772,000 4,279 0    Semiconductor- Broad...
   (NFLX)1 Year Chart         NFLX Netflix Inc 27 - $610.87 $619,000 1,020 0.3% 374,000 517 0    Music & Video Stores
   (NOW)1 Year Chart         NOW Servicenow, Inc. 30 - $729.79 $457,000 600 0.22% 86,000 75 0    Information Technolog...

      18 Records Found
  1    
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