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Name: |
Westwood Wealth Management |
City: |
Los Angeles |
State: |
CA |
Zip: |
90025 |
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Holdings
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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 |
- |
$898.78 |
$67,590,000 |
74,804 |
33.16% |
29,831,000 |
-1,443 |
0.003 |
Semiconductor - Speci... |
|
AAPL |
Apple Inc |
2 |
- |
$183.05 |
$27,908,000 |
162,748 |
13.69% |
-1,287,000 |
11,108 |
0.001 |
Personal Computers |
|
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 |
Microsoft Corp |
4 |
- |
$414.74 |
$11,208,000 |
26,639 |
5.5% |
2,104,000 |
2,428 |
0 |
Application Software |
|
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 |
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 |
Alphabet Inc |
7 |
- |
$168.65 |
$9,478,000 |
62,800 |
4.65% |
9,478,000 |
62,800 |
0.001 |
Search Engines & Info... |
|
AVGO |
Broadcom Limited |
8 |
- |
$1,332.80 |
$7,257,000 |
5,475 |
3.56% |
1,899,000 |
675 |
0.001 |
Semiconductor- Broad... |
|
AMZN |
Amazon.com Inc |
9 |
- |
$187.48 |
$6,173,000 |
34,221 |
3.03% |
1,687,000 |
4,696 |
0 |
Internet Software & S... |
|
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 |
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 |
Palo Alto Networks Inc |
12 |
- |
$297.47 |
$4,256,000 |
14,978 |
2.09% |
-146,000 |
50 |
0.005 |
Networking & Communic... |
|
UBER |
Uber Technologies, Inc |
13 |
- |
$66.99 |
$3,830,000 |
49,750 |
1.88% |
955,000 |
3,050 |
0.003 |
N/A |
|
SMH |
Vaneck Vectors Semiconducto... |
14 |
- |
$208.63 |
$3,553,000 |
15,790 |
1.74% |
757,000 |
-200 |
0.018 |
N/A |
|
NXPI |
NXP Semiconductors NV |
15 |
- |
$261.73 |
$2,188,000 |
8,830 |
1.07% |
332,000 |
750 |
0.003 |
Semiconductor- Broad... |
|
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 |
iShares Tr Nasdaq Biotech |
17 |
- |
$133.40 |
$1,712,000 |
12,475 |
0.84% |
569,000 |
4,060 |
0.018 |
Closed - End Fund - E... |
|
IYW |
iShares Trust DJ US Sector |
18 |
- |
$133.97 |
$1,628,000 |
12,055 |
0.8% |
46,000 |
-830 |
0.006 |
Closed - End Fund - E... |
|
UNP |
Union Pacific Corp |
19 |
- |
$247.40 |
$1,361,000 |
5,535 |
0.67% |
-8,000 |
-40 |
0.001 |
Railroads |
|
LLY |
Eli Lilly & Co |
20 |
New |
$760.00 |
$1,256,000 |
1,615 |
0.62% |
1,256,000 |
1,615 |
0 |
Drug Manufacturers - ... |
|
SPY |
Standard & Poors Depository... |
21 |
- |
$520.84 |
$1,177,000 |
2,251 |
0.58% |
-62,000 |
-355 |
0 |
Closed - End Fund - E... |
|
NKE |
Nike Inc B |
22 |
- |
$90.94 |
$1,029,000 |
10,952 |
0.5% |
-160,000 |
0 |
0.001 |
Textile - Apparel Foo... |
|
GOOG |
Alphabet Inc |
23 |
- |
$170.29 |
$1,011,000 |
6,640 |
0.5% |
2,000 |
-520 |
0 |
Search Engines & Info... |
|
AMD |
Advanced Micro Devices Inc |
24 |
- |
$151.92 |
$772,000 |
4,279 |
0.38% |
772,000 |
4,279 |
0 |
Semiconductor- Broad... |
|
FDX |
Fedex Corp |
25 |
- |
$265.73 |
$706,000 |
2,435 |
0.35% |
65,000 |
-100 |
0.001 |
AirDelivery & Freight... |
|
DIS |
Walt Disney Co |
26 |
- |
$105.79 |
$657,000 |
5,370 |
0.32% |
154,000 |
-200 |
0 |
Entertainment - Diver... |
|
NFLX |
Netflix Inc |
27 |
- |
$610.87 |
$619,000 |
1,020 |
0.3% |
374,000 |
517 |
0 |
Music & Video Stores |
|
BIB |
Proshares Ultra Nasdaq Biot... |
28 |
New |
$54.47 |
$575,000 |
10,000 |
0.28% |
575,000 |
10,000 |
0.37 |
N/A |
|
JPM |
JP Morgan Chase & Co |
29 |
- |
$198.77 |
$558,000 |
2,787 |
0.27% |
67,000 |
-100 |
0 |
Domestic Money Center... |
|
NOW |
Servicenow, Inc. |
30 |
- |
$729.79 |
$457,000 |
600 |
0.22% |
86,000 |
75 |
0 |
Information Technolog... |
|
DFUS |
Dimensional U S Equity Etf |
31 |
- |
$56.68 |
$423,000 |
7,420 |
0.21% |
38,000 |
0 |
0.001 |
N/A |
|
SQ |
Square Inc |
32 |
- |
$71.31 |
$386,000 |
4,560 |
0.19% |
-241,000 |
-3,550 |
0.001 |
N/A |
|
QCOM |
QUALCOMM Inc |
33 |
- |
$182.08 |
$374,000 |
2,208 |
0.18% |
-72,000 |
-875 |
0 |
Communication Equipment |
|
JNJ |
Johnson & Johnson |
34 |
- |
$149.91 |
$363,000 |
2,297 |
0.18% |
3,000 |
0 |
0 |
Drug Manufacturers - ... |
|
ETE |
Energy Transfer Equity LP |
35 |
- |
$15.94 |
$236,000 |
15,000 |
0.12% |
29,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
|
DAL |
Delta Air Lines Inc |
36 |
New |
$46.55 |
$230,000 |
4,800 |
0.11% |
230,000 |
4,800 |
0.001 |
Major Airlines |
|
BIIB |
Biogen Idec Inc |
39 |
Closed |
$221.50 |
$0 |
0 |
0% |
-291,000 |
-1,125 |
0 |
Biotechnology |
|
GM |
General Motors Co |
38 |
Closed |
$42.66 |
$0 |
0 |
0% |
-333,000 |
-9,265 |
0 |
Auto Manufacturers |
|
BX |
Blackstone Group LP |
37 |
Closed |
$120.62 |
$0 |
0 |
0% |
-939,000 |
-7,175 |
0 |
Asset Management |
|