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  Name: Westwood Wealth Management
  City: Los Angeles
  State: CA
  Zip: 90025
   
Achive data
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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 :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 39     View All Holdings Currently Viewing:  ALL     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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $898.78 $67,590,000 74,804 % 29,831,000 -1,443 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $183.05 $27,908,000 162,748 % -1,287,000 11,108 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $476.20 $11,884,000 24,473 % 9,707,000 18,322 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $414.74 $11,208,000 26,639 % 2,104,000 2,428 0    N/A
   (QLD)1 Year Chart         QLD ProShares Ultra QQQ - $85.77 $10,928,000 124,920 % 1,528,000 1,240 0    N/A
   (SOXL)1 Year Chart         SOXL Direxion Shs Etf Trdaily Se... - $41.03 $10,158,000 218,315 % 10,158,000 218,315 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $168.65 $9,478,000 62,800 % 9,478,000 62,800 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited - $1,332.80 $7,257,000 5,475 % 1,899,000 675 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $187.48 $6,173,000 34,221 % 1,687,000 4,696 0    N/A
   (TNA)1 Year Chart         TNA Direxion Daily Small Cap Bu... - $38.28 $5,482,000 127,730 % 3,237,000 70,825 0    N/A
   (SPXL)1 Year Chart         SPXL Direxion Daily Large Cap Bu... - $129.55 $4,550,000 33,950 % 1,456,000 4,200 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc - $297.47 $4,256,000 14,978 % -146,000 50 0    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc - $66.99 $3,830,000 49,750 % 955,000 3,050 0    N/A
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... - $208.63 $3,553,000 15,790 % 757,000 -200 0    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV - $261.73 $2,188,000 8,830 % 332,000 750 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $442.06 $1,840,000 4,145 % 360,000 530 0    N/A
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech - $133.40 $1,712,000 12,475 % 569,000 4,060 0    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector - $133.97 $1,628,000 12,055 % 46,000 -830 0    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp - $247.40 $1,361,000 5,535 % -8,000 -40 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co New $760.00 $1,256,000 1,615 % 1,256,000 1,615 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $520.84 $1,177,000 2,251 % -62,000 -355 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B - $90.94 $1,029,000 10,952 % -160,000 0 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $170.29 $1,011,000 6,640 % 2,000 -520 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc - $151.92 $772,000 4,279 % 772,000 4,279 0    N/A
   (FDX)1 Year Chart         FDX Fedex Corp - $265.73 $706,000 2,435 % 65,000 -100 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co - $105.79 $657,000 5,370 % 154,000 -200 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc - $610.87 $619,000 1,020 % 374,000 517 0    N/A
   (BIB)1 Year Chart         BIB Proshares Ultra Nasdaq Biot... New $54.47 $575,000 10,000 % 575,000 10,000 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $198.77 $558,000 2,787 % 67,000 -100 0    N/A
   (NOW)1 Year Chart         NOW Servicenow, Inc. - $729.79 $457,000 600 % 86,000 75 0    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf - $56.68 $423,000 7,420 % 38,000 0 0    N/A
   (SQ)1 Year Chart         SQ Square Inc - $71.31 $386,000 4,560 % -241,000 -3,550 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc - $182.08 $374,000 2,208 % -72,000 -875 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $149.91 $363,000 2,297 % 3,000 0 0    N/A
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP - $15.94 $236,000 15,000 % 29,000 0 0    N/A
   (DAL)1 Year Chart         DAL Delta Air Lines Inc New $46.55 $230,000 4,800 % 230,000 4,800 0.001    Major Airlines
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc Closed $221.50 $0 0 0% -291,000 -1,125 0    Biotechnology
   (GM)1 Year Chart         GM General Motors Co Closed $42.66 $0 0 0% -333,000 -9,265 0    Auto Manufacturers
   (BX)1 Year Chart         BX Blackstone Group LP Closed $120.62 $0 0 0% -939,000 -7,175 0    Asset Management

      39 Records Found
  1    
Page 1 of 1
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