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Name: |
Westwood Wealth Management |
City: |
Los Angeles |
State: |
CA |
Zip: |
90025 |
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data |
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Holdings
Found :
11 |
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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... |
|
SMH |
Vaneck Vectors Semiconducto... |
14 |
- |
$208.63 |
$3,553,000 |
15,790 |
1.74% |
757,000 |
-200 |
0.018 |
N/A |
|
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... |
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UNP |
Union Pacific Corp |
19 |
- |
$247.40 |
$1,361,000 |
5,535 |
0.67% |
-8,000 |
-40 |
0.001 |
Railroads |
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SPY |
Standard & Poors Depository... |
21 |
- |
$520.84 |
$1,177,000 |
2,251 |
0.58% |
-62,000 |
-355 |
0 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
23 |
- |
$170.29 |
$1,011,000 |
6,640 |
0.5% |
2,000 |
-520 |
0 |
Search Engines & Info... |
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FDX |
Fedex Corp |
25 |
- |
$265.73 |
$706,000 |
2,435 |
0.35% |
65,000 |
-100 |
0.001 |
AirDelivery & Freight... |
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DIS |
Walt Disney Co |
26 |
- |
$105.79 |
$657,000 |
5,370 |
0.32% |
154,000 |
-200 |
0 |
Entertainment - Diver... |
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JPM |
JP Morgan Chase & Co |
29 |
- |
$198.77 |
$558,000 |
2,787 |
0.27% |
67,000 |
-100 |
0 |
Domestic Money Center... |
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SQ |
Square Inc |
32 |
- |
$71.31 |
$386,000 |
4,560 |
0.19% |
-241,000 |
-3,550 |
0.001 |
N/A |
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QCOM |
QUALCOMM Inc |
33 |
- |
$182.08 |
$374,000 |
2,208 |
0.18% |
-72,000 |
-875 |
0 |
Communication Equipment |
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