Filer Name: WESTWOOD WEALTH MANAGEMENT
CIK: 1861125
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 48
Portfolio Value: $0.28B

Westwood Wealth Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 776,170 $104M 37.65% -0.8% -
AAPL US APPLE INC 135,158 $34M 12.23% -5.2% -
META US META PLATFORMS INC-CLASS A 31,740 $19M 6.71% 1.0% -
QLD US PROSHARES ULTRA QQQ 133,365 $14M 5.21% 1.1% -
AVGO US BROADCOM INC 58,750 $14M 4.92% -1.3% -
MSFT US MICROSOFT CORP 29,194 $12M 4.45% -4.1% -
GOOGL US ALPHABET INC-CL A 62,212 $12M 4.25% 0.0% -
AMZN US AMAZON.COM INC 35,765 $8M 2.83% 1.6% -
TSLA US TESLA INC 15,560 $6M 2.27% 1334.1% -
SOXL US DIREXION DAILY SEMI BULL 3X 228,445 $6M 2.25% -11.0% -
SPXL US DIREXION DLY S&P 500 BULL 3X 33,475 $6M 2.04% -1.5% -
PANW US PALO ALTO NETWORKS INC 27,346 $5M 1.80% 99.9% -
TNA US DIREXION DLY SM CAP BULL 3X 95,205 $4M 1.44% 2.3% -
SMH US VANECK SEMICONDUCTOR ETF 15,790 $4M 1.38% - -
QQQ US INVESCO QQQ TRUST SERIES 1 5,170 $3M 0.95% 5.1% -
UBER US UBER TECHNOLOGIES INC 41,575 $3M 0.91% 0.7% -
IYW US ISHARES USTECHNOLOGY ETF 11,725 $2M 0.68% -0.4% -
LLY US ELI LILLY & CO 2,410 $2M 0.67% -17.2% -
IBB US ISHARES BIOTECHNOLOGY ETF 13,740 $2M 0.66% -5.2% -
NXPI US NXP SEMICONDUCTORS NV 7,655 $2M 0.57% -13.3% -
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