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Westwood Wealth Management

Q4 2022 Holdings

Filed 2023-02-14 | 44 holdings | $83.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc(AAPL)COM037833100$21.9M168,92726.4%
Nvidia Corporation(NVDA)COM67066G104$11.6M79,49614.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$8.8M99,56610.6%
Microsoft Corp(MSFT)COM594918104$6.2M25,9167.5%
Proshares TR(QLD)PSHS ULTRA QQQ74347R206$3.7M105,8614.5%
Amazon COM Inc(AMZN)COM023135106$3.0M35,8463.6%
Vaneck ETF Trust(SMH)SEMICONDUCTR ETF92189F676$2.1M10,3902.5%
Palo Alto Networks Inc(PANW)COM697435105$2.0M14,5422.4%
Direxion SHS ETF TR(SPXL)DRX S&P500BULL25459W862$1.7M27,1502.0%
Union PAC Corp(UNP)COM907818108$1.4M6,8351.7%
Nike Inc(NKE)CL B654106103$1.4M11,5671.6%
NXP Semiconductors N V(NXPI)COMN6596X109$1.3M8,4251.6%
Ishares TR(IBB)ISHARES BIOTECH464287556$1.3M9,5911.5%
JPMorgan Chase & Co(JPM)COM46625H100$1.2M8,8871.4%
Uber Technologies Inc(UBER)COM90353T100$1.2M46,9701.4%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.1M2,8191.3%
Direxion SHS ETF TR(TNA)DLY SMCAP BULL3X25459W847$1.0M32,6901.2%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$1.0M11,4131.2%
Ishares TR(IYW)U.S. TECH ETF464287721$969.5K13,0151.2%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$941.3K3,5351.1%
Direxion SHS ETF TR(SOXL)DLY SCOND 3XBU25459W458$906.0K93,6901.1%
Disney Walt Co(DIS)COM254687106$790.6K9,1000.9%
Alphabet Inc(GOOG)CAP STK CL C02079K107$754.2K8,5000.9%
Block Inc(XYZ)CL A852234103$691.9K11,0100.8%
Johnson & Johnson(JNJ)COM478160104$661.9K3,7470.8%
Blackstone Inc(BX)COM09260D107$649.2K8,7500.8%
Fedex Corp(FDX)COM31428X106$538.7K3,1100.6%
Paypal Hldgs Inc(PYPL)COM70450Y103$504.6K7,0850.6%
Goldman Sachs Group Inc(GS)COM38141G104$451.5K1,3150.5%
Pfizer Inc(PFE)COM717081103$439.4K8,5760.5%
General Mtrs Co(GM)COM37045V100$383.3K11,3950.5%
Qualcomm Inc(QCOM)COM747525103$371.9K3,3830.4%
Biogen Inc(BIIB)COM09062X103$362.8K1,3100.4%
Moderna Inc(MRNA)COM60770K107$341.3K1,9000.4%
Dimensional ETF Trust(DFUS)US EQUITY ETF25434V401$308.7K7,4200.4%
Advanced Micro Devices Inc(AMD)COM007903107$282.7K4,3650.3%
Servicenow Inc(NOW)COM81762P102$242.7K6250.3%
Toyota Motor Corp(TM)ADS892331307$204.9K1,5000.2%
Spdr SER TR(SDY)S&P DIVID ETF78464A763$202.1K1,6150.2%
Energy Transfer L P(ET)COM UT LTD PTN29273V100$154.3K13,0000.2%
Snap Inc(SNAP)CL A83304A106$107.0K11,9600.1%
Nvidia Corporation(NVDA)CallCOM67066G104$29.2K2000.0%
Apple Inc(AAPL)CallCOM037833100$13.0K1000.0%
Direxion SHS ETF TR(SOXL)CallDLY SCOND 3XBU25459W458$9671000.0%