$112 Million is the total value of Westwood Wealth Management's 44 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QLD | Buy | PROSHARES TR | $6,025,779 | +62.4% | 121,561 | +14.8% | 5.37% | +20.5% |
| SOXL | Buy | DIREXION SHS ETF TRdly scond 3xbu | $3,110,360 | +243.3% | 169,965 | +81.4% | 2.77% | +154.8% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,927,789 | +44.3% | 14,658 | +0.8% | 2.61% | +7.0% |
| NVDA | Buy | NVIDIA CORPORATIONcall | $2,777,700 | +9403.6% | 10,000 | +4900.0% | 2.48% | +6971.4% |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $2,281,387 | +35.3% | 31,175 | +14.8% | 2.03% | +0.3% |
| TNA | Buy | DIREXION SHS ETF TRdly smcap bull3x | $1,807,464 | +74.4% | 56,115 | +71.7% | 1.61% | +29.4% |
| FB | New | META PLATFORMS INCcall | $1,059,700 | – | 5,000 | +100.0% | 0.94% | – |
| AMZN | New | AMAZON COM INCcall | $1,032,900 | – | 10,000 | +100.0% | 0.92% | – |
| FB | New | META PLATFORMS INCcl a | $583,895 | – | 2,755 | +100.0% | 0.52% | – |
| QCOM | Buy | QUALCOMM INC | $520,909 | +40.1% | 4,083 | +20.7% | 0.46% | +3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 29.7% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 22.9% |
| ALPHABET INC | 8 | Q3 2023 | 12.4% |
| MICROSOFT CORP | 8 | Q3 2023 | 7.5% |
| PROSHARES TR | 8 | Q3 2023 | 5.6% |
| AMAZON COM INC | 8 | Q3 2023 | 6.3% |
| PALO ALTO NETWORKS INC | 8 | Q3 2023 | 2.7% |
| DIREXION SHS ETF TR | 8 | Q3 2023 | 2.0% |
| ISHARES TR | 8 | Q3 2023 | 1.9% |
| UBER TECHNOLOGIES INC | 8 | Q3 2023 | 1.5% |
View Westwood Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
View Westwood Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.