| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -13,000 | -100.0% | -0.12% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -3,720 | -100.0% | -0.14% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -578 | -100.0% | -0.14% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -1,175 | -100.0% | -0.20% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -10,040 | -100.0% | -0.22% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -7,420 | -100.0% | -0.23% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -625 | -100.0% | -0.23% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -8,470 | -100.0% | -0.25% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,597 | -100.0% | -0.27% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -4,279 | -100.0% | -0.29% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -4,083 | -100.0% | -0.30% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -5,890 | -100.0% | -0.32% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,812 | -100.0% | -0.37% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -7,130 | -100.0% | -0.41% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -2,640 | -100.0% | -0.46% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -7,150 | -100.0% | -0.51% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -7,160 | -100.0% | -0.62% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -8,555 | -100.0% | -0.69% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -10,952 | -100.0% | -0.69% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,656 | -100.0% | -0.75% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -5,825 | -100.0% | -0.78% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -4,111 | -100.0% | -0.82% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -3,665 | -100.0% | -0.87% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -12,895 | -100.0% | -0.90% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -8,005 | -100.0% | -1.06% | – |
| TNA | Exit | DIREXION SHS ETF TRdly smcap bull3x | $0 | – | -56,645 | -100.0% | -1.08% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -49,725 | -100.0% | -1.51% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -16,340 | -100.0% | -1.57% | – |
| SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -30,700 | -100.0% | -1.59% | – |
| AAPL | Exit | APPLE INCcall | $0 | – | -20,000 | -100.0% | -2.26% | – |
| SOXL | Exit | DIREXION SHS ETF TRdly scond 3xbu | $0 | – | -188,290 | -100.0% | -2.35% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -15,168 | -100.0% | -2.35% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -4,350 | -100.0% | -2.39% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -31,025 | -100.0% | -2.61% | – |
| QLD | Exit | PROSHARES TR | $0 | – | -123,536 | -100.0% | -4.85% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -24,476 | -100.0% | -5.11% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -90,765 | -100.0% | -7.86% | – |
| NVDA | Exit | NVIDIA CORPORATIONcall | $0 | – | -46,000 | -100.0% | -13.24% | – |
| AAPL | Exit | APPLE INC | $0 | – | -152,504 | -100.0% | -17.27% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -77,617 | -100.0% | -22.33% | – |
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 | 2024-05-01 |
| 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.