Fund HoldingsWestwood Wealth Management

Total Portfolio Value
$231.92M
Total Bought
$24.16M
Total Sold
$43.06M
Net Transaction
-$18.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)17,50052,450+34,9501,3244,4271.91%+3,103
META PLATFORMS INC(META)31,74036,480+4,74018,58421,0269.07%+2,442
OKLO INC(OKLO)19,700110,500+90,8004182,3901.03%+1,972
SUPER MICRO COMPUTER INC(SMCI)042,600+42,60001,4590.63%+1,459
SALESFORCE INC(CRM)03,152+3,15208460.36%+846
ARM HOLDINGS PLC9,72518,350+8,6251,2001,9600.84%+760
UBER TECHNOLOGIES INC(UBER)41,57542,925+1,3502,5083,1281.35%+620
SERVICENOW INC(NOW)7001,150+4507429160.39%+173
ORACLE CORP(ORCL)5,4006,975+1,5759009750.42%+75
NETFLIX INC(NFLX)1,5481,54801,3801,4440.62%+64
ELI LILLY & CO(LLY)2,4102,310-1001,8611,9080.82%+47
JOHNSON & JOHNSON(JNJ)1,9471,94702823230.14%+41
ENERGY TRANSFER L P(ET)15,50017,400+1,9003043230.14%+20
JPMORGAN CHASE & CO.(JPM)2,7872,78706686840.29%+16
COSTCO WHSL CORP NEW(COST)22022002022080.09%+6
QUALCOMM INC(QCOM)2,2362,23603433430.15%-0
GOLDMAN SACHS GROUP INC(GS)39539502262160.09%-10
UNION PAC CORP(UNP)5,2855,035-2501,2051,1890.51%-16
PROSHARES TR
PSHS ULT NASB
8,0008,00004053850.17%-20
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,4207,42004734490.19%-24
DELL TECHNOLOGIES INC(DELL)2,5002,50002882280.10%-60
FEDEX CORP(FDX)1,6301,600-304593900.17%-69
ISHARES TR13,74013,640-1001,8171,7450.75%-72
ADVANCED MICRO DEVICES INC(AMD)4,8324,912+805845050.22%-79
DELTA AIR LINES INC DEL(DAL)4,8004,80002902090.09%-81
NIKE INC(NKE)7,3027,30205534640.20%-89
SPDR S&P 500 ETF TR(SPY)2,2762,191-851,3341,2260.53%-108
WAVE LIFE SCIENCES LTD(WVE)10,0000-10,0001240-124
NXP SEMICONDUCTORS N V
COM
7,6557,65501,5911,4550.63%-136
SELECT SECTOR SPDR TR
ST STR DISCR ETF
8950-8952010-201
BLACKSTONE INC(BX)6,1756,17501,0658630.37%-202
DISNEY WALT CO(DIS)1,8250-1,8252030-203
ACCENTURE PLC IRELAND
SHS CLASS A
6000-6002110-211
ALPHABET INC(GOOG)6,6406,64001,2651,0370.45%-227
INVESCO QQQ TR5,1705,080-902,6432,3821.03%-261
PALO ALTO NETWORKS INC(PANW)27,34627,446+1004,9764,6832.02%-292
BLOCK INC(XYZ)3,4500-3,4502930-293
VANECK ETF TRUST
SEMICONDUCTR ETF
15,79016,515+7253,8243,4921.51%-331
AMAZON COM INC(AMZN)35,76539,015+3,2507,8467,4233.20%-423
ISHARES TR11,72510,075-1,6501,8701,4150.61%-455
DIREXION SHS ETF TR
DA 500 BU 3X ETF
33,47532,875-6005,6474,6151.99%-1,032
MICROSOFT CORP(MSFT)29,19429,879+68512,30511,2164.84%-1,089
DIREXION SHS ETF TR
DAILY SMALL CAP
95,20564,205-31,0003,9871,8790.81%-2,109
ALPHABET INC(GOOG)62,21262,277+6511,7779,6314.15%-2,146
PROSHARES TR
PSHS ULTRA QQQ
133,365137,765+4,40014,43512,2455.28%-2,191
DIREXION SHS ETF TR
DAI SEM BUL ETF
228,445231,245+2,8006,2393,6881.59%-2,550
TESLA INC(TSLA)15,56013,220-2,3406,2843,4261.48%-2,858
BROADCOM INC(AVGO)58,75059,900+1,15013,62110,0294.32%-3,592
APPLE INC(AAPL)135,158124,233-10,92533,84627,59611.90%-6,250
NVIDIA CORPORATION(NVDA)776,170696,424-79,746104,23275,47832.55%-28,753
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