Fund HoldingsWestwood Wealth Management

Total Portfolio Value
$297.65M
Total Bought
$21.08M
Total Sold
$60.09M
Net Transaction
-$39.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)696,424665,325-31,09975,478105,11535.31%+29,636
BROADCOM INC(AVGO)59,90059,375-52510,02916,3675.50%+6,338
PROSHARES TR
PSHS ULTRA QQQ
137,765148,615+10,85012,24517,4935.88%+5,249
META PLATFORMS INC(META)36,48034,794-1,68621,02625,6818.63%+4,655
PALANTIR TECHNOLOGIES INC(PLTR)52,45061,778+9,3284,4278,4222.83%+3,995
DIREXION SHS ETF TR
DAI SEM BUL ETF
231,245304,070+72,8253,6887,6352.57%+3,947
MICROSOFT CORP(MSFT)29,87929,617-26211,21614,7324.95%+3,516
OKLO INC(OKLO)110,500105,250-5,2502,3905,8931.98%+3,503
ALPHABET INC(GOOG)62,27768,037+5,7609,63111,9904.03%+2,360
DIREXION SHS ETF TR
DA 500 BU 3X ETF
32,87534,025+1,1504,6155,9041.98%+1,289
ISHARES TR013,500+13,50001,1190.38%+1,119
AMAZON COM INC(AMZN)39,01538,201-8147,4238,3812.82%+958
VANECK ETF TRUST
SEMICONDUCTR ETF
16,51515,815-7003,4924,4101.48%+918
UBER TECHNOLOGIES INC(UBER)42,92541,575-1,3503,1283,8791.30%+751
PALO ALTO NETWORKS INC(PANW)27,44626,346-1,1004,6835,3911.81%+708
ARM HOLDINGS PLC18,35016,100-2,2501,9602,6040.87%+644
NETFLIX INC(NFLX)1,5481,554+61,4442,0810.70%+637
ORACLE CORP(ORCL)6,9757,075+1009751,5470.52%+572
INVESCO QQQ TR5,0805,340+2602,3822,9460.99%+564
ISHARES TR10,0759,995-801,4151,7320.58%+317
VANGUARD INDEX FDS0528+52803000.10%+300
SERVICENOW INC(NOW)1,1501,180+309161,2130.41%+298
BLOCK INC(XYZ)03,450+3,45002340.08%+234
NXP SEMICONDUCTORS N V
COM
7,6557,65501,4551,6730.56%+218
DISNEY WALT CO(DIS)01,725+1,72502140.07%+214
JPMORGAN CHASE & CO.(JPM)2,7872,902+1156848410.28%+158
ALPHABET INC(GOOG)6,6406,677+371,0371,1840.40%+147
SPDR S&P 500 ETF TR(SPY)2,1912,186-51,2261,3510.45%+125
DELL TECHNOLOGIES INC(DELL)2,5002,50002283070.10%+79
ADVANCED MICRO DEVICES INC(AMD)4,9124,053-8595055750.19%+70
GOLDMAN SACHS GROUP INC(GS)39539502162800.09%+64
BLACKSTONE INC(BX)6,1756,17508639240.31%+61
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,4207,42004494970.17%+49
DELTA AIR LINES INC DEL(DAL)4,8004,80002092360.08%+27
COSTCO WHSL CORP NEW(COST)22022002082180.07%+10
PROSHARES TR
PSHS ULT NASB
8,0008,00003853660.12%-19
FEDEX CORP(FDX)1,6001,60003903640.12%-26
SUPER MICRO COMPUTER INC(SMCI)42,60029,100-13,5001,4591,4260.48%-32
ENERGY TRANSFER L P(ET)17,40015,500-1,9003232810.09%-42
QUALCOMM INC(QCOM)2,2361,886-3503433000.10%-43
NIKE INC(NKE)7,3025,552-1,7504643940.13%-69
UNION PAC CORP(UNP)5,0354,435-6001,1891,0200.34%-169
JOHNSON & JOHNSON(JNJ)1,9470-1,9473230-323
SALESFORCE INC(CRM)3,1521,590-1,5628464340.15%-412
DIREXION SHS ETF TR
DAILY SMALL CAP
64,20542,365-21,8401,8791,4210.48%-458
TESLA INC(TSLA)13,2208,243-4,9773,4262,6180.88%-808
ISHARES TR13,6406,880-6,7601,7458700.29%-874
ELI LILLY & CO(LLY)2,3101,035-1,2751,9088070.27%-1,101
APPLE INC(AAPL)124,233116,873-7,36027,59623,9798.06%-3,617
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