Filed: 2/13/2025ACC: 0001172661-25-000721
📋 What this filing means
WESTWOOD WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $276.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$276.83M
Total AUM (reported)
1.91M
Total Shares
Allocation by class
COM$197.33M71.3%
CL A$20.20M7.3%
PSHS ULTRA QQQ$14.44M5.2%
CAP STK CL A$11.78M4.3%
DLY SCOND 3XBU$6.24M2.3%
DRX S&P500BULL$5.65M2.0%
DLY SMCAP BULL3X$3.99M1.4%
Portfolio Concentration
Top 3$156.66M56.6%
4–10$72.51M26.2%
11–25$37.23M13.4%
Rest$10.43M3.8%
Top 3 weight
56.6%
Top 10 weight
82.8%
Voting Authority Distribution
Total shares with voting rights: 1.91M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.91M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
NVIDIA CORPORATION
SOLEShares776.17K
TypeSH
Market value$104.23M
37.65%
Sole
0.00
Shared
0.00
None
776.17K
APPLE INC
SOLEShares135.16K
TypeSH
Market value$33.85M
12.23%
Sole
0.00
Shared
0.00
None
135.16K
META PLATFORMS INC
SOLEShares31.74K
TypeSH
Market value$18.58M
6.71%
Sole
0.00
Shared
0.00
None
31.74K
PROSHARES TR
SOLEShares133.37K
TypeSH
Market value$14.44M
5.21%
Sole
0.00
Shared
0.00
None
133.37K
BROADCOM INC
SOLEShares58.75K
TypeSH
Market value$13.62M
4.92%
Sole
0.00
Shared
0.00
None
58.75K
MICROSOFT CORP
SOLEShares29.19K
TypeSH
Market value$12.31M
4.45%
Sole
0.00
Shared
0.00
None
29.19K
ALPHABET INC
SOLEShares62.21K
TypeSH
Market value$11.78M
4.25%
Sole
0.00
Shared
0.00
None
62.21K
AMAZON COM INC
SOLEShares35.77K
TypeSH
Market value$7.85M
2.83%
Sole
0.00
Shared
0.00
None
35.77K
TESLA INC
SOLEShares15.56K
TypeSH
Market value$6.28M
2.27%
Sole
0.00
Shared
0.00
None
15.56K
DIREXION SHS ETF TR
SOLEShares228.44K
TypeSH
Market value$6.24M
2.25%
Sole
0.00
Shared
0.00
None
228.44K
DIREXION SHS ETF TR
SOLEShares33.48K
TypeSH
Market value$5.65M
2.04%
Sole
0.00
Shared
0.00
None
33.48K
PALO ALTO NETWORKS INC
SOLEShares27.35K
TypeSH
Market value$4.98M
1.80%
Sole
0.00
Shared
0.00
None
27.35K
DIREXION SHS ETF TR
SOLEShares95.20K
TypeSH
Market value$3.99M
1.44%
Sole
0.00
Shared
0.00
None
95.20K
VANECK ETF TRUST
SOLEShares15.79K
TypeSH
Market value$3.82M
1.38%
Sole
0.00
Shared
0.00
None
15.79K
INVESCO QQQ TR
SOLEShares5.17K
TypeSH
Market value$2.64M
0.95%
Sole
0.00
Shared
0.00
None
5.17K
UBER TECHNOLOGIES INC
SOLEShares41.58K
TypeSH
Market value$2.51M
0.91%
Sole
0.00
Shared
0.00
None
41.58K
ISHARES TR
SOLEShares11.72K
TypeSH
Market value$1.87M
0.68%
Sole
0.00
Shared
0.00
None
11.72K
ELI LILLY & CO
SOLEShares2.41K
TypeSH
Market value$1.86M
0.67%
Sole
0.00
Shared
0.00
None
2.41K
ISHARES TR
SOLEShares13.74K
TypeSH
Market value$1.82M
0.66%
Sole
0.00
Shared
0.00
None
13.74K
NXP SEMICONDUCTORS N V
SOLEShares7.66K
TypeSH
Market value$1.59M
0.57%
Sole
0.00
Shared
0.00
None
7.66K
NETFLIX INC
SOLEShares1.55K
TypeSH
Market value$1.38M
0.50%
Sole
0.00
Shared
0.00
None
1.55K
SPDR S&P 500 ETF TR
SOLEShares2.28K
TypeSH
Market value$1.33M
0.48%
Sole
0.00
Shared
0.00
None
2.28K
PALANTIR TECHNOLOGIES INC
SOLEShares17.50K
TypeSH
Market value$1.32M
0.48%
Sole
0.00
Shared
0.00
None
17.50K
ALPHABET INC
SOLEShares6.64K
TypeSH
Market value$1.26M
0.46%
Sole
0.00
Shared
0.00
None
6.64K
UNION PAC CORP
SOLEShares5.29K
TypeSH
Market value$1.21M
0.44%
Sole
0.00
Shared
0.00
None
5.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 776.17K | SH | $104.23M 37.65% | 0.00 | 0.00 | 776.17K |
APPLE INCSOLE | COM | 135.16K | SH | $33.85M 12.23% | 0.00 | 0.00 | 135.16K |
META PLATFORMS INCSOLE | CL A | 31.74K | SH | $18.58M 6.71% | 0.00 | 0.00 | 31.74K |
PROSHARES TRSOLE | PSHS ULTRA QQQ | 133.37K | SH | $14.44M 5.21% | 0.00 | 0.00 | 133.37K |
BROADCOM INCSOLE | COM | 58.75K | SH | $13.62M 4.92% | 0.00 | 0.00 | 58.75K |
MICROSOFT CORPSOLE | COM | 29.19K | SH | $12.31M 4.45% | 0.00 | 0.00 | 29.19K |
ALPHABET INCSOLE | CAP STK CL A | 62.21K | SH | $11.78M 4.25% | 0.00 | 0.00 | 62.21K |
AMAZON COM INCSOLE | COM | 35.77K | SH | $7.85M 2.83% | 0.00 | 0.00 | 35.77K |
TESLA INCSOLE | COM | 15.56K | SH | $6.28M 2.27% | 0.00 | 0.00 | 15.56K |
DIREXION SHS ETF TRSOLE | DLY SCOND 3XBU | 228.44K | SH | $6.24M 2.25% | 0.00 | 0.00 | 228.44K |
DIREXION SHS ETF TRSOLE | DRX S&P500BULL | 33.48K | SH | $5.65M 2.04% | 0.00 | 0.00 | 33.48K |
PALO ALTO NETWORKS INCSOLE | COM | 27.35K | SH | $4.98M 1.80% | 0.00 | 0.00 | 27.35K |
DIREXION SHS ETF TRSOLE | DLY SMCAP BULL3X | 95.20K | SH | $3.99M 1.44% | 0.00 | 0.00 | 95.20K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 15.79K | SH | $3.82M 1.38% | 0.00 | 0.00 | 15.79K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.17K | SH | $2.64M 0.95% | 0.00 | 0.00 | 5.17K |
UBER TECHNOLOGIES INCSOLE | COM | 41.58K | SH | $2.51M 0.91% | 0.00 | 0.00 | 41.58K |
ISHARES TRSOLE | U.S. TECH ETF | 11.72K | SH | $1.87M 0.68% | 0.00 | 0.00 | 11.72K |
ELI LILLY & COSOLE | COM | 2.41K | SH | $1.86M 0.67% | 0.00 | 0.00 | 2.41K |
ISHARES TRSOLE | ISHARES BIOTECH | 13.74K | SH | $1.82M 0.66% | 0.00 | 0.00 | 13.74K |
NXP SEMICONDUCTORS N VSOLE | COM | 7.66K | SH | $1.59M 0.57% | 0.00 | 0.00 | 7.66K |
NETFLIX INCSOLE | COM | 1.55K | SH | $1.38M 0.50% | 0.00 | 0.00 | 1.55K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.28K | SH | $1.33M 0.48% | 0.00 | 0.00 | 2.28K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 17.50K | SH | $1.32M 0.48% | 0.00 | 0.00 | 17.50K |
ALPHABET INCSOLE | CAP STK CL C | 6.64K | SH | $1.26M 0.46% | 0.00 | 0.00 | 6.64K |
UNION PAC CORPSOLE | COM | 5.29K | SH | $1.21M 0.44% | 0.00 | 0.00 | 5.29K |
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