Westwood Wealth Management Diversified Active

CIK: 0001861125 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $276,832 (100.0% shares, 0.0% debt)

Holdings (48)

NVDA NVIDIA CORPORATION 37.7%
Value ($000) $104,232 Shares 776,170 Est. Cost $94.09 Unrealized +46.4%
AAPL APPLE INC 12.2%
Value ($000) $33,846 Shares 135,158 Est. Cost $160.74 Unrealized +45.9%
META META PLATFORMS INC 6.7%
Value ($000) $18,584 Shares 31,740 Est. Cost $417.74 Unrealized +40.0%
QLD PROSHARES TR 5.2%
Value ($000) $14,435 Shares 133,365 Est. Cost $77.04 Unrealized
AVGO BROADCOM INC 4.9%
Value ($000) $13,621 Shares 58,750 Est. Cost $151.68 Unrealized +20.6%
MSFT MICROSOFT CORP 4.4%
Value ($000) $12,305 Shares 29,194 Est. Cost $328.31 Unrealized +28.6%
GOOGL ALPHABET INC 4.3%
Value ($000) $11,777 Shares 62,212 Est. Cost $141.98 Unrealized +22.7%
AMZN AMAZON COM INC 2.8%
Value ($000) $7,846 Shares 35,765 Est. Cost $135.66 Unrealized +50.8%
TSLA TESLA INC 2.3%
Value ($000) $6,284 Shares 15,560 Est. Cost $315.21 Unrealized +2.1%
SOXL DIREXION SHS ETF TR 2.3%
Value ($000) $6,239 Shares 228,445 Est. Cost $45.69 Unrealized
SPXL DIREXION SHS ETF TR 2.0%
Value ($000) $5,647 Shares 33,475 Est. Cost $83.09 Unrealized
PANW PALO ALTO NETWORKS INC 1.8%
Value ($000) $4,976 Shares 27,346 Est. Cost $137.59 Unrealized +37.3%
TNA DIREXION SHS ETF TR 1.4%
Value ($000) $3,987 Shares 95,205 Est. Cost $42.42 Unrealized
SMH VANECK ETF TRUST 1.4%
Value ($000) $3,824 Shares 15,790 Est. Cost $185.08 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $2,643 Shares 5,170 Est. Cost $384.26 Unrealized
UBER UBER TECHNOLOGIES INC 0.9%
Value ($000) $2,508 Shares 41,575 Est. Cost $39.46 Unrealized +81.0%
IYW ISHARES TR 0.7%
Value ($000) $1,870 Shares 11,725 Est. Cost $114.83 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,861 Shares 2,410 Est. Cost $774.98 Unrealized +6.0%
IBB ISHARES TR 0.7%
Value ($000) $1,817 Shares 13,740 Est. Cost $145.56 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $1,591 Shares 7,655 Est. Cost $180.35 Unrealized +23.4%
NFLX NETFLIX INC 0.5%
Value ($000) $1,380 Shares 1,548 Est. Cost $53.66 Unrealized +53.4%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,334 Shares 2,276 Est. Cost $450.76 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $1,324 Shares 17,500 Est. Cost $58.25 Unrealized 0.0%
GOOG ALPHABET INC 0.5%
Value ($000) $1,265 Shares 6,640 Est. Cost $112.42 Unrealized +56.3%
UNP UNION PAC CORP 0.4%
Value ($000) $1,205 Shares 5,285 Est. Cost $208.94 Unrealized +10.2%
ARM ARM HOLDINGS PLC 0.4%
Value ($000) $1,200 Shares 9,725 Est. Cost $163.62 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $1,065 Shares 6,175 Est. Cost $117.83 Unrealized +43.2%
ORCL ORACLE CORP 0.3%
Value ($000) $900 Shares 5,400 Est. Cost $175.85 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value ($000) $742 Shares 700 Est. Cost $136.59 Unrealized +48.3%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $668 Shares 2,787 Est. Cost $147.65 Unrealized +54.4%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $584 Shares 4,832 Est. Cost $171.88 Unrealized -16.3%
NKE NIKE INC 0.2%
Value ($000) $553 Shares 7,302 Est. Cost $137.84 Unrealized -44.5%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $473 Shares 7,420 Est. Cost $51.64 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $459 Shares 1,630 Est. Cost $201.64 Unrealized +34.8%
OKLO OKLO INC 0.2%
Value ($000) $418 Shares 19,700 Est. Cost $19.38 Unrealized 0.0%
BIB PROSHARES TR 0.1%
Value ($000) $405 Shares 8,000 Est. Cost $59.32 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $343 Shares 2,236 Est. Cost $147.47 Unrealized +8.2%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $304 Shares 15,500 Est. Cost $12.25 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $293 Shares 3,450 Est. Cost $207.33 Unrealized -60.4%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $290 Shares 4,800 Est. Cost $40.46 Unrealized +44.1%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $288 Shares 2,500 Est. Cost $123.15 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $282 Shares 1,947 Est. Cost $147.56 Unrealized +1.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $226 Shares 395 Est. Cost $544.86 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $211 Shares 600 Est. Cost $322.76 Unrealized +9.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $203 Shares 1,825 Est. Cost $103.52 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $202 Shares 220 Est. Cost $922.64 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $201 Shares 895 Est. Cost $224.35 Unrealized
WVE WAVE LIFE SCIENCES LTD 0.0%
Value ($000) $124 Shares 10,000 Est. Cost $13.35 Unrealized 0.0%