Westwood Wealth Management Diversified Active

CIK: 0001861125 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $297,650 (100.0% shares, 0.0% debt)

Holdings (48)

NVDA NVIDIA CORPORATION 35.3%
Value ($000) $105,115 Shares 665,325 Est. Cost $94.09 Unrealized +33.7%
META META PLATFORMS INC 8.6%
Value ($000) $25,681 Shares 34,794 Est. Cost $447.04 Unrealized +37.9%
AAPL APPLE INC 8.1%
Value ($000) $23,979 Shares 116,873 Est. Cost $160.74 Unrealized +25.3%
QLD PROSHARES TR 5.9%
Value ($000) $17,493 Shares 148,615 Est. Cost $80.36 Unrealized
AVGO BROADCOM INC 5.5%
Value ($000) $16,367 Shares 59,375 Est. Cost $152.80 Unrealized +41.3%
MSFT MICROSOFT CORP 4.9%
Value ($000) $14,732 Shares 29,617 Est. Cost $330.07 Unrealized +31.0%
GOOGL ALPHABET INC 4.0%
Value ($000) $11,990 Shares 68,037 Est. Cost $143.79 Unrealized +13.6%
PLTR PALANTIR TECHNOLOGIES INC 2.8%
Value ($000) $8,422 Shares 61,778 Est. Cost $83.89 Unrealized +39.8%
AMZN AMAZON COM INC 2.8%
Value ($000) $8,381 Shares 38,201 Est. Cost $142.44 Unrealized +38.9%
SOXL DIREXION SHS ETF TR 2.6%
Value ($000) $7,635 Shares 304,070 Est. Cost $40.48 Unrealized
SPXL DIREXION SHS ETF TR 2.0%
Value ($000) $5,904 Shares 34,025 Est. Cost $86.15 Unrealized
OKLO OKLO INC 2.0%
Value ($000) $5,893 Shares 105,250 Est. Cost $31.22 Unrealized +23.5%
PANW PALO ALTO NETWORKS INC 1.8%
Value ($000) $5,391 Shares 26,346 Est. Cost $137.59 Unrealized +35.0%
SMH VANECK ETF TRUST 1.5%
Value ($000) $4,410 Shares 15,815 Est. Cost $186.24 Unrealized
UBER UBER TECHNOLOGIES INC 1.3%
Value ($000) $3,879 Shares 41,575 Est. Cost $40.48 Unrealized +103.4%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $2,946 Shares 5,340 Est. Cost $392.41 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $2,618 Shares 8,243 Est. Cost $315.21 Unrealized -4.4%
ARM ARM HOLDINGS PLC 0.9%
Value ($000) $2,604 Shares 16,100 Est. Cost $136.91 Unrealized
NFLX NETFLIX INC 0.7%
Value ($000) $2,081 Shares 1,554 Est. Cost $53.66 Unrealized +110.7%
IYW ISHARES TR 0.6%
Value ($000) $1,732 Shares 9,995 Est. Cost $114.83 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $1,673 Shares 7,655 Est. Cost $180.35 Unrealized +6.9%
ORCL ORACLE CORP 0.5%
Value ($000) $1,547 Shares 7,075 Est. Cost $172.46 Unrealized -6.8%
SMCI SUPER MICRO COMPUTER INC 0.5%
Value ($000) $1,426 Shares 29,100 Est. Cost $37.94 Unrealized +1.6%
TNA DIREXION SHS ETF TR 0.5%
Value ($000) $1,421 Shares 42,365 Est. Cost $42.42 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,351 Shares 2,186 Est. Cost $450.76 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $1,213 Shares 1,180 Est. Cost $159.33 Unrealized +18.4%
GOOG ALPHABET INC 0.4%
Value ($000) $1,184 Shares 6,677 Est. Cost $112.42 Unrealized +46.6%
SHY ISHARES TR 0.4%
Value ($000) $1,119 Shares 13,500 Est. Cost $82.86 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $1,020 Shares 4,435 Est. Cost $208.94 Unrealized +4.6%
BX BLACKSTONE INC 0.3%
Value ($000) $924 Shares 6,175 Est. Cost $117.83 Unrealized +14.7%
IBB ISHARES TR 0.3%
Value ($000) $870 Shares 6,880 Est. Cost $145.56 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $841 Shares 2,902 Est. Cost $151.81 Unrealized +66.4%
LLY ELI LILLY & CO 0.3%
Value ($000) $807 Shares 1,035 Est. Cost $774.98 Unrealized -0.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $575 Shares 4,053 Est. Cost $170.89 Unrealized -36.3%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $497 Shares 7,420 Est. Cost $51.64 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $434 Shares 1,590 Est. Cost $309.01 Unrealized -13.9%
NKE NIKE INC 0.1%
Value ($000) $394 Shares 5,552 Est. Cost $137.84 Unrealized -57.1%
BIB PROSHARES TR 0.1%
Value ($000) $366 Shares 8,000 Est. Cost $59.32 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $364 Shares 1,600 Est. Cost $201.64 Unrealized +6.7%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $307 Shares 2,500 Est. Cost $123.15 Unrealized -17.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $300 Shares 1,886 Est. Cost $147.47 Unrealized -1.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $300 Shares 528 Est. Cost $568.03 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $281 Shares 15,500 Est. Cost $12.95 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $280 Shares 395 Est. Cost $544.86 Unrealized +4.9%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $236 Shares 4,800 Est. Cost $40.46 Unrealized +12.6%
XYZ BLOCK INC 0.1%
Value ($000) $234 Shares 3,450 Est. Cost $58.18 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $218 Shares 220 Est. Cost $922.64 Unrealized +7.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $214 Shares 1,725 Est. Cost $102.81 Unrealized 0.0%