Westwood Wealth Management Diversified Active

CIK: 0001861125 · Show all filings

Period: Q4 2021 (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $234,549 (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 14.6%
Value ($000) $34,272 Shares 193,004 Est. Cost $154.71 Unrealized 0.0%
NVDA NVIDIA CORPORATION 13.5%
Value ($000) $31,547 Shares 107,262 Est. Cost $27.46 Unrealized 0.0%
SNOW SNOWFLAKE INC 13.5%
Value ($000) $31,547 Shares 300 Est. Cost $348.46 Unrealized 0.0%
GOOGL ALPHABET INC 7.8%
Value ($000) $18,353 Shares 6,335 Est. Cost $142.94 Unrealized 0.0%
AMZN AMAZON COM INC 5.3%
Value ($000) $12,500 Shares 3,749 Est. Cost $171.15 Unrealized 0.0%
MSFT MICROSOFT CORP 5.2%
Value ($000) $12,261 Shares 36,455 Est. Cost $313.41 Unrealized 0.0%
AAPL APPLE INC 3.7%
Value ($000) $8,701 Shares 49,000 Est. Cost $154.71 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 3.5%
Value ($000) $8,104 Shares 224 Est. Cost $36178.57 Unrealized
QLD PROSHARES TR 3.5%
Value ($000) $8,104 Shares 91,035 Est. Cost $89.02 Unrealized
GOOG ALPHABET INC 3.1%
Value ($000) $7,234 Shares 2,500 Est. Cost $143.45 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $5,281 Shares 28,003 Est. Cost $215.88 Unrealized 0.0%
STOK STOKE THERAPEUTICS INC 2.3%
Value ($000) $5,281 Shares 95 Est. Cost $23.86 Unrealized 0.0%
SBUX STARBUCKS CORP 1.9%
Value ($000) $4,563 Shares 4,420 Est. Cost $102.21 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 1.9%
Value ($000) $4,563 Shares 8,195 Est. Cost $86.50 Unrealized 0.0%
IBB ISHARES TR 1.9%
Value ($000) $4,419 Shares 28,956 Est. Cost $152.61 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $4,029 Shares 13,700 Est. Cost $27.46 Unrealized 0.0%
NKE NIKE INC 1.4%
Value ($000) $3,228 Shares 19,367 Est. Cost $154.55 Unrealized 0.0%
GM GENERAL MTRS CO 1.3%
Value ($000) $3,041 Shares 51,860 Est. Cost $56.36 Unrealized 0.0%
IYW ISHARES TR 1.0%
Value ($000) $2,455 Shares 21,380 Est. Cost $114.83 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $2,453 Shares 15,492 Est. Cost $147.83 Unrealized 0.0%
FDX FEDEX CORP 1.0%
Value ($000) $2,326 Shares 8,995 Est. Cost $219.91 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.9%
Value ($000) $2,209 Shares 18,593 Est. Cost $118.81 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $1,999 Shares 691 Est. Cost $143.45 Unrealized 0.0%
MRNA MODERNA INC 0.7%
Value ($000) $1,625 Shares 6,400 Est. Cost $292.38 Unrealized 0.0%
META META PLATFORMS INC 0.7%
Value ($000) $1,618 Shares 4,811 Est. Cost $329.69 Unrealized 0.0%
TNA DIREXION SHS ETF TR 0.6%
Value ($000) $1,503 Shares 17,740 Est. Cost $84.72 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,365 Shares 7,982 Est. Cost $145.09 Unrealized 0.0%
SUPERNOVA PARTNERS ACQUISTN 0.5%
Value ($000) $1,106 Shares 500 Est. Cost $2212.00 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,106 Shares 18,726 Est. Cost $40.23 Unrealized 0.0%
BIIB BIOGEN INC 0.4%
Value ($000) $1,017 Shares 4,240 Est. Cost $257.12 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $730 Shares 655 Est. Cost $86.10 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value ($000) $730 Shares 1,125 Est. Cost $131.29 Unrealized 0.0%
SRNE SORRENTO THERAPEUTICS INC 0.3%
Value ($000) $729 Shares 675 Est. Cost $6.21 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $729 Shares 3,200 Est. Cost $196.64 Unrealized 0.0%
DRAFTKINGS INC 0.3%
Value ($000) $624 Shares 22,700 Est. Cost $27.49 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $568 Shares 3,200 Est. Cost $154.71 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $557 Shares 1,455 Est. Cost $356.48 Unrealized 0.0%
DIREXION SHS ETF TR 0.2%
Value ($000) $443 Shares 6,515 Est. Cost $68.00 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $382 Shares 7,397 Est. Cost $51.64 Unrealized
SPXL DIREXION SHS ETF TR 0.1%
Value ($000) $336 Shares 2,340 Est. Cost $143.59 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $309 Shares 50 Est. Cost $452.39 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $309 Shares 7,925 Est. Cost $38.99 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $168 Shares 500 Est. Cost $313.41 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $64 Shares 67,220 Est. Cost $43.11 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $38 Shares 200 Est. Cost $215.88 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $9 Shares 32,865 Est. Cost $216.70 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $7 Shares 11,900 Est. Cost $56.28 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $4 Shares 24,036 Est. Cost $157.79 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $3 Shares 18,695 Est. Cost $214.98 Unrealized 0.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 20,095 Est. Cost Unrealized