Westwood Wealth Management Diversified Active

CIK: 0001861125 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 11, 2022

Total Value ($000): $257,604 (100.0% shares, 0.0% debt)

Holdings (51)

ESS ESSEX PPTY TR INC 26.8%
Value ($000) $69,096 Shares 200 Est. Cost $287.86 Unrealized 0.0%
AAPL APPLE INC 11.7%
Value ($000) $30,134 Shares 172,581 Est. Cost $154.71 Unrealized +6.5%
NVDA NVIDIA CORPORATION 9.2%
Value ($000) $23,609 Shares 86,525 Est. Cost $27.46 Unrealized -8.8%
GOOGL ALPHABET INC 6.1%
Value ($000) $15,701 Shares 5,645 Est. Cost $142.94 Unrealized -5.7%
AAPL APPLE INC 5.8%
Value ($000) $14,842 Shares 85,000 Est. Cost $154.71 Unrealized +6.5%
SPG SIMON PPTY GROUP INC NEW 5.4%
Value ($000) $13,814 Shares 105 Est. Cost $114.46 Unrealized 0.0%
NVDA NVIDIA CORPORATION 5.3%
Value ($000) $13,643 Shares 50,000 Est. Cost $27.46 Unrealized -8.8%
AMZN AMAZON COM INC 3.8%
Value ($000) $9,829 Shares 3,015 Est. Cost $171.15 Unrealized -9.7%
MSFT MICROSOFT CORP 3.6%
Value ($000) $9,177 Shares 29,766 Est. Cost $313.41 Unrealized -7.0%
QLD PROSHARES TR 2.5%
Value ($000) $6,526 Shares 90,735 Est. Cost $89.02 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $5,238 Shares 30,000 Est. Cost $154.71 Unrealized +6.5%
MAC MACERICH CO 1.8%
Value ($000) $4,692 Shares 300 Est. Cost $15640.00 Unrealized
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $3,442 Shares 5,530 Est. Cost $86.50 Unrealized +3.5%
UNP UNION PAC CORP 1.1%
Value ($000) $2,871 Shares 10,510 Est. Cost $214.98 Unrealized +7.3%
XYZ BLOCK INC 1.0%
Value ($000) $2,565 Shares 18,915 Est. Cost $216.70 Unrealized -44.1%
IBB ISHARES TR 0.8%
Value ($000) $1,973 Shares 15,141 Est. Cost $152.61 Unrealized
TNA DIREXION SHS ETF TR 0.7%
Value ($000) $1,865 Shares 29,615 Est. Cost $76.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.7%
Value ($000) $1,841 Shares 16,925 Est. Cost $118.81 Unrealized
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $1,719 Shares 14,862 Est. Cost $215.88 Unrealized -38.5%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $1,698 Shares 47,600 Est. Cost $43.11 Unrealized -16.6%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,612 Shares 11,750 Est. Cost $157.79 Unrealized -10.5%
IYW ISHARES TR 0.6%
Value ($000) $1,507 Shares 14,630 Est. Cost $114.83 Unrealized
NKE NIKE INC 0.6%
Value ($000) $1,486 Shares 11,040 Est. Cost $154.55 Unrealized -14.6%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,394 Shares 3,086 Est. Cost $451.72 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,291 Shares 9,472 Est. Cost $147.83 Unrealized -9.6%
GOOG ALPHABET INC 0.5%
Value ($000) $1,257 Shares 450 Est. Cost $143.45 Unrealized -5.9%
FDX FEDEX CORP 0.5%
Value ($000) $1,211 Shares 5,235 Est. Cost $219.91 Unrealized -1.8%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,137 Shares 3,135 Est. Cost $362.68 Unrealized
GM GENERAL MTRS CO 0.4%
Value ($000) $1,110 Shares 25,370 Est. Cost $56.36 Unrealized -14.5%
SPXL DIREXION SHS ETF TR 0.4%
Value ($000) $1,060 Shares 8,845 Est. Cost $126.12 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.4%
Value ($000) $1,036 Shares 5,600 Est. Cost $190.73 Unrealized -4.1%
PFE PFIZER INC 0.3%
Value ($000) $892 Shares 17,226 Est. Cost $40.23 Unrealized +5.6%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $875 Shares 8,000 Est. Cost $119.38 Unrealized 0.0%
GOOG ALPHABET INC 0.3%
Value ($000) $834 Shares 300 Est. Cost $143.45 Unrealized -5.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $759 Shares 4,282 Est. Cost $145.09 Unrealized +4.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $655 Shares 4,283 Est. Cost $153.59 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $627 Shares 1,125 Est. Cost $131.29 Unrealized -14.7%
BIIB BIOGEN INC 0.2%
Value ($000) $598 Shares 2,840 Est. Cost $257.12 Unrealized -15.4%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $546 Shares 4,992 Est. Cost $119.38 Unrealized 0.0%
DRAFTKINGS INC 0.2%
Value ($000) $505 Shares 25,950 Est. Cost $26.48 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $431 Shares 1,305 Est. Cost $356.48 Unrealized -10.3%
SNAP SNAP INC 0.2%
Value ($000) $430 Shares 11,960 Est. Cost $56.28 Unrealized -35.7%
MRNA MODERNA INC 0.1%
Value ($000) $370 Shares 2,150 Est. Cost $292.38 Unrealized -42.4%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $363 Shares 7,406 Est. Cost $51.64 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $355 Shares 3,900 Est. Cost $102.21 Unrealized -15.9%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $270 Shares 1,500 Est. Cost $180.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $218 Shares 5,500 Est. Cost $37.88 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.1%
Value ($000) $200 Shares 10,000 Est. Cost $17.16 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $188 Shares 4,750 Est. Cost $37.88 Unrealized 0.0%
TNA DIREXION SHS ETF TR 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $76.00 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $19 Shares 975 Est. Cost $17.16 Unrealized 0.0%