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Disclosery

13F-HR filed by Westwood Wealth Management

Westwood Wealth Management filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 44 holding rows worth $83,246,626.

Accession
0001861125-23-000001
Filer
CIK 1861125
Filed
2023-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 44 entries on the cover page, a total value of $83,246,626 stated on the cover page (in dollars after the unit check, H1), rows summing to $83,246,626 with VALUE read as dollars as filed, 13F file number 028-22023. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM168,927$21,948,685dollars as filed
NVIDIA Corp67066G104COM79,496$11,617,545dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM99,566$8,784,708dollars as filed
Microsoft Corp594918104COM25,916$6,215,175dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ105,861$3,709,369dollars as filed
Amazon.com, Inc023135106COM35,846$3,011,064dollars as filed
VANECK ETF TRUST92189F676COM10,390$2,108,547dollars as filed
PALO ALTO NETWORKS INC697435105COM14,542$2,029,191dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF27,150$1,686,287dollars as filed
Union Pacific Corporation907818108COM6,835$1,415,323dollars as filed
NIKE,Inc. Class B654106103COM11,567$1,353,455dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock8,425$1,331,403dollars as filed
ISHARES TR464287556ISHARES BIOTECH9,591$1,259,202dollars as filed
JPMorgan Chase & Co46625H100COM8,887$1,191,747dollars as filed
Uber Technologies90353T100COM46,970$1,161,568dollars as filed
SPY78462F103SHS2,819$1,078,070dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP32,690$1,036,273dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS11,413$1,005,371dollars as filed
iShares U.S. Technology ETF464287721SHS13,015$969,487dollars as filed
INVESCO QQQ TR46090E103COM3,535$941,300dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF93,690$905,982dollars as filed
Walt Disney Co254687106COM9,100$790,608dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,500$754,205dollars as filed
BLOCK INC CL A852234103Stock11,010$691,868dollars as filed
Johnson & Johnson478160104COM3,747$661,908dollars as filed
BLACKSTONE INC09260D107COM8,750$649,163dollars as filed
FEDEX CORP COM31428X106Stock3,110$538,652dollars as filed
PAYPALHLDGSINC70450Y103STOK7,085$504,594dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,315$451,545dollars as filed
Pfizer Inc.717081103COM8,576$439,434dollars as filed
GENERAL MTRS CO COM37045V100Stock11,395$383,328dollars as filed
Qualcomm Incorporated747525103COM3,383$371,927dollars as filed
BIOGEN INC COM09062X103Stock1,310$362,765dollars as filed
MODERNA INC60770K107COM1,900$341,278dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF7,420$308,746dollars as filed
Advanced Micro Devices,Inc.007903107COM4,365$282,721dollars as filed
ServiceNow,Inc.81762P102COM625$242,669dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR1,500$204,870dollars as filed
SPDR S&P Dividend ETF78464A763SHS1,615$202,053dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN13,000$154,310dollars as filed
SNAP INC83304A106CL A11,960$107,042dollars as filed
NVIDIA Corp67066G104COM200$29,228dollars as filedcall
Apple Inc037833100COM100$12,993dollars as filedcall
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF100$967dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001861125-23-000001this filing2023-02-14acceptance time not in the bulk data set