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Disclosery

13F-HR filed by Westwood Wealth Management

Westwood Wealth Management filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-12, with 39 holding rows worth $255,086,103.

Accession
0001861125-24-000009
Filer
CIK 1861125
Filed
2024-11-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 39 entries on the cover page, a total value of $255,086,103 stated on the cover page (in dollars after the unit check, H1), rows summing to $255,086,103 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
NVIDIA Corp67066G104COM782,796$95,062,746dollars as filed
Apple Inc037833100COM142,501$33,202,733dollars as filed
META PLATFORMS INC CL A30303M102COM31,436$17,995,224dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ131,860$13,278,302dollars as filed
Microsoft Corp594918104COM30,452$13,103,496dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM62,226$10,320,182dollars as filed
Broadcom Inc.11135F101COM59,500$10,263,750dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF256,720$9,416,490dollars as filed
Amazon.com, Inc023135106COM35,187$6,556,394dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF33,975$5,570,201dollars as filed
PALO ALTO NETWORKS INC697435105COM13,678$4,675,140dollars as filed
DIREXION SHARES ETF TRUST25459W847DAILY SMALL CAP93,080$4,127,167dollars as filed
VANECK ETF TRUST92189F676COM15,790$3,875,656dollars as filed
Uber Technologies90353T100COM41,275$3,102,229dollars as filed
Eli Lilly and Company532457108COM2,910$2,578,085dollars as filed
INVESCO QQQ TR46090E103COM4,920$2,401,304dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock8,830$2,119,288dollars as filed
ISHARES TR464287556ISHARES BIOTECH14,500$2,111,200dollars as filed
iShares U.S. Technology ETF464287721SHS11,775$1,785,326dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS9,725$1,390,772dollars as filed
Union Pacific Corporation907818108COM5,435$1,339,619dollars as filed
SPY78462F103SHS2,251$1,291,534dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,653$1,112,315dollars as filed
Netflix, Inc64110L106COM1,554$1,102,206dollars as filed
BLACKSTONE INC09260D107COM6,175$945,578dollars as filed
PROSHARES TR74347R214PSHS ULT NASB14,000$892,570dollars as filed
Advanced Micro Devices,Inc.007903107COM4,643$761,823dollars as filed
NIKE,Inc. Class B654106103COM7,311$646,292dollars as filed
ServiceNow,Inc.81762P102COM700$626,073dollars as filed
JPMorgan Chase & Co46625H100COM2,803$591,041dollars as filed
FEDEX CORP COM31428X106Stock1,730$473,466dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF7,420$461,524dollars as filed
Qualcomm Incorporated747525103COM2,249$382,442dollars as filed
Johnson & Johnson478160104COM1,960$317,638dollars as filed
Tesla Motors, Inc88160R101COM1,085$283,869dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN15,500$248,775dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock4,845$246,078dollars as filed
BLOCK INC CL A852234103Stock3,210$215,487dollars as filed
Accenture Plc Class AG1151C101COM600$212,088dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001861125-24-000009this filing2024-11-12acceptance time not in the bulk data set