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Westwood Wealth Management

Q1 2025 · 13F-HR

Westwood Wealth Managementholdings as filed

Filed 2025-05-14 · accession 0001172661-25-001860

$231.9M
Reported value
45
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$75.5M32.5%696,424CommonNONE
037833100AAPLAPPLE INC$27.6M11.9%124,233CommonNONE
30303M102METAMETA PLATFORMS INC$21.0M9.07%36,480CommonNONE
74347R206QLDPROSHARES TR$12.2M5.28%137,765CommonNONE
594918104MSFTMICROSOFT CORP$11.2M4.84%29,879CommonNONE
11135F101AVGOBROADCOM INC$10.0M4.32%59,900CommonNONE
02079K305GOOGLALPHABET INC$9.6M4.15%62,277CommonNONE
023135106AMZNAMAZON COM INC$7.4M3.20%39,015CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.7M2.02%27,446CommonNONE
25459W862SPXLDIREXION SHS ETF TR$4.6M1.99%32,875CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.4M1.91%52,450CommonNONE
25459W458SOXLDIREXION SHS ETF TR$3.7M1.59%231,245CommonNONE
92189F676SMHVANECK ETF TRUST$3.5M1.51%16,515CommonNONE
88160R101TSLATESLA INC$3.4M1.48%13,220CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.1M1.35%42,925CommonNONE
02156V109OKLOOKLO INC$2.4M1.03%110,500CommonNONE
46090E103QQQINVESCO QQQ TR$2.4M1.03%5,080CommonNONE
042068205ARMARM HOLDINGS PLC$2.0M0.84%18,350CommonNONE
532457108LLYELI LILLY & CO$1.9M0.82%2,310CommonNONE
25459W847TNADIREXION SHS ETF TR$1.9M0.81%64,205CommonNONE
464287556IBBISHARES TR$1.7M0.75%13,640CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$1.5M0.63%42,600CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1.5M0.63%7,655CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.62%1,548CommonNONE
464287721IYWISHARES TR$1.4M0.61%10,075CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.53%2,191CommonNONE
907818108UNPUNION PAC CORP$1.2M0.51%5,035CommonNONE
02079K107GOOGALPHABET INC$1.0M0.45%6,640CommonNONE
68389X105ORCLORACLE CORP$975,1750.42%6,975CommonNONE
81762P102NOWSERVICENOW INC$915,5610.39%1,150CommonNONE
09260D107BXBLACKSTONE INC$863,1420.37%6,175CommonNONE
79466L302CRMSALESFORCE INC$845,8710.36%3,152CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$683,6510.29%2,787CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$504,6590.22%4,912CommonNONE
654106103NKENIKE INC$463,5310.20%7,302CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$448,7620.19%7,420CommonNONE
31428X106FDXFEDEX CORP$390,0480.17%1,600CommonNONE
74347R214BIBPROSHARES TR$385,4400.17%8,000CommonNONE
747525103QCOMQUALCOMM INC$343,4720.15%2,236CommonNONE
29273V100ETENERGY TRANSFER L P$323,4660.14%17,400CommonNONE
478160104JNJJOHNSON & JOHNSON$322,8900.14%1,947CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$227,8750.10%2,500CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$215,7850.09%395CommonNONE
247361702DALDELTA AIR LINES INC DEL$209,2800.09%4,800CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$208,0720.09%220CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.