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The Analysis of Westwood Wealth Management's Holdings & P&L

Currently, Westwood Wealth Management holds 42 types of securities in its portfolio with a total value $254.8M. In the most recent quarter, they have increased their positions in NVDA (+553.5K shares, valued at $96.5M), N/A (+73.0K shares, valued at $21.0M), N/A (+44.1K shares, valued at $13.7M); decreased their positions in SPY (-2.3K shares, valued at $1.5M), LLY (-694 shares, valued at $638.3K), JPM (-568 shares, valued at $167.1K); initiated new positions in QLD (+216.7K shares, valued at $13.2M), SOXL (+225.5K shares, valued at $10.8M), SMH (+14.0K shares, valued at $5.4M).

1M P&L

+3.1M+2.32%

3M P&L

+4.1M+3.15%

HY P&L

+9.3M+7.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A86.2M

68.2%

2Consumer Electronics6.7M

5.3%

3Software - Infrastructure4.6M

3.7%

Top Industries by Stock Count

1N/A49 stocks

50.5%

2Banks - Diversified4 stocks

4.1%

3Software - Infrastructure4 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION563.7K shares5420.98%2026-03-312026-05-11

ALPHABET INC ALPHABET INC74.4K shares5425.11%2026-03-312026-05-11

META META PLATFORMS INC26.8K shares730.89%2026-03-312026-05-11

BROADCOM INC BROADCOM INC44.7K shares7530.55%2026-03-312026-05-11

QLD PROSHARES TR216.7K sharesnew addition2026-03-312026-05-11

AAPL APPLE INC42.8K shares74.71%2026-03-312026-05-11

SOXL DIREXION SHARES ETF TRUST225.5K sharesnew addition2026-03-312026-05-11

MSFT MICROSOFT CORP24.1K shares687.08%2026-03-312026-05-11

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TSLA TESLA INC21.3K shares436.10%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC43.1K shares224.51%2026-03-312026-05-11

AMZN AMAZON COM INC28.5K shares357.53%2026-03-312026-05-11

SMH VANECK ETF TRUST14.0K sharesnew addition2026-03-312026-05-11

OKLO OKLO INC93.2K sharesnew addition2026-03-312026-05-11

ARM ARM HOLDINGS PLC25.1K sharesnew addition2026-03-312026-05-11

SPXL DIREXION SHARES ETF TRUST19.2K sharesnew addition2026-03-312026-05-11

SHY ISHARES TR39.0K sharesnew addition2026-03-312026-05-11

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INVESCO QQQ TR INVESCO QQQ TR5.0K shares26.68%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC12.7K shares149.03%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC14.3K sharesnew addition2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC24.4K sharesnew addition2026-03-312026-05-11

ALPHABET INC ALPHABET INC5.9K shares119.37%2026-03-312026-05-11

TNA DIREXION SHARES ETF TRUST24.7K sharesnew addition2026-03-312026-05-11

IYW ISHARES TR5.8K sharesnew addition2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-63.20%2026-03-312026-05-11

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IBB ISHARES TR5.1K sharesnew addition2026-03-312026-05-11

JPM JPMORGAN CHASE & CO2.7K shares-17.59%2026-03-312026-05-11

UNP UNION PAC CORP2.4K sharesnew addition2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST7.4K shares2.33%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC545 sharesnew addition2026-03-312026-05-11

ORCL ORACLE CORP3.0K sharesnew addition2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC3.6K shares47.54%2026-03-312026-05-11

DIS DISNEY WALT CO3.9K shares-4.43%2026-03-312026-05-11

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NOW SERVICENOW INC3.4K sharesnew addition2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.4K sharesnew addition2026-03-312026-05-11

DAL DELTA AIR LINES INC4.8K sharesnew addition2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS506 sharesnew addition2026-03-312026-05-11

ET ENERGY TRANSFER L P15.5K sharesnew addition2026-03-312026-05-11

FDX FEDEX CORP775 sharesnew addition2026-03-312026-05-11

JOBY JOBY AVIATION INC29.1K sharesnew addition2026-03-312026-05-11

LLY ELI LILLY & CO260 shares-72.75%2026-03-312026-05-11

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COST COSTCO WHOLESALE CORPORATION220 sharesnew addition2026-03-312026-05-11

WMT WALMART INC1.7K sharesnew addition2026-03-312026-05-11

NVDA

NVIDIA CORPORATION

5420.98%

Shares563.7K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

5425.11%

Shares74.4K

Event2026-03-31

Filed2026-05-11