Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTWOOD WEALTH MANAGEMENT | 02-12-2024 | 12-31-2023 | 34 | 129,713,401 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $37,759,039 | 76,247 | 0.03 | 0.04 | -47,370 | -38.32 | 12-31-2023 |
| APPLE INC | COM | 2 | $29,310,767 | 152,240 | 0.02 | 0.02 | -20,264 | -11.75 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | Liquidated | $0 | 0 | 0.01 | 0.01 | -5,075 | -5.30 | 12-31-2023 |
| PROSHARES TR | PSHS ULTRA QQQ | 4 | $9,399,680 | 123,680 | 0.01 | 0.00 | 144 | 0.12 | 12-31-2023 |
