0001861125-24-000001.txt : 20240212
0001861125-24-000001.hdr.sgml : 20240212
20240212125356
ACCESSION NUMBER: 0001861125-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240212
DATE AS OF CHANGE: 20240212
EFFECTIVENESS DATE: 20240212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Westwood Wealth Management
CENTRAL INDEX KEY: 0001861125
ORGANIZATION NAME:
IRS NUMBER: 823078527
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22023
FILM NUMBER: 24618721
BUSINESS ADDRESS:
STREET 1: 11100 SANTA MONICA BLVD., SUITE 780
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
BUSINESS PHONE: 424-255-3120
MAIL ADDRESS:
STREET 1: 11100 SANTA MONICA BLVD., SUITE 780
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001861125
XXXXXXXX
12-31-2023
12-31-2023
false
Westwood Wealth Management
11100 Santa Monica Blvd., Suite 780
Los Angeles
CA
90025
13F HOLDINGS REPORT
028-22023
000290658
801-121572
N
Michael Puryear
CCO
424-255-3120
/s/ Michael Puryear
Los Angeles
CA
02-12-2024
0
34
129713401
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL C
02079K107
1009059
7160
SH
SOLE
0
0
7160
AMAZON COM INC
COM
023135106
4486029
29525
SH
SOLE
0
0
29525
APPLE INC
COM
037833100
29195249
151640
SH
SOLE
0
0
151640
BIOGEN INC
COM
09062X103
291116
1125
SH
SOLE
0
0
1125
BLACKSTONE INC
COM
09260D107
939351
7175
SH
SOLE
0
0
7175
BROADCOM INC
COM
11135F101
5358000
4800
SH
SOLE
0
0
4800
APPLE INC
COM
037833100
115518
600
PRN
Call
SOLE
0
0
0
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
384579
7420
SH
SOLE
0
0
7420
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
3093703
29750
SH
SOLE
0
0
29750
DIREXION SHS ETF TR
DLY SMCAP BULL3X
25459W847
2244902
56905
SH
SOLE
0
0
56905
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
207000
15000
SH
SOLE
0
0
15000
META PLATFORMS INC
CL A
30303M102
2177208
6151
SH
SOLE
0
0
6151
FEDEX CORP
COM
31428X106
641279
2535
SH
SOLE
0
0
2535
GENERAL MTRS CO
COM
37045V100
332799
9265
SH
SOLE
0
0
9265
INVESCO QQQ TR
UNIT SER 1
46090E103
1480415
3615
SH
SOLE
0
0
3615
ISHARES TR
ISHARES BIOTECH
464287556
1143178
8415
SH
SOLE
0
0
8415
ISHARES TR
U.S. TECH ETF
464287721
1581634
12885
SH
SOLE
0
0
12885
JOHNSON & JOHNSON
COM
478160104
360032
2297
SH
SOLE
0
0
2297
JPMORGAN CHASE & CO
COM
46625H100
491079
2887
SH
SOLE
0
0
2887
MICROSOFT CORP
COM
594918104
9104304
24211
SH
SOLE
0
0
24211
NETFLIX INC
COM
64110L106
244901
503
SH
SOLE
0
0
503
NIKE INC
CL B
654106103
1189059
10952
SH
SOLE
0
0
10952
NVIDIA CORPORATION
COM
67066G104
37759039
76247
SH
SOLE
0
0
76247
NXP SEMICONDUCTORS N V
COM
N6596X109
1855814
8080
SH
SOLE
0
0
8080
PALO ALTO NETWORKS INC
COM
697435105
4401969
14928
SH
SOLE
0
0
14928
PROSHARES TR
PSHS ULTRA QQQ
74347R206
9399680
123680
SH
SOLE
0
0
123680
QUALCOMM INC
COM
747525103
445894
3083
SH
SOLE
0
0
3083
SERVICENOW INC
COM
81762P102
370907
525
SH
SOLE
0
0
525
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1238658
2606
SH
SOLE
0
0
2606
BLOCK INC
CL A
852234103
627309
8110
SH
SOLE
0
0
8110
UBER TECHNOLOGIES INC
COM
90353T100
2875319
46700
SH
SOLE
0
0
46700
UNION PAC CORP
COM
907818108
1369332
5575
SH
SOLE
0
0
5575
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
2796171
15990
SH
SOLE
0
0
15990
DISNEY WALT CO
COM
254687106
502915
5570
SH
SOLE
0
0
5570