0001861125-24-000003.txt : 20240501
0001861125-24-000003.hdr.sgml : 20240501
20240501161925
ACCESSION NUMBER: 0001861125-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240501
DATE AS OF CHANGE: 20240501
EFFECTIVENESS DATE: 20240501
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: 24903316
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
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false
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0001861125
XXXXXXXX
03-31-2024
03-31-2024
Westwood Wealth Management
11100 SANTA MONICA BLVD., SUITE 780
LOS ANGELES
CA
90025
13F HOLDINGS REPORT
028-22023
000290658
801-121572
N
Michael Puryear
President & Managing Partner
(424) 255-3120
Michael Puryear
Los Angeles
CA
05-01-2024
0
38
204474100
false
INFORMATION TABLE
2
wwm13fq120242.xml
NVIDIA CORPORATION
COM
67066G104
67589902
74804
SH
SOLE
0
0
74804
APPLE INC
COM
037833100
27908027
162748
SH
SOLE
0
0
162748
META PLATFORMS INC
CL A
30303M102
11883599
24473
SH
SOLE
0
0
24473
MICROSOFT CORP
COM
594918104
11207560
26639
SH
SOLE
0
0
26639
PROSHARES TR
PSHS ULTRA QQQ
74347R206
10928002
124920
SH
SOLE
0
0
124920
DIREXION SHS ETF TR
DLY SCOND 3XBU
25459W458
10158197
218315
SH
SOLE
0
0
218315
ALPHABET INC
CAP STK CL A
02079K305
9478404
62800
SH
SOLE
0
0
62800
BROADCOM INC
COM
11135F101
7256620
5475
SH
SOLE
0
0
5475
AMAZON COM INC
COM
023135106
6172784
34221
SH
SOLE
0
0
34221
DIREXION SHS ETF TR
DLY SMCAP BULL3X
25459W847
5482172
127730
SH
SOLE
0
0
127730
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
4550319
33950
SH
SOLE
0
0
33950
PALO ALTO NETWORKS INC
COM
697435105
4255699
14978
SH
SOLE
0
0
14978
UBER TECHNOLOGIES INC
COM
90353T100
3830253
49750
SH
SOLE
0
0
49750
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
3552592
15790
SH
SOLE
0
0
15790
NXP SEMICONDUCTORS N V
COM
N6596X109
2187809
8830
SH
SOLE
0
0
8830
INVESCO QQQ TR
UNIT SER 1
46090E103
1840421
4145
SH
SOLE
0
0
4145
ISHARES TR
ISHARES BIOTECH
464287556
1711820
12475
SH
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0
0
12475
ISHARES TR
U.S. TECH ETF
464287721
1628148
12055
SH
SOLE
0
0
12055
UNION PAC CORP
COM
907818108
1361223
5535
SH
SOLE
0
0
5535
ELI LILLY & CO
COM
532457108
1256405
1615
SH
SOLE
0
0
1615
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1177431
2251
SH
SOLE
0
0
2251
NIKE INC
CL B
654106103
1029269
10952
SH
SOLE
0
0
10952
ALPHABET INC
CAP STK CL C
02079K107
1011006
6640
SH
SOLE
0
0
6640
ADVANCED MICRO DEVICES INC
COM
007903107
772317
4279
SH
SOLE
0
0
4279
FEDEX CORP
COM
31428X106
705517
2435
SH
SOLE
0
0
2435
DISNEY WALT CO
COM
254687106
657073
5370
SH
SOLE
0
0
5370
NETFLIX INC
COM
64110L106
619477
1020
SH
SOLE
0
0
1020
PROSHARES TR
PSHS ULT NASB
74347R214
575400
10000
SH
SOLE
0
0
10000
JPMORGAN CHASE & CO
COM
46625H100
558236
2787
SH
SOLE
0
0
2787
SERVICENOW INC
COM
81762P102
457440
600
SH
SOLE
0
0
600
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
422792
7420
SH
SOLE
0
0
7420
NVIDIA CORPORATION
COM
67066G104
388531
430
PRN
Call
SOLE
0
0
430
BLOCK INC
CL A
852234103
385685
4560
SH
SOLE
0
0
4560
QUALCOMM INC
COM
747525103
373814
2208
SH
SOLE
0
0
2208
JOHNSON & JOHNSON
COM
478160104
363362
2297
SH
SOLE
0
0
2297
NVIDIA CORPORATION
COM
67066G104
271068
300
PRN
Put
SOLE
0
0
300
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
235950
15000
SH
SOLE
0
0
15000
DELTA AIR LINES INC DEL
COM NEW
247361702
229776
4800
SH
SOLE
0
0
4800