Westwood Wealth Management
Latest statistics and disclosures from Westwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, META, MSFT, QLD, and represent 63.66% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SOXL (+$10M), GOOGL (+$9.5M), META (+$8.9M), TNA, AAPL, LLY, MSFT, AVGO, AMZN, AMD.
- Started 6 new stock positions in AMD, SOXL, LLY, DAL, GOOGL, BIB.
- Reduced shares in these 10 stocks: BX, NVDA, GM, SQ, , SPY, QCOM, IYW, GOOG, SMH.
- Sold out of its positions in BIIB, BX, GM.
- Westwood Wealth Management was a net buyer of stock by $38M.
- Westwood Wealth Management has $205M in assets under management (AUM), dropping by 57.64%.
- Central Index Key (CIK): 0001861125
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Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 33.4 | $68M | 76k | 903.56 |
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| Apple (AAPL) | 13.6 | $28M | +6% | 163k | 171.48 |
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| Meta Platforms Cl A (META) | 5.8 | $12M | +297% | 25k | 485.58 |
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| Microsoft Corporation (MSFT) | 5.5 | $11M | +10% | 27k | 420.72 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 5.3 | $11M | 125k | 87.48 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 5.0 | $10M | NEW | 218k | 46.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $9.5M | NEW | 63k | 150.93 |
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| Broadcom (AVGO) | 3.5 | $7.3M | +14% | 5.5k | 1325.41 |
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| Amazon (AMZN) | 3.0 | $6.2M | +15% | 34k | 180.38 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 2.7 | $5.5M | +124% | 128k | 42.92 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.2 | $4.6M | +14% | 34k | 134.03 |
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| Palo Alto Networks (PANW) | 2.1 | $4.3M | 15k | 284.13 |
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| Uber Technologies (UBER) | 1.9 | $3.8M | +6% | 50k | 76.99 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.7 | $3.6M | 16k | 224.99 |
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| Nxp Semiconductors N V (NXPI) | 1.1 | $2.2M | +9% | 8.8k | 247.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.8M | +14% | 4.1k | 444.01 |
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| Ishares Tr Ishares Biotech (IBB) | 0.8 | $1.7M | +48% | 13k | 137.22 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $1.6M | -6% | 12k | 135.06 |
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| Union Pacific Corporation (UNP) | 0.7 | $1.4M | 5.5k | 245.93 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | NEW | 1.6k | 777.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.2M | -13% | 2.3k | 523.07 |
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| Nike CL B (NKE) | 0.5 | $1.0M | 11k | 93.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.0M | -7% | 6.6k | 152.26 |
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| Advanced Micro Devices (AMD) | 0.4 | $772k | NEW | 4.3k | 180.49 |
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| FedEx Corporation (FDX) | 0.3 | $706k | -3% | 2.4k | 289.74 |
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| Walt Disney Company (DIS) | 0.3 | $657k | -3% | 5.4k | 122.36 |
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| Netflix (NFLX) | 0.3 | $620k | +102% | 1.0k | 607.33 |
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| Proshares Tr Pshs Ult Nasb (BIB) | 0.3 | $575k | NEW | 10k | 57.54 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $558k | -3% | 2.8k | 200.30 |
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| Servicenow (NOW) | 0.2 | $457k | +14% | 600.00 | 762.40 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $423k | 7.4k | 56.98 |
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| Block Cl A (SQ) | 0.2 | $386k | -43% | 4.6k | 84.58 |
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| Qualcomm (QCOM) | 0.2 | $374k | -28% | 2.2k | 169.30 |
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| Johnson & Johnson (JNJ) | 0.2 | $363k | 2.3k | 158.19 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $236k | 15k | 15.73 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $230k | NEW | 4.8k | 47.87 |
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Past Filings by Westwood Wealth Management
SEC 13F filings are viewable for Westwood Wealth Management going back to 2021
- Westwood Wealth Management 2024 Q1 filed May 1, 2024
- Westwood Wealth Management 2023 Q4 filed Feb. 12, 2024
- Westwood Wealth Management 2023 Q3 filed Nov. 8, 2023
- Westwood Wealth Management 2023 Q2 filed July 26, 2023
- Westwood Wealth Management 2023 Q1 filed April 25, 2023
- Westwood Wealth Management 2022 Q4 filed Feb. 14, 2023
- Westwood Wealth Management 2022 Q3 filed Nov. 14, 2022
- Westwood Wealth Management 2022 Q2 filed Aug. 5, 2022
- Westwood Wealth Management 2022 Q1 filed May 11, 2022
- Westwood Wealth Management 2021 Q4 filed Feb. 14, 2022