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, QLD, AVGO, and represent 66.73% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$5.8M), PANW, PLTR, ORCL, OKLO, DELL, GS, DIS, COST, XLY.
- Started 9 new stock positions in ORCL, WVE, DELL, XLY, PLTR, DIS, GS, COST, OKLO.
- Reduced shares in these 10 stocks: AAPL, NVDA, SOXL, MSFT, LLY, BIB, NXPI, AVGO, IBB, SPXL.
- Westwood Wealth Management was a net buyer of stock by $7.6M.
- Westwood Wealth Management has $277M in assets under management (AUM), dropping by 8.53%.
- Central Index Key (CIK): 0001861125
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Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 37.7 | $104M | 776k | 134.29 |
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| Apple (AAPL) | 12.2 | $34M | -5% | 135k | 250.42 |
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| Meta Platforms Cl A (META) | 6.7 | $19M | 32k | 585.51 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 5.2 | $14M | 133k | 108.24 |
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| Broadcom (AVGO) | 4.9 | $14M | 59k | 231.84 |
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| Microsoft Corporation (MSFT) | 4.4 | $12M | -4% | 29k | 421.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $12M | 62k | 189.30 |
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| Amazon (AMZN) | 2.8 | $7.8M | 36k | 219.39 |
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| Tesla Motors (TSLA) | 2.3 | $6.3M | +1334% | 16k | 403.84 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 2.3 | $6.2M | -11% | 228k | 27.31 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.0 | $5.6M | 34k | 168.70 |
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| Palo Alto Networks (PANW) | 1.8 | $5.0M | +99% | 27k | 181.96 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.4 | $4.0M | +2% | 95k | 41.88 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.4 | $3.8M | 16k | 242.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.6M | +5% | 5.2k | 511.23 |
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| Uber Technologies (UBER) | 0.9 | $2.5M | 42k | 60.32 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.9M | 12k | 159.52 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.9M | -17% | 2.4k | 772.00 |
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| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.8M | -5% | 14k | 132.21 |
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| Nxp Semiconductors N V (NXPI) | 0.6 | $1.6M | -13% | 7.7k | 207.85 |
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| Netflix (NFLX) | 0.5 | $1.4M | 1.5k | 891.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.3M | 2.3k | 586.08 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $1.3M | NEW | 18k | 75.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | 6.6k | 190.44 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.2M | -2% | 5.3k | 228.04 |
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| Arm Holdings Sponsored Ads (ARM) | 0.4 | $1.2M | 9.7k | 123.36 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.1M | 6.2k | 172.42 |
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| Oracle Corporation (ORCL) | 0.3 | $900k | NEW | 5.4k | 166.64 |
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| Servicenow (NOW) | 0.3 | $742k | 700.00 | 1060.12 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $668k | 2.8k | 239.71 |
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| Advanced Micro Devices (AMD) | 0.2 | $584k | +4% | 4.8k | 120.79 |
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| Nike CL B (NKE) | 0.2 | $553k | 7.3k | 75.67 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $473k | 7.4k | 63.75 |
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| FedEx Corporation (FDX) | 0.2 | $459k | -5% | 1.6k | 281.33 |
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| Oklo Com Cl A (OKLO) | 0.2 | $418k | NEW | 20k | 21.23 |
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| Proshares Tr Pshs Ult Nasb (BIB) | 0.1 | $405k | -42% | 8.0k | 50.66 |
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| Qualcomm (QCOM) | 0.1 | $344k | 2.2k | 153.62 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $304k | 16k | 19.59 |
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| Block Cl A (SQ) | 0.1 | $293k | +7% | 3.5k | 84.99 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $290k | 4.8k | 60.50 |
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| Dell Technologies CL C (DELL) | 0.1 | $288k | NEW | 2.5k | 115.24 |
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| Johnson & Johnson (JNJ) | 0.1 | $282k | 1.9k | 144.62 |
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| Goldman Sachs (GS) | 0.1 | $226k | NEW | 395.00 | 572.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $211k | 600.00 | 351.79 |
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| Walt Disney Company (DIS) | 0.1 | $203k | NEW | 1.8k | 111.35 |
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| Costco Wholesale Corporation (COST) | 0.1 | $202k | NEW | 220.00 | 916.27 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $201k | NEW | 895.00 | 224.35 |
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| Wave Life Sciences SHS (WVE) | 0.0 | $124k | NEW | 10k | 12.37 |
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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 Q4 filed Feb. 13, 2025
- Westwood Wealth Management 2024 Q3 filed Nov. 12, 2024
- Westwood Wealth Management 2024 Q2 filed Aug. 14, 2024
- 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