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, MSFT, and represent 67.68% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$9.3M), META, AAPL, MSFT, SOXL, LLY, NFLX, IBB, QLD, TSLA.
- Started 2 new stock positions in TSLA, ACN.
- Reduced shares in these 10 stocks: NVDA, ARM, , UBER, DIS, SMH, PANW, TNA, FDX, BX.
- Sold out of its positions in DIS, SMCI.
- Westwood Wealth Management was a net buyer of stock by $11M.
- Westwood Wealth Management has $255M in assets under management (AUM), dropping by -46.88%.
- Central Index Key (CIK): 0001861125
Tip: Access up to 7 years of quarterly data
Positions held by Westwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 39 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 37.3 | $95M | -2% | 783k | 121.44 |
|
| Apple (AAPL) | 13.0 | $33M | +7% | 143k | 233.00 |
|
| Meta Platforms Cl A (META) | 7.1 | $18M | +17% | 31k | 572.44 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 5.2 | $13M | +2% | 132k | 100.70 |
|
| Microsoft Corporation (MSFT) | 5.1 | $13M | +10% | 31k | 430.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $10M | 62k | 165.85 |
|
|
| Broadcom (AVGO) | 4.0 | $10M | +986% | 60k | 172.50 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 3.7 | $9.4M | +13% | 257k | 36.68 |
|
| Amazon (AMZN) | 2.6 | $6.6M | 35k | 186.33 |
|
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.2 | $5.6M | +2% | 34k | 163.95 |
|
| Palo Alto Networks (PANW) | 1.8 | $4.7M | -7% | 14k | 341.80 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.6 | $4.1M | -5% | 93k | 44.34 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $3.9M | -8% | 16k | 245.45 |
|
| Uber Technologies (UBER) | 1.2 | $3.1M | -17% | 41k | 75.16 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $2.6M | +50% | 2.9k | 885.94 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.4M | +2% | 4.9k | 488.07 |
|
| Nxp Semiconductors N V (NXPI) | 0.8 | $2.1M | 8.8k | 240.01 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $2.1M | +17% | 15k | 145.60 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.8M | -2% | 12k | 151.62 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $1.4M | -58% | 9.7k | 143.01 |
|
| Union Pacific Corporation (UNP) | 0.5 | $1.3M | 5.4k | 246.48 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.3M | 2.3k | 573.76 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | 6.7k | 167.19 |
|
|
| Netflix (NFLX) | 0.4 | $1.1M | +52% | 1.6k | 709.27 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $946k | -13% | 6.2k | 153.13 |
|
| Proshares Tr Pshs Ult Nasb (BIB) | 0.3 | $893k | +40% | 14k | 63.76 |
|
| Advanced Micro Devices (AMD) | 0.3 | $762k | +8% | 4.6k | 164.08 |
|
| Nike CL B (NKE) | 0.3 | $646k | -11% | 7.3k | 88.40 |
|
| Servicenow (NOW) | 0.2 | $626k | +16% | 700.00 | 894.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $591k | 2.8k | 210.86 |
|
|
| FedEx Corporation (FDX) | 0.2 | $474k | -28% | 1.7k | 273.68 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $462k | 7.4k | 62.20 |
|
|
| Qualcomm (QCOM) | 0.1 | $382k | -16% | 2.2k | 170.05 |
|
| Johnson & Johnson (JNJ) | 0.1 | $318k | 2.0k | 162.06 |
|
|
| Tesla Motors (TSLA) | 0.1 | $284k | NEW | 1.1k | 261.63 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $249k | +3% | 16k | 16.05 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $246k | 4.8k | 50.79 |
|
|
| Block Cl A (SQ) | 0.1 | $216k | -9% | 3.2k | 67.13 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $212k | NEW | 600.00 | 353.48 |
|
Past Filings by Westwood Wealth Management
SEC 13F filings are viewable for Westwood Wealth Management going back to 2021
- 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