Westwood Wealth Management
Latest statistics and disclosures from Westwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, QLD, MSFT, AVGO, and represent 70.10% of Westwood Wealth Management's stock portfolio.
- Added to shares of these 7 stocks: META, AVGO, ET, NXPI, QLD, TNA, BX.
- Reduced shares in these 10 stocks: NVDA (-$24M), GOOGL (-$12M), AAPL, , BABA, AMD, AMZN, PYPL, UBER, JPM.
- Sold out of its positions in AMD, BABA, GOOGL, SOXL, PYPL.
- Westwood Wealth Management was a net seller of stock by $-44M.
- Westwood Wealth Management has $130M in assets under management (AUM), dropping by -14.20%.
- Central Index Key (CIK): 0001861125
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Portfolio Holdings for Westwood Wealth Management
Westwood Wealth Management holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.1 | $38M | -38% | 76k | 495.22 |
|
| Apple (AAPL) | 22.6 | $29M | -11% | 152k | 192.53 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 7.2 | $9.4M | 124k | 76.00 |
|
|
| Microsoft Corporation (MSFT) | 7.0 | $9.1M | 24k | 376.04 |
|
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| Broadcom (AVGO) | 4.1 | $5.4M | +10% | 4.8k | 1116.25 |
|
| Amazon (AMZN) | 3.5 | $4.5M | -4% | 30k | 151.94 |
|
| Palo Alto Networks (PANW) | 3.4 | $4.4M | 15k | 294.88 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 2.4 | $3.1M | -3% | 30k | 103.99 |
|
| Uber Technologies (UBER) | 2.2 | $2.9M | -6% | 47k | 61.57 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.2 | $2.8M | -2% | 16k | 174.87 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.7 | $2.2M | 57k | 39.45 |
|
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| Meta Platforms Cl A (META) | 1.7 | $2.2M | +49% | 6.2k | 353.96 |
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| Nxp Semiconductors N V (NXPI) | 1.4 | $1.9M | 8.1k | 229.68 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 1.2 | $1.6M | 13k | 122.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.5M | 3.6k | 409.52 |
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| Union Pacific Corporation (UNP) | 1.1 | $1.4M | -4% | 5.6k | 245.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.2M | 2.6k | 475.31 |
|
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| Nike CL B (NKE) | 0.9 | $1.2M | 11k | 108.57 |
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| Ishares Tr Ishares Biotech (IBB) | 0.9 | $1.1M | 8.4k | 135.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.0M | 7.2k | 140.93 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $939k | 7.2k | 130.92 |
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| FedEx Corporation (FDX) | 0.5 | $641k | -3% | 2.5k | 252.97 |
|
| Block Cl A (SQ) | 0.5 | $627k | -4% | 8.1k | 77.35 |
|
| Walt Disney Company (DIS) | 0.4 | $503k | -5% | 5.6k | 90.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $491k | -24% | 2.9k | 170.10 |
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| Qualcomm (QCOM) | 0.3 | $446k | -24% | 3.1k | 144.63 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $385k | 7.4k | 51.83 |
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| Servicenow (NOW) | 0.3 | $371k | -16% | 525.00 | 706.49 |
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| Johnson & Johnson (JNJ) | 0.3 | $360k | -11% | 2.3k | 156.74 |
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| General Motors Company (GM) | 0.3 | $333k | -7% | 9.3k | 35.92 |
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| Biogen Idec (BIIB) | 0.2 | $291k | -4% | 1.1k | 258.77 |
|
| Netflix (NFLX) | 0.2 | $245k | -12% | 503.00 | 486.88 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $207k | +15% | 15k | 13.80 |
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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 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