Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $275 Million
  • Q4 2024

Westwood Wealth Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $104M, Apple Inc. with a value of $33.8M, Meta Platforms, Inc. with a value of $18.7M, Proshares Ultra Qqq with a value of $14.4M, and Broadcom Inc. with a value of $13.6M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $254M to 275M.

Below you can find more details about Westwood Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $275 Million
Technology: $178 Million
ETFs: $42.9 Million
Communication Services: $33.3 Million
Consumer Cyclical: $14.7 Million
Healthcare: $2.26 Million
Financial Services: $1.96 Million
Industrials: $1.95 Million
Energy: $303,000
Other: $201,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$292B
$104 Million 37.86% of portfolio
776,170
Q4 2024 Reduced 0.85%
$3.79T
$33.8 Million 12.29% of portfolio
135,158
Q4 2024 Reduced 5.15%
$1.41T
$18.7 Million 6.8% of portfolio
31,740
Q4 2024 Added 0.97%
$0
$14.4 Million 5.24% of portfolio
133,365
Q4 2024 Added 1.14%
$77.6B
$13.6 Million 4.95% of portfolio
58,750
Q4 2024 Reduced 1.26%
$2.99T
$12.3 Million 4.47% of portfolio
29,194
Q4 2024 Reduced 4.13%
$1.03T
$11.8 Million 4.28% of portfolio
62,212
Q4 2024 Reduced 0.02%
$2.12T
$7.85 Million 2.85% of portfolio
35,765
Q4 2024 Added 1.64%
$881B
$6.28 Million 2.28% of portfolio
15,560
Q4 2024 Added 1,334.1%
$0
$6.24 Million 2.27% of portfolio
228,445
Q4 2024 Reduced 11.01%
$0
$5.65 Million 2.05% of portfolio
33,475
Q4 2024 Reduced 1.47%
$55.1B
$4.98 Million 1.81% of portfolio
27,346
Q4 2024 Added 99.93%
$0
$3.99 Million 1.45% of portfolio
95,205
Q4 2024 Added 2.28%
$0
$3.82 Million 1.39% of portfolio
15,790
Q3 2024 Reduced 8.68%
$0
$2.64 Million 0.96% of portfolio
5,170
Q4 2024 Added 5.08%
$151B
$2.51 Million 0.91% of portfolio
41,575
Q4 2024 Added 0.73%
$883B
$1.86 Million 0.68% of portfolio
2,410
Q4 2024 Reduced 17.18%
$0
$1.82 Million 0.66% of portfolio
13,740
Q4 2024 Reduced 5.24%
$56.9B
$1.59 Million 0.58% of portfolio
7,655
Q4 2024 Reduced 13.31%
$441B
$1.38 Million 0.5% of portfolio
1,548
Q4 2024 Reduced 0.39%
$0
$1.33 Million 0.48% of portfolio
2,276
Q4 2024 Added 1.11%
$177B
$1.32 Million 0.48% of portfolio
17,500
Q4 2024 New
$1.06T
$1.26 Million 0.46% of portfolio
6,640
Q4 2024 Reduced 0.2%
$150B
$1.21 Million 0.44% of portfolio
5,285
Q4 2024 Reduced 2.76%
$108B
$1.06 Million 0.39% of portfolio
6,175
Q3 2024 Reduced 13.94%
$436B
$899,000 0.33% of portfolio
5,400
Q4 2024 New
$185B
$742,000 0.27% of portfolio
700
Q3 2024 Added 16.67%
$738B
$668,000 0.24% of portfolio
2,787
Q4 2024 Reduced 0.57%
$164B
$583,000 0.21% of portfolio
4,832
Q4 2024 Added 4.07%
$98B
$552,000 0.2% of portfolio
7,302
Q4 2024 Reduced 0.12%
$65.2B
$458,000 0.17% of portfolio
1,630
Q4 2024 Reduced 5.78%
$0
$473,000 0.17% of portfolio
7,420
Q2 2022 Added 0.19%
$0
$405,000 0.15% of portfolio
8,000
Q4 2024 Reduced 42.86%
$178B
$343,000 0.12% of portfolio
2,236
Q4 2024 Reduced 0.58%
$56.2B
$303,000 0.11% of portfolio
15,500
Q3 2024 Added 3.33%
$36.4B
$290,000 0.11% of portfolio
4,800
Q4 2024 Reduced 0.93%
$31.5B
$293,000 0.11% of portfolio
3,450
Q4 2024 Added 7.48%
$432B
$281,000 0.1% of portfolio
1,947
Q4 2024 Reduced 0.66%
$25.2B
$288,000 0.1% of portfolio
2,500
Q4 2024 New
$219B
$211,000 0.08% of portfolio
600
Q3 2024 New
$202B
$226,000 0.08% of portfolio
395
Q4 2024 New
$0
$200,000 0.07% of portfolio
895
Q4 2024 New
$464B
$201,000 0.07% of portfolio
220
Q4 2024 New
$199B
$203,000 0.07% of portfolio
1,825
Q4 2024 New
$918M
$123,000 0.04% of portfolio
10,000
Q4 2024 New
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 58.92%
$0
$0 0.0% of portfolio
19,700
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $275 Million
  • Prior Value $254 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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