Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $226 Million
  • Q1 2025

Westwood Wealth Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $75.5M, Apple Inc. with a value of $27.6M, Meta Platforms, Inc. with a value of $21M, Proshares Ultra Qqq with a value of $12.2M, and Microsoft Corp with a value of $11.2M.

Examining the 13F form we can see an decrease of $49.2M in the current position value, from $275M to 226M.

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

Portfolio value $226 Million
Technology: $142 Million
ETFs: $33.5 Million
Communication Services: $33.1 Million
Consumer Cyclical: $11.3 Million
Healthcare: $2.23 Million
Industrials: $1.79 Million
Financial Services: $1.76 Million
Energy: $323,000
Other: $208,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$75.5 Million 33.38% of portfolio
696,424
Q1 2025 Reduced 10.27%
$3.45T
$27.6 Million 12.21% of portfolio
124,233
Q1 2025 Reduced 8.08%
$1.58T
$21 Million 9.3% of portfolio
36,480
Q1 2025 Added 14.93%
$0
$12.2 Million 5.42% of portfolio
137,765
Q1 2025 Added 3.3%
$3.77T
$11.2 Million 4.96% of portfolio
29,879
Q1 2025 Added 2.35%
$113B
$10 Million 4.44% of portfolio
59,900
Q1 2025 Added 1.96%
$1.14T
$9.63 Million 4.26% of portfolio
62,277
Q1 2025 Added 0.1%
$2.32T
$7.42 Million 3.28% of portfolio
39,015
Q1 2025 Added 9.09%
$58.9B
$4.68 Million 2.07% of portfolio
27,446
Q1 2025 Added 0.37%
$0
$4.62 Million 2.04% of portfolio
32,875
Q1 2025 Reduced 1.79%
$293B
$4.43 Million 1.96% of portfolio
52,450
Q1 2025 Added 199.71%
$0
$3.69 Million 1.63% of portfolio
231,245
Q1 2025 Added 1.23%
$0
$3.49 Million 1.54% of portfolio
16,515
Q1 2025 Added 4.59%
$1.05T
$3.43 Million 1.52% of portfolio
13,220
Q1 2025 Reduced 15.04%
$182B
$3.13 Million 1.38% of portfolio
42,925
Q1 2025 Added 3.25%
$0
$2.38 Million 1.05% of portfolio
5,080
Q1 2025 Reduced 1.74%
$0
$1.88 Million 0.83% of portfolio
64,205
Q1 2025 Reduced 32.56%
$0
$1.74 Million 0.77% of portfolio
13,640
Q1 2025 Reduced 0.73%
$530B
$1.44 Million 0.64% of portfolio
1,548
Q4 2024 Reduced 0.39%
$59.9B
$1.45 Million 0.64% of portfolio
7,655
Q4 2024 Reduced 13.31%
$0
$1.41 Million 0.63% of portfolio
10,075
Q1 2025 Reduced 14.07%
$0
$1.23 Million 0.54% of portfolio
2,191
Q1 2025 Reduced 3.73%
$141B
$1.19 Million 0.53% of portfolio
5,035
Q1 2025 Reduced 4.73%
$1.17T
$1.04 Million 0.46% of portfolio
6,640
Q4 2024 Reduced 0.2%
$642B
$975,000 0.43% of portfolio
6,975
Q1 2025 Added 29.17%
$194B
$915,000 0.4% of portfolio
1,150
Q1 2025 Added 64.29%
$120B
$863,000 0.38% of portfolio
6,175
Q3 2024 Reduced 13.94%
$264B
$845,000 0.37% of portfolio
3,152
Q1 2025 New
$855B
$683,000 0.3% of portfolio
2,787
Q4 2024 Reduced 0.57%
$250B
$504,000 0.22% of portfolio
4,912
Q1 2025 Added 1.66%
$0
$448,000 0.2% of portfolio
7,420
Q2 2022 Added 0.19%
$95B
$463,000 0.2% of portfolio
7,302
Q4 2024 Reduced 0.12%
$0
$385,000 0.17% of portfolio
8,000
Q4 2024 Reduced 42.86%
$60.3B
$390,000 0.17% of portfolio
1,600
Q1 2025 Reduced 1.84%
$177B
$343,000 0.15% of portfolio
2,236
Q4 2024 Reduced 0.58%
$439B
$322,000 0.14% of portfolio
1,947
Q4 2024 Reduced 0.66%
$53.5B
$323,000 0.14% of portfolio
17,400
Q1 2025 Added 12.26%
$239B
$215,000 0.1% of portfolio
395
Q4 2024 New
$32.2B
$227,000 0.1% of portfolio
2,500
Q4 2024 New
$417B
$208,000 0.09% of portfolio
220
Q4 2024 New
$35.7B
$209,000 0.09% of portfolio
4,800
Q4 2024 Reduced 0.93%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 88.69%
$0
$0 0.0% of portfolio
110,500
Q1 2025 Added 460.91%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $226 Million
  • Prior Value $275 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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