Westwood Wealth Management Incresed Positions in Q3 2024

Westwood Wealth Management

  • $254 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
10.3K
+ 7.77%
$207.23 - $234.82 $2.13M - $2.41M
143K $33.2M
META
Meta Platforms, Inc.

Communication Services
4.85K
+ 18.22%
$453.41 - $572.44 $2.2M - $2.77M
31.4K $18M
AVGO
Broadcom Inc.

Technology
54K
+ 986.76%
$136.27 - $1745.86 $7.36M - $94.3M
59.5K $10.3M
LLY
Eli Lilly & CO

Healthcare
970
+ 50.0%
$772.14 - $960.02 $749K - $931K
2.91K $2.58M
MSFT
Microsoft Corp

Technology
2.83K
+ 10.25%
$395.15 - $467.56 $1.12M - $1.32M
30.5K $13.1M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
800
+ 2.41%
$122.74 - $163.95 $98.2K - $131K
34K $5.57M
IBB
Ishares Biotechnology ETF

ETFs
2.18K
+ 17.65%
$135.09 - $149.47 $294K - $325K
14.5K $2.11M
NFLX
Netflix Inc

Communication Services
534
+ 52.35%
$598.55 - $722.26 $320K - $386K
1.55K $1.1M
QLD
Proshares Ultra Qqq

ETFs
2.85K
+ 2.21%
$81.06 - $109.83 $231K - $313K
132K $13.3M
BIB
Proshares Trust Proshares Ul

ETFs
4K
+ 40.0%
$57.12 - $68.49 $228K - $274K
14K $892K
NOW
Service Now, Inc.

Technology
100
+ 16.67%
$730.87 - $937.36 $73.1K - $93.7K
700 $626K
AMD
Advanced Micro Devices Inc

Technology
364
+ 8.51%
$128.67 - $183.96 $46.8K - $67K
4.64K $761K
JNJ
Johnson & Johnson

Healthcare
13
+ 0.67%
$145.48 - $167.38 $1.89K - $2.18K
1.96K $317K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.57%
$194.9 - $224.8 $3.12K - $3.6K
2.8K $590K
DAL
Delta Air Lines, Inc.

Industrials
45
+ 0.94%
$37.32 - $51.8 $1.68K - $2.33K
4.85K $246K
ET
Energy Transfer LP

Energy
500
+ 3.33%
$15.43 - $16.44 $7.72K - $8.22K
15.5K $248K
GOOG
Alphabet Inc.

Communication Services
13
+ 0.2%
$149.54 - $192.66 $1.94K - $2.5K
6.65K $1.11M
GOOGL
Alphabet Inc.

Communication Services
119
+ 0.19%
$148.65 - $191.18 $17.7K - $22.8K
62.2K $10.3M
SOXL
Direxion Daily Semiconductor B

ETFs
29.8K
+ 13.11%
$25.96 - $68.59 $772K - $2.04M
257K $9.42M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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