Westwood Wealth Management Sells in Q2 2025

Westwood Wealth Management

  • $288 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.36K
- 5.92%
$172.42 - $223.89 $1.27M - $1.65M
117K $24M
LLY
Eli Lilly & CO

Healthcare
-1.28K
- 55.19%
$713.71 - $898.95 $910K - $1.15M
1.04K $806K
IBB
Ishares Biotechnology ETF

ETFs
-6.76K
- 49.56%
$112.02 - $129.0 $757K - $872K
6.88K $870K
TSLA
Tesla, Inc.

Consumer Cyclical
-4.98K
- 37.65%
$221.86 - $362.89 $1.1M - $1.81M
8.24K $2.62M
TNA
Direxion Daily Small Cap Bull

ETFs
-21.8K
- 34.02%
$19.12 - $33.54 $418K - $733K
42.4K $1.42M
CRM
Salesforce, Inc.

Technology
-1.56K
- 49.56%
$236.26 - $291.15 $369K - $455K
1.59K $433K
UNP
Union Pacific Corp

Industrials
-600
- 11.92%
$208.27 - $238.46 $125K - $143K
4.44K $1.02M
NKE
Nike, Inc.

Consumer Cyclical
-1.75K
- 23.97%
$53.27 - $72.04 $93.2K - $126K
5.55K $394K
QCOM
Qualcomm Inc

Technology
-350
- 15.65%
$124.66 - $159.48 $43.6K - $55.8K
1.89K $300K
ET
Energy Transfer LP

Energy
-1.9K
- 10.92%
$15.65 - $18.93 $29.7K - $36K
15.5K $281K
Arm Holdings PLC
-2.25K
- 12.26%
N/A
16.1K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-5.25K
- 4.75%
N/A
105K $0
AMD
Advanced Micro Devices Inc

Technology
-859
- 17.49%
$78.21 - $143.81 $67.2K - $124K
4.05K $575K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.23%
$496.48 - $617.85 $2.48K - $3.09K
2.19K $1.35M
IYW
Ishares Dj Us Tech ETF

ETFs
-80
- 0.79%
$122.57 - $173.27 $9.81K - $13.9K
10K $1.73M
PANW
Palo Alto Networks Inc

Technology
-1.1K
- 4.01%
$152.44 - $204.64 $168K - $225K
26.3K $5.39M
UBER
Uber Technologies, Inc

Technology
-1.35K
- 3.15%
$64.62 - $93.3 $87.2K - $126K
41.6K $3.88M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-700
- 4.24%
$179.95 - $278.88 $126K - $195K
15.8K $4.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-814
- 2.09%
$167.32 - $223.3 $136K - $182K
38.2K $8.38M
MSFT
Microsoft Corp

Technology
-262
- 0.88%
$354.56 - $497.45 $92.9K - $130K
29.6K $14.7M
META
Meta Platforms, Inc.

Communication Services
-1.69K
- 4.62%
$484.66 - $738.09 $817K - $1.24M
34.8K $25.7M
AVGO
Broadcom Inc.

Technology
-525
- 0.88%
$146.29 - $275.65 $76.8K - $145K
59.4K $16.4M
NVDA
Nvidia Corp

Technology
-31.1K
- 4.47%
$94.31 - $157.99 $2.93M - $4.91M
665K $105M
Activity Summary
Buys All Purchases 15 New Holdings 4 Increased Positions 11 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Westwood Wealth Management Portfolio

Follow Westwood Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email