Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $249 Million
  • Q2 2024

Westwood Wealth Management has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $249 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $99M, Apple Inc. with a value of $27.8M, Meta Platforms, Inc. with a value of $13.4M, Proshares Ultra Qqq with a value of $12.9M, and Direxion Daily Semiconductor B with a value of $12.6M.

Examining the 13F form we can see an increase of $44.9M in the current position value, from $204M to 249M.

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

Portfolio value $249 Million
Technology: $162 Million
ETFs: $46.5 Million
Communication Services: $27.2 Million
Consumer Cyclical: $7.44 Million
Industrials: $2.21 Million
Healthcare: $2.04 Million
Financial Services: $1.45 Million
Energy: $243,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.9 Million 5.16% of portfolio
129,010
Q2 2024 Added 3.27%
$0
$12.6 Million 5.04% of portfolio
226,970
Q2 2024 Added 3.96%
$0
$4.85 Million 1.94% of portfolio
33,175
Q2 2024 Reduced 2.28%
$0
$4.51 Million 1.81% of portfolio
17,290
Q2 2024 Added 9.5%
$0
$3.62 Million 1.45% of portfolio
98,730
Q2 2024 Reduced 22.7%
$0
$2.24 Million 0.9% of portfolio
4,685
Q2 2024 Added 13.03%
$0
$1.81 Million 0.73% of portfolio
12,050
Q2 2024 Reduced 0.04%
$0
$1.69 Million 0.68% of portfolio
12,325
Q2 2024 Reduced 1.2%
$0
$1.23 Million 0.49% of portfolio
2,251
Q1 2024 Reduced 13.62%
$0
$592,000 0.24% of portfolio
10,000
Q1 2024 New
$0
$436,000 0.17% of portfolio
7,420
Q2 2022 Added 0.19%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $249 Million
  • Prior Value $204 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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