Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $254 Million
  • Q3 2024

Westwood Wealth Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $254 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $95.1M, Apple Inc. with a value of $33.2M, Meta Platforms, Inc. with a value of $18M, Proshares Ultra Qqq with a value of $13.3M, and Microsoft Corp with a value of $13.1M.

Examining the 13F form we can see an increase of $4.32M in the current position value, from $249M to 254M.

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

Portfolio value $254 Million
Technology: $164 Million
ETFs: $45.2 Million
Communication Services: $30.5 Million
Consumer Cyclical: $7.48 Million
Healthcare: $2.9 Million
Industrials: $2.06 Million
Financial Services: $1.54 Million
Energy: $248,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.8B
$10.3 Million 4.05% of portfolio
59,500
Q3 2024 Added 986.76%
$116B
$4.68 Million 1.84% of portfolio
13,678
Q3 2024 Reduced 7.29%
$145B
$3.1 Million 1.22% of portfolio
41,275
Q3 2024 Reduced 17.04%
$57B
$2.12 Million 0.84% of portfolio
8,830
Q1 2024 Added 9.28%
$145B
$1.34 Million 0.53% of portfolio
5,435
Q3 2024 Reduced 1.81%
$129B
$945,000 0.37% of portfolio
6,175
Q3 2024 Reduced 13.94%
$96.6B
$645,000 0.25% of portfolio
7,311
Q3 2024 Reduced 11.94%
$76.6B
$473,000 0.19% of portfolio
1,730
Q3 2024 Reduced 28.81%
$180B
$382,000 0.15% of portfolio
2,249
Q3 2024 Reduced 16.95%
$53.4B
$248,000 0.1% of portfolio
15,500
Q3 2024 Added 3.33%
$41.1B
$246,000 0.1% of portfolio
4,845
Q3 2024 Added 0.94%
$44.6B
$215,000 0.08% of portfolio
3,210
Q3 2024 Reduced 9.83%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $254 Million
  • Prior Value $249 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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