Westwood Wealth Management Portfolio Holdings

Westwood Wealth Management

  • $275 Million
  • Q4 2024

Westwood Wealth Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $104M, Apple Inc. with a value of $33.8M, Meta Platforms, Inc. with a value of $18.7M, Proshares Ultra Qqq with a value of $14.4M, and Broadcom Inc. with a value of $13.6M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $254M to 275M.

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

Portfolio value $275 Million
Technology: $178 Million
ETFs: $42.9 Million
Communication Services: $33.3 Million
Consumer Cyclical: $14.7 Million
Healthcare: $2.26 Million
Financial Services: $1.96 Million
Industrials: $1.95 Million
Energy: $303,000
Other: $201,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$104 Million 37.86% of portfolio
776,170
Q4 2024 Reduced 0.85%
$3.84T
$33.8 Million 12.29% of portfolio
135,158
Q4 2024 Reduced 5.15%
$1.41T
$18.7 Million 6.8% of portfolio
31,740
Q4 2024 Added 0.97%
$2.93T
$12.3 Million 4.47% of portfolio
29,194
Q4 2024 Reduced 4.13%
$1.04T
$11.8 Million 4.28% of portfolio
62,212
Q4 2024 Reduced 0.02%
$2.03T
$7.85 Million 2.85% of portfolio
35,765
Q4 2024 Added 1.64%
$829B
$6.28 Million 2.28% of portfolio
15,560
Q4 2024 Added 1,334.1%
$826B
$1.86 Million 0.68% of portfolio
2,410
Q4 2024 Reduced 17.18%
$397B
$1.38 Million 0.5% of portfolio
1,548
Q4 2024 Reduced 0.39%
$1.07T
$1.26 Million 0.46% of portfolio
6,640
Q4 2024 Reduced 0.2%
$418B
$899,000 0.33% of portfolio
5,400
Q4 2024 New
$711B
$668,000 0.24% of portfolio
2,787
Q4 2024 Reduced 0.57%
$436B
$281,000 0.1% of portfolio
1,947
Q4 2024 Reduced 0.66%
$216B
$211,000 0.08% of portfolio
600
Q3 2024 New
$427B
$201,000 0.07% of portfolio
220
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $275 Million
  • Prior Value $254 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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