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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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