Westwood Wealth Management Portfolio Holdings
Westwood Wealth Management
- $226 Million
- Q1 2025
Westwood Wealth Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $75.5M, Apple Inc. with a value of $27.6M, Meta Platforms, Inc. with a value of $21M, Proshares Ultra Qqq with a value of $12.2M, and Microsoft Corp with a value of $11.2M.
Examining the 13F form we can see an decrease of $49.2M in the current position value, from $275M to 226M.
Below you can find more details about Westwood Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$226 Million
Technology: $142 Million
ETFs: $33.5 Million
Communication Services: $33.1 Million
Consumer Cyclical: $11.3 Million
Healthcare: $2.23 Million
Industrials: $1.79 Million
Financial Services: $1.76 Million
Energy: $323,000
Other: $208,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|