Westwood Wealth Management Options Holdings

Westwood Wealth Management

  • $249 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
META
Meta Platforms, Inc.

Communication Services
CALL
$100,000
200
Q2 2024
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$47,000
100
Q2 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$3,000
30
Q2 2024
Reduced 93.02%

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
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