Westwood Wealth Management Top Holdings and 13F Report (2024) → I’m afraid WWIII is a very real possibility (From Porter & Company) (Ad) About Westwood Wealth ManagementInvestment ActivityWestwood Wealth Management has $204.47 million in total holdings as of March 31, 2024.Westwood Wealth Management owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 20.17% of the portfolio was purchased this quarter.About 1.55% of the portfolio was sold this quarter.This quarter, Westwood Wealth Management has purchased 33 new stocks and bought additional shares in 15 stocks.Westwood Wealth Management sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $68,249,501Apple $27,908,027Meta Platforms $11,883,599Microsoft $11,207,560ProShares Ultra QQQ $10,928,002 Largest New Holdings this Quarter Direxion Daily Semiconductors Bull 3x Shares $10,158,197 HoldingAlphabet $9,478,404 HoldingEli Lilly and Company $1,256,405 HoldingAdvanced Micro Devices $772,317 HoldingProShares Ultra Nasdaq Biotechnology $575,400 Holding Largest Purchases this Quarter Direxion Daily Semiconductors Bull 3x Shares 218,315 shares (about $10.16M)Alphabet 62,800 shares (about $9.48M)Meta Platforms 18,322 shares (about $8.90M)Direxion Daily Small Cap Bull 3X Shares 70,825 shares (about $3.04M)Apple 10,508 shares (about $1.80M) Largest Sales this Quarter NVIDIA 713 shares (about $644.24K)Block 3,550 shares (about $300.26K)SPDR S&P 500 ETF Trust 355 shares (about $185.69K)QUALCOMM 875 shares (about $148.14K)iShares U.S. Technology ETF 830 shares (about $112.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestwood Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$68,249,501$644,238 ▼-0.9%75,53433.4%Computer and TechnologyAAPLApple$27,908,027$1,801,912 ▲6.9%162,74813.6%Computer and TechnologyMETAMeta Platforms$11,883,599$8,896,797 ▲297.9%24,4735.8%Computer and TechnologyMSFTMicrosoft$11,207,560$1,021,508 ▲10.0%26,6395.5%Computer and TechnologyQLDProShares Ultra QQQ$10,928,002$108,475 ▲1.0%124,9205.3%ETFSOXLDirexion Daily Semiconductors Bull 3x Shares$10,158,197$10,158,197 ▲New Holding218,3155.0%ETFGOOGLAlphabet$9,478,404$9,478,404 ▲New Holding62,8004.6%Computer and TechnologyAVGOBroadcom$7,256,620$894,652 ▲14.1%5,4753.5%Computer and TechnologyAMZNAmazon.com$6,172,784$847,064 ▲15.9%34,2213.0%Retail/WholesaleTNADirexion Daily Small Cap Bull 3X Shares$5,482,172$3,039,809 ▲124.5%127,7302.7%ETFSPXLDirexion Daily S&P 500 Bull 3X$4,550,319$562,926 ▲14.1%33,9502.2%ETFPANWPalo Alto Networks$4,255,699$14,206 ▲0.3%14,9782.1%Computer and TechnologyUBERUber Technologies$3,830,253$234,820 ▲6.5%49,7501.9%Computer and TechnologySMHVanEck Semiconductor ETF$3,552,592$44,998 ▼-1.3%15,7901.7%ManufacturingNXPINXP Semiconductors$2,187,809$185,827 ▲9.3%8,8301.1%Computer and TechnologyQQQInvesco QQQ$1,840,421$235,325 ▲14.7%4,1450.9%FinanceIBBiShares Biotechnology ETF$1,711,820$557,113 ▲48.2%12,4750.8%FinanceIYWiShares U.S. Technology ETF$1,628,148$112,100 ▼-6.4%12,0550.8%ManufacturingUNPUnion Pacific$1,361,223$9,837 ▼-0.7%5,5350.7%TransportationLLYEli Lilly and Company$1,256,405$1,256,405 ▲New Holding1,6150.6%MedicalSPYSPDR S&P 500 ETF Trust$1,177,431$185,690 ▼-13.6%2,2510.6%FinanceNKENIKE$1,029,2690.0%10,9520.5%Consumer DiscretionaryGOOGAlphabet$1,011,006$79,175 ▼-7.3%6,6400.5%Computer and TechnologyAMDAdvanced Micro Devices$772,317$772,317 ▲New Holding4,2790.4%Computer and TechnologyFDXFedEx$705,517$28,974 ▼-3.9%2,4350.3%TransportationDISWalt Disney$657,073$24,472 ▼-3.6%5,3700.3%Consumer DiscretionaryNFLXNetflix$619,477$313,990 ▲102.8%1,0200.3%Consumer DiscretionaryBIBProShares Ultra Nasdaq Biotechnology$575,400$575,400 ▲New Holding10,0000.3%ETFJPMJPMorgan Chase & Co.$558,236$20,030 ▼-3.5%2,7870.3%FinanceNOWServiceNow$457,440$57,180 ▲14.3%6000.2%Computer and TechnologyDFUSDimensional U.S. Equity ETF$422,7920.0%7,4200.2%ETFSQBlock$385,685$300,259 ▼-43.8%4,5600.2%Business ServicesQCOMQUALCOMM$373,814$148,137 ▼-28.4%2,2080.2%Computer and TechnologyJNJJohnson & Johnson$363,3620.0%2,2970.2%MedicalETEnergy Transfer$235,9500.0%15,0000.1%Oils/EnergyDALDelta Air Lines$229,776$229,776 ▲New Holding4,8000.1%TransportationBXBlackstone$0$939,351 ▼-100.0%00.0%FinanceGMGeneral Motors$0$332,799 ▼-100.0%00.0%Auto/Tires/TrucksBIIBBiogen$0$291,116 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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