Westwood Wealth Management Top Holdings and 13F Report (2024)

About Westwood Wealth Management

Investment Activity

Westwood Wealth Management has $297.65 million in total holdings as of September 30, 2024.
Westwood Wealth Management owns shares of 48 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 2.59% of the portfolio was purchased this quarter.
About 5.17% of the portfolio was sold this quarter.
This quarter, Westwood Wealth Management has purchased 45 new stocks and bought additional shares in 11 stocks.
Westwood Wealth Management sold shares of 24 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA: $105,114,697
Meta Platforms: $25,681,103
Apple: $23,978,833
ProShares Ultra QQQ: $17,493,472
Broadcom: $16,366,719

Largest New Holdings this Quarter

464287457 - iShares 1-3 Year Treasury Bond ETF: $1,118,610 Holding
922908363 - Vanguard S&P 500 ETF: $299,920 Holding
852234103 - BLOCK INC: $234,359 Holding
254687106 - Walt Disney: $213,917 Holding

Largest Purchases this Quarter

Direxion Daily Semiconductors Bull 3x Shares: 72,825 shares (about $1.83M)
ProShares Ultra QQQ: 10,850 shares (about $1.28M)
PALANTIR TECHNOLOGIES INC: 9,328 shares (about $1.27M)
iShares 1-3 Year Treasury Bond ETF: 13,500 shares (about $1.12M)
Alphabet: 5,760 shares (about $1.02M)

Largest Sales this Quarter

NVIDIA: 31,099 shares (about $4.91M)
Tesla: 4,977 shares (about $1.58M)
Apple: 7,360 shares (about $1.51M)
Meta Platforms: 1,686 shares (about $1.24M)
Eli Lilly and Company: 1,275 shares (about $993.90K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$105,114,697	$4,913,331 ▼	-4.5%	665,325	35.3%	Computer and Technology
META Meta Platforms	$25,681,103	$1,244,420 ▼	-4.6%	34,794	8.6%	Computer and Technology
AAPL Apple	$23,978,833	$1,510,051 ▼	-5.9%	116,873	8.1%	Computer and Technology
QLD ProShares Ultra QQQ	$17,493,472	$1,277,154 ▲	7.9%	148,615	5.9%	ETF
AVGO Broadcom	$16,366,719	$144,716 ▼	-0.9%	59,375	5.5%	Computer and Technology
MSFT Microsoft	$14,731,792	$130,321 ▼	-0.9%	29,617	4.9%	Computer and Technology
GOOGL Alphabet	$11,990,161	$1,015,085 ▲	9.2%	68,037	4.0%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$8,421,577	$1,271,593 ▲	17.8%	61,778	2.8%	CL A
AMZN Amazon.com	$8,380,917	$178,583 ▼	-2.1%	38,201	2.8%	Retail/Wholesale
SOXL Direxion Daily Semiconductors Bull 3x Shares	$7,635,198	$1,828,636 ▲	31.5%	304,070	2.6%	ETF
SPXL Direxion Daily S&P 500 Bull 3x Shares	$5,904,358	$199,559 ▲	3.5%	34,025	2.0%	ETF
ALCC AltC Acquisition	$5,892,948	$293,948 ▼	-4.8%	105,250	2.0%	Energy
PANW Palo Alto Networks	$5,391,445	$225,104 ▼	-4.0%	26,346	1.8%	Computer and Technology
SMH VanEck Semiconductor ETF	$4,410,487	$195,216 ▼	-4.2%	15,815	1.5%	Manufacturing
UBER Uber Technologies	$3,878,948	$125,955 ▼	-3.1%	41,575	1.3%	Computer and Technology
QQQ Invesco QQQ	$2,945,758	$143,426 ▲	5.1%	5,340	1.0%	Finance
TSLA Tesla	$2,618,471	$1,580,994 ▼	-37.6%	8,243	0.9%	Auto/Tires/Trucks
ARM HOLDINGS PLC	$2,604,014	$363,915 ▼	-12.3%	16,100	0.9%	SPONSORED ADS
NFLX Netflix	$2,081,008	$8,035 ▲	0.4%	1,554	0.7%	Consumer Discretionary
IYW iShares U.S. Technology ETF	$1,731,834	$13,862 ▼	-0.8%	9,995	0.6%	Manufacturing
NXPI NXP Semiconductors	$1,672,541		0.0%	7,655	0.6%	Computer and Technology
ORCL Oracle	$1,546,807	$21,863 ▲	1.4%	7,075	0.5%	Computer and Technology
SUPER MICRO COMPUTER INC	$1,426,191	$661,635 ▼	-31.7%	29,100	0.5%	COM NEW
TNA Direxion Daily Small Cap Bull 3X Shares	$1,420,922	$732,514 ▼	-34.0%	42,365	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$1,350,620	$3,089 ▼	-0.2%	2,186	0.5%	Finance
NOW ServiceNow	$1,213,134	$30,842 ▲	2.6%	1,180	0.4%	Computer and Technology
GOOG Alphabet	$1,184,433	$6,563 ▲	0.6%	6,677	0.4%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$1,118,610	$1,118,610 ▲	New Holding	13,500	0.4%	Manufacturing
UNP Union Pacific	$1,020,405	$138,048 ▼	-11.9%	4,435	0.3%	Transportation
BX Blackstone	$923,657		0.0%	6,175	0.3%	Finance
IBB iShares Biotechnology ETF	$870,389	$855,208 ▼	-49.6%	6,880	0.3%	Finance
JPM JPMorgan Chase & Co.	$841,319	$33,340 ▲	4.1%	2,902	0.3%	Finance
LLY Eli Lilly and Company	$806,814	$993,901 ▼	-55.2%	1,035	0.3%	Medical
AMD Advanced Micro Devices	$575,121	$121,892 ▼	-17.5%	4,053	0.2%	Computer and Technology
DFUS Dimensional U.S. Equity ETF	$497,288		0.0%	7,420	0.2%	ETF
CRM Salesforce	$433,577	$425,942 ▼	-49.6%	1,590	0.1%	Computer and Technology
NKE NIKE	$394,414	$124,320 ▼	-24.0%	5,552	0.1%	Consumer Discretionary
BIB ProShares Ultra Nasdaq Biotechnology	$366,480		0.0%	8,000	0.1%	ETF
FDX FedEx	$363,696		0.0%	1,600	0.1%	Transportation
DELL Dell Technologies	$306,500		0.0%	2,500	0.1%	Computer and Technology
QCOM QUALCOMM	$300,364	$55,741 ▼	-15.7%	1,886	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$299,920	$299,920 ▲	New Holding	528	0.1%	ETF
ET Energy Transfer	$281,015	$34,447 ▼	-10.9%	15,500	0.1%	Energy
GS The Goldman Sachs Group	$279,561		0.0%	395	0.1%	Finance
DAL Delta Air Lines	$236,064		0.0%	4,800	0.1%	Transportation
BLOCK INC	$234,359	$234,359 ▲	New Holding	3,450	0.1%	CL A
COST Costco Wholesale	$217,787		0.0%	220	0.1%	Retail/Wholesale
DIS Walt Disney	$213,917	$213,917 ▲	New Holding	1,725	0.1%	Consumer Discretionary
JNJ Johnson & Johnson	$0	$322,890 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Westwood Wealth Management Top Holdings and 13F Report (2024)

About Westwood Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Westwood Wealth Management Top Holdings and 13F Report (2024)

About Westwood Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestwood Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools