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

About Westwood Wealth Management

Investment Activity

Westwood Wealth Management has $231.92 million in total holdings as of September 30, 2024.
Westwood Wealth Management owns shares of 45 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 5.72% of the portfolio was purchased this quarter.
About 6.12% of the portfolio was sold this quarter.
This quarter, Westwood Wealth Management has purchased 48 new stocks and bought additional shares in 17 stocks.
Westwood Wealth Management sold shares of 12 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA: $75,478,433
Apple: $27,595,876
Meta Platforms: $21,025,613
ProShares Ultra QQQ: $12,244,553
Microsoft: $11,216,278

Largest New Holdings this Quarter

86800U302 - SUPER MICRO COMPUTER INC: $1,458,624 Holding
79466L302 - Salesforce: $845,871 Holding

Largest Purchases this Quarter

PALANTIR TECHNOLOGIES INC: 34,950 shares (about $2.95M)
Meta Platforms: 4,740 shares (about $2.73M)
AltC Acquisition: 90,800 shares (about $1.96M)
SUPER MICRO COMPUTER INC: 42,600 shares (about $1.46M)
ARM HOLDINGS PLC: 8,625 shares (about $921.06K)

Largest Sales this Quarter

NVIDIA: 79,746 shares (about $8.64M)
Apple: 10,925 shares (about $2.43M)
Direxion Daily Small Cap Bull 3X Shares: 31,000 shares (about $907.06K)
Tesla: 2,340 shares (about $606.43K)
iShares U.S. Technology ETF: 1,650 shares (about $231.73K)

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	$75,478,433	$8,642,871 ▼	-10.3%	696,424	32.5%	Computer and Technology
AAPL Apple	$27,595,876	$2,426,770 ▼	-8.1%	124,233	11.9%	Computer and Technology
META Meta Platforms	$21,025,613	$2,731,946 ▲	14.9%	36,480	9.1%	Computer and Technology
QLD ProShares Ultra QQQ	$12,244,553	$391,072 ▲	3.3%	137,765	5.3%	ETF
MSFT Microsoft	$11,216,278	$257,142 ▲	2.3%	29,879	4.8%	Computer and Technology
AVGO Broadcom	$10,029,057	$192,545 ▲	2.0%	59,900	4.3%	Computer and Technology
GOOGL Alphabet	$9,630,515	$10,052 ▲	0.1%	62,277	4.2%	Computer and Technology
AMZN Amazon.com	$7,422,994	$618,345 ▲	9.1%	39,015	3.2%	Retail/Wholesale
PANW Palo Alto Networks	$4,683,385	$17,064 ▲	0.4%	27,446	2.0%	Computer and Technology
SPXL Direxion Daily S&P 500 Bull 3X	$4,615,321	$84,234 ▼	-1.8%	32,875	2.0%	ETF
PALANTIR TECHNOLOGIES INC	$4,426,780	$2,949,780 ▲	199.7%	52,450	1.9%	CL A
SOXL Direxion Daily Semiconductors Bull 3x Shares	$3,688,358	$44,660 ▲	1.2%	231,245	1.6%	ETF
SMH VanEck Semiconductor ETF	$3,492,427	$153,316 ▲	4.6%	16,515	1.5%	Manufacturing
TSLA Tesla	$3,426,095	$606,434 ▼	-15.0%	13,220	1.5%	Auto/Tires/Trucks
UBER Uber Technologies	$3,127,516	$98,361 ▲	3.2%	42,925	1.3%	Computer and Technology
ALCC AltC Acquisition	$2,390,115	$1,964,004 ▲	460.9%	110,500	1.0%	Energy
QQQ Invesco QQQ	$2,382,114	$42,203 ▼	-1.7%	5,080	1.0%	Finance
ARM HOLDINGS PLC	$1,959,597	$921,064 ▲	88.7%	18,350	0.8%	SPONSORED ADS
LLY Eli Lilly and Company	$1,907,852	$82,591 ▼	-4.1%	2,310	0.8%	Medical
TNA Direxion Daily Small Cap Bull 3X Shares	$1,878,638	$907,060 ▼	-32.6%	64,205	0.8%	ETF
IBB iShares Biotechnology ETF	$1,744,556	$12,790 ▼	-0.7%	13,640	0.8%	Finance
SUPER MICRO COMPUTER INC	$1,458,624	$1,458,624 ▲	New Holding	42,600	0.6%	COM NEW
NXPI NXP Semiconductors	$1,454,909		0.0%	7,655	0.6%	Computer and Technology
NFLX Netflix	$1,443,556		0.0%	1,548	0.6%	Consumer Discretionary
IYW iShares U.S. Technology ETF	$1,414,933	$231,726 ▼	-14.1%	10,075	0.6%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$1,225,623	$47,548 ▼	-3.7%	2,191	0.5%	Finance
UNP Union Pacific	$1,189,468	$59,060 ▼	-4.7%	5,035	0.5%	Transportation
GOOG Alphabet	$1,037,367		0.0%	6,640	0.4%	Computer and Technology
ORCL Oracle	$975,175	$220,201 ▲	29.2%	6,975	0.4%	Computer and Technology
NOW ServiceNow	$915,561	$358,263 ▲	64.3%	1,150	0.4%	Computer and Technology
BX Blackstone	$863,142		0.0%	6,175	0.4%	Finance
CRM Salesforce	$845,871	$845,871 ▲	New Holding	3,152	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$683,651		0.0%	2,787	0.3%	Finance
AMD Advanced Micro Devices	$504,659	$8,219 ▲	1.7%	4,912	0.2%	Computer and Technology
NKE NIKE	$463,531		0.0%	7,302	0.2%	Consumer Discretionary
DFUS Dimensional U.S. Equity ETF	$448,762		0.0%	7,420	0.2%	ETF
FDX FedEx	$390,048	$7,313 ▼	-1.8%	1,600	0.2%	Transportation
BIB ProShares Ultra Nasdaq Biotechnology	$385,440		0.0%	8,000	0.2%	ETF
QCOM QUALCOMM	$343,472		0.0%	2,236	0.1%	Computer and Technology
ET Energy Transfer	$323,466	$35,321 ▲	12.3%	17,400	0.1%	Energy
JNJ Johnson & Johnson	$322,890		0.0%	1,947	0.1%	Medical
DELL Dell Technologies	$227,875		0.0%	2,500	0.1%	Computer and Technology
GS The Goldman Sachs Group	$215,785		0.0%	395	0.1%	Finance
DAL Delta Air Lines	$209,280		0.0%	4,800	0.1%	Transportation
COST Costco Wholesale	$208,072		0.0%	220	0.1%	Retail/Wholesale
BLOCK INC	$0	$293,216 ▼	-100.0%	0	0.0%	CL A
ACN Accenture	$0	$211,074 ▼	-100.0%	0	0.0%	Computer and Technology
DIS Walt Disney	$0	$203,214 ▼	-100.0%	0	0.0%	Consumer Discretionary
XLY Consumer Discretionary Select Sector SPDR Fund	$0	$200,793 ▼	-100.0%	0	0.0%	Finance
WVE Wave Life Sciences	$0	$123,700 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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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