Westwood Wealth Management Top Holdings and 13F Report (2024) About Westwood Wealth ManagementInvestment ActivityWestwood 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 $105,114,697Meta Platforms $25,681,103Apple $23,978,833ProShares Ultra QQQ $17,493,472Broadcom $16,366,719 Largest New Holdings this Quarter 464287457 - iShares 1-3 Year Treasury Bond ETF $1,118,610 Holding922908363 - Vanguard S&P 500 ETF $299,920 Holding852234103 - BLOCK INC $234,359 Holding254687106 - 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 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$105,114,697$4,913,331 ▼-4.5%665,32535.3%Computer and TechnologyMETAMeta Platforms$25,681,103$1,244,420 ▼-4.6%34,7948.6%Computer and TechnologyAAPLApple$23,978,833$1,510,051 ▼-5.9%116,8738.1%Computer and TechnologyQLDProShares Ultra QQQ$17,493,472$1,277,154 ▲7.9%148,6155.9%ETFAVGOBroadcom$16,366,719$144,716 ▼-0.9%59,3755.5%Computer and TechnologyMSFTMicrosoft$14,731,792$130,321 ▼-0.9%29,6174.9%Computer and TechnologyGOOGLAlphabet$11,990,161$1,015,085 ▲9.2%68,0374.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$8,421,577$1,271,593 ▲17.8%61,7782.8%CL AAMZNAmazon.com$8,380,917$178,583 ▼-2.1%38,2012.8%Retail/WholesaleSOXLDirexion Daily Semiconductors Bull 3x Shares$7,635,198$1,828,636 ▲31.5%304,0702.6%ETFSPXLDirexion Daily S&P 500 Bull 3x Shares$5,904,358$199,559 ▲3.5%34,0252.0%ETFALCCAltC Acquisition$5,892,948$293,948 ▼-4.8%105,2502.0%EnergyPANWPalo Alto Networks$5,391,445$225,104 ▼-4.0%26,3461.8%Computer and TechnologySMHVanEck Semiconductor ETF$4,410,487$195,216 ▼-4.2%15,8151.5%ManufacturingUBERUber Technologies$3,878,948$125,955 ▼-3.1%41,5751.3%Computer and TechnologyQQQInvesco QQQ$2,945,758$143,426 ▲5.1%5,3401.0%FinanceTSLATesla$2,618,471$1,580,994 ▼-37.6%8,2430.9%Auto/Tires/TrucksARM HOLDINGS PLC$2,604,014$363,915 ▼-12.3%16,1000.9%SPONSORED ADSNFLXNetflix$2,081,008$8,035 ▲0.4%1,5540.7%Consumer DiscretionaryIYWiShares U.S. Technology ETF$1,731,834$13,862 ▼-0.8%9,9950.6%ManufacturingNXPINXP Semiconductors$1,672,5410.0%7,6550.6%Computer and TechnologyORCLOracle$1,546,807$21,863 ▲1.4%7,0750.5%Computer and TechnologySUPER MICRO COMPUTER INC$1,426,191$661,635 ▼-31.7%29,1000.5%COM NEWTNADirexion Daily Small Cap Bull 3X Shares$1,420,922$732,514 ▼-34.0%42,3650.5%ETFSPYSPDR S&P 500 ETF Trust$1,350,620$3,089 ▼-0.2%2,1860.5%FinanceNOWServiceNow$1,213,134$30,842 ▲2.6%1,1800.4%Computer and TechnologyGOOGAlphabet$1,184,433$6,563 ▲0.6%6,6770.4%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,118,610$1,118,610 ▲New Holding13,5000.4%ManufacturingUNPUnion Pacific$1,020,405$138,048 ▼-11.9%4,4350.3%TransportationBXBlackstone$923,6570.0%6,1750.3%FinanceIBBiShares Biotechnology ETF$870,389$855,208 ▼-49.6%6,8800.3%FinanceJPMJPMorgan Chase & Co.$841,319$33,340 ▲4.1%2,9020.3%FinanceLLYEli Lilly and Company$806,814$993,901 ▼-55.2%1,0350.3%MedicalAMDAdvanced Micro Devices$575,121$121,892 ▼-17.5%4,0530.2%Computer and TechnologyDFUSDimensional U.S. Equity ETF$497,2880.0%7,4200.2%ETFCRMSalesforce$433,577$425,942 ▼-49.6%1,5900.1%Computer and TechnologyNKENIKE$394,414$124,320 ▼-24.0%5,5520.1%Consumer DiscretionaryBIBProShares Ultra Nasdaq Biotechnology$366,4800.0%8,0000.1%ETFFDXFedEx$363,6960.0%1,6000.1%TransportationDELLDell Technologies$306,5000.0%2,5000.1%Computer and TechnologyQCOMQUALCOMM$300,364$55,741 ▼-15.7%1,8860.1%Computer and TechnologyVOOVanguard S&P 500 ETF$299,920$299,920 ▲New Holding5280.1%ETFETEnergy Transfer$281,015$34,447 ▼-10.9%15,5000.1%EnergyGSThe Goldman Sachs Group$279,5610.0%3950.1%FinanceDALDelta Air Lines$236,0640.0%4,8000.1%TransportationBLOCK INC$234,359$234,359 ▲New Holding3,4500.1%CL ACOSTCostco Wholesale$217,7870.0%2200.1%Retail/WholesaleDISWalt Disney$213,917$213,917 ▲New Holding1,7250.1%Consumer DiscretionaryJNJJohnson & Johnson$0$322,890 ▼-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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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