Westwood Wealth Management Top Holdings and 13F Report (2024) About Westwood Wealth ManagementInvestment ActivityWestwood Wealth Management has $344.95 million in total holdings as of September 30, 2024.Westwood Wealth Management owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 7.39% of the portfolio was sold this quarter.This quarter, Westwood Wealth Management has purchased 42 new stocks and bought additional shares in 11 stocks.Westwood Wealth Management sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $111,420,926Direxion Daily Semiconductors Bull 3x Shares $46,678,264Alphabet $26,282,432ProShares Ultra QQQ $21,091,261Broadcom $16,730,555 Largest New Holdings this Quarter 60770K107 - Moderna $3,721,398 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $2,057,159 Holding76155X100 - Revolution Medicines $658,289 Holding30212P303 - Expedia Group $204,704 Holding Largest Purchases this Quarter Moderna 53,140 shares (about $3.72M)iShares 1-3 Year Treasury Bond ETF 43,700 shares (about $3.59M)SPACE EXPLORATION TECHN CORP 12,040 shares (about $2.06M)ARM HOLDINGS PLC 3,725 shares (about $1.32M)Revolution Medicines 3,515 shares (about $658.29K) Largest Sales this Quarter Direxion Daily Semiconductors Bull 3x Shares 50,530 shares (about $13.48M)Meta Platforms 5,713 shares (about $3.22M)NVIDIA 6,893 shares (about $1.38M)PALANTIR TECHNOLOGIES INC 10,180 shares (about $1.19M)Tesla 2,068 shares (about $869.80K) 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$111,420,926$1,379,220 â–¼-1.2%556,85432.3%TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$46,678,264$13,476,860 â–¼-22.4%175,01513.5%ETFGOOGLAlphabet$26,282,432$294,473 â–¼-1.1%73,5447.6%Communication ServicesQLDProShares Ultra QQQ$21,091,261$120,466 â–²0.6%217,9756.1%ETFAVGOBroadcom$16,730,555$160,544 â–¼-1.0%44,2904.9%TechnologyMETAMeta Platforms$11,857,631$3,218,178 â–¼-21.3%21,0503.4%Communication ServicesAAPLApple$11,850,738$519,691 â–¼-4.2%40,9553.4%TechnologyARM HOLDINGS PLC$10,232,895$1,320,774 â–²14.8%28,8603.0%SPONSORED ADSSMHVanEck Semiconductor ETF$8,805,324$393,534 â–¼-4.3%13,4252.6%ETFMSFTMicrosoft$8,123,631$851,605 â–¼-9.5%21,7782.4%TechnologyTSLATesla$8,093,185$869,801 â–¼-9.7%19,2422.3%Consumer DiscretionaryAMDAdvanced Micro Devices$7,358,394$32,531 â–¼-0.4%12,6672.1%TechnologyAMZNAmazon.com$6,873,245$71,743 â–²1.1%28,8372.0%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$6,794,603$3,588,207 â–²111.9%82,7502.0%ETFALCCAltC Acquisition$5,088,576$211,937 â–²4.3%97,2401.5%PANWPalo Alto Networks$4,774,280$102,306 â–¼-2.1%14,0001.4%TechnologySPXLDirexion Daily S&P 500 Bull 3x Shares$4,692,067$507,507 â–¼-9.8%17,3351.4%ETFPALANTIR TECHNOLOGIES INC$3,838,332$1,187,702 â–¼-23.6%32,8991.1%CL AMRNAModerna$3,721,398$3,721,398 â–²New Holding53,1401.1%HealthcareQQQInvesco QQQ$3,614,243$57,451 â–¼-1.6%4,9071.0%ETFGOOGAlphabet$2,080,761$4,240 â–²0.2%5,8890.6%Communication ServicesSPACE EXPLORATION TECHN CORP$2,057,159$2,057,159 â–²New Holding12,0400.6%CLASS A COM STKUBERUber Technologies$1,693,379$63,717 â–¼-3.6%23,4670.5%IndustrialsIYWiShares U.S. Technology ETF$1,409,964$55,491 â–¼-3.8%5,5900.4%ETFIBBiShares Biotechnology ETF$1,255,255$285,285 â–²29.4%6,6000.4%ETFTNADirexion Daily Small Cap Bull 3X Shares$994,461$858,136 â–¼-46.3%13,2400.3%ETFSPYSPDR S&P 500 ETF Trust$889,405$104,548 â–¼-10.5%1,1910.3%ETFJPMJPMorgan Chase & Co.$827,491$43,862 â–¼-5.0%2,5280.2%FinanceRVMDRevolution Medicines$658,289$658,289 â–²New Holding3,5150.2%HealthcareUNPUnion Pacific$612,000$34,000 â–¼-5.3%2,2500.2%IndustrialsDFUSDimensional U.S. Equity ETF$607,9950.0%7,4200.2%ETFGSThe Goldman Sachs Group$500,630$50,569 â–¼-9.2%4950.1%FinanceDALDelta Air Lines$444,8850.0%4,7500.1%IndustrialsVOOVanguard S&P 500 ETF$425,823$78,296 â–²22.5%6200.1%ETFJOBYJoby Aviation$363,936$103,918 â–²40.0%40,8000.1%IndustrialsJNJJohnson & Johnson$354,797$10,921 â–²3.2%1,3970.1%HealthcareLLYEli Lilly and Company$311,839$1,204 â–¼-0.4%2590.1%HealthcareBXBlackstone$303,001$117,670 â–¼-28.0%2,5750.1%FinanceETEnergy Transfer$297,240$880 â–²0.3%15,5460.1%EnergyDISWalt Disney$291,157$84,700 â–¼-22.5%3,0250.1%Communication ServicesFDXFedEx$242,6770.0%7750.1%IndustrialsCOSTCostco Wholesale$205,8040.0%2200.1%Consumer StaplesEXPEExpedia Group$204,704$204,704 â–²New Holding8000.1%Consumer DiscretionaryORCLOracle$0$445,008 â–¼-100.0%00.0%TechnologyNOWServiceNow$0$358,084 â–¼-100.0%00.0%TechnologyWALMART INC$0$214,756 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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