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CIK: 0001165002
Total reported value
$13.3B
$13.3B
463 檔
9.2%
In Q1 2025, Westwood Holdings Group Inc's U.S. equity holdings reached a combined market value of $13.3B, distributed across 463 disclosed stock positions.
Westwood Holdings Group Inc executed strategic sector rebalancing during Q1 2025, establishing 72 new positions while fully exiting 58 holdings and trimming 35 positions.
Showing top 200 holdings (of 463 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | Stock-Energy | 2.36% | +0.03% | +2.79% | |
| 2 | WMB | Williams Cos Inc | Stock-Energy | 1.84% | +0.27% | -3.23% | |
| 3 | OKE | Oneok Inc | Stock-Energy | 1.78% | -0.01% | +33.34% | |
| 4 | TRGP | Targa Resources CORP | Stock-Energy | 1.66% | +0.15% | +6.06% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | — | +9.13% | |
| 6 | EPD | Enterprise Products Partners | Stock-Energy | 1.48% | +0.13% | -1.29% | |
| 7 | LNG | Cheniere Energy Inc | Stock-Energy | 1.43% | +0.05% | +2.81% | |
| 8 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.39% | -0.04% | +14.07% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.11% | -16.12% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.21% | +0.34% | +6.80% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.26% | -15.19% | |
| 12 | BCC | Boise Cascade Co | Stock-Materials | 1.11% | — | +25.72% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | — | NEW | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.25% | +65.39% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | +0.01% | -1.39% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.22% | +48.20% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.93% | -0.35% | -13.62% | |
| 18 | MPLX | Mplx LP | Stock-Energy | 0.88% | -0.03% | -4.66% | |
| 19 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.88% | -0.03% | EXIT | |
| 20 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.86% | -0.17% | -9.62% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.08% | +34.69% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.03% | -2.06% | |
| 23 | VRRM | Verra Mobility CORP | Stock-Other | 0.83% | -0.43% | +9.25% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | +0.05% | -19.99% | |
| 25 | PCH | Potlatchdeltic CORP | Stock-Other | 0.79% | — | -3.05% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.25% | -3.97% | |
| 27 | DTM | Dt Midstream Inc | Stock-Energy | 0.77% | +0.10% | -2.55% | |
| 28 | CDP | Copt Defense Properties | Stock-Other | 0.75% | +0.06% | +25.71% | |
| 29 | HUBB | Hubbell Inc | Stock-Industrials | 0.74% | -0.09% | +13.38% | |
| 30 | TXNM | Txnm Energy Inc | Stock-Utilities | 0.74% | — | +14.04% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.56% | +5.07% | |
| 32 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.74% | +0.01% | +20.90% | |
| 33 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.73% | +0.01% | +8.22% | |
| 34 | SM | Sm Energy Co | Stock-Energy | 0.73% | — | +51.41% | |
| 35 | TRP | Tc Energy CORP | Stock-Energy | 0.72% | +0.01% | +3.77% | |
| 36 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.71% | -0.01% | +279.01% | |
| 37 | CACI | Caci International Inc -cl A | Stock-Tech | 0.71% | -0.21% | +9.88% | |
| 38 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.69% | — | +36.19% | |
| 39 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.69% | -0.13% | +36.08% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.12% | -24.94% | |
| 41 | NOG | Northern Oil And Gas Inc | Stock-Energy | 0.68% | -0.26% | EXIT | |
| 42 | AIR | Aar CORP | Stock-Industrials | 0.67% | +0.08% | +10.28% | |
| 43 | 62C | Piper Sandler Cos | Stock-Other | 0.67% | — | +34.96% | |
| 44 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.67% | -0.17% | -14.71% | |
| 45 | MOG-A | Moog Inc-class A | Stock-Other | 0.66% | -0.11% | EXIT | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.66% | -0.02% | +30.29% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.13% | -34.51% | |
| 48 | BLD | Topbuild CORP | Stock-Industrials | 0.63% | — | +5.72% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.24% | +6.62% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.62% | -0.24% | -15.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | +2% | +2.79% | Add |
| 2 | OKE | Oneok Inc | +1.7% | +33.34% | Add |
| 3 | TRGP | Targa Resources CORP | +1.7% | +6.06% | Add |
| 4 | EPD | Enterprise Products Partners | +1.5% | -1.29% | Add |
| 5 | LNG | Cheniere Energy Inc | +1.4% | +2.81% | Add |
| 6 | MPLX | Mplx LP | +0.9% | -4.66% | Add |
| 7 | ABT | Abbott Laboratories | +0.9% | -15.19% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.8% | -16.12% | Add |
| 9 | WEC | Wec Energy Group Inc | +0.8% | -9.62% | Add |
| 10 | WFC | Wells Fargo & Co | +0.6% | -34.51% | Add |
| 11 | HUBB | Hubbell Inc | +0.6% | +13.38% | Add |
| 12 | ORLY | O'reilly Automotive Inc | +0.6% | -14.71% | Add |
| 13 | CRM | Salesforce Inc | +0.6% | +8.35% | Add |
| 14 | AJG | Arthur J Gallagher & Co | +0.6% | -15.79% | Add |
| 15 | SSBUSD | Southstate Bank CORP | +0.6% | +36.19% | Add |
| 16 | ACN | Accenture plc | +0.5% | -3.30% | Add |
| 17 | PCH | Potlatchdeltic CORP | +0.5% | -3.05% | Add |
| 18 | CHD | Church & Dwight Co Inc | +0.5% | +20.90% | Add |
| 19 | CACI | Caci International Inc -cl A | +0.5% | +9.88% | Add |
| 20 | ENB | Enbridge Inc | +0.4% | -0.45% | Add |
| 21 | ASO | Academy Sports & Outdoors In | +0.3% | +36.08% | Add |
| 22 | NVDA | Nvidia CORP | +0.3% | +36.11% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.3% | +5.07% | Add |
| 24 | PLYM | Plymouth Industrial Reit Inc | +0.3% | +24.49% | Add |
| 25 | ALG | Alamo Group Inc | +0.3% | +22.89% | Add |
| 26 | PAA | Plains All Amer Pipeline LP | +0.3% | -6.81% | Add |
| 27 | UNH | Unitedhealth Group Inc | +0.2% | -3.86% | Add |
| 28 | GD | General Dynamics CORP | +0.2% | -26.19% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +30.14% | Add |
| 30 | UE | Urban Edge Properties | +0.2% | +35.40% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.80% | Add |
| 32 | TMUS | T-mobile US Inc | +0.2% | -13.62% | Trim |
| 33 | CVX | Chevron CORP | +0.1% | -3.97% | Trim |
| 34 | MOG-A | Moog Inc-class A | +0.1% | +36.64% | Trim |
| 35 | 62C | Piper Sandler Cos | +0.1% | +34.96% | Trim |
| 36 | JNJ | Johnson & Johnson | +0.1% | +65.39% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +48.20% | Trim |
| 38 | MSFT | Microsoft CORP | 0% | +9.13% | Trim |
| 39 | BKR | Baker Hughes Co | -0.3% | +15.60% | Trim |
| 40 | BOKF | Bok Financial Corporation | -0.3% | — | Trim |
| 41 | HTH | Hilltop Holdings Inc | -0.3% | +0.09% | Trim |
| 42 | ABBV | Abbvie Inc | -0.3% | -22.63% | Trim |
| 43 | IEMG | Ishares Core Msci Emerging | -0.4% | -1.06% | Trim |
| 44 | SAH | Sonic Automotive Inc-class A | -0.4% | +26.18% | Trim |
| 45 | IWD | Ishares Russell 1000 Value E | -0.5% | +3.03% | Trim |
| 46 | VIAV | Viavi Solutions Inc | -0.5% | -15.68% | Trim |
| 47 | DTE | Dte Energy Company | -0.5% | -4.39% | Trim |
| 48 | WMT | Walmart Inc | -0.5% | -12.89% | Add |
| 49 | VUG | Vanguard Growth ETF | -0.5% | -6.25% | Trim |
| 50 | AVNT | Avient CORP | -0.5% | +18.33% | Trim |
According to official SEC Form 13F filings, Westwood Holdings Group Inc reported a total U.S. public equity portfolio value of $13.3B across 463 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ET, WMB, OKE) accounted for 9.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
WMB
市值: $243.2M
Top Position Liquidated / Trimmed
SCHW
前期市值: $141.7M
During Q1 2025, Westwood Holdings Group Inc's top holdings by market value included ET (2.4%)、WMB (1.8%)、OKE (1.8%). The largest single position, ET, represented 2.4% of total portfolio value.
In Q1 2025, Westwood Holdings Group Inc made 200 total portfolio adjustments, initiating 72 new buys, adding to 35 positions, trimming 35 holdings, and fully liquidating 58 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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