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CIK: 0001861125
Total reported value
$345.0M
$345.0M
36 檔
37.7%
The Q1 2024 SEC filing reveals that Westwood Wealth Management held a total portfolio value of $345.0M, covering 36 public equity positions.
During Q1 2024, Westwood Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 33.38% | -6.28% | -0.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.65% | -0.82% | +6.90% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.81% | -2.57% | +297.87% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -1.14% | +10.03% | |
| 5 | QLD | Proshares Ultra Qqq | ETF-Other | 5.34% | +0.92% | +1.00% | |
| 6 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 4.97% | +9.29% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.64% | -0.77% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.55% | -0.58% | +14.06% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | -0.34% | +15.91% | |
| 10 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 2.68% | -0.14% | +124.46% | |
| 11 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.23% | -0.03% | +14.12% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.08% | +0.48% | +0.33% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.87% | -0.20% | +6.53% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.74% | +0.44% | -1.25% | |
| 15 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.07% | — | +9.28% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | -0.08% | +14.66% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.84% | +0.02% | +48.25% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | — | -6.44% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | -0.05% | -0.72% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.08% | -13.62% | |
| 22 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | — | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.06% | -7.26% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +1.11% | — | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 0.35% | -0.04% | -3.94% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | -0.07% | -3.59% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | — | +102.78% | |
| 28 | BIB | Proshares Ultra Nasd Biotech | ETF-Tech | 0.28% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.07% | -3.46% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.22% | -0.14% | EXIT | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.21% | -0.03% | — | |
| 32 | XYZ | Block Inc | Stock-Financials | 0.19% | — | -43.77% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.18% | — | -28.38% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.03% | — | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.12% | -0.03% | — | |
| 36 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, Westwood Wealth Management reported a total U.S. public equity portfolio value of $345.0M across 36 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, META) accounted for 37.7% of total reported equity market value during Q1 2024.
During Q1 2024, Westwood Wealth Management's top holdings by market value included NVDA (33.4%)、AAPL (13.7%)、META (5.8%). The largest single position, NVDA, represented 33.4% of total portfolio value.
In Q1 2024, Westwood Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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