13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001861125
Total reported value
$345.0M
$345.0M
39 檔
51.1%
At the close of Q2 2024, Westwood Wealth Management disclosed equity holdings valued at approximately $345.0M, spread across 39 reported holdings.
During Q2 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 | 37.02% | -6.28% | +960.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.38% | -0.82% | -18.75% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.76% | -2.57% | +9.47% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 4.80% | +0.92% | +3.27% | |
| 5 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 4.68% | +9.29% | +3.96% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.60% | -1.14% | +3.69% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.22% | -0.77% | -1.10% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.28% | -0.58% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.62% | -0.08% | +15.44% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | -0.34% | +3.07% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.86% | +0.48% | -1.50% | |
| 12 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 1.81% | -0.03% | -2.28% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.68% | +0.44% | +9.50% | |
| 14 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.44% | +1.48% | — | |
| 15 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.35% | -0.14% | -22.70% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 1.35% | -0.20% | — | |
| 17 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.89% | — | — | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.68% | — | -0.04% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | — | +20.12% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.63% | +0.02% | -1.20% | |
| 21 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.53% | — | — | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | -0.05% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.08% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | -0.06% | — | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.33% | -0.07% | — | |
| 26 | FDX | Fedex CORP | Stock-Industrials | 0.27% | -0.04% | -0.21% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | +1.11% | — | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | — | — | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.23% | — | -24.20% | |
| 30 | BIB | Proshares Ultra Nasd Biotech | ETF-Tech | 0.22% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.07% | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.20% | — | +22.64% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.18% | -0.14% | EXIT | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.07% | -14.90% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.16% | -0.03% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.03% | -15.24% | |
| 37 | ET | Energy Transfer LP | Stock-Energy | 0.09% | -0.03% | — | |
| 38 | XYZ | Block Inc | Stock-Financials | 0.09% | — | -21.93% | |
| 39 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.08% | +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 39 disclosed positions in Q2 2024.
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 NVDA, AAPL, META) accounted for 51.1% of total reported equity market value during Q2 2024.
During Q2 2024, Westwood Wealth Management's top holdings by market value included NVDA (37.0%)、AAPL (10.4%)、META (8.8%). The largest single position, NVDA, represented 37.0% of total portfolio value.
In Q2 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.
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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.