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CIK: 0001861125
Total reported value
$345.0M
$345.0M
39 檔
50.0%
During the Q3 2024 filing period, Westwood Wealth Management (CIK: 0001861125) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $345.0M across 39 reported positions.
During Q3 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 | 37.27% | -6.28% | -2.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.02% | -0.82% | +7.77% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.05% | -2.57% | +17.34% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 5.21% | +0.92% | +2.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.14% | -1.14% | +10.25% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | -0.77% | +0.19% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.02% | -0.58% | +986.76% | |
| 8 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 3.69% | +9.29% | +13.11% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | -0.34% | -0.24% | |
| 10 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.18% | -0.03% | +2.41% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.83% | +0.48% | -7.29% | |
| 12 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.62% | -0.14% | -5.72% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.52% | +0.44% | -8.68% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 1.22% | -0.20% | -17.04% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | — | +50.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | -0.08% | +2.82% | |
| 17 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.83% | — | — | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.83% | +0.02% | +17.65% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.70% | — | -2.28% | |
| 20 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.55% | +1.48% | -58.92% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | -0.05% | -1.81% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.08% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.06% | +0.20% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | — | +52.35% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.37% | -0.07% | -13.94% | |
| 26 | BIB | Proshares Ultra Nasd Biotech | ETF-Tech | 0.35% | — | +40.00% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +1.11% | +8.51% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.25% | — | -11.94% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.25% | -0.14% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.07% | +0.57% | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 0.19% | -0.04% | -28.81% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.18% | -0.03% | — | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.15% | — | -16.95% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.03% | +0.67% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | -0.76% | — | |
| 36 | ET | Energy Transfer LP | Stock-Energy | 0.10% | -0.03% | +3.33% | |
| 37 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.10% | +0.01% | +0.94% | |
| 38 | XYZ | Block Inc | Stock-Financials | 0.08% | — | -9.83% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.08% | — | — |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, META) accounted for 50.0% of total reported equity market value during Q3 2024.
During Q3 2024, Westwood Wealth Management's top holdings by market value included NVDA (37.3%)、AAPL (13.0%)、META (7.0%). The largest single position, NVDA, represented 37.3% of total portfolio value.
In Q3 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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