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CIK: 0001861125
Total reported value
$345.0M
$345.0M
45 檔
42.8%
In Q1 2025, Westwood Wealth Management's U.S. equity holdings reached a combined market value of $345.0M, distributed across 45 disclosed stock positions.
During Q1 2025, 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 | 32.55% | -6.28% | -10.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.90% | -0.82% | -8.08% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.07% | -2.57% | +14.93% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 5.28% | +0.92% | +3.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.84% | -1.14% | +2.35% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.32% | -0.58% | +1.96% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.15% | -0.77% | +0.10% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | -0.34% | +9.09% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.02% | +0.48% | +0.37% | |
| 10 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 1.99% | -0.03% | -1.79% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.91% | -1.36% | +199.71% | |
| 12 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 1.59% | +9.29% | +1.23% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.51% | +0.44% | +4.59% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.48% | -0.76% | -15.04% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 1.35% | -0.20% | +3.25% | |
| 16 | OKLO | Oklo Inc | Stock-Utilities | 1.03% | -0.33% | +460.91% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | -0.08% | -1.74% | |
| 18 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.84% | +1.48% | +88.69% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | — | -4.15% | |
| 20 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.81% | -0.14% | -32.56% | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.75% | +0.02% | -0.73% | |
| 22 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.63% | — | — | |
| 23 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.63% | — | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | — | — | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.61% | — | -14.07% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.08% | -3.73% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.51% | -0.05% | -4.73% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | -0.06% | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.17% | EXIT | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.39% | -0.14% | EXIT | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.37% | -0.07% | — | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.36% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.07% | — | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +1.11% | +1.66% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.20% | — | — | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | -0.03% | — | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.17% | -0.04% | -1.84% | |
| 38 | BIB | Proshares Ultra Nasd Biotech | ETF-Tech | 0.17% | — | — | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.15% | — | — | |
| 40 | ET | Energy Transfer LP | Stock-Energy | 0.14% | -0.03% | +12.26% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.03% | — | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 0.10% | — | — | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.09% | -0.03% | — | |
| 44 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.09% | +0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.03% | — |
According to official SEC Form 13F filings, Westwood Wealth Management reported a total U.S. public equity portfolio value of $345.0M across 45 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 NVDA, AAPL, META) accounted for 42.8% of total reported equity market value during Q1 2025.
During Q1 2025, Westwood Wealth Management's top holdings by market value included NVDA (32.5%)、AAPL (11.9%)、META (9.1%). The largest single position, NVDA, represented 32.5% of total portfolio value.
In Q1 2025, 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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