Westwood Wealth Management Top Holdings and 13F Report (2024) About Westwood Wealth ManagementInvestment ActivityWestwood Wealth Management has $276.83 million in total holdings as of September 30, 2024.Westwood Wealth Management owns shares of 48 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Westwood Wealth Management has purchased 39 new stocks and bought additional shares in 11 stocks.Westwood Wealth Management sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $104,231,869Apple $33,846,266Meta Platforms $18,584,087ProShares Ultra QQQ $14,435,428Broadcom $13,620,600 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $1,323,525 HoldingOracle $899,856 HoldingAltC Acquisition $418,231 HoldingDell Technologies $288,100 HoldingThe Goldman Sachs Group $226,185 Holding Largest Purchases this Quarter Tesla 14,475 shares (about $5.85M)Palo Alto Networks 13,668 shares (about $2.49M)PALANTIR TECHNOLOGIES INC 17,500 shares (about $1.32M)Oracle 5,400 shares (about $899.86K)AltC Acquisition 19,700 shares (about $418.23K) Largest Sales this Quarter Apple 7,343 shares (about $1.84M)NVIDIA 6,626 shares (about $889.81K)Direxion Daily Semiconductors Bull 3x Shares 28,275 shares (about $772.19K)Microsoft 1,258 shares (about $530.25K)Eli Lilly and Company 500 shares (about $386K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestwood Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$104,231,869$889,806 ▼-0.8%776,17037.7%Computer and TechnologyAAPLApple$33,846,266$1,838,834 ▼-5.2%135,15812.2%Computer and TechnologyMETAMeta Platforms$18,584,087$177,995 ▲1.0%31,7406.7%Computer and TechnologyQLDProShares Ultra QQQ$14,435,428$162,901 ▲1.1%133,3655.2%ETFAVGOBroadcom$13,620,600$173,880 ▼-1.3%58,7504.9%Computer and TechnologyMSFTMicrosoft$12,305,271$530,247 ▼-4.1%29,1944.4%Computer and TechnologyGOOGLAlphabet$11,776,732$2,650 ▼0.0%62,2124.3%Computer and TechnologyAMZNAmazon.com$7,846,483$126,807 ▲1.6%35,7652.8%Retail/WholesaleTSLATesla$6,283,750$5,845,584 ▲1,334.1%15,5602.3%Auto/Tires/TrucksSOXLDirexion Daily Semiconductors Bull 3x Shares$6,238,833$772,190 ▼-11.0%228,4452.3%ETFSPXLDirexion Daily S&P 500 Bull 3X$5,647,233$84,350 ▼-1.5%33,4752.0%ETFPANWPalo Alto Networks$4,975,878$2,487,029 ▲99.9%27,3461.8%Computer and TechnologyTNADirexion Daily Small Cap Bull 3X Shares$3,987,185$88,995 ▲2.3%95,2051.4%ETFSMHVanEck Semiconductor ETF$3,823,8640.0%15,7901.4%ManufacturingQQQInvesco QQQ$2,643,059$127,807 ▲5.1%5,1701.0%FinanceUBERUber Technologies$2,507,804$18,096 ▲0.7%41,5750.9%Computer and TechnologyIYWiShares U.S. Technology ETF$1,870,372$7,976 ▼-0.4%11,7250.7%ManufacturingLLYEli Lilly and Company$1,860,520$386,000 ▼-17.2%2,4100.7%MedicalIBBiShares Biotechnology ETF$1,816,565$100,480 ▼-5.2%13,7400.7%FinanceNXPINXP Semiconductors$1,591,092$244,224 ▼-13.3%7,6550.6%Computer and TechnologyNFLXNetflix$1,379,763$5,348 ▼-0.4%1,5480.5%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,333,918$14,652 ▲1.1%2,2760.5%FinancePALANTIR TECHNOLOGIES INC$1,323,525$1,323,525 ▲New Holding17,5000.5%CL AGOOGAlphabet$1,264,522$2,476 ▼-0.2%6,6400.5%Computer and TechnologyUNPUnion Pacific$1,205,191$34,206 ▼-2.8%5,2850.4%TransportationARM HOLDINGS PLC$1,199,6760.0%9,7250.4%SPONSORED ADSBXBlackstone$1,064,6940.0%6,1750.4%FinanceORCLOracle$899,856$899,856 ▲New Holding5,4000.3%Computer and TechnologyNOWServiceNow$742,0840.0%7000.3%Computer and TechnologyJPMJPMorgan Chase & Co.$668,072$3,835 ▼-0.6%2,7870.2%FinanceAMDAdvanced Micro Devices$583,657$22,829 ▲4.1%4,8320.2%Computer and TechnologyNKENIKE$552,542$681 ▼-0.1%7,3020.2%Consumer DiscretionaryDFUSDimensional U.S. Equity ETF$473,0250.0%7,4200.2%ETFFDXFedEx$458,568$28,133 ▼-5.8%1,6300.2%TransportationALCCAltC Acquisition$418,231$418,231 ▲New Holding19,7000.2%Oils/EnergyBIBProShares Ultra Nasdaq Biotechnology$405,280$303,960 ▼-42.9%8,0000.1%ETFQCOMQUALCOMM$343,494$1,997 ▼-0.6%2,2360.1%Computer and TechnologyETEnergy Transfer$303,6450.0%15,5000.1%Oils/EnergyBLOCK INC$293,216$20,398 ▲7.5%3,4500.1%CL ADALDelta Air Lines$290,400$2,723 ▼-0.9%4,8000.1%TransportationDELLDell Technologies$288,100$288,100 ▲New Holding2,5000.1%Computer and TechnologyJNJJohnson & Johnson$281,575$1,880 ▼-0.7%1,9470.1%MedicalGSThe Goldman Sachs Group$226,185$226,185 ▲New Holding3950.1%FinanceACNAccenture$211,0740.0%6000.1%Computer and TechnologyDISWalt Disney$203,214$203,214 ▲New Holding1,8250.1%Consumer DiscretionaryCOSTCostco Wholesale$201,579$201,579 ▲New Holding2200.1%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$200,793$200,793 ▲New Holding8950.1%FinanceWVEWave Life Sciences$123,700$123,700 ▲New Holding10,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
