Westwood Wealth Management Top Holdings and 13F Report (2024) About Westwood Wealth ManagementInvestment ActivityWestwood Wealth Management has $255.09 million in total holdings as of September 30, 2024.Westwood Wealth Management owns shares of 39 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.71% of the portfolio was purchased this quarter.About 3.27% of the portfolio was sold this quarter.This quarter, Westwood Wealth Management has purchased 39 new stocks and bought additional shares in 20 stocks.Westwood Wealth Management sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $95,062,746Apple $33,202,733Meta Platforms $17,995,224ProShares Ultra QQQ $13,278,302Microsoft $13,103,496 Largest New Holdings this Quarter Tesla $283,869 HoldingAccenture $212,088 Holding Largest Purchases this Quarter Broadcom 54,025 shares (about $9.32M)Meta Platforms 4,645 shares (about $2.66M)Apple 10,275 shares (about $2.39M)Microsoft 2,830 shares (about $1.22M)Direxion Daily Semiconductors Bull 3x Shares 29,750 shares (about $1.09M) Largest Sales this Quarter NVIDIA 18,354 shares (about $2.23M)ARM HOLDINGS PLC 13,950 shares (about $1.99M)Uber Technologies 8,475 shares (about $636.98K)VanEck Semiconductor ETF 1,500 shares (about $368.18K)Palo Alto Networks 1,075 shares (about $367.43K) 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$95,062,746$2,228,910 ▼-2.3%782,79637.3%Computer and TechnologyAAPLApple$33,202,733$2,394,075 ▲7.8%142,50113.0%Computer and TechnologyMETAMeta Platforms$17,995,224$2,658,984 ▲17.3%31,4367.1%Computer and TechnologyQLDProShares Ultra QQQ$13,278,302$286,995 ▲2.2%131,8605.2%ETFMSFTMicrosoft$13,103,496$1,217,749 ▲10.2%30,4525.1%Computer and TechnologyGOOGLAlphabet$10,320,182$19,736 ▲0.2%62,2264.0%Computer and TechnologyAVGOBroadcom$10,263,750$9,319,313 ▲986.8%59,5004.0%Computer and TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$9,416,490$1,091,230 ▲13.1%256,7203.7%ETFAMZNAmazon.com$6,556,394$15,465 ▼-0.2%35,1872.6%Retail/WholesaleSPXLDirexion Daily S&P 500 Bull 3X$5,570,201$131,160 ▲2.4%33,9752.2%ETFPANWPalo Alto Networks$4,675,140$367,435 ▼-7.3%13,6781.8%Computer and TechnologyTNADirexion Daily Small Cap Bull 3X Shares$4,127,167$250,521 ▼-5.7%93,0801.6%ETFSMHVanEck Semiconductor ETF$3,875,656$368,175 ▼-8.7%15,7901.5%ManufacturingUBERUber Technologies$3,102,229$636,981 ▼-17.0%41,2751.2%Computer and TechnologyLLYEli Lilly and Company$2,578,085$859,362 ▲50.0%2,9101.0%MedicalQQQInvesco QQQ$2,401,304$65,889 ▲2.8%4,9200.9%FinanceNXPINXP Semiconductors$2,119,2880.0%8,8300.8%Computer and TechnologyIBBiShares Biotechnology ETF$2,111,200$316,680 ▲17.6%14,5000.8%FinanceIYWiShares U.S. Technology ETF$1,785,326$41,696 ▼-2.3%11,7750.7%ManufacturingARM HOLDINGS PLC$1,390,772$1,994,989 ▼-58.9%9,7250.5%SPONSORED ADSUNPUnion Pacific$1,339,619$24,648 ▼-1.8%5,4350.5%TransportationSPYSPDR S&P 500 ETF Trust$1,291,5340.0%2,2510.5%FinanceGOOGAlphabet$1,112,315$2,173 ▲0.2%6,6530.4%Computer and TechnologyNFLXNetflix$1,102,206$378,750 ▲52.4%1,5540.4%Consumer DiscretionaryBXBlackstone$945,578$153,130 ▼-13.9%6,1750.4%FinanceBIBProShares Ultra Nasdaq Biotechnology$892,570$255,020 ▲40.0%14,0000.3%ETFAMDAdvanced Micro Devices$761,823$59,725 ▲8.5%4,6430.3%Computer and TechnologyNKENIKE$646,292$87,604 ▼-11.9%7,3110.3%Consumer DiscretionaryNOWServiceNow$626,073$89,439 ▲16.7%7000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$591,041$3,374 ▲0.6%2,8030.2%FinanceFDXFedEx$473,466$191,576 ▼-28.8%1,7300.2%TransportationDFUSDimensional U.S. Equity ETF$461,5240.0%7,4200.2%ETFQCOMQUALCOMM$382,442$78,053 ▼-16.9%2,2490.1%Computer and TechnologyJNJJohnson & Johnson$317,638$2,107 ▲0.7%1,9600.1%MedicalTSLATesla$283,869$283,869 ▲New Holding1,0850.1%Auto/Tires/TrucksETEnergy Transfer$248,775$8,025 ▲3.3%15,5000.1%Oils/EnergyDALDelta Air Lines$246,078$2,286 ▲0.9%4,8450.1%TransportationSQBlock$215,487$23,495 ▼-9.8%3,2100.1%Business ServicesACNAccenture$212,088$212,088 ▲New Holding6000.1%Computer and TechnologySMCISuper Micro Computer$0$1,433,863 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$453,755 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. 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