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Size ($ in 1000's)
At 12/31/2023: $129,713
At 09/30/2023: $151,183
Westwood Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Westwood Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Westwood Wealth Management top holdings by largest position size, as per the latest 13f filing made by Westwood Wealth Management.
In the Westwood Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Westwood Wealth Management in that top holding, then the share count change between reporting periods, and finally the Westwood Wealth Management top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION |
76,247 |
-47,370 |
$37,759 | | NVDA | 76,247 | -1,370 | $37,759 |  APPLE INC |
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$29,311 | | AAPL | 151,640 | -864 | $29,195 | | Call | 600 | -19,400 | $116 | | PROSHARES TR (QLD) |
123,680 |
+144 |
$9,400 | | QLD | 123,680 | +144 | $9,400 | | MICROSOFT CORP |
24,211 |
-265 |
$9,104 | | MSFT | 24,211 | -265 | $9,104 | | BROADCOM INC |
4,800 |
+450 |
$5,358 | | AVGO | 4,800 | +450 | $5,358 | | AMAZON COM INC |
29,525 |
-1,500 |
$4,486 | | AMZN | 29,525 | -1,500 | $4,486 | | PALO ALTO NETWORKS INC |
14,928 |
-240 |
$4,402 | | PANW | 14,928 | -240 | $4,402 | | DIREXION SHS ETF TR (SPXL) |
29,750 |
-950 |
$3,094 | | SPXL | 29,750 | -950 | $3,094 | | UBER TECHNOLOGIES INC |
46,700 |
-3,025 |
$2,875 | | UBER | 46,700 | -3,025 | $2,875 | | VANECK ETF TRUST (SMH) |
15,990 |
-350 |
$2,796 | | SMH | 15,990 | -350 | $2,796 | | DIREXION SHS ETF TR (TNA) |
56,905 |
+260 |
$2,245 | | TNA | 56,905 | +260 | $2,245 | | META PLATFORMS INC |
6,151 |
+2,040 |
$2,177 | | META | 6,151 | +2,040 | $2,177 | | NXP SEMICONDUCTORS N V |
8,080 |
+75 |
$1,856 | | NXPI | 8,080 | +75 | $1,856 | | ISHARES TR (IYW) |
12,885 |
-10 |
$1,582 | | IYW | 12,885 | -10 | $1,582 | | INVESCO QQQ TR |
3,615 |
-50 |
$1,480 | | QQQ | 3,615 | -50 | $1,480 | | UNION PAC CORP |
5,575 |
-250 |
$1,369 | | UNP | 5,575 | -250 | $1,369 | | SPDR S&P 500 ETF TR (SPY) |
2,606 |
-50 |
$1,239 | | SPY | 2,606 | -50 | $1,239 | | NIKE INC |
10,952 |
UNCH |
$1,189 | | NKE | 10,952 | UNCH | $1,189 | | ISHARES TR (IBB) |
8,415 |
-140 |
$1,143 | | IBB | 8,415 | -140 | $1,143 | | ALPHABET INC |
7,160 |
UNCH |
$1,009 | | GOOG | 7,160 | UNCH | $1,009 | | BLACKSTONE INC |
7,175 |
+25 |
$939 | | BX | 7,175 | +25 | $939 | | FEDEX CORP |
2,535 |
-105 |
$641 | | FDX | 2,535 | -105 | $641 | | BLOCK INC |
8,110 |
-360 |
$627 | | SQ | 8,110 | -360 | $627 | | DISNEY WALT CO |
5,570 |
-320 |
$503 | | DIS | 5,570 | -320 | $503 | | JPMORGAN CHASE & CO |
2,887 |
-925 |
$491 | | JPM | 2,887 | -925 | $491 | | QUALCOMM INC |
3,083 |
-1,000 |
$446 | | QCOM | 3,083 | -1,000 | $446 | | DIMENSIONAL ETF TRUST (DFUS) |
7,420 |
UNCH |
$385 | | DFUS | 7,420 | UNCH | $385 | | SERVICENOW INC |
525 |
-100 |
$371 | | NOW | 525 | -100 | $371 | | JOHNSON & JOHNSON |
2,297 |
-300 |
$360 | | JNJ | 2,297 | -300 | $360 | | GENERAL MTRS CO |
9,265 |
-775 |
$333 | | GM | 9,265 | -775 | $333 | | BIOGEN INC |
1,125 |
-50 |
$291 | | BIIB | 1,125 | -50 | $291 | | NETFLIX INC |
503 |
-75 |
$245 | | NFLX | 503 | -75 | $245 |
See Full List: All Stocks Held By Westwood Wealth Management
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Westwood Wealth Management
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