79 is the total number of securities Westwood Wealth Management has owned. The longest Westwood Wealth Management has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AAPL | APPLE INC | 8 | 8 | 11.70% | 20.97% | 29.66% | Q4 2021 | Q3 2023 | 8 |
| NVDA | NVIDIA CORPORATION | 8 | 8 | 7.86% | 15.20% | 22.89% | Q4 2021 | Q3 2023 | 8 |
| GOOGL | ALPHABET INC | 8 | 8 | 6.10% | 8.73% | 12.41% | Q4 2021 | Q3 2023 | 8 |
| MSFT | MICROSOFT CORP | 8 | 8 | 3.56% | 5.75% | 7.47% | Q4 2021 | Q3 2023 | 8 |
| QLD | PROSHARES TR | 8 | 8 | 2.53% | 4.18% | 5.57% | Q4 2021 | Q3 2023 | 8 |
| AMZN | AMAZON COM INC | 8 | 8 | 2.61% | 4.11% | 6.32% | Q4 2021 | Q3 2023 | 8 |
| PANW | PALO ALTO NETWORKS INC | 8 | 8 | 1.34% | 2.17% | 2.71% | Q4 2021 | Q3 2023 | 8 |
| SPXL | DIREXION SHS ETF TR | 8 | 8 | 0.14% | 1.14% | 2.03% | Q4 2021 | Q3 2023 | 8 |
| IBB | ISHARES TR | 8 | 8 | 0.69% | 1.10% | 1.88% | Q4 2021 | Q3 2023 | 8 |
| UBER | UBER TECHNOLOGIES INC | 8 | 8 | 0.03% | 1.03% | 1.51% | Q4 2021 | Q3 2023 | 8 |
| UNP | UNION PAC CORP | 8 | 8 | 0.00% | 1.02% | 1.77% | Q4 2021 | Q3 2023 | 8 |
| NKE | NIKE INC | 8 | 8 | 0.58% | 1.00% | 1.63% | Q4 2021 | Q3 2023 | 8 |
| IYW | ISHARES TR | 8 | 8 | 0.58% | 0.98% | 1.20% | Q4 2021 | Q3 2023 | 8 |
| TNA | DIREXION SHS ETF TR | 8 | 8 | 0.51% | 0.97% | 1.61% | Q4 2021 | Q3 2023 | 8 |
| NXPI | NXP SEMICONDUCTORS N V | 8 | 8 | 0.31% | 0.97% | 1.60% | Q4 2021 | Q3 2023 | 8 |
| BABA | ALIBABA GROUP HLDG LTD | 8 | 8 | 0.41% | 0.93% | 1.91% | Q4 2021 | Q3 2023 | 8 |
| JPM | JPMORGAN CHASE & CO | 8 | 8 | 0.37% | 0.89% | 1.43% | Q4 2021 | Q3 2023 | 8 |
| GOOG | ALPHABET INC | 8 | 8 | 0.49% | 0.77% | 1.19% | Q4 2021 | Q3 2023 | 8 |
| PYPL | PAYPAL HLDGS INC | 8 | 8 | 0.14% | 0.69% | 2.25% | Q4 2021 | Q3 2023 | 8 |
| DIS | DISNEY WALT CO | 8 | 8 | 0.00% | 0.59% | 0.95% | Q4 2021 | Q3 2023 | 8 |
| SQ | BLOCK INC | 8 | 8 | 0.00% | 0.58% | 1.00% | Q4 2021 | Q3 2023 | 8 |
| FDX | FEDEX CORP | 8 | 8 | 0.30% | 0.56% | 0.99% | Q4 2021 | Q3 2023 | 8 |
| JNJ | JOHNSON & JOHNSON | 8 | 8 | 0.27% | 0.47% | 0.80% | Q4 2021 | Q3 2023 | 8 |
| GM | GENERAL MTRS CO | 8 | 8 | 0.22% | 0.46% | 1.30% | Q4 2021 | Q3 2023 | 8 |
| BIIB | BIOGEN INC | 8 | 8 | 0.20% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 8 |
| NOW | SERVICENOW INC | 8 | 8 | 0.20% | 0.29% | 0.51% | Q4 2021 | Q3 2023 | 8 |
| DFUS | DIMENSIONAL ETF TRUST | 8 | 8 | 0.14% | 0.26% | 0.37% | Q4 2021 | Q3 2023 | 8 |
| SMH | VANECK ETF TRUST | 6 | 1 | 0.00% | 1.72% | 2.53% | Q4 2021 | Q3 2023 | 7 |
| SPY | SPDR S&P 500 ETF TR | 7 | 7 | 0.54% | 0.93% | 1.30% | Q1 2022 | Q3 2023 | 7 |
| QQQ | INVESCO QQQ TR | 7 | 7 | 0.44% | 0.84% | 1.13% | Q1 2022 | Q3 2023 | 7 |
| PFE | PFIZER INC | 7 | 7 | 0.20% | 0.38% | 0.55% | Q4 2021 | Q2 2023 | 7 |
| QCOM | QUALCOMM INC | 7 | 7 | 0.25% | 0.36% | 0.46% | Q1 2022 | Q3 2023 | 7 |
| GS | GOLDMAN SACHS GROUP INC | 7 | 7 | 0.17% | 0.33% | 0.54% | Q4 2021 | Q2 2023 | 7 |
| MRNA | MODERNA INC | 7 | 7 | 0.14% | 0.32% | 0.69% | Q4 2021 | Q2 2023 | 7 |
| AMD | ADVANCED MICRO DEVICES... | 7 | 7 | 0.21% | 0.31% | 0.40% | Q1 2022 | Q3 2023 | 7 |
| SNAP | SNAP INC | 7 | 7 | 0.00% | 0.11% | 0.18% | Q4 2021 | Q2 2023 | 7 |
| NVDA | NVIDIA CORPORATION | 4 | 2 | 0.04% | 4.04% | 13.24% | Q4 2021 | Q3 2023 | 6 |
| SOXL | DIREXION SHS ETF TR | 6 | 6 | 0.33% | 1.67% | 3.13% | Q2 2022 | Q3 2023 | 6 |
| AAPL | APPLE INC | 2 | 1 | 0.02% | 1.16% | 2.26% | Q4 2021 | Q3 2023 | 5 |
| BX | BLACKSTONE INC | 5 | 5 | 0.47% | 0.57% | 0.78% | Q3 2022 | Q3 2023 | 5 |
| FB | META PLATFORMS INC | 3 | 1 | 0.52% | 0.67% | 0.82% | Q4 2021 | Q3 2023 | 4 |
| TM | TOYOTA MOTOR CORP | 2 | 2 | 0.10% | 0.20% | 0.27% | Q1 2022 | Q1 2023 | 4 |
| ET | ENERGY TRANSFER L P | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
| AAPL | APPLE INC | 2 | 1 | 3.71% | 5.43% | 6.83% | Q4 2021 | Q3 2022 | 3 |
| GOOG | ALPHABET INC | 2 | 2 | 0.32% | 1.70% | 3.08% | Q4 2021 | Q1 2022 | 2 |
| SBUX | STARBUCKS CORP | 2 | 2 | 0.14% | 1.04% | 1.94% | Q4 2021 | Q1 2022 | 2 |
| GUSH | DIREXION SHS ETF TR | 2 | 2 | 0.40% | 0.45% | 0.50% | Q2 2022 | Q3 2022 | 2 |
| DKNG | DRAFTKINGS INC | 2 | 2 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q1 2022 | 2 |
| NFLX | NETFLIX INC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
| DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.07% | 0.12% | 0.16% | Q1 2022 | Q2 2023 | 2 |
| ESS | ESSEX PPTY TR INC | 1 | 1 | 26.82% | 26.82% | 26.82% | Q1 2022 | Q1 2022 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 13.45% | 13.45% | 13.45% | Q4 2021 | Q4 2021 | 1 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 10.91% | 10.91% | 10.91% | Q3 2022 | Q3 2022 | 1 |
| GOOGL | ALPHABET INC | 1 | 1 | 8.64% | 8.64% | 8.64% | Q3 2022 | Q3 2022 | 1 |
| SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 5.36% | 5.36% | 5.36% | Q1 2022 | Q1 2022 | 1 |
| MMAT | META MATERIALS INC | 1 | 1 | 4.04% | 4.04% | 4.04% | Q2 2023 | Q2 2023 | 1 |
| XLK | SELECT SECTOR SPDR TR | 1 | 1 | 3.46% | 3.46% | 3.46% | Q4 2021 | Q4 2021 | 1 |
| AVGO | BROADCOM INC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q3 2023 | Q3 2023 | 1 |
| STOK | STOKE THERAPEUTICS INC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q4 2021 | Q4 2021 | 1 |
| MAC | MACERICH CO | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2022 | Q1 2022 | 1 |
| FB | META PLATFORMS INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2023 | Q1 2023 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2023 | Q1 2023 | 1 |
| SNII | SUPERNOVA PARTNERS ACQ... | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
| WYNN | WYNN RESORTS LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
| SRNE | SORRENTO THERAPEUTICS INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
| SDY | SPDR SER TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
| SOXS | DIREXION SHS ETF TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
| GWW | GRAINGER W W INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
| XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
| DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
| QS | QUANTUMSCAPE CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
| MSFT | MICROSOFT CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| TNA | DIREXION SHS ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| QS | QUANTUMSCAPE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
| SOXL | DIREXION SHS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| MMAT | META MATERIALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including APPLE INC, NVIDIA CORPORATION, and ALPHABET INC, are the highest-conviction holdings of Westwood Wealth Management.
The conviction is calculated by counting the number of quarters a security has been reported by Westwood Wealth Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Westwood Wealth Management owns currently or has owned in the past.