$258 Million is the total value of Westwood Wealth Management's 51 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESS | New | ESSEX PPTY TR INC | $69,096,000 | – | 200 | +100.0% | 26.82% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $13,814,000 | – | 105 | +100.0% | 5.36% | – |
| MAC | New | MACERICH CO | $4,692,000 | – | 300 | +100.0% | 1.82% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,394,000 | – | 3,086 | +100.0% | 0.54% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,137,000 | – | 3,135 | +100.0% | 0.44% | – |
| AMD | New | ADVANCED MICRO DEVICES INCcall | $875,000 | – | 8,000 | +100.0% | 0.34% | – |
| QCOM | New | QUALCOMM INC | $655,000 | – | 4,283 | +100.0% | 0.25% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $546,000 | – | 4,992 | +100.0% | 0.21% | – |
| TM | New | TOYOTA MOTOR CORPads | $270,000 | – | 1,500 | +100.0% | 0.10% | – |
| DAL | New | DELTA AIR LINES INC DELcall | $218,000 | – | 5,500 | +100.0% | 0.08% | – |
| QS | New | QUANTUMSCAPE CORPcall | $200,000 | – | 10,000 | +100.0% | 0.08% | – |
| DAL | New | DELTA AIR LINES INC DEL | $188,000 | – | 4,750 | +100.0% | 0.07% | – |
| TNA | New | DIREXION SHS ETF TRcall | $93,000 | – | 1,000 | +100.0% | 0.04% | – |
| QS | New | QUANTUMSCAPE CORP | $19,000 | – | 975 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 29.7% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 22.9% |
| ALPHABET INC | 8 | Q3 2023 | 12.4% |
| MICROSOFT CORP | 8 | Q3 2023 | 7.5% |
| PROSHARES TR | 8 | Q3 2023 | 5.6% |
| AMAZON COM INC | 8 | Q3 2023 | 6.3% |
| PALO ALTO NETWORKS INC | 8 | Q3 2023 | 2.7% |
| DIREXION SHS ETF TR | 8 | Q3 2023 | 2.0% |
| ISHARES TR | 8 | Q3 2023 | 1.9% |
| UBER TECHNOLOGIES INC | 8 | Q3 2023 | 1.5% |
View Westwood Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
View Westwood Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.