$112 Million is the total value of Westwood Wealth Management's 44 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | META PLATFORMS INCcall | $1,059,700 | – | 5,000 | +100.0% | 0.94% | – |
| AMZN | New | AMAZON COM INCcall | $1,032,900 | – | 10,000 | +100.0% | 0.92% | – |
| FB | New | META PLATFORMS INCcl a | $583,895 | – | 2,755 | +100.0% | 0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
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 | 2024-05-01 |
| 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.