$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V | $1,571,052 | +18.0% | 8,425 | 0.0% | 1.40% | -12.4% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $329,671 | +6.8% | 7,420 | 0.0% | 0.29% | -20.8% | |
| MRNA | MODERNA INC | $291,802 | -14.5% | 1,900 | 0.0% | 0.26% | -36.6% | |
| NOW | SERVICENOW INC | $290,450 | +19.7% | 625 | 0.0% | 0.26% | -11.3% | |
| TM | TOYOTA MOTOR CORPads | $212,535 | +3.7% | 1,500 | 0.0% | 0.19% | -23.2% | |
| ET | ENERGY TRANSFER L P | $162,110 | +5.1% | 13,000 | 0.0% | 0.14% | -22.2% | |
| SNAP | SNAP INCcl a | $134,072 | +25.3% | 11,960 | 0.0% | 0.12% | -7.8% |
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 | 2024-02-12 |
| 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.