$142 Million is the total value of Westwood Wealth Management's 45 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -1,500 | -100.0% | -0.19% | – |
AMZN | Exit | AMAZON COM INCcall | $0 | – | -10,000 | -100.0% | -0.92% | – |
FB | Exit | META PLATFORMS INCcall | $0 | – | -5,000 | -100.0% | -0.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-26
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.