$130 Million is the total value of Westwood Wealth Management's 34 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QLD | Buy | PROSHARES TR | $9,399,680 | +28.2% | 123,680 | +0.1% | 7.25% | +49.4% |
| AVGO | Buy | BROADCOM INC | $5,358,000 | +48.3% | 4,800 | +10.3% | 4.13% | +72.8% |
| TNA | Buy | DIREXION SHS ETF TRdly smcap bull3x | $2,244,902 | +37.9% | 56,905 | +0.5% | 1.73% | +60.7% |
| FB | Buy | META PLATFORMS INCcl a | $2,177,208 | +76.4% | 6,151 | +49.6% | 1.68% | +105.6% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $1,855,814 | +16.0% | 8,080 | +0.9% | 1.43% | +35.1% |
| BX | Buy | BLACKSTONE INC | $939,351 | +22.6% | 7,175 | +0.3% | 0.72% | +42.8% |
| ET | Buy | ENERGY TRANSFER L P | $207,000 | +13.5% | 15,000 | +15.4% | 0.16% | +32.2% |
| AAPL | New | APPLE INCcall | $115,518 | – | 600 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 11 | Q2 2024 | 36.9% |
| APPLE INC | 11 | Q2 2024 | 29.7% |
| MICROSOFT CORP | 11 | Q2 2024 | 7.5% |
| PROSHARES TR | 11 | Q2 2024 | 7.2% |
| AMAZON COM INC | 11 | Q2 2024 | 6.3% |
| PALO ALTO NETWORKS INC | 11 | Q2 2024 | 3.4% |
| DIREXION SHS ETF TR | 11 | Q2 2024 | 2.4% |
| UBER TECHNOLOGIES INC | 11 | Q2 2024 | 2.2% |
| DIREXION SHS ETF TR | 11 | Q2 2024 | 2.7% |
| ISHARES TR | 11 | Q2 2024 | 1.9% |
View Westwood Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 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 |
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.