Westwood Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WW Westwood Wealth Management | Institutional Filer | ▲ 91.54% | $254.8M | 42 |
Current Portfolio Holdings
Showing all 42 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 564K | $98.3M | 38.58% |
| 2 | GOOGL | Alphabet Inc. | Technology | 74K | $21.4M | 8.39% |
| 3 | META | Meta Platforms, Inc. | Technology | 27K | $15.3M | 6.01% |
| 4 | AVGO | Broadcom Inc. | Technology | 45K | $13.8M | 5.43% |
| 5 | QLD | PROSHARES TR | — | 217K | $13.2M | 5.19% |
| 6 | AAPL | Apple Inc. | Technology | 43K | $10.8M | 4.26% |
| 7 | SOXL | DIREXION SHARES ETF TRUST | — | 226K | $10.8M | 4.24% |
| 8 | MSFT | Microsoft Corporation | Technology | 24K | $8.9M | 3.50% |
| 9 | TSLA | Tesla, Inc. | Consumer Cyclical | 21K | $7.9M | 3.11% |
| 10 | PLTR | Palantir Technologies Inc. | Technology | 43K | $6.3M | 2.47% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 29K | $5.9M | 2.33% |
| 12 | SMH | VANECK ETF TRUST | — | 14K | $5.4M | 2.11% |
| 13 | OKLO | Oklo Inc. | Utilities | 93K | $4.6M | 1.81% |
| 14 | ARM | Arm Holdings plc American Depositary Shares | Technology | 25K | $3.8M | 1.49% |
| 15 | SPXL | DIREXION SHARES ETF TRUST | — | 19K | $3.6M | 1.39% |
Showing 1 to 15 of 42 holdings