The Analysis of Westwood Wealth Management's Holdings


Currently, Westwood Wealth Management holds 46 types of securities in its portfolio with a total value $272.7M. In the most recent quarter, they have increased their positions in TSLA (+6.5K shares, valued at $2.9M), SHY (+12.3K shares, valued at $1.0M), GOOGL (+2.9K shares, valued at $697.0K); decreased their positions in NVDA (-105.2K shares, valued at $19.6M), AAPL (-69.6K shares, valued at $17.7M), AVGO (-19.4K shares, valued at $6.4M); initiated new positions in CRWV (+2.7K shares, valued at $373.6K), JNJ (+1.4K shares, valued at $260.3K), XLY (+895 shares, valued at $214.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION560.2K shares-15.81%2025-09-302025-10-24history
META META PLATFORMS INC27.2K shares-21.79%2025-09-302025-10-24history
GOOGL ALPHABET INC70.9K shares4.21%2025-09-302025-10-24history
QLD PROSHARES TR109.1K shares-26.62%2025-09-302025-10-24history
AVGO BROADCOM INC40.0K shares-32.67%2025-09-302025-10-24history
MSFT MICROSOFT CORP24.9K shares-15.94%2025-09-302025-10-24history
AAPL APPLE INC47.3K shares-59.54%2025-09-302025-10-24history
OKLO OKLO INC75.3K shares-28.50%2025-09-302025-10-24history
Sponsored
SOXL DIREXION SHS ETF TR224.9K shares-26.05%2025-09-302025-10-24history
PLTR PALANTIR TECHNOLOGIES INC42.0K shares-31.99%2025-09-302025-10-24history
TSLA TESLA INC14.7K shares78.37%2025-09-302025-10-24history
AMZN AMAZON COM INC28.5K shares-25.38%2025-09-302025-10-24history
SPXL DIREXION SHS ETF TR27.6K shares-18.81%2025-09-302025-10-24history
SMH VANECK ETF TRUST14.0K shares-11.32%2025-09-302025-10-24history
PANW PALO ALTO NETWORKS INC15.1K shares-42.85%2025-09-302025-10-24history
QQQ INVESCO QQQ TR5.0K shares-7.02%2025-09-302025-10-24history
Sponsored
UBER UBER TECHNOLOGIES INC27.3K shares-34.34%2025-09-302025-10-24history
SHY ISHARES TR25.8K shares90.74%2025-09-302025-10-24history
IYW ISHARES TR10.0K shares0.00%2025-09-302025-10-24history
ORCL ORACLE CORP5.8K shares-17.67%2025-09-302025-10-24history
GOOG ALPHABET INC6.7K shares0.00%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR2.2K shares0.00%2025-09-302025-10-24history
TNA DIREXION SHS ETF TR28.8K shares-32.01%2025-09-302025-10-24history
ARM ARM HOLDINGS PLC8.2K shares-49.22%2025-09-302025-10-24history
Sponsored
NXPI NXP SEMICONDUCTORS N V4.9K shares-36.25%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.3.0K shares4.65%2025-09-302025-10-24history
IBB ISHARES TR6.4K shares-7.05%2025-09-302025-10-24history
UNP UNION PAC CORP3.3K shares-26.16%2025-09-302025-10-24history
NOW SERVICENOW INC705 shares-40.25%2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC4.0K shares-1.48%2025-09-302025-10-24history
BX BLACKSTONE INC3.7K shares-40.49%2025-09-302025-10-24history
DIS DISNEY WALT CO4.8K shares175.65%2025-09-302025-10-24history
Sponsored
DFUS DIMENSIONAL ETF TRUST7.4K shares0.00%2025-09-302025-10-24history
SMCI SUPER MICRO COMPUTER INC10.8K shares-62.71%2025-09-302025-10-24history
NKE NIKE INC5.6K shares0.00%2025-09-302025-10-24history
CRWV COREWEAVE INC2.7K sharesnew addition2025-09-302025-10-24history
GS GOLDMAN SACHS GROUP INC445 shares12.66%2025-09-302025-10-24history
LLY ELI LILLY & CO415 shares-59.90%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS506 shares-4.17%2025-09-302025-10-24history
FDX FEDEX CORP1.1K shares-28.13%2025-09-302025-10-24history
Sponsored
DAL DELTA AIR LINES INC DEL4.8K shares-1.04%2025-09-302025-10-24history
ET ENERGY TRANSFER L P15.5K shares0.00%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON1.4K sharesnew addition2025-09-302025-10-24history
XLY SELECT SECTOR SPDR TR895 sharesnew addition2025-09-302025-10-24history
XYZ BLOCK INC3.0K shares-14.49%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW220 shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available