Westwood Holdings Group Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $12.5 Billion distributed in 483 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $320M, Williams Companies, Inc. with a value of $228M, Microsoft Corp with a value of $216M, Jpmorgan Chase & CO with a value of $212M, and Targa Resources Corp. with a value of $184M.
Examining the 13F form we can see an decrease of $80.4M in the current position value, from $12.6B to 12.5B.
Westwood Holdings Group Inc is based out at Dallas, TX
Below you can find more details about Westwood Holdings Group Inc portfolio as well as his latest detailed transactions.
Portfolio value
$12.5 Billion
Energy: $2.93 Billion
Financial Services: $1.97 Billion
Technology: $1.38 Billion
Industrials: $1.33 Billion
Consumer Cyclical: $906 Million
Healthcare: $872 Million
Real Estate: $696 Million
ETFs: $561 Million
Other: $1.9 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
