Westwood Wealth Management Portfolio Holdings by Sector
Westwood Wealth Management
- $249 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO NXPI AMD QCOM NVDA 6 stocks |
$111,372
44.67% of portfolio
|
2
|
1
|
- | - |
1
Calls
0
Puts
|
|
ETFs | ETFs
QLD SOXL SPXL SMH TNA QQQ IYW IBB 12 stocks |
$46,461
18.63% of portfolio
|
5
|
4
|
1
|
- |
1
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$27,849
11.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG META 4 stocks |
$26,036
10.44% of portfolio
|
2
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW SQ 3 stocks |
$17,575
7.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6,815
2.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER NOW 2 stocks |
$4,087
1.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$2,040
0.82% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
SMCI 1 stocks |
$1,433
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,252
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,141
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$888
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$728
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$625
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$563
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$243
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$227
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|