Westwood Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$255M
Signature - Title
Michael Puryear - President & Managing Partner
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Westwood Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Westwood Wealth Management reported 39 stock holdings with total value $255M as of Q3 2024. Top holdings included NVDA, AAPL, META, QLD, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 39 $255M +$19.8M -$8.35M +$11.5M NVDA, AAPL, META, QLD, MSFT 13F-HR 11/12/2024, 01:50 PM
Q2 2024 39 $253M +$99.6M -$8.23M +$91.3M NVDA, AAPL, META, QLD, SOXL 13F-HR 8/14/2024, 01:38 PM
Q1 2024 36 $204M +$41.3M -$3.82M +$37.5M NVDA, AAPL, META, MSFT, QLD 13F-HR 5/1/2024, 04:19 PM
Q4 2023 33 $130M +$1.29M -$19M -$17.7M NVDA, AAPL, QLD, MSFT, AVGO 13F-HR 2/12/2024, 12:53 PM
Q3 2023 38 $128M +$4.61M -$5.21M -$604K NVDA, AAPL, GOOGL, MSFT, QLD 13F-HR 11/8/2023, 12:32 PM
Q2 2023 43 $134M +$3.33M -$784K +$2.55M NVDA, AAPL, GOOGL, MSFT, QLD 13F-HR 7/26/2023, 01:56 PM
Q1 2023 41 $107M +$3.92M -$5.76M -$1.84M AAPL, NVDA, GOOGL, MSFT, QLD 13F-HR 4/25/2023, 04:41 PM
Q4 2022 41 $83.2M +$7.04M -$3.6M +$3.44M AAPL, NVDA, GOOGL, MSFT, QLD 13F-HR 2/14/2023, 11:30 AM
Q3 2022 39 $80.5M +$13.7M -$3.08M +$10.6M AAPL, GOOGL, NVDA, AMZN, MSFT 13F-HR 11/14/2022, 11:22 AM
Q2 2022 39 $86.7M +$9.93M -$14M -$4.05M AAPL, NVDA, GOOGL, MSFT, AMZN 13F-HR 8/5/2022, 10:58 AM
Q1 2022 43 $134M +$6.33M -$29.9M -$23.5M AAPL, NVDA, GOOGL, AMZN, MSFT 13F-HR 5/11/2022, 02:28 PM
Q4 2021 43 $161M $0 $0 AAPL, NVDA, GOOGL, AMZN, MSFT 13F-HR 2/14/2022, 02:05 PM