The Analysis of Westwood Wealth Management's Holdings
Currently, Westwood Wealth Management holds 106 types of securities in its portfolio with a total value $133.0M. In the most recent quarter, they have increased their positions in DFAI (+233.2K shares, valued at $8.9M), BIV (+72.8K shares, valued at $5.7M), JAAA (+108.8K shares, valued at $5.5M); decreased their positions in NVDA (-549.9K shares, valued at $102.6M), N/A (-69.6K shares, valued at $21.8M), META (-24.0K shares, valued at $15.8M); initiated new positions in DFAI (+233.2K shares, valued at $8.9M), BIV (+72.8K shares, valued at $5.7M), JAAA (+108.8K shares, valued at $5.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAI DIMENSIONAL ETF TRUST233.2K sharesnew addition2025-12-312026-01-20
AAPL APPLE INC24.5K shares-48.25%2025-12-312026-01-20 BIV VANGUARD BD INDEX FDS72.8K sharesnew addition2025-12-312026-01-20 JAAA JANUS DETROIT STR TR108.8K sharesnew addition2025-12-312026-01-20 SPHQ INVESCO EXCHANGE TRADED FD T69.7K sharesnew addition2025-12-312026-01-20 DFAT DIMENSIONAL ETF TRUST84.5K sharesnew addition2025-12-312026-01-20 SPYG SPDR SERIES TRUST43.5K sharesnew addition2025-12-312026-01-20 TGRW T ROWE PRICE ETF INC77.0K sharesnew addition2025-12-312026-01-20 JMBS JANUS DETROIT STR TR70.4K sharesnew addition2025-12-312026-01-20 EZM WISDOMTREE TR43.3K sharesnew addition2025-12-312026-01-20 SJNK SPDR SERIES TRUST110.9K sharesnew addition2025-12-312026-01-20 VOE VANGUARD INDEX FDS15.5K sharesnew addition2025-12-312026-01-20 PWR QUANTA SVCS INC6.2K sharesnew addition2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR3.6K shares65.46%2025-12-312026-01-20 VOT VANGUARD INDEX FDS8.8K sharesnew addition2025-12-312026-01-20 VGSH VANGUARD SCOTTSDALE FDS41.9K sharesnew addition2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC13.3K shares-68.40%2025-12-312026-01-20 PEG PUBLIC SVC ENTERPRISE GRP IN28.6K sharesnew addition2025-12-312026-01-20 SMAY FIRST TR EXCHNG TRADED FD VI83.3K sharesnew addition2025-12-312026-01-20 META META PLATFORMS INC3.2K shares-88.16%2025-12-312026-01-20 TFLO ISHARES TR41.6K sharesnew addition2025-12-312026-01-20 NVDA NVIDIA CORPORATION10.2K shares-98.18%2025-12-312026-01-20 QCJL FIRST TR EXCHNG TRADED FD VI78.6K sharesnew addition2025-12-312026-01-20 TSLA TESLA INC4.0K shares-72.96%2025-12-312026-01-20 DFAU DIMENSIONAL ETF TRUST37.1K sharesnew addition2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR11.9K sharesnew addition2025-12-312026-01-20 DJAN FIRST TR EXCHNG TRADED FD VI39.3K sharesnew addition2025-12-312026-01-20 MSFT MICROSOFT CORP3.1K shares-87.72%2025-12-312026-01-20 AMZN AMAZON COM INC6.2K shares-78.12%2025-12-312026-01-20 VB VANGUARD INDEX FDS5.2K sharesnew addition2025-12-312026-01-20 SOXX ISHARES TR4.4K sharesnew addition2025-12-312026-01-20 SGOV ISHARES TR12.3K sharesnew addition2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR46.7K sharesnew addition2025-12-312026-01-20 SEIX VIRTUS ETF TR II47.9K sharesnew addition2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC5.1K shares27.95%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC1.8K sharesnew addition2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.3.2K shares6.35%2025-12-312026-01-20 LLY ELI LILLY & CO954 shares129.88%2025-12-312026-01-20 IWF ISHARES TR1.9K sharesnew addition2025-12-312026-01-20 HD HOME DEPOT INC2.6K sharesnew addition2025-12-312026-01-20 BK BANK NEW YORK MELLON CORP7.3K sharesnew addition2025-12-312026-01-20 ALPHABET INC ALPHABET INC2.7K shares-59.88%2025-12-312026-01-20 QCOM QUALCOMM INC4.9K sharesnew addition2025-12-312026-01-20 IWM ISHARES TR3.3K sharesnew addition2025-12-312026-01-20 AZZ AZZ INC7.0K sharesnew addition2025-12-312026-01-20 PFE PFIZER INC29.2K sharesnew addition2025-12-312026-01-20 NAN NUVEEN NEW YORK QLT MUN INC63.7K sharesnew addition2025-12-312026-01-20 BOND PIMCO ETF TR7.5K sharesnew addition2025-12-312026-01-20 DUHP DIMENSIONAL ETF TRUST18.1K sharesnew addition2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR26.7K sharesnew addition2025-12-312026-01-20 AOS SMITH A O CORP9.5K sharesnew addition2025-12-312026-01-20 HYG ISHARES TR7.8K sharesnew addition2025-12-312026-01-20 MERCK & CO INC MERCK & CO INC5.7K sharesnew addition2025-12-312026-01-20 ABBV ABBVIE INC2.4K sharesnew addition2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST7.3K shares-2.28%2025-12-312026-01-20 XLI SELECT SECTOR SPDR TR3.1K sharesnew addition2025-12-312026-01-20 DFIC DIMENSIONAL ETF TRUST13.8K sharesnew addition2025-12-312026-01-20 DIS DISNEY WALT CO4.1K shares-14.07%2025-12-312026-01-20 RTX RTX CORPORATION2.4K sharesnew addition2025-12-312026-01-20 SNPS SYNOPSYS INC926 sharesnew addition2025-12-312026-01-20 AGGY WISDOMTREE TR9.7K sharesnew addition2025-12-312026-01-20 MEAR ISHARES U S ETF TR8.5K sharesnew addition2025-12-312026-01-20 ALPHABET INC ALPHABET INC1.3K shares-98.10%2025-12-312026-01-20 TMUS T-MOBILE US INC2.0K sharesnew addition2025-12-312026-01-20 VTV VANGUARD INDEX FDS2.2K sharesnew addition2025-12-312026-01-20 YMAR FIRST TR EXCHNG TRADED FD VI15.1K sharesnew addition2025-12-312026-01-20 CRM SALESFORCE INC1.5K sharesnew addition2025-12-312026-01-20 FHDG FIRST TR EXCHNG TRADED FD VI11.2K sharesnew addition2025-12-312026-01-20 CRWD CROWDSTRIKE HLDGS INC802 sharesnew addition2025-12-312026-01-20 ASTS AST SPACEMOBILE INC5.0K sharesnew addition2025-12-312026-01-20 JMUB J P MORGAN EXCHANGE TRADED F6.9K sharesnew addition2025-12-312026-01-20 INTU INTUIT518 sharesnew addition2025-12-312026-01-20 NOC NORTHROP GRUMMAN CORP577 sharesnew addition2025-12-312026-01-20 WFC WELLS FARGO CO NEW3.5K sharesnew addition2025-12-312026-01-20 ITW ILLINOIS TOOL WKS INC1.3K sharesnew addition2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR5.7K sharesnew addition2025-12-312026-01-20 OMAH TIDAL TRUST III16.3K sharesnew addition2025-12-312026-01-20 COF CAPITAL ONE FINL CORP1.2K sharesnew addition2025-12-312026-01-20 ABT ABBOTT LABS2.2K sharesnew addition2025-12-312026-01-20 BAC BANK AMERICA CORP5.1K sharesnew addition2025-12-312026-01-20 DFAE DIMENSIONAL ETF TRUST8.4K sharesnew addition2025-12-312026-01-20 ED CONSOLIDATED EDISON INC2.7K sharesnew addition2025-12-312026-01-20 MINO PIMCO ETF TR5.7K sharesnew addition2025-12-312026-01-20 IWN ISHARES TR1.4K sharesnew addition2025-12-312026-01-20 HON HONEYWELL INTL INC1.3K sharesnew addition2025-12-312026-01-20 AVDS AMERICAN CENTY ETF TR3.5K sharesnew addition2025-12-312026-01-20 RSG REPUBLIC SVCS INC1.1K sharesnew addition2025-12-312026-01-20 MPC MARATHON PETE CORP1.5K sharesnew addition2025-12-312026-01-20 FE FIRSTENERGY CORP5.3K sharesnew addition2025-12-312026-01-20 BAB INVESCO EXCH TRADED FD TR II8.6K sharesnew addition2025-12-312026-01-20 SPGI S&P GLOBAL INC438 sharesnew addition2025-12-312026-01-20 UAL UNITED AIRLS HLDGS INC2.0K sharesnew addition2025-12-312026-01-20 PG PROCTER AND GAMBLE CO1.5K sharesnew addition2025-12-312026-01-20 AXP AMERICAN EXPRESS CO586 sharesnew addition2025-12-312026-01-20 OWL BLUE OWL CAPITAL INC14.4K sharesnew addition2025-12-312026-01-20 T AT&T INC8.5K sharesnew addition2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP423 sharesnew addition2025-12-312026-01-20 BROADCOM INC BROADCOM INC586 shares-98.53%2025-12-312026-01-20 VO VANGUARD INDEX FDS696 sharesnew addition2025-12-312026-01-20 CSCO CISCO SYS INC2.6K sharesnew addition2025-12-312026-01-20 ESOA ENERGY SVCS ACQUISITION CORP17.4K sharesnew addition2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available