• 13F History

Westwood Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$277M
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 48 stock holdings with total value $277M as of Q4 2024. Top holdings included NVDA, AAPL, META, QLD, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 48 $277M +$13M -$5.42M +$7.56M NVDA, AAPL, META, QLD, AVGO 13F-HR 2/13/2025, 08:30 AM
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 34 $130M +$1.29M -$19M -$17.7M NVDA, AAPL, QLD, MSFT, AVGO 13F-HR 2/12/2024, 12:53 PM
Q3 2023 46 $151M +$25.9M -$5.21M +$20.7M NVDA, AAPL, NVDA, GOOGL, MSFT 13F-HR 11/8/2023, 12:32 PM
Q2 2023 44 $136M +$3.33M -$2.69M +$645K NVDA, AAPL, GOOGL, MSFT, QLD 13F-HR 7/26/2023, 01:56 PM
Q1 2023 44 $112M +$8.73M -$5.56M +$3.18M AAPL, NVDA, GOOGL, MSFT, QLD 13F-HR 4/25/2023, 04:41 PM
Q4 2022 44 $83.2M +$7.07M -$4.44M +$2.63M AAPL, NVDA, GOOGL, MSFT, QLD 13F-HR 2/14/2023, 10:30 AM
Q3 2022 41 $88.9M +$22.4M -$2.85M +$19.6M AAPL, GOOGL, NVDA, AAPL, AMZN 13F-HR 11/14/2022, 10:22 AM
Q2 2022 40 $86.3M +$9.96M -$12.6M -$2.65M AAPL, NVDA, GOOGL, MSFT, AMZN 13F-HR 8/5/2022, 10:58 AM
Q1 2022 50 $169M AAPL, NVDA, GOOGL, AAPL, NVDA 13F-HR 5/11/2022, 02:28 PM
Q4 2021 35 $182M AAPL, NVDA, GOOGL, AMZN, MSFT 13F-HR 2/14/2022, 01:05 PM