Portfolio (Quarterly)
Guide ↗
Westwood Wealth Management
· CIK 0001861125| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | HYG | ISHARES TR | — | 7,845 | $633K | 0.47% | SOLD |
| 42 | RSP | INVESCO EXCHANGE TRADED FD T | — | 3,178 | $609K | 0.46% | SOLD |
| 43 | MRK | MERCK & CO INC | Healthcare | 5,704 | $600K | 0.45% | SOLD |
| 44 | ABBV | ABBVIE INC | Healthcare | 2,421 | $553K | 0.42% | SOLD |
| 45 | XLI | SELECT SECTOR SPDR TR | — | 3,095 | $480K | 0.36% | SOLD |
| 46 | DFIC | DIMENSIONAL ETF TRUST | — | 13,802 | $476K | 0.36% | SOLD |
| 47 | RTX | RTX CORPORATION | Industrials | 2,429 | $445K | 0.34% | SOLD |
| 48 | SNPS | SYNOPSYS INC | Technology | 926 | $435K | 0.33% | SOLD |
| 49 | AGGY | WISDOMTREE TR | — | 9,749 | $429K | 0.32% | SOLD |
| 50 | MEAR | ISHARES U S ETF TR | — | 8,460 | $426K | 0.32% | SOLD |
| 51 | TMUS | T-MOBILE US INC | Communication Services | 2,043 | $415K | 0.31% | SOLD |
| 52 | VTV | VANGUARD INDEX FDS | — | 2,156 | $412K | 0.31% | SOLD |
| 53 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 15,055 | $407K | 0.31% | SOLD |
| 54 | CRM | SALESFORCE INC | Technology | 1,511 | $400K | 0.30% | SOLD |
| 55 | — | FIRST TR EXCHNG TRADED FD VI | — | 11,167 | $379K | 0.28% | SOLD |
| 56 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 802 | $376K | 0.28% | SOLD |
| 57 | ASTS | AST SPACEMOBILE INC | Technology | 5,000 | $363K | 0.27% | SOLD |
| 58 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 6,910 | $350K | 0.26% | SOLD |
| 59 | INTU | INTUIT | Technology | 518 | $343K | 0.26% | SOLD |
| 60 | NOC | NORTHROP GRUMMAN CORP | Industrials | 577 | $329K | 0.25% | SOLD |
Sector Allocation
Technology
69.6%
Communication Services
18.0%
Consumer Cyclical
6.5%
Financial Services
2.5%
Utilities
2.2%
Industrials
0.7%
Healthcare
0.3%
Consumer Defensive
0.2%
Energy
0.1%