Portfolio (Quarterly)
Guide ↗
Westwood Wealth Management
· CIK 0001861125| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | WFC | WELLS FARGO CO NEW | Financial Services | 3,473 | $324K | 0.24% | SOLD |
| 62 | ITW | ILLINOIS TOOL WKS INC | Industrials | 1,285 | $316K | 0.24% | SOLD |
| 63 | XLF | SELECT SECTOR SPDR TR | — | 5,724 | $314K | 0.24% | SOLD |
| 64 | OMAH | TIDAL TRUST III | — | 16,292 | $305K | 0.23% | SOLD |
| 65 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,240 | $301K | 0.23% | SOLD |
| 66 | B | BARRICK MNG CORP | Basic Materials | 6,388 | $278K | 0.21% | SOLD |
| 67 | ABT | ABBOTT LABS | Healthcare | 2,220 | $278K | 0.21% | SOLD |
| 68 | BAC | BANK AMERICA CORP | Financial Services | 5,054 | $278K | 0.21% | SOLD |
| 69 | DFAE | DIMENSIONAL ETF TRUST | — | 8,407 | $274K | 0.21% | SOLD |
| 70 | ED | CONSOLIDATED EDISON INC | Utilities | 2,662 | $264K | 0.20% | SOLD |
| 71 | MINO | PIMCO ETF TR | — | 5,731 | $261K | 0.20% | SOLD |
| 72 | IWN | ISHARES TR | — | 1,430 | $259K | 0.20% | SOLD |
| 73 | HON | HONEYWELL INTL INC | Industrials | 1,263 | $246K | 0.18% | SOLD |
| 74 | AVDS | AMERICAN CENTY ETF TR | — | 3,477 | $243K | 0.18% | SOLD |
| 75 | RSG | REPUBLIC SVCS INC | Industrials | 1,131 | $240K | 0.18% | SOLD |
| 76 | MPC | MARATHON PETE CORP | Energy | 1,460 | $237K | 0.18% | SOLD |
| 77 | FE | FIRSTENERGY CORP | Utilities | 5,282 | $236K | 0.18% | SOLD |
| 78 | BAB | INVESCO EXCH TRADED FD TR II | — | 8,646 | $235K | 0.18% | SOLD |
| 79 | SPGI | S&P GLOBAL INC | Financial Services | 438 | $229K | 0.17% | SOLD |
| 80 | UAL | UNITED AIRLS HLDGS INC | Industrials | 2,046 | $229K | 0.17% | 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%