Westwood Wealth Management
Top Portfolio Positions
55 positions ·
$46,986,184 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
24,469 | $6,652,142 | 14.16% |
| PWR |
Quanta Services, Inc.
|
6,169 | $2,603,688 | 5.54% |
| SPY |
Spdr S&P 500 Etf Trust
|
3,617 | $2,466,504 | 5.25% |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,935 | $2,417,309 | 5.14% |
| PLTR |
Palantir Technologies Inc.
Technology
|
13,275 | $2,359,631 | 5.02% |
| PEG |
Public Service Enterprise Group Inc
|
28,562 | $2,293,528 | 4.88% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,221 | $2,126,149 | 4.53% |
| NVDA |
Nvidia Corp
Technology
|
10,211 | $1,904,351 | 4.05% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,975 | $1,787,637 | 3.80% |
| MSFT |
Microsoft Corp
Technology
|
3,057 | $1,478,426 | 3.15% |
Portfolio Trend
Holdings in ESOA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $142,010 | 17,382 | Shares | Sole | 2026-01-20 | |
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