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| Name: |
Westwood Wealth Management |
| City: |
Los Angeles |
| State: |
CA |
| Zip: |
90025 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NKE |
Nike Inc B |
22 |
- |
$92.50 |
$1,029,000 |
10,952 |
0.5% |
-160,000 |
0 |
0.001 |
Textile - Apparel Foo... |
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DFUS |
Dimensional U S Equity Etf |
31 |
- |
$57.63 |
$423,000 |
7,420 |
0.21% |
38,000 |
0 |
0.001 |
N/A |
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JNJ |
Johnson & Johnson |
34 |
- |
$153.50 |
$363,000 |
2,297 |
0.18% |
3,000 |
0 |
0 |
Drug Manufacturers - ... |
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ETE |
Energy Transfer Equity LP |
35 |
- |
$15.73 |
$236,000 |
15,000 |
0.12% |
29,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
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