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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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Unchanged Positions |
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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 |
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NKE |
Nike Inc B |
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- |
$90.94 |
$1,029,000 |
10,952 |
% |
-160,000 |
0 |
0 |
N/A |
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DFUS |
Dimensional U S Equity Etf |
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- |
$56.68 |
$423,000 |
7,420 |
% |
38,000 |
0 |
0 |
N/A |
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JNJ |
Johnson & Johnson |
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- |
$149.91 |
$363,000 |
2,297 |
% |
3,000 |
0 |
0 |
N/A |
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ETE |
Energy Transfer Equity LP |
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- |
$15.94 |
$236,000 |
15,000 |
% |
29,000 |
0 |
0 |
N/A |
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