Westside Investment Management
Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VYM, VTI, QQQ, TPC, and represent 15.75% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: XLK, XLE, MUB, CGBL, MLN, NFLX, Putnam Etf Trust, SWTXX, SPLB, TMB.
- Started 188 new stock positions in GWW, PIN, GIL, SKM, TTC, GPRO, Qnity Electronics, MTG, COO, FFIV.
- Reduced shares in these 10 stocks: IEFA (-$10M), AIVL, IAU, ADBE, GDX, COHR, TCAF, Oklahoma Cnty Okla 5 25leas Sch Due 12/01/25xtro, PM, SWVXX.
- Sold out of its positions in ALE, AIG, AOUT, AWK, ETHO, ASHTY, BDOUY, BMN, DYNF, Cohen & Steers Infrastructur.
- Westside Investment Management was a net seller of stock by $-7.1M.
- Westside Investment Management has $625M in assets under management (AUM), dropping by -0.13%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 1495 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Westside Investment Management has 1495 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $23M | 85k | 271.86 |
|
|
| Vanguard High Etf (VYM) | 3.6 | $22M | 156k | 143.52 |
|
|
| Vanguard Total Etf (VTI) | 3.1 | $19M | 58k | 335.27 |
|
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| Invesco Qqq Etf (QQQ) | 3.0 | $19M | 30k | 614.33 |
|
|
| Tutor Perini Corporation (TPC) | 2.4 | $15M | 226k | 67.02 |
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| Alphabet Inc Class A cs (GOOGL) | 2.4 | $15M | 48k | 313.00 |
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| Microsoft Corporation (MSFT) | 2.1 | $13M | 28k | 483.62 |
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| Amazon (AMZN) | 2.1 | $13M | 57k | 230.82 |
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| Facebook Inc cl a (META) | 1.6 | $10M | 15k | 660.14 |
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| Alphabet Inc Class C cs (GOOG) | 1.6 | $10M | -2% | 32k | 313.81 |
|
| Uber Technologies (UBER) | 1.5 | $9.5M | -3% | 116k | 81.71 |
|
| Ishares Core Etf (AGG) | 1.4 | $9.0M | +2% | 90k | 99.88 |
|
| Harrow Health (HROW) | 1.4 | $8.9M | 181k | 49.00 |
|
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| Broadcom (AVGO) | 1.4 | $8.7M | -3% | 25k | 346.11 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $8.6M | 46k | 186.51 |
|
|
| Vanguard Consumer Etf (VCR) | 1.4 | $8.5M | 22k | 393.93 |
|
|
| SPDR Gold Trust (GLD) | 1.3 | $8.2M | 21k | 396.32 |
|
|
| Schwab Municipal Money Ultra Cash (SWOXX) | 1.3 | $8.0M | 8.0M | 1.00 |
|
|
| Eton Pharmaceuticals (ETON) | 1.3 | $8.0M | 471k | 16.91 |
|
|
| Vanguard Dividend Etf (VIG) | 1.1 | $7.1M | 32k | 219.78 |
|
|
| Pitney Bowes (PBI) | 1.0 | $6.5M | 618k | 10.57 |
|
|
| Shopify Inc cl a (SHOP) | 1.0 | $6.3M | -4% | 39k | 160.97 |
|
| Ishares Core Etf (IUSB) | 0.9 | $5.9M | 127k | 46.54 |
|
|
| State Street Etf (XLK) | 0.9 | $5.9M | +95% | 41k | 143.97 |
|
| Coherent Corp (COHR) | 0.9 | $5.8M | -11% | 32k | 184.57 |
|
| First Trust Etf (FCAL) | 0.8 | $5.3M | -3% | 107k | 49.31 |
|
| Avantis U S Etf (AVUV) | 0.8 | $5.3M | +6% | 52k | 101.98 |
|
| State Street Etf (SDY) | 0.8 | $5.2M | +4% | 38k | 139.16 |
|
| State Street Etf (XLV) | 0.8 | $5.2M | +2% | 34k | 154.80 |
|
| Capital Group Etf (CGBL) | 0.8 | $5.2M | +22% | 146k | 35.33 |
|
| Ishares National Etf (MUB) | 0.8 | $5.0M | +30% | 46k | 107.11 |
|
| Northrop Grumman Corporation (NOC) | 0.8 | $4.7M | 8.3k | 570.21 |
|
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| Micron Technology (MU) | 0.8 | $4.7M | 17k | 285.42 |
|
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| Pimco Ehnanced Etf (MINT) | 0.8 | $4.7M | -7% | 47k | 100.34 |
|
| United Rentals (URI) | 0.7 | $4.5M | 5.6k | 809.32 |
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|
| State Street Etf (XLF) | 0.7 | $4.3M | 79k | 54.77 |
|
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| Invesco Nasdaq Etf (QQQM) | 0.7 | $4.2M | -3% | 17k | 252.92 |
|
| Schwab Prime Advantage Money Investor Cash (SWVXX) | 0.6 | $4.0M | -9% | 4.0M | 1.00 |
|
| Qualcomm (QCOM) | 0.6 | $3.9M | 23k | 171.05 |
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| Abbvie (ABBV) | 0.6 | $3.8M | 17k | 228.49 |
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| Vaneck Long Etf (MLN) | 0.6 | $3.7M | +32% | 214k | 17.53 |
|
| Vaneck Semiconductor Etf (SMH) | 0.6 | $3.7M | 10k | 360.13 |
|
|
| Jpmorgan Etf (JPST) | 0.6 | $3.7M | -2% | 72k | 50.59 |
|
| CVS Caremark Corporation (CVS) | 0.6 | $3.6M | -3% | 46k | 79.36 |
|
| Brink's Company (BCO) | 0.6 | $3.5M | 30k | 116.73 |
|
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| Ishares Core Etf (IEMG) | 0.6 | $3.5M | 52k | 67.22 |
|
|
| First Trust Etf (FMB) | 0.6 | $3.5M | 68k | 51.14 |
|
|
| Vanguard Health Etf (VHT) | 0.5 | $3.4M | 12k | 287.85 |
|
|
| Vanguard Total Etf (VXUS) | 0.5 | $3.3M | +2% | 44k | 75.44 |
|
| Pimco Short Etf (SMMU) | 0.5 | $3.3M | -6% | 65k | 50.43 |
|
| Amgen (AMGN) | 0.5 | $3.2M | 9.9k | 327.34 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $3.1M | -2% | 16k | 194.92 |
|
| Ishares Biotechnology Etf (IBB) | 0.5 | $3.0M | 18k | 168.78 |
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| First Trust Etf (FIXD) | 0.5 | $3.0M | +8% | 68k | 44.32 |
|
| Snowflake Inc Cl A (SNOW) | 0.5 | $3.0M | 14k | 219.36 |
|
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| Ishares Core Etf (IJR) | 0.5 | $2.9M | 24k | 120.18 |
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| Gilead Sciences (GILD) | 0.5 | $2.9M | -2% | 24k | 122.74 |
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| Advanced Micro Devices (AMD) | 0.4 | $2.8M | 13k | 214.16 |
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| Ishares 1-3yr Etf (SHY) | 0.4 | $2.8M | 33k | 82.82 |
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| Vanguard Small Etf (VB) | 0.4 | $2.7M | +16% | 11k | 257.97 |
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| State Street Etf (SPTM) | 0.4 | $2.5M | 31k | 82.50 |
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| State Street Etf (XLE) | 0.4 | $2.5M | +105% | 56k | 44.71 |
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| SPDR S&P Etf (SPY) | 0.4 | $2.5M | +3% | 3.6k | 682.09 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.5M | 2.3k | 1074.76 |
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| Ishares California Etf (CMF) | 0.4 | $2.4M | +4% | 41k | 57.46 |
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| Bank of America Corporation (BAC) | 0.4 | $2.4M | 43k | 55.00 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $2.3M | 4.6k | 502.65 |
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| Vanguard Consumer Etf (VDC) | 0.4 | $2.3M | 11k | 211.24 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.3M | 7.2k | 322.22 |
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| First Trust Etf (FDN) | 0.3 | $2.2M | -2% | 8.0k | 269.18 |
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| First Trust Etf (FVD) | 0.3 | $2.1M | 47k | 46.08 |
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| Vanguard Fste Etf (VWO) | 0.3 | $2.1M | 40k | 53.76 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $2.1M | -4% | 4.5k | 468.79 |
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| Fidelity Advisor Interm Muni Inc I Bond (FZIIX) | 0.3 | $2.1M | 202k | 10.28 |
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| Schwab Municipal Money Inv Cash (SWTXX) | 0.3 | $2.0M | +49% | 2.0M | 1.00 |
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| State Street Etf (XLP) | 0.3 | $1.9M | 25k | 77.68 |
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| Ishares Core Etf (ITOT) | 0.3 | $1.9M | 13k | 148.70 |
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| State Street Etf (SPLB) | 0.3 | $1.9M | +31% | 85k | 22.58 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $1.9M | +9% | 77k | 24.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.8M | 12k | 154.14 |
|
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| Applied Materials (AMAT) | 0.3 | $1.8M | 7.1k | 256.99 |
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| Trimble Navigation (TRMB) | 0.3 | $1.8M | 23k | 78.35 |
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| Columbia Intl Etf (INEQ) | 0.3 | $1.8M | 48k | 37.27 |
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| Fidelity High Etf (FDVV) | 0.3 | $1.8M | +13% | 32k | 56.69 |
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| Draftkings (DKNG) | 0.3 | $1.8M | +10% | 52k | 34.46 |
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| Medtronic (MDT) | 0.3 | $1.8M | 18k | 96.06 |
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| Goldman Sachs Etf (GBIL) | 0.3 | $1.8M | 18k | 99.94 |
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| Vanguard Total Etf (BND) | 0.3 | $1.7M | -3% | 24k | 74.07 |
|
| Cigna Corp (CI) | 0.3 | $1.7M | +16% | 6.2k | 275.25 |
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| Tesla Motors (TSLA) | 0.3 | $1.6M | +2% | 3.6k | 449.72 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.6M | +18% | 19k | 84.21 |
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| Pimco Intermediate Etf (MUNI) | 0.3 | $1.6M | -11% | 30k | 52.41 |
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| Vanguard Total Etf (BNDX) | 0.3 | $1.6M | +4% | 33k | 48.32 |
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| State Street Etf (SHM) | 0.2 | $1.6M | +3% | 33k | 47.99 |
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| Vaneck High Etf (HYD) | 0.2 | $1.6M | +3% | 30k | 51.12 |
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| American Funds Fundamental Invs A Etf (ANCFX) | 0.2 | $1.5M | +3% | 17k | 92.87 |
|
| FedEx Corporation (FDX) | 0.2 | $1.5M | 5.3k | 288.89 |
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| PerkinElmer (RVTY) | 0.2 | $1.5M | 16k | 96.76 |
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| UnitedHealth (UNH) | 0.2 | $1.4M | -9% | 4.4k | 330.11 |
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| Lam Research (LRCX) | 0.2 | $1.4M | 8.3k | 171.18 |
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| Ishares Select Etf (ICF) | 0.2 | $1.4M | +45% | 23k | 59.67 |
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| Ishares Technology Etf (IYW) | 0.2 | $1.4M | 6.9k | 199.70 |
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| Pimco Active Etf (BOND) | 0.2 | $1.3M | 14k | 93.08 |
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| Alerian M Etf (AMLP) | 0.2 | $1.3M | -15% | 28k | 47.02 |
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| salesforce (CRM) | 0.2 | $1.3M | -2% | 4.9k | 264.91 |
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| Ishares Msci Etf (EFV) | 0.2 | $1.3M | -2% | 18k | 71.41 |
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| Capital Group Etf (CGGR) | 0.2 | $1.2M | +34% | 28k | 44.47 |
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| Vanguard Real Etf (VNQ) | 0.2 | $1.2M | +23% | 14k | 88.49 |
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| Boeing Company (BA) | 0.2 | $1.2M | 5.6k | 217.12 |
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| Cisco Systems (CSCO) | 0.2 | $1.2M | 16k | 77.04 |
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| Citigroup (C) | 0.2 | $1.2M | 10k | 116.69 |
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| Vaneck Short Etf (SMB) | 0.2 | $1.2M | 69k | 17.41 |
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| Asml Holding (ASML) | 0.2 | $1.2M | 1.1k | 1069.86 |
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| Motorola Solutions (MSI) | 0.2 | $1.2M | 3.1k | 383.32 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.1M | 10k | 111.42 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | 1.3k | 863.71 |
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| InterDigital (IDCC) | 0.2 | $1.1M | 3.5k | 318.38 |
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| Pgim Aaa Etf (PAAA) | 0.2 | $1.1M | +32% | 22k | 51.26 |
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| Capital Group Etf (CGDV) | 0.2 | $1.1M | +20% | 25k | 43.64 |
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| Ishares Short Etf (NEAR) | 0.2 | $1.1M | +9% | 22k | 51.10 |
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| Alibaba Group Holding (BABA) | 0.2 | $1.1M | -2% | 7.4k | 146.59 |
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| Vanguard Ftse Etf (VGK) | 0.2 | $1.1M | 13k | 83.62 |
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| Hartford Mun Etf (HMOP) | 0.2 | $1.1M | 27k | 39.11 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.0M | -2% | 4.9k | 206.98 |
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| Vanguard Financials Etf (VFH) | 0.2 | $971k | 7.3k | 133.49 |
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| Vaneck Intermediate Etf (ITM) | 0.2 | $969k | 21k | 47.16 |
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| Ishares Esg Etf (SUSA) | 0.1 | $912k | 6.5k | 139.35 |
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| Pulse Biosciences (PLSE) | 0.1 | $911k | +2% | 66k | 13.73 |
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| Netflix (NFLX) | 0.1 | $898k | +1069% | 9.6k | 93.76 |
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| Steris Plc Ord equities (STE) | 0.1 | $893k | 3.5k | 253.52 |
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| Global X Etf (AIQ) | 0.1 | $889k | 18k | 50.86 |
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| Ishares Semiconductor Etf (SOXX) | 0.1 | $872k | 2.9k | 301.16 |
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| Aeluma (ALMU) | 0.1 | $864k | +51% | 50k | 17.17 |
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| American Funds Income Fund Of Amer A Etf (AMECX) | 0.1 | $857k | 33k | 26.26 |
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| Seagate Technology (STX) | 0.1 | $854k | 3.1k | 275.39 |
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| American Century Etf (TAXF) | 0.1 | $846k | +2% | 17k | 50.38 |
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| Ishares Core Etf (AOR) | 0.1 | $828k | +35% | 13k | 65.01 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $818k | 16k | 50.79 |
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| Hartford Total Etf (HTRB) | 0.1 | $807k | +4% | 24k | 34.15 |
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| Schwab Prime Advantage Money Ultra Cash (SNAXX) | 0.1 | $757k | -23% | 757k | 1.00 |
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| State Street Etf (XBI) | 0.1 | $756k | -2% | 6.2k | 121.93 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $752k | 1.6k | 483.67 |
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| Invesco S&p Etf (RSP) | 0.1 | $738k | +25% | 3.9k | 191.56 |
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| Franklin Ca Tax Free Income A1 Bond (FKTFX) | 0.1 | $716k | 106k | 6.77 |
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| Putnam Franklin Etf | 0.1 | $712k | NEW | 72k | 9.93 |
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| Paypal Holdings (PYPL) | 0.1 | $712k | -15% | 12k | 58.38 |
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| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $702k | -10% | 3.4k | 208.78 |
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| Procter & Gamble Company (PG) | 0.1 | $689k | 4.8k | 143.31 |
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| Deluxe Corporation (DLX) | 0.1 | $684k | -15% | 31k | 22.33 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $679k | 5.6k | 120.34 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $676k | 3.7k | 183.40 |
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| Fidelity Low Etf (FDLO) | 0.1 | $659k | -22% | 9.9k | 66.75 |
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| State Street Etf (XLY) | 0.1 | $644k | +133% | 5.4k | 119.43 |
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| Ishares Core Etf (IVV) | 0.1 | $636k | +9% | 928.00 | 685.55 |
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| Eagle Mtn & Saginaw 4 32go Utx Due 08/15/32 Muni | 0.1 | $632k | 600k | 1.05 |
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| State Street Etf (JNK) | 0.1 | $632k | 6.5k | 97.22 |
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| Walt Disney Company (DIS) | 0.1 | $627k | -3% | 5.5k | 113.78 |
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| Rockwell Automation (ROK) | 0.1 | $625k | 1.6k | 389.07 |
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| Schwab Treasury Oblig Money Inv Cash (SNOXX) | 0.1 | $604k | -7% | 604k | 1.00 |
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| American Funds Capital Income Bldr A Etf (CAIBX) | 0.1 | $603k | +2% | 7.8k | 77.30 |
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| First Trust Etf (FUMB) | 0.1 | $602k | 30k | 20.06 |
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| Home Depot (HD) | 0.1 | $582k | +5% | 1.7k | 344.38 |
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| Vanguard Growth Etf (VUG) | 0.1 | $576k | 1.2k | 487.96 |
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| Caterpillar (CAT) | 0.1 | $575k | +8% | 1.0k | 573.39 |
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| Capital Group Etf (CGDG) | 0.1 | $571k | 16k | 35.64 |
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| Vanguard Municipal Etf (VTEB) | 0.1 | $555k | 11k | 50.29 |
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| Vanguard Information Etf (VGT) | 0.1 | $551k | 731.00 | 753.78 |
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| Ishares Dow Etf (IYY) | 0.1 | $538k | +9% | 3.2k | 165.81 |
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| General Electric (GE) | 0.1 | $527k | 1.7k | 308.23 |
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| American Century Intermtrm Tx-fr Bd I Bond (AXBIX) | 0.1 | $524k | 48k | 10.83 |
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| Vanguard Ca Interm-term Tax-exempt Adm Bond (VCADX) | 0.1 | $522k | 45k | 11.56 |
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| Entergy Corporation (ETR) | 0.1 | $519k | -12% | 5.6k | 92.43 |
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| Palo Alto Networks (PANW) | 0.1 | $512k | +25% | 2.8k | 184.20 |
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| Tacoma Wash Solid W 5 26swd Util Due 12/01/26 Muni | 0.1 | $511k | 500k | 1.02 |
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| Hp (HPQ) | 0.1 | $511k | -7% | 23k | 22.28 |
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| Visa (V) | 0.1 | $500k | 1.4k | 350.71 |
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| Coca-Cola Company (KO) | 0.1 | $486k | 7.0k | 69.91 |
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| Chevron Corporation (CVX) | 0.1 | $482k | -3% | 3.2k | 152.41 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $471k | 1.6k | 303.89 |
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| Jpmorgan Etf (JEPQ) | 0.1 | $460k | 7.9k | 58.12 |
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| Thornburg Multi Etf (TMB) | 0.1 | $455k | NEW | 18k | 25.58 |
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| Thornburg Intermediate Municipal Inst Bond (THMIX) | 0.1 | $455k | 34k | 13.22 |
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| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.1 | $449k | +24% | 15k | 29.27 |
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| Invesco High Etf (IHYF) | 0.1 | $446k | 20k | 22.66 |
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| State Street Etf (SPLG) | 0.1 | $445k | 5.5k | 80.22 |
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| Ishares 20 Plus Etf (TLT) | 0.1 | $444k | -25% | 5.1k | 87.18 |
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| Biogen Idec (BIIB) | 0.1 | $442k | 2.5k | 175.99 |
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| Garmin (GRMN) | 0.1 | $436k | 2.2k | 202.85 |
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| Aristotle Strategic Income I-2 Bond (PLSFX) | 0.1 | $433k | 41k | 10.65 |
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| Ishares North Etf (IGE) | 0.1 | $426k | +2% | 8.5k | 50.20 |
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| Columbia Tr Etf (EQIN) | 0.1 | $424k | +16% | 8.9k | 47.49 |
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| Ishares Morningstar Etf (IMCG) | 0.1 | $419k | 5.3k | 79.84 |
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| Ishares Msci Etf (QUAL) | 0.1 | $416k | 2.1k | 198.62 |
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| Pfizer (PFE) | 0.1 | $412k | 17k | 24.90 |
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| Abbott Laboratories (ABT) | 0.1 | $411k | 3.3k | 125.29 |
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| Dws Global Macro S Etf (DBIVX) | 0.1 | $410k | 36k | 11.35 |
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| Putnam Franklin Etf | 0.1 | $408k | NEW | 56k | 7.32 |
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| State Street Etf (SPMD) | 0.1 | $407k | -2% | 7.0k | 57.99 |
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| American Funds Tax-exempt Bond F2 Bond (TEAFX) | 0.1 | $407k | 33k | 12.48 |
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| Vanguard Mid Etf (VO) | 0.1 | $396k | 1.4k | 290.22 |
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| Columbia Short Etf (SBND) | 0.1 | $391k | NEW | 21k | 18.93 |
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| State Street Etf (XLI) | 0.1 | $390k | +2% | 2.5k | 155.16 |
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| McDonald's Corporation (MCD) | 0.1 | $385k | -6% | 1.3k | 305.63 |
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| Pepsi (PEP) | 0.1 | $385k | +3% | 2.7k | 143.55 |
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| Prudential Financial (PRU) | 0.1 | $384k | 3.4k | 112.88 |
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| J P Morgan Exchange-traded F (JEPI) | 0.1 | $382k | +3% | 6.7k | 57.24 |
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| Becton, Dickinson and (BDX) | 0.1 | $365k | -5% | 1.9k | 194.07 |
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| Growth Pool Etf | 0.1 | $363k | NEW | 4.5k | 81.58 |
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| Bristol Myers Squibb (BMY) | 0.1 | $357k | +6% | 6.6k | 53.95 |
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| Evolv Technologi (EVLV) | 0.1 | $352k | 49k | 7.16 |
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| American Express Company (AXP) | 0.1 | $347k | +2% | 939.00 | 369.95 |
|
| Columbia Multi Etf (MUST) | 0.1 | $338k | -7% | 16k | 20.61 |
|
| Jpmorgan Active Value Etf Etf (JAVA) | 0.1 | $336k | 4.6k | 72.58 |
|
|
| Merck & Co (MRK) | 0.1 | $331k | +3% | 3.1k | 105.30 |
|
| Atomera (ATOM) | 0.1 | $330k | -20% | 149k | 2.21 |
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.1 | $326k | 3.5k | 92.71 |
|
|
| Crispr Therapeutics (CRSP) | 0.1 | $322k | 6.1k | 52.44 |
|
|
| Goldman Sachs (GS) | 0.1 | $320k | +3% | 364.00 | 879.00 |
|
| Nike (NKE) | 0.1 | $314k | 4.9k | 63.71 |
|
|
| State Street Etf (XLU) | 0.0 | $311k | +100% | 7.3k | 42.69 |
|
| Ishares Expanded Etf (IGM) | 0.0 | $310k | -11% | 2.4k | 129.16 |
|
| Vanguard S&p Etf (VOO) | 0.0 | $307k | 489.00 | 627.13 |
|
|
| Harbor Core Plus Institutional Bond (HABDX) | 0.0 | $305k | 30k | 10.24 |
|
|
| Kansas City Mo 5 31go Utx Due 02/01/31 Muni | 0.0 | $302k | 270k | 1.12 |
|
|
| Ishares 7-10yr Etf (IEF) | 0.0 | $295k | 3.1k | 96.17 |
|
|
| American Funds Capital World Gr&inc A Etf (CWGIX) | 0.0 | $287k | +9% | 4.0k | 72.38 |
|
| Southern Company (SO) | 0.0 | $287k | 3.3k | 87.20 |
|
|
| U S Treasury Etf (TBIL) | 0.0 | $287k | +21% | 5.8k | 49.88 |
|
| First Eagle Global I Etf (SGIIX) | 0.0 | $286k | +5% | 3.5k | 81.56 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $286k | 1.5k | 185.61 |
|
|
| Ge Vernova (GEV) | 0.0 | $283k | -4% | 433.00 | 653.73 |
|
| International Business Machines (IBM) | 0.0 | $281k | -17% | 947.00 | 296.21 |
|
| eBay (EBAY) | 0.0 | $280k | 3.2k | 87.12 |
|
|
| Auburn Me 4 30go Utx Due 11/01/30 Muni | 0.0 | $268k | 250k | 1.07 |
|
|
| Laguna Madre Wtr Di 5 27go Utx Due 03/01/27 Muni | 0.0 | $267k | 260k | 1.03 |
|
|
| Spdr Dow Etf (DIA) | 0.0 | $267k | -5% | 555.00 | 480.57 |
|
| American Funds American Mutual A Etf (AMRMX) | 0.0 | $264k | +5% | 4.4k | 59.89 |
|
| Deer Pk Tex 4 32db Ltx Due 03/15/32 Muni | 0.0 | $264k | 250k | 1.06 |
|
|
| Servicenow (NOW) | 0.0 | $263k | +473% | 1.7k | 153.19 |
|
| Deere & Company (DE) | 0.0 | $261k | -2% | 561.00 | 466.00 |
|
| Ishares Core Etf (DGRO) | 0.0 | $260k | 3.7k | 69.43 |
|
|
| First Trust Etf (RDVY) | 0.0 | $257k | 3.7k | 69.47 |
|
|
| Frisco Tex Indpt Sc 4 31go Utx Due 02/15/31 Muni | 0.0 | $254k | 240k | 1.06 |
|
|
| Church & Dwight (CHD) | 0.0 | $252k | 3.0k | 83.85 |
|
|
| Confluent (CFLT) | 0.0 | $249k | -31% | 8.2k | 30.24 |
|
| Proshares S&p 500 Div Aristocrat Etf Etf (NOBL) | 0.0 | $249k | 2.4k | 104.46 |
|
|
| MasterCard Incorporated (MA) | 0.0 | $248k | +6% | 434.00 | 570.85 |
|
| Rbc Cad (RY) | 0.0 | $245k | 1.4k | 170.49 |
|
|
| Intel Corporation (INTC) | 0.0 | $245k | +7% | 6.6k | 36.90 |
|
| Vaneck Pharmaceutical Etf Etf (PPH) | 0.0 | $244k | 2.4k | 103.72 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- Westside Investment Management 2025 Q4 filed Jan. 23, 2026
- Westside Investment Management 2025 Q3 filed Nov. 4, 2025
- Westside Investment Management 2025 Q2 filed Aug. 5, 2025
- Westside Investment Management 2025 Q1 filed April 25, 2025
- Westside Investment Management 2024 Q4 filed Jan. 17, 2025
- Westside Investment Management 2024 Q3 filed Nov. 20, 2024
- Westside Investment Management 2024 Q2 filed July 17, 2024
- Westside Investment Management 2024 Q1 filed April 19, 2024
- Westside Investment Management 2023 Q4 filed Jan. 12, 2024
- Westside Investment Management 2023 Q3 filed Nov. 15, 2023
- Westside Investment Management 2023 Q2 filed July 14, 2023
- Westside Investment Management 2023 Q1 filed May 17, 2023
- Westside Investment Management 2022 Q4 filed Jan. 31, 2023
- Westside Investment Management 2022 Q3 filed Nov. 9, 2022
- Westside Investment Management 2022 Q2 filed July 15, 2022
- Westside Investment Management 2022 Q1 filed April 25, 2022