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, MSFT, and represent 17.05% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO, RISN, VYM, AVUV, VTI, CGBL, SNOW, CRWD, MINT, DKNG.
- Started 48 new stock positions in FGBPX, HUBG, ABG, CNS, SYNA, Te Connectivity, MLI, DORM, MMS, RISN.
- Reduced shares in these 10 stocks: HROW, QQQ, UBER, JPST, USFR, BA, TPC, AAPL, VIG, BX.
- Sold out of its positions in BIRD, BMI, BANF, Star Peak Corp II, AZTA, CAKE, CYBN, DKILY, DOV, EVBG.
- Westside Investment Management was a net buyer of stock by $10M.
- Westside Investment Management has $473M in assets under management (AUM), dropping by 8.20%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 991 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Westside Investment Management has 991 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $21M | 90k | 233.00 |
|
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| Vanguard High Etf (VYM) | 3.7 | $18M | +6% | 137k | 128.20 |
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| Vanguard Total Etf (VTI) | 3.5 | $16M | +3% | 58k | 283.16 |
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| Invesco Qqq Etf (QQQ) | 3.2 | $15M | -3% | 31k | 488.08 |
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| Microsoft Corporation (MSFT) | 2.3 | $11M | 25k | 430.32 |
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| Amazon (AMZN) | 2.1 | $10M | 54k | 186.33 |
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| Uber Technologies (UBER) | 2.1 | $9.8M | -4% | 131k | 75.16 |
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| Ishares Core Etf (IEFA) | 1.9 | $9.0M | +2% | 115k | 78.05 |
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| Facebook Inc cl a (META) | 1.7 | $8.1M | 14k | 572.45 |
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| Ishares Core Etf (AGG) | 1.6 | $7.5M | 74k | 101.27 |
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| Harrow Health (HROW) | 1.6 | $7.5M | -20% | 166k | 44.96 |
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| Vanguard Consumer Etf (VCR) | 1.6 | $7.4M | 22k | 340.49 |
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| Alphabet Inc Class A cs (GOOGL) | 1.5 | $7.1M | 43k | 165.85 |
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| Tutor Perini Corporation (TPC) | 1.5 | $6.9M | -3% | 254k | 27.16 |
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| Jpmorgan Etf (JPST) | 1.4 | $6.7M | -5% | 132k | 50.74 |
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| Vanguard Dividend Etf (VIG) | 1.4 | $6.5M | -3% | 33k | 198.07 |
|
| Pimco Ehnanced Etf (MINT) | 1.2 | $5.9M | +6% | 59k | 100.69 |
|
| Ishares Core Etf (IUSB) | 1.2 | $5.6M | 118k | 47.12 |
|
|
| Alphabet Inc Class C cs (GOOG) | 1.2 | $5.5M | 33k | 167.20 |
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| SPDR Gold Trust (GLD) | 1.1 | $5.4M | 22k | 243.06 |
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| Sector Technology Etf (XLK) | 1.1 | $5.3M | -2% | 23k | 225.76 |
|
| Northrop Grumman Corporation (NOC) | 1.1 | $5.2M | 9.9k | 528.07 |
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| Spdr Series Etf (SDY) | 1.0 | $4.7M | 33k | 142.04 |
|
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| First Trust Etf (FCAL) | 1.0 | $4.6M | 91k | 50.18 |
|
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| NVIDIA Corporation (NVDA) | 0.9 | $4.5M | 37k | 121.45 |
|
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| Broadcom (AVGO) | 0.9 | $4.5M | +895% | 26k | 172.50 |
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| Pitney Bowes (PBI) | 0.9 | $4.4M | 623k | 7.13 |
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| United Rentals (URI) | 0.9 | $4.2M | 5.1k | 809.73 |
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| CVS Caremark Corporation (CVS) | 0.9 | $4.1M | +4% | 65k | 62.88 |
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| Pimco Short Etf (SMMU) | 0.9 | $4.0M | +3% | 80k | 50.50 |
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| Qualcomm (QCOM) | 0.8 | $4.0M | 23k | 170.05 |
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| Eton Pharmaceuticals (ETON) | 0.8 | $3.7M | +5% | 619k | 6.00 |
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| Sector Financial Etf (XLF) | 0.8 | $3.6M | -2% | 80k | 45.32 |
|
| Brink's Company (BCO) | 0.7 | $3.5M | 30k | 115.64 |
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| Abbvie (ABBV) | 0.7 | $3.4M | 17k | 197.48 |
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| Shopify Inc cl a (SHOP) | 0.7 | $3.4M | -2% | 42k | 80.14 |
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| Ishares Core Etf (IEMG) | 0.7 | $3.4M | +6% | 59k | 57.41 |
|
| Sector Healthcare Etf (XLV) | 0.7 | $3.3M | +6% | 22k | 154.02 |
|
| First Trust Etf (FMB) | 0.7 | $3.3M | 63k | 51.96 |
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| SPDR S&P Etf (SPY) | 0.7 | $3.3M | 5.7k | 573.79 |
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| Amgen (AMGN) | 0.7 | $3.2M | 10k | 322.21 |
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| Vanguard Health Etf (VHT) | 0.7 | $3.1M | +2% | 11k | 282.22 |
|
| Avantis U S Etf (AVUV) | 0.6 | $2.9M | +39% | 30k | 95.95 |
|
| Ishares Core Etf (IJR) | 0.6 | $2.6M | 22k | 116.96 |
|
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| Coherent Corp (COHR) | 0.5 | $2.6M | 29k | 88.91 |
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| Ishares 1-3yr Etf (SHY) | 0.5 | $2.6M | 31k | 83.15 |
|
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| Oracle Corporation (ORCL) | 0.5 | $2.5M | 15k | 170.40 |
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| First Trust Etf (FIXD) | 0.5 | $2.5M | 56k | 45.24 |
|
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| Ishares National Etf (MUB) | 0.5 | $2.5M | 23k | 108.63 |
|
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| Ishares Biotechnology Etf (IBB) | 0.5 | $2.5M | 17k | 145.61 |
|
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| Vanguard Total Etf (VXUS) | 0.5 | $2.4M | +12% | 37k | 64.74 |
|
| Ishares California Etf (CMF) | 0.5 | $2.4M | 41k | 58.11 |
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| Vanguard Consumer Etf (VDC) | 0.5 | $2.4M | 11k | 218.48 |
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| Gilead Sciences (GILD) | 0.5 | $2.3M | +3% | 27k | 83.84 |
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| Vanguard Small Etf (VB) | 0.5 | $2.3M | 9.6k | 237.23 |
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| Invesco Nasdaq Etf (QQQM) | 0.5 | $2.3M | +17% | 11k | 200.85 |
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| Vanguard Fste Etf (VWO) | 0.4 | $2.0M | 42k | 47.85 |
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| Spdr Portfolio Etf (SPTM) | 0.4 | $2.0M | 28k | 70.06 |
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| Vanguard Total Etf (BND) | 0.4 | $1.9M | 26k | 75.11 |
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| Capital Group Etf (CGBL) | 0.4 | $1.9M | +39% | 61k | 31.05 |
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| Pimco Intermediate Etf (MUNI) | 0.4 | $1.9M | -3% | 35k | 52.98 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.8M | -8% | 2.1k | 885.94 |
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| PerkinElmer (RVTY) | 0.4 | $1.8M | 14k | 127.75 |
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| Wisdomtree U S Etf (AIVL) | 0.4 | $1.8M | 16k | 111.30 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.8M | -10% | 12k | 153.13 |
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| Draftkings (DKNG) | 0.4 | $1.8M | +26% | 45k | 39.20 |
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| First Trust Etf (FVD) | 0.4 | $1.8M | +13% | 39k | 45.49 |
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| Vaneck Semiconductor Etf (SMH) | 0.4 | $1.7M | 7.1k | 245.45 |
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| First Trust Etf (FDN) | 0.4 | $1.7M | -2% | 8.1k | 211.83 |
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| Ishares Core Etf (ITOT) | 0.4 | $1.7M | 14k | 125.62 |
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| Cigna Corp (CI) | 0.4 | $1.7M | 4.9k | 346.44 |
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| Bank of America Corporation (BAC) | 0.4 | $1.7M | 43k | 39.68 |
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| Vanguard Total Etf (BNDX) | 0.4 | $1.7M | +23% | 33k | 50.28 |
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| Ishares 20 Plus Etf (TLT) | 0.4 | $1.7M | 17k | 98.10 |
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| Columbia Tr I Etf (INEQ) | 0.4 | $1.7M | 52k | 32.00 |
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| Spdr Nuveen Etf (SHM) | 0.3 | $1.6M | 34k | 48.14 |
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| UnitedHealth (UNH) | 0.3 | $1.6M | 2.8k | 584.68 |
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| Blackrock Short Etf (NEAR) | 0.3 | $1.6M | +2% | 31k | 51.24 |
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| Medtronic (MDT) | 0.3 | $1.6M | 18k | 90.03 |
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| Sector Consumer Etf (XLP) | 0.3 | $1.6M | +8% | 19k | 83.00 |
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| Micron Technology (MU) | 0.3 | $1.5M | 15k | 103.72 |
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| Berkshire Hathaway (BRK.B) | 0.3 | $1.5M | +3% | 3.3k | 460.26 |
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| Snowflake Inc Cl A (SNOW) | 0.3 | $1.4M | +47% | 12k | 114.86 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $1.4M | +44% | 5.0k | 280.47 |
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| Pimco Active Etf (BOND) | 0.3 | $1.4M | +10% | 15k | 94.61 |
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| Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $1.4M | -10% | 4.2k | 324.08 |
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| Northern Lights Etf (RISN) | 0.3 | $1.3M | NEW | 50k | 27.03 |
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| Select Utilities Etf (XLU) | 0.3 | $1.3M | 17k | 80.78 |
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| FedEx Corporation (FDX) | 0.3 | $1.3M | 4.9k | 273.68 |
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| Motorola Solutions (MSI) | 0.3 | $1.3M | 3.0k | 449.63 |
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| salesforce (CRM) | 0.3 | $1.3M | 4.8k | 273.71 |
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| Alps Alerian Etf (AMLP) | 0.3 | $1.3M | +3% | 28k | 47.13 |
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| Paypal Holdings (PYPL) | 0.3 | $1.3M | 17k | 78.03 |
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| Applied Materials (AMAT) | 0.3 | $1.3M | 6.3k | 202.05 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $1.3M | 62k | 20.46 |
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| Trimble Navigation (TRMB) | 0.3 | $1.3M | 20k | 62.09 |
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| Goldman Sachs Etf (GBIL) | 0.3 | $1.3M | +26% | 13k | 100.29 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | 5.9k | 210.86 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.2M | -3% | 13k | 97.49 |
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| Vaneck High Etf (HYD) | 0.3 | $1.2M | +6% | 23k | 53.07 |
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| Hartford Mun Etf (HMOP) | 0.3 | $1.2M | +11% | 31k | 39.40 |
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| Ishares Msci Etf (EFV) | 0.3 | $1.2M | +4% | 21k | 57.53 |
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| Fidelity Advisor Interm Bond (FZIIX) | 0.2 | $1.2M | 116k | 10.14 |
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| Vaneck Short Etf (SMB) | 0.2 | $1.2M | 67k | 17.29 |
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| Sector Energy Etf (XLE) | 0.2 | $1.1M | +27% | 13k | 87.80 |
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| Catalent (CTLT) | 0.2 | $1.1M | 18k | 60.57 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.1M | 2.1k | 517.78 |
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| Alibaba Group Holding (BABA) | 0.2 | $1.1M | -5% | 10k | 106.12 |
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| iShares Gold Trust (IAU) | 0.2 | $1.1M | 21k | 49.70 |
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| Ishares Technology Etf (IYW) | 0.2 | $1.0M | 6.9k | 151.63 |
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| Hp (HPQ) | 0.2 | $1.0M | 29k | 35.87 |
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| Vaneck Long Etf (MLN) | 0.2 | $1.0M | +19% | 56k | 18.30 |
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| First Trust Etf (FUMB) | 0.2 | $1.0M | 50k | 20.11 |
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| Costco Wholesale Corporation (COST) | 0.2 | $999k | 1.1k | 887.56 |
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| Boeing Company (BA) | 0.2 | $988k | -22% | 6.5k | 152.04 |
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| Fidelity Covington Etf (FDLO) | 0.2 | $983k | -5% | 16k | 61.35 |
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| Ishares Msci Etf (SUSA) | 0.2 | $983k | -9% | 8.2k | 120.38 |
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| Cisco Systems (CSCO) | 0.2 | $970k | -2% | 18k | 53.22 |
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| Pulse Biosciences (PLSE) | 0.2 | $965k | -13% | 55k | 17.54 |
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| Deluxe Corporation (DLX) | 0.2 | $949k | -4% | 49k | 19.49 |
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| Hartford Total Etf (HTRB) | 0.2 | $893k | 26k | 34.96 |
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| Advanced Micro Devices (AMD) | 0.2 | $887k | 5.4k | 164.08 |
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| Vaneck Intermediate Etf (ITM) | 0.2 | $886k | +10% | 19k | 46.95 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $862k | 1.5k | 584.56 |
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| Steris Plc Ord equities (STE) | 0.2 | $848k | 3.5k | 242.54 |
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| Vanguard Financials Etf (VFH) | 0.2 | $824k | 7.5k | 109.92 |
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| American Century Etf (TAXF) | 0.2 | $761k | 15k | 51.42 |
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| Procter & Gamble Company (PG) | 0.2 | $744k | 4.3k | 173.20 |
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| Fidelity Covington Etf (FDVV) | 0.2 | $722k | +2% | 14k | 50.65 |
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| Vanguard Real Etf (VNQ) | 0.2 | $710k | 7.3k | 97.42 |
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| Vanguard Ca Interm-term Bond (VCADX) | 0.1 | $706k | 62k | 11.41 |
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| Johnson & Johnson (JNJ) | 0.1 | $695k | 4.3k | 162.08 |
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| Wal-Mart Stores (WMT) | 0.1 | $687k | 8.5k | 80.75 |
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| Tesla Motors (TSLA) | 0.1 | $682k | -21% | 2.6k | 261.63 |
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| InterDigital (IDCC) | 0.1 | $680k | 4.8k | 141.63 |
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| Schwab Value Advantage M Etf (SNAXX) | 0.1 | $662k | 662k | 1.00 |
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| Spdr Bloomberg Etf (JNK) | 0.1 | $659k | +5% | 6.7k | 97.80 |
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| Citigroup (C) | 0.1 | $657k | 11k | 62.60 |
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| Ishares Cohen Etf (ICF) | 0.1 | $643k | +9% | 9.7k | 65.91 |
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| Ishares Semiconductor Etf (SOXX) | 0.1 | $641k | 2.8k | 230.59 |
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| Lam Research Corporation (LRCX) | 0.1 | $626k | 767.00 | 816.08 |
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| Spdr Series Etf (XBI) | 0.1 | $610k | +3% | 6.2k | 98.80 |
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| Walt Disney Company (DIS) | 0.1 | $589k | 6.1k | 96.19 |
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| Schwab Municipal Money I Etf (SWTXX) | 0.1 | $537k | +20% | 537k | 1.00 |
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| Ishares Morningstar Etf (IMCG) | 0.1 | $535k | 7.3k | 72.99 |
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| Home Depot (HD) | 0.1 | $527k | 1.3k | 405.26 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $508k | 4.3k | 117.22 |
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| Chevron Corporation (CVX) | 0.1 | $502k | +8% | 3.4k | 147.27 |
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| Invesco High Etf (IHYF) | 0.1 | $493k | 22k | 22.70 |
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| Vanguard S&p Etf (VOO) | 0.1 | $479k | 906.00 | 528.23 |
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| Vanguard Information Etf (VGT) | 0.1 | $477k | -5% | 813.00 | 586.56 |
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| Biogen Idec (BIIB) | 0.1 | $468k | 2.4k | 193.84 |
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| Vanguard Growth Etf (VUG) | 0.1 | $467k | 1.2k | 384.07 |
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| Transamerica Intermediat Bond (TIMUX) | 0.1 | $452k | +21% | 42k | 10.80 |
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| Prudential Financial (PRU) | 0.1 | $448k | 3.7k | 121.10 |
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| Schwab Value Advantage M Etf (SWVXX) | 0.1 | $437k | +41% | 437k | 1.00 |
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| Vaneck Gold Etf (GDX) | 0.1 | $435k | +64% | 11k | 39.82 |
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| Ishares 7-10yr Etf (IEF) | 0.1 | $429k | +3% | 4.4k | 98.14 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $424k | 3.5k | 121.16 |
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| Philip Morris International (PM) | 0.1 | $407k | 3.4k | 121.40 |
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| American Funds Tax-exemp Bond (TEAFX) | 0.1 | $407k | 33k | 12.48 |
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| Pfizer (PFE) | 0.1 | $405k | +7% | 14k | 28.94 |
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| Rockwell Automation (ROK) | 0.1 | $403k | 1.5k | 268.46 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $393k | +32% | 7.9k | 49.93 |
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| Spdr Portfolio Etf (SPLG) | 0.1 | $392k | 5.8k | 67.51 |
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| Bristol Myers Squibb (BMY) | 0.1 | $388k | 7.5k | 51.74 |
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| Pepsi (PEP) | 0.1 | $385k | 2.3k | 170.05 |
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| Inmune Bio Ord (INMB) | 0.1 | $384k | +57% | 71k | 5.39 |
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| Dws Global Macro S Etf (DBIVX) | 0.1 | $371k | +3% | 36k | 10.29 |
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| Ishares Core Etf (IVV) | 0.1 | $366k | 634.00 | 577.07 |
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| First Trust Etf (RDVY) | 0.1 | $365k | 6.2k | 59.21 |
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| Penn National Gaming (PENN) | 0.1 | $363k | 19k | 18.86 |
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| Netflix (NFLX) | 0.1 | $361k | 509.00 | 709.27 |
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| Garmin (GRMN) | 0.1 | $352k | 2.0k | 176.03 |
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| Fidelity Advisor New Ins Etf (FINSX) | 0.1 | $349k | +9% | 8.5k | 41.27 |
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| Turtle Beach Corp (HEAR) | 0.1 | $346k | -13% | 23k | 15.34 |
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| Seagate Technology (STX) | 0.1 | $342k | 3.1k | 109.53 |
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| T Rowe Etf (TCAF) | 0.1 | $342k | +2% | 10k | 33.25 |
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| Merck & Co (MRK) | 0.1 | $339k | 3.0k | 113.59 |
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| Putnam Ca Tax Exempt Bond (PCIYX) | 0.1 | $335k | 45k | 7.47 |
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| American Century Intermt Bond (AXBIX) | 0.1 | $335k | 31k | 10.82 |
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| Ishares U S Etf (IYY) | 0.1 | $327k | 2.3k | 139.59 |
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| Nike (NKE) | 0.1 | $326k | -2% | 3.7k | 88.43 |
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| Super Micro Computer (SMCI) | 0.1 | $318k | 764.00 | 416.40 |
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| Coca-Cola Company (KO) | 0.1 | $315k | 4.4k | 71.86 |
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| Vanguard Mid Etf (VO) | 0.1 | $314k | 1.2k | 263.83 |
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| Church & Dwight (CHD) | 0.1 | $314k | 3.0k | 104.72 |
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| Harbor Core Plus Institu Bond (HABDX) | 0.1 | $306k | 30k | 10.25 |
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| Atomera (ATOM) | 0.1 | $304k | +20% | 116k | 2.63 |
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| Crispr Therapeutics (CRSP) | 0.1 | $303k | -13% | 6.4k | 46.98 |
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| Skyworks Solutions (SWKS) | 0.1 | $302k | 3.1k | 98.77 |
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| Envveno Medical (NVNO) | 0.1 | $297k | +127% | 88k | 3.36 |
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| Abbott Laboratories (ABT) | 0.1 | $295k | 2.6k | 114.01 |
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| Caterpillar (CAT) | 0.1 | $293k | 749.00 | 391.44 |
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| Ishares Msci Etf (USMV) | 0.1 | $293k | -16% | 3.2k | 91.34 |
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| Vanguard Municipal Etf (VTEB) | 0.1 | $287k | 5.6k | 51.12 |
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| Invesco Limited Term Ca Bond (OLCYX) | 0.1 | $275k | 88k | 3.14 |
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| Jpmorgan Active Growth Etf (JGRO) | 0.1 | $274k | 3.8k | 71.79 |
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| Rivernorth Opportunities Etf (RIV) | 0.1 | $274k | 21k | 12.92 |
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| Ishares Expanded Etf (IGM) | 0.1 | $272k | 2.8k | 95.94 |
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| Consumer Discretionary Etf (XLY) | 0.1 | $271k | +13% | 1.4k | 200.37 |
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| Mfs Ca Municipal Bond A Bond (MCFTX) | 0.1 | $268k | 48k | 5.63 |
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| Target Corporation (TGT) | 0.1 | $263k | +5% | 1.7k | 155.97 |
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| Ishares Core Etf (DGRO) | 0.1 | $262k | 4.2k | 62.70 |
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| First Trust Etf (FTSM) | 0.1 | $257k | 4.3k | 59.87 |
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| SPDR S&P Etf (MDY) | 0.1 | $256k | 450.00 | 569.66 |
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| Dfa Us Core Equity 2 I Etf (DFQTX) | 0.1 | $252k | 6.9k | 36.57 |
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| Comcast Corporation (CMCSA) | 0.1 | $251k | 6.0k | 41.77 |
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| Whirlpool Corporation (WHR) | 0.1 | $251k | +4% | 2.3k | 107.00 |
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| Confluent (CFLT) | 0.1 | $250k | +11796% | 12k | 20.38 |
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| Jpmorgan Active Value Etf (JAVA) | 0.1 | $245k | 4.0k | 61.22 |
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| Intel Corporation (INTC) | 0.1 | $243k | -10% | 10k | 23.46 |
|
| Workday Inc cl a (WDAY) | 0.1 | $241k | 984.00 | 244.41 |
|
|
| Victoryshares Us Etf (CFA) | 0.1 | $240k | 2.8k | 86.15 |
|
|
| Mondelez Int (MDLZ) | 0.1 | $239k | 3.2k | 73.67 |
|
|
| Columbia Multi Etf (MUST) | 0.1 | $239k | -17% | 12k | 20.78 |
|
| Ishares Global Etf (ICLN) | 0.1 | $239k | -2% | 16k | 14.69 |
|
| General Electric (GE) | 0.0 | $235k | +5% | 1.2k | 188.69 |
|
| Invesco S&p Etf (RSP) | 0.0 | $230k | +157% | 1.3k | 179.16 |
|
| Realty Income (O) | 0.0 | $227k | 3.6k | 63.42 |
|
|
| EOG Resources (EOG) | 0.0 | $226k | +15% | 1.8k | 122.93 |
|
| Invesco Db Agriculture Fund etp (DBA) | 0.0 | $222k | +13% | 8.5k | 26.09 |
|
| Southern Company (SO) | 0.0 | $221k | 2.5k | 90.18 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $219k | -9% | 2.2k | 99.49 |
|
| Visa (V) | 0.0 | $219k | -3% | 795.00 | 274.95 |
|
| Lowe's Companies (LOW) | 0.0 | $218k | 803.00 | 270.97 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $218k | 1.8k | 119.09 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $216k | 632.00 | 341.80 |
|
|
| Hartford Equity Income I Etf (HQIIX) | 0.0 | $214k | +4% | 10k | 21.12 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $214k | 1.3k | 162.91 |
|
|
| Lennar Corporation (LEN) | 0.0 | $210k | 1.1k | 187.48 |
|
|
| Rbb Us Etf (TBIL) | 0.0 | $208k | +6% | 4.2k | 50.04 |
|
| Deere & Company (DE) | 0.0 | $207k | 496.00 | 417.80 |
|
|
| Aristotle Strategic Inco Bond (PLSFX) | 0.0 | $205k | 19k | 10.55 |
|
|
| Wisdomtree Trust Etf (HEDJ) | 0.0 | $205k | 4.6k | 44.90 |
|
|
| Spdr Portfolio Etf (SPLB) | 0.0 | $204k | +63% | 8.4k | 24.16 |
|
| International Business Machines (IBM) | 0.0 | $203k | +12% | 919.00 | 221.08 |
|
| Blackrock California Mun Bond (MACMX) | 0.0 | $200k | 17k | 12.11 |
|
|
| Spdr Doubleline Etf (TOTL) | 0.0 | $199k | 4.8k | 41.40 |
|
|
| First Eagle Global I Etf (SGIIX) | 0.0 | $197k | 2.8k | 70.60 |
|
|
| Spdr Dow Etf (DIA) | 0.0 | $197k | +75% | 465.00 | 423.12 |
|
| Ishares S&p Etf (IJS) | 0.0 | $196k | +19% | 1.8k | 107.70 |
|
| Ishares Msci Etf (EFA) | 0.0 | $196k | 2.3k | 83.66 |
|
|
| At&t (T) | 0.0 | $196k | -11% | 8.9k | 22.00 |
|
| Ishares U S Etf (IYJ) | 0.0 | $195k | 1.5k | 133.67 |
|
|
| Phillips 66 (PSX) | 0.0 | $193k | 1.5k | 131.45 |
|
|
| American Express Company (AXP) | 0.0 | $193k | 712.00 | 271.20 |
|
|
| Schwab Us Treasury Money Etf (SNSXX) | 0.0 | $190k | 190k | 1.00 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $188k | -2% | 618.00 | 304.51 |
|
| Altria (MO) | 0.0 | $186k | 3.7k | 51.04 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2021 Q4 filed Feb. 15, 2022
- Westside Investment Management 2021 Q3 filed Oct. 27, 2021
- Westside Investment Management 2021 Q2 filed July 28, 2021
- Westside Investment Management 2021 Q1 filed April 14, 2021
- Westside Investment Management 2020 Q4 filed Jan. 15, 2021