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 15.39% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SWOXX (+$8.0M), SWVXX, ANCFX, AMECX, NVDA, FKTFX, AGG, MSFT, CAIBX, MLN.
- Started 155 new stock positions in TTEK, CX, Arlington Tex Indpt 5 35go Utx Due 02/15/35, TKC, RLX, KMTUY, BAH, FXNAX, FLO, AAGIY.
- Reduced shares in these 10 stocks: TPC, UBER, NOC, SPY, VYM, FUMB, QQQ, FIXD, VCR, COHR.
- Sold out of its positions in SURE, AGL, ALSN, AAL, IPAY, ANSS, ACHR, AVTR, BAC.PB, BAX.
- Westside Investment Management was a net buyer of stock by $35M.
- Westside Investment Management has $626M in assets under management (AUM), dropping by 15.95%.
- Central Index Key (CIK): 0001538383
Tip: Access up to 7 years of quarterly data
Positions held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 1384 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Westside Investment Management has 1384 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Westside Investment Management Sept. 30, 2025 positions
- Download the Westside Investment Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $22M | +2% | 86k | 254.63 |
|
| Vanguard High Etf (VYM) | 3.5 | $22M | 154k | 140.95 |
|
|
| Vanguard Total Etf (VTI) | 3.1 | $19M | 59k | 328.17 |
|
|
| Invesco Qqq Etf (QQQ) | 2.9 | $18M | 31k | 600.38 |
|
|
| Tutor Perini Corporation (TPC) | 2.4 | $15M | -3% | 230k | 65.59 |
|
| Microsoft Corporation (MSFT) | 2.3 | $14M | +4% | 28k | 517.95 |
|
| Amazon (AMZN) | 2.0 | $12M | 56k | 219.57 |
|
|
| Uber Technologies (UBER) | 1.9 | $12M | -3% | 120k | 97.97 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $12M | 48k | 243.10 |
|
|
| Facebook Inc cl a (META) | 1.8 | $11M | 15k | 734.43 |
|
|
| Eton Pharmaceuticals (ETON) | 1.6 | $10M | 473k | 21.73 |
|
|
| Ishares Core Etf (IEFA) | 1.6 | $10M | 117k | 87.31 |
|
|
| Ishares Core Etf (AGG) | 1.4 | $8.8M | +8% | 87k | 100.25 |
|
| Harrow Health (HROW) | 1.4 | $8.7M | 180k | 48.18 |
|
|
| Broadcom (AVGO) | 1.4 | $8.6M | 26k | 329.92 |
|
|
| Vanguard Consumer Etf (VCR) | 1.4 | $8.5M | 21k | 396.16 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $8.5M | +10% | 45k | 186.59 |
|
| Schwab Municipal Money Ultra Etf (SWOXX) | 1.3 | $8.0M | NEW | 8.0M | 1.00 |
|
| Alphabet Inc Class C cs (GOOG) | 1.3 | $7.9M | 33k | 243.55 |
|
|
| SPDR Gold Trust (GLD) | 1.2 | $7.4M | 21k | 355.48 |
|
|
| Vanguard Dividend Etf (VIG) | 1.1 | $7.1M | 33k | 215.79 |
|
|
| Pitney Bowes (PBI) | 1.1 | $6.9M | 608k | 11.41 |
|
|
| Shopify Inc cl a (SHOP) | 1.0 | $6.1M | -2% | 41k | 148.61 |
|
| Ishares Core Etf (IUSB) | 0.9 | $5.9M | 126k | 46.71 |
|
|
| Technology Select Etf (XLK) | 0.9 | $5.9M | -2% | 21k | 281.86 |
|
| First Trust Etf (FCAL) | 0.9 | $5.4M | 110k | 48.77 |
|
|
| United Rentals (URI) | 0.9 | $5.3M | 5.6k | 954.66 |
|
|
| Northrop Grumman Corporation (NOC) | 0.8 | $5.1M | -6% | 8.4k | 609.32 |
|
| Pimco Ehnanced Etf (MINT) | 0.8 | $5.1M | 51k | 100.69 |
|
|
| Spdr Series Etf (SDY) | 0.8 | $5.0M | 36k | 140.05 |
|
|
| Avantis U S Etf (AVUV) | 0.8 | $4.8M | 48k | 99.53 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $4.6M | +2% | 16k | 281.25 |
|
| Healthcare Select Etf (XLV) | 0.7 | $4.5M | 33k | 139.18 |
|
|
| Schwab Prime Advantage Money Investor Etf (SWVXX) | 0.7 | $4.4M | +55% | 4.4M | 1.00 |
|
| Financial Select Etf (XLF) | 0.7 | $4.3M | 79k | 53.87 |
|
|
| Invesco Nasdaq Etf (QQQM) | 0.7 | $4.2M | 17k | 247.12 |
|
|
| Capital Group Etf (CGBL) | 0.7 | $4.1M | +10% | 119k | 34.72 |
|
| Abbvie (ABBV) | 0.6 | $3.9M | 17k | 231.54 |
|
|
| Qualcomm (QCOM) | 0.6 | $3.9M | 23k | 166.37 |
|
|
| Coherent Corp (COHR) | 0.6 | $3.8M | -3% | 36k | 107.72 |
|
| Ishares National Etf (MUB) | 0.6 | $3.8M | +4% | 36k | 106.49 |
|
| Jpmorgan Etf (JPST) | 0.6 | $3.8M | 74k | 50.73 |
|
|
| CVS Caremark Corporation (CVS) | 0.6 | $3.6M | -2% | 48k | 75.39 |
|
| Brink's Company (BCO) | 0.6 | $3.6M | 31k | 116.86 |
|
|
| Pimco Short Etf (SMMU) | 0.6 | $3.5M | 70k | 50.57 |
|
|
| First Trust Etf (FMB) | 0.6 | $3.5M | 69k | 50.70 |
|
|
| Ishares Core Etf (IEMG) | 0.5 | $3.4M | +2% | 51k | 65.92 |
|
| Vaneck Semiconductor Etf (SMH) | 0.5 | $3.4M | 10k | 326.36 |
|
|
| Vanguard Total Etf (VXUS) | 0.5 | $3.2M | 43k | 73.46 |
|
|
| Snowflake Inc Cl A (SNOW) | 0.5 | $3.1M | 14k | 225.55 |
|
|
| Vanguard Health Etf (VHT) | 0.5 | $3.0M | 12k | 259.60 |
|
|
| Ishares Core Etf (IJR) | 0.5 | $2.9M | 24k | 118.83 |
|
|
| Vaneck Long Etf (MLN) | 0.5 | $2.8M | +26% | 162k | 17.48 |
|
| Micron Technology (MU) | 0.5 | $2.8M | 17k | 167.33 |
|
|
| Amgen (AMGN) | 0.4 | $2.8M | 10k | 282.23 |
|
|
| First Trust Etf (FIXD) | 0.4 | $2.8M | -6% | 63k | 44.42 |
|
| Ishares 1-3yr Etf (SHY) | 0.4 | $2.8M | +5% | 33k | 82.96 |
|
| Gilead Sciences (GILD) | 0.4 | $2.7M | -2% | 24k | 111.00 |
|
| Ishares Biotechnology Etf (IBB) | 0.4 | $2.6M | -3% | 18k | 144.37 |
|
| Spdr Portfolio Etf (SPTM) | 0.4 | $2.5M | 31k | 80.65 |
|
|
| Energy Select Etf (XLE) | 0.4 | $2.4M | -2% | 27k | 89.34 |
|
| Wisdomtree U S Etf (AIVL) | 0.4 | $2.4M | 21k | 114.28 |
|
|
| Berkshire Hathaway (BRK.B) | 0.4 | $2.3M | +7% | 4.7k | 502.74 |
|
| Vanguard Consumer Etf (VDC) | 0.4 | $2.3M | 11k | 213.73 |
|
|
| SPDR S&P Etf (SPY) | 0.4 | $2.3M | -12% | 3.5k | 666.25 |
|
| Vanguard Small Etf (VB) | 0.4 | $2.3M | 9.1k | 254.31 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.3M | +14% | 7.3k | 315.43 |
|
| First Trust Etf (FDN) | 0.4 | $2.3M | 8.2k | 279.84 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.4 | $2.3M | 4.7k | 490.41 |
|
|
| Ishares California Etf (CMF) | 0.4 | $2.3M | 40k | 57.04 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $2.2M | 43k | 51.59 |
|
|
| Vanguard Fste Etf (VWO) | 0.3 | $2.2M | 40k | 54.18 |
|
|
| First Trust Etf (FVD) | 0.3 | $2.1M | +16% | 46k | 46.24 |
|
| Advanced Micro Devices (AMD) | 0.3 | $2.1M | -2% | 13k | 161.79 |
|
| Fidelity Advisor Interm Muni Inc I Bond (FZIIX) | 0.3 | $2.0M | 199k | 10.22 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.0M | 12k | 170.85 |
|
|
| Sector Consumer Etf (XLP) | 0.3 | $1.9M | 25k | 78.37 |
|
|
| Trimble Navigation (TRMB) | 0.3 | $1.9M | 24k | 81.65 |
|
|
| Ishares Core Etf (ITOT) | 0.3 | $1.9M | 13k | 145.65 |
|
|
| Vanguard Total Etf (BND) | 0.3 | $1.8M | 25k | 74.37 |
|
|
| Pimco Intermediate Etf (MUNI) | 0.3 | $1.8M | 34k | 52.28 |
|
|
| Columbia Intl Etf (INEQ) | 0.3 | $1.8M | 48k | 37.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.8M | +9% | 2.3k | 763.05 |
|
| Medtronic (MDT) | 0.3 | $1.8M | 18k | 95.24 |
|
|
| Draftkings (DKNG) | 0.3 | $1.7M | 47k | 37.40 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.7M | 71k | 24.56 |
|
|
| Goldman Sachs Etf (GBIL) | 0.3 | $1.7M | 17k | 100.23 |
|
|
| UnitedHealth (UNH) | 0.3 | $1.7M | +19% | 4.8k | 345.30 |
|
| Vanguard Total Etf (BNDX) | 0.2 | $1.6M | 32k | 49.46 |
|
|
| Tesla Motors (TSLA) | 0.2 | $1.6M | +9% | 3.5k | 444.72 |
|
| Alerian M Etf (AMLP) | 0.2 | $1.5M | 33k | 46.93 |
|
|
| Fidelity High Etf (FDVV) | 0.2 | $1.5M | +6% | 28k | 55.71 |
|
| Cigna Corp (CI) | 0.2 | $1.5M | 5.3k | 288.28 |
|
|
| Spdr Nuveen Etf (SHM) | 0.2 | $1.5M | +3% | 31k | 48.22 |
|
| American Funds Fundamental Invs A Etf (ANCFX) | 0.2 | $1.5M | NEW | 16k | 94.11 |
|
| Spdr Portfolio Etf (SPLB) | 0.2 | $1.5M | +33% | 65k | 23.12 |
|
| iShares Gold Trust (IAU) | 0.2 | $1.5M | 21k | 72.77 |
|
|
| Vaneck High Etf (HYD) | 0.2 | $1.5M | +5% | 29k | 50.90 |
|
| Applied Materials (AMAT) | 0.2 | $1.5M | +2% | 7.1k | 204.74 |
|
| Motorola Solutions (MSI) | 0.2 | $1.4M | 3.1k | 457.29 |
|
|
| PerkinElmer (RVTY) | 0.2 | $1.4M | 16k | 87.65 |
|
|
| Alibaba Group Holding (BABA) | 0.2 | $1.4M | -6% | 7.6k | 178.73 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.4M | 16k | 84.60 |
|
|
| Ishares Technology Etf (IYW) | 0.2 | $1.3M | 6.9k | 195.88 |
|
|
| Pimco Active Etf (BOND) | 0.2 | $1.3M | 14k | 93.35 |
|
|
| Schwab Municipal Money Inv Cash (SWTXX) | 0.2 | $1.3M | +51% | 1.3M | 1.00 |
|
| Ishares Msci Etf (EFV) | 0.2 | $1.3M | 19k | 67.83 |
|
|
| FedEx Corporation (FDX) | 0.2 | $1.2M | +7% | 5.3k | 235.83 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | +7% | 1.3k | 927.03 |
|
| InterDigital (IDCC) | 0.2 | $1.2M | 3.5k | 345.23 |
|
|
| Boeing Company (BA) | 0.2 | $1.2M | +2% | 5.6k | 215.83 |
|
| salesforce (CRM) | 0.2 | $1.2M | +3% | 5.1k | 237.00 |
|
| Vaneck Short Etf (SMB) | 0.2 | $1.2M | 68k | 17.42 |
|
|
| Pulse Biosciences (PLSE) | 0.2 | $1.1M | 64k | 17.70 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.1M | +25% | 3.2k | 352.75 |
|
| Lam Research (LRCX) | 0.2 | $1.1M | +3% | 8.2k | 133.90 |
|
| Cisco Systems (CSCO) | 0.2 | $1.1M | +2% | 16k | 68.42 |
|
| Asml Holding (ASML) | 0.2 | $1.1M | +19% | 1.1k | 968.09 |
|
| Hartford Mun Etf (HMOP) | 0.2 | $1.1M | 27k | 38.97 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | +7% | 10k | 103.07 |
|
| Citigroup (C) | 0.2 | $1.0M | -3% | 10k | 101.50 |
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $1.0M | 3.8k | 275.14 |
|
|
| Vanguard Real Etf (VNQ) | 0.2 | $1.0M | +5% | 11k | 91.43 |
|
| Vanguard Ftse Etf (VGK) | 0.2 | $1.0M | +2% | 13k | 79.80 |
|
| Ishares Short Etf (NEAR) | 0.2 | $1.0M | +13% | 20k | 51.28 |
|
| Schwab Prime Advantage Money Ultra Etf (SNAXX) | 0.2 | $987k | -6% | 987k | 1.00 |
|
| Netflix (NFLX) | 0.2 | $982k | +28% | 819.00 | 1198.92 |
|
| Ishares Select Etf (ICF) | 0.2 | $982k | +11% | 16k | 61.62 |
|
| Paypal Holdings (PYPL) | 0.2 | $963k | -7% | 14k | 67.06 |
|
| Vanguard Financials Etf (VFH) | 0.2 | $955k | -2% | 7.3k | 131.24 |
|
| Vaneck Intermediate Etf (ITM) | 0.2 | $950k | 20k | 46.60 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $928k | 5.0k | 185.44 |
|
|
| Capital Group Etf (CGGR) | 0.1 | $912k | +21% | 21k | 43.92 |
|
| American Funds Income Fund Of Amer A Etf (AMECX) | 0.1 | $887k | NEW | 32k | 27.55 |
|
| Ishares Esg Etf (SUSA) | 0.1 | $887k | -4% | 6.5k | 135.66 |
|
| Steris Plc Ord equities (STE) | 0.1 | $884k | 3.6k | 247.44 |
|
|
| Capital Group Etf (CGDV) | 0.1 | $880k | +36% | 21k | 42.03 |
|
| Global X Etf (AIQ) | 0.1 | $864k | -9% | 18k | 49.39 |
|
| Fidelity Low Etf (FDLO) | 0.1 | $845k | -13% | 13k | 65.87 |
|
| Pgim Aaa Etf (PAAA) | 0.1 | $834k | +59% | 16k | 51.50 |
|
| Atomera (ATOM) | 0.1 | $831k | +15% | 188k | 4.42 |
|
| American Century Etf (TAXF) | 0.1 | $824k | 16k | 50.23 |
|
|
| Vaneck Gold Etf (GDX) | 0.1 | $806k | 11k | 76.41 |
|
|
| Ishares Semiconductor Etf (SOXX) | 0.1 | $785k | 2.9k | 271.13 |
|
|
| Hartford Total Etf (HTRB) | 0.1 | $777k | -2% | 23k | 34.29 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $772k | +3% | 1.5k | 499.21 |
|
| Procter & Gamble Company (PG) | 0.1 | $742k | +10% | 4.8k | 153.65 |
|
| Seagate Technology (STX) | 0.1 | $732k | 3.1k | 236.06 |
|
|
| Franklin Ca Tax Free Income A1 Bond (FKTFX) | 0.1 | $711k | NEW | 106k | 6.72 |
|
| Deluxe Corporation (DLX) | 0.1 | $698k | -5% | 36k | 19.36 |
|
| T Rowe Etf (TCAF) | 0.1 | $679k | 18k | 37.70 |
|
|
| Hp (HPQ) | 0.1 | $674k | -2% | 25k | 27.23 |
|
| Walt Disney Company (DIS) | 0.1 | $657k | +9% | 5.7k | 114.51 |
|
| Schwab Treasury Oblig Money Inv Cash (SNOXX) | 0.1 | $655k | -7% | 655k | 1.00 |
|
| Home Depot (HD) | 0.1 | $649k | +11% | 1.6k | 405.40 |
|
| Spdr Bloomberg Etf (JNK) | 0.1 | $637k | 6.5k | 98.00 |
|
|
| Spdr Series Etf (XBI) | 0.1 | $636k | +3% | 6.4k | 100.20 |
|
| Eagle Mtn & Saginaw 4 32go Utx Due 08/15/32 Muni | 0.1 | $634k | +100% | 600k | 1.06 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $628k | +6% | 16k | 39.22 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $624k | +20% | 5.5k | 112.75 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $613k | +6% | 3.7k | 167.33 |
|
| Ishares 20 Plus Etf (TLT) | 0.1 | $610k | +2% | 6.8k | 89.37 |
|
| American Funds Capital Income Bldr A Etf (CAIBX) | 0.1 | $603k | NEW | 7.6k | 79.47 |
|
| Philip Morris International (PM) | 0.1 | $603k | +8% | 3.7k | 162.20 |
|
| First Trust Etf (FUMB) | 0.1 | $603k | -25% | 30k | 20.10 |
|
| Ishares Core Etf (AOR) | 0.1 | $603k | +29% | 9.4k | 64.38 |
|
| Entergy Corporation (ETR) | 0.1 | $596k | +15% | 6.4k | 93.19 |
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.1 | $593k | 12k | 47.94 |
|
|
| Invesco S&p Etf (RSP) | 0.1 | $584k | 3.1k | 189.70 |
|
|
| Vanguard Growth Etf (VUG) | 0.1 | $571k | 1.2k | 479.79 |
|
|
| Ishares Core Etf (IVV) | 0.1 | $569k | 849.00 | 669.86 |
|
|
| Rockwell Automation (ROK) | 0.1 | $559k | +2% | 1.6k | 349.53 |
|
| Capital Group Etf (CGDG) | 0.1 | $554k | +35% | 16k | 34.65 |
|
| Vanguard Municipal Etf (VTEB) | 0.1 | $553k | +56% | 11k | 50.07 |
|
| Consumer Discretionary Etf (XLY) | 0.1 | $553k | +3% | 2.3k | 239.69 |
|
| Vanguard Information Etf (VGT) | 0.1 | $546k | -2% | 731.00 | 746.63 |
|
| Aeluma (ALMU) | 0.1 | $534k | NEW | 33k | 16.10 |
|
| Garmin (GRMN) | 0.1 | $529k | +3% | 2.2k | 246.22 |
|
| American Century Intermtrm Tx-fr Bd I Bond (AXBIX) | 0.1 | $521k | 48k | 10.76 |
|
|
| Vanguard Ca Interm-term Tax-exempt Adm Bond (VCADX) | 0.1 | $519k | 45k | 11.48 |
|
|
| Tacoma Wash Solid W 5 26swd Util Due 12/01/26 Muni | 0.1 | $514k | +100% | 500k | 1.03 |
|
| General Electric (GE) | 0.1 | $509k | +12% | 1.7k | 300.97 |
|
| Chevron Corporation (CVX) | 0.1 | $508k | +4% | 3.3k | 155.29 |
|
| Oklahoma Cnty Okla 5 25leas Sch Due 12/01/25xtro Muni | 0.1 | $502k | +100% | 500k | 1.00 |
|
| Visa (V) | 0.1 | $487k | +27% | 1.4k | 341.38 |
|
| Ishares Dow Etf (IYY) | 0.1 | $483k | 3.0k | 162.48 |
|
|
| Coca-Cola Company (KO) | 0.1 | $457k | +17% | 6.9k | 66.32 |
|
| Jpmorgan Etf (JEPQ) | 0.1 | $456k | 7.9k | 57.52 |
|
|
| Thornburg Intermediate Municipal Inst Bond (THMIX) | 0.1 | $454k | 34k | 13.18 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $452k | +9% | 2.2k | 203.62 |
|
| Invesco High Etf (IHYF) | 0.1 | $449k | 20k | 22.80 |
|
|
| Caterpillar (CAT) | 0.1 | $442k | +18% | 926.00 | 477.68 |
|
| Aristotle Strategic Income I-2 Bond (PLSFX) | 0.1 | $435k | 41k | 10.70 |
|
|
| Ishares Morningstar Etf (IMCG) | 0.1 | $434k | 5.3k | 82.73 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $434k | +75% | 1.6k | 279.29 |
|
| Abbott Laboratories (ABT) | 0.1 | $432k | +12% | 3.2k | 133.94 |
|
| Spdr Portfolio Etf (SPLG) | 0.1 | $428k | 5.5k | 78.34 |
|
|
| Pfizer (PFE) | 0.1 | $425k | -5% | 17k | 25.48 |
|
| Ishares Msci Etf (QUAL) | 0.1 | $412k | 2.1k | 194.50 |
|
|
| Spdr Portfolio Etf (SPMD) | 0.1 | $412k | +1129% | 7.2k | 57.27 |
|
| McDonald's Corporation (MCD) | 0.1 | $409k | +19% | 1.3k | 303.89 |
|
| Ishares North Etf (IGE) | 0.1 | $407k | 8.3k | 49.05 |
|
|
| American Funds Tax-exempt Bond F2 Bond (TEAFX) | 0.1 | $404k | 33k | 12.41 |
|
|
| Dws Global Macro S Etf (DBIVX) | 0.1 | $402k | 36k | 11.14 |
|
|
| Vanguard Mid Etf (VO) | 0.1 | $401k | 1.4k | 293.74 |
|
|
| Crispr Therapeutics (CRSP) | 0.1 | $392k | -13% | 6.0k | 64.81 |
|
| Industrial Select Etf (XLI) | 0.1 | $377k | 2.4k | 154.27 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $373k | +1094% | 2.0k | 187.17 |
|
| Evolv Technologi (EVLV) | 0.1 | $371k | 49k | 7.55 |
|
|
| J P Morgan Exchange-traded F Equity Etf (JEPI) | 0.1 | $369k | 6.5k | 57.10 |
|
|
| Pepsi (PEP) | 0.1 | $366k | +2% | 2.6k | 140.47 |
|
| Columbia Multi Etf (MUST) | 0.1 | $365k | 18k | 20.53 |
|
|
| Columbia Tr Etf (EQIN) | 0.1 | $358k | 7.7k | 46.69 |
|
|
| Prudential Financial (PRU) | 0.1 | $353k | -8% | 3.4k | 103.74 |
|
| Biogen Idec (BIIB) | 0.1 | $347k | -3% | 2.5k | 140.08 |
|
| Nike (NKE) | 0.1 | $342k | +6% | 4.9k | 69.73 |
|
| Ishares Expanded Etf (IGM) | 0.1 | $340k | 2.7k | 125.95 |
|
|
| Putnam Ca Tax Exempt Income Y Bond (PCIYX) | 0.1 | $339k | 47k | 7.27 |
|
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.1 | $330k | -3% | 3.5k | 93.93 |
|
| International Business Machines (IBM) | 0.1 | $323k | +5% | 1.1k | 282.16 |
|
| Jpmorgan Active Value Etf Etf (JAVA) | 0.1 | $320k | 4.6k | 69.14 |
|
|
| Utilities Select Etf (XLU) | 0.1 | $318k | 3.6k | 87.21 |
|
|
| Southern Company (SO) | 0.0 | $311k | +10% | 3.3k | 94.77 |
|
| Harbor Core Plus Institutional Bond (HABDX) | 0.0 | $308k | 30k | 10.33 |
|
|
| EOG Resources (EOG) | 0.0 | $306k | +8% | 2.7k | 112.12 |
|
| Kansas City Mo 5 31go Utx Due 02/01/31 Muni | 0.0 | $304k | +100% | 270k | 1.12 |
|
| American Express Company (AXP) | 0.0 | $303k | +12% | 912.00 | 332.16 |
|
| Vanguard S&p Etf (VOO) | 0.0 | $300k | -5% | 489.00 | 612.38 |
|
| Ishares 7-10yr Etf (IEF) | 0.0 | $295k | -4% | 3.1k | 96.48 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $289k | +6% | 1.5k | 192.74 |
|
| eBay (EBAY) | 0.0 | $288k | +5% | 3.2k | 90.98 |
|
| First Eagle Global I Etf (SGIIX) | 0.0 | $281k | 3.3k | 84.50 |
|
|
| Goldman Sachs (GS) | 0.0 | $280k | +13% | 352.00 | 796.35 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $279k | +6% | 6.2k | 45.10 |
|
| Ge Vernova (GEV) | 0.0 | $278k | +8% | 452.00 | 615.01 |
|
| American Funds Capital World Gr&inc A Etf (CWGIX) | 0.0 | $275k | NEW | 3.6k | 75.59 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $274k | +12% | 1.5k | 178.14 |
|
| Servicenow (NOW) | 0.0 | $273k | +23% | 299.00 | 912.43 |
|
| Spdr Dow Etf (DIA) | 0.0 | $271k | 585.00 | 463.74 |
|
|
| Laguna Madre Wtr Di 5 27go Utx Due 03/01/27 Muni | 0.0 | $269k | +100% | 260k | 1.03 |
|
| SPDR S&P Etf (MDY) | 0.0 | $268k | 450.00 | 596.03 |
|
|
| Auburn Me 4 30go Utx Due 11/01/30 Muni | 0.0 | $268k | +100% | 250k | 1.07 |
|
| Deer Pk Tex 4 32db Ltx Due 03/15/32 Muni | 0.0 | $264k | +100% | 250k | 1.05 |
|
| Deere & Company (DE) | 0.0 | $264k | +10% | 575.00 | 458.23 |
|
| Church & Dwight (CHD) | 0.0 | $263k | 3.0k | 87.63 |
|
|
| Altria (MO) | 0.0 | $262k | +3% | 4.0k | 66.06 |
|
| American Funds American Mutual A Etf (AMRMX) | 0.0 | $261k | NEW | 4.2k | 62.59 |
|
| Merck & Co (MRK) | 0.0 | $256k | +11% | 3.0k | 83.94 |
|
| Frisco Tex Indpt Sc 4 31go Utx Due 02/15/31 Muni | 0.0 | $256k | +100% | 240k | 1.07 |
|
| Ishares Core Etf (DGRO) | 0.0 | $255k | +13% | 3.7k | 68.09 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2021 Q4 filed Feb. 15, 2022