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, UBER, and represent 16.84% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: VYM, NVDA, CHTR, CGBL, SNAXX, SMCI, AVGO, SOXX, WMT, VTI.
- Started 60 new stock positions in BLDR, XMHQ, PSHIX, DRI, JGRO, SMIZ, JSCVX, JAVA, Opiant Pharmaceuticalxxxesc Pend Poss Futr Distr, SCHD.
- Reduced shares in these 10 stocks: TPC, URI, BX, UBER, META, COHR, AAPL, QQQ, BCO, GOOG.
- Sold out of its positions in Etf Managers Tr purefunds ise mo, Etf Managers Tr tierra xp latin, Etf Managers Tr etho climate l, EMBC, FIS, FRCB, FSRN, HNST, NVTAQ, BBEU.
- Westside Investment Management was a net buyer of stock by $486k.
- Westside Investment Management has $417M in assets under management (AUM), dropping by 6.67%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 899 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Westside Investment Management has 899 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $16M | -3% | 91k | 171.48 |
|
| Vanguard High Etf (VYM) | 3.7 | $15M | +7% | 127k | 120.99 |
|
| Vanguard Total Etf (VTI) | 3.4 | $14M | +2% | 55k | 259.90 |
|
| Invesco Qqq Etf (QQQ) | 3.4 | $14M | -4% | 32k | 444.01 |
|
| Uber Technologies (UBER) | 2.6 | $11M | -6% | 142k | 76.99 |
|
| Microsoft Corporation (MSFT) | 2.5 | $10M | -2% | 25k | 420.74 |
|
| Amazon (AMZN) | 2.3 | $9.6M | +2% | 53k | 180.38 |
|
| Ishares Core Etf (IEFA) | 2.0 | $8.2M | +2% | 110k | 74.22 |
|
| Jpmorgan Etf (JPST) | 1.7 | $7.2M | 143k | 50.45 |
|
|
| Ishares Core Etf (AGG) | 1.7 | $6.9M | 71k | 97.94 |
|
|
| Facebook Inc cl a (META) | 1.6 | $6.8M | -9% | 14k | 485.58 |
|
| Vanguard Consumer Etf (VCR) | 1.6 | $6.8M | 21k | 317.73 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $6.5M | 43k | 150.93 |
|
|
| Vanguard Dividend Etf (VIG) | 1.5 | $6.1M | 34k | 182.61 |
|
|
| Pimco Ehnanced Etf (MINT) | 1.3 | $5.4M | +3% | 54k | 100.54 |
|
| Ishares Core Etf (IUSB) | 1.3 | $5.3M | 117k | 45.59 |
|
|
| Northrop Grumman Corporation (NOC) | 1.2 | $5.2M | 11k | 478.66 |
|
|
| Sector Technology Etf (XLK) | 1.2 | $5.1M | -5% | 25k | 208.28 |
|
| Alphabet Inc Class C cs (GOOG) | 1.2 | $4.9M | -6% | 33k | 152.26 |
|
| CVS Caremark Corporation (CVS) | 1.2 | $4.8M | -3% | 61k | 79.76 |
|
| SPDR Gold Trust (GLD) | 1.1 | $4.6M | -2% | 22k | 205.72 |
|
| Tutor Perini Corporation (TPC) | 1.1 | $4.6M | -25% | 315k | 14.46 |
|
| First Trust Etf (FCAL) | 1.0 | $4.3M | 86k | 49.65 |
|
|
| Spdr Series Etf (SDY) | 1.0 | $4.1M | 31k | 131.24 |
|
|
| Qualcomm (QCOM) | 1.0 | $4.0M | 24k | 169.30 |
|
|
| Pimco Short Etf (SMMU) | 1.0 | $4.0M | -7% | 80k | 49.90 |
|
| United Rentals (URI) | 0.9 | $3.7M | -27% | 5.1k | 721.11 |
|
| Sector Financial Etf (XLF) | 0.8 | $3.4M | 82k | 42.12 |
|
|
| Broadcom (AVGO) | 0.8 | $3.4M | +16% | 2.6k | 1325.84 |
|
| Shopify Inc cl a (SHOP) | 0.8 | $3.4M | -5% | 44k | 77.17 |
|
| First Trust Etf (FMB) | 0.8 | $3.3M | 64k | 51.36 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $3.3M | +41% | 3.6k | 903.60 |
|
| Abbvie (ABBV) | 0.8 | $3.2M | -2% | 17k | 182.11 |
|
| Brink's Company (BCO) | 0.7 | $3.0M | -11% | 32k | 92.38 |
|
| Amgen (AMGN) | 0.7 | $2.9M | 10k | 284.35 |
|
|
| Sector Healthcare Etf (XLV) | 0.7 | $2.8M | +7% | 19k | 147.73 |
|
| Pitney Bowes (PBI) | 0.7 | $2.8M | -11% | 655k | 4.33 |
|
| Harrow Health (HROW) | 0.7 | $2.8M | 212k | 13.23 |
|
|
| Vanguard Health Etf (VHT) | 0.7 | $2.8M | +6% | 10k | 270.53 |
|
| SPDR S&P Etf (SPY) | 0.6 | $2.6M | +5% | 5.0k | 523.08 |
|
| Ishares Core Etf (IEMG) | 0.6 | $2.6M | +8% | 50k | 51.60 |
|
| Ishares 1-3yr Etf (SHY) | 0.6 | $2.5M | 30k | 81.78 |
|
|
| Ishares California Etf (CMF) | 0.6 | $2.3M | 40k | 57.54 |
|
|
| Ishares Core Etf (IJR) | 0.5 | $2.3M | 21k | 110.52 |
|
|
| First Trust Etf (FIXD) | 0.5 | $2.2M | +3% | 52k | 43.60 |
|
| Vanguard Small Etf (VB) | 0.5 | $2.2M | 9.7k | 228.61 |
|
|
| Ishares National Etf (MUB) | 0.5 | $2.2M | 20k | 107.60 |
|
|
| Eton Pharmaceuticals (ETON) | 0.5 | $2.2M | 574k | 3.75 |
|
|
| Vanguard Consumer Etf (VDC) | 0.5 | $2.1M | +5% | 10k | 204.14 |
|
| Pimco Intermediate Etf (MUNI) | 0.5 | $2.0M | 38k | 52.47 |
|
|
| Ishares Biotechnology Etf (IBB) | 0.5 | $1.9M | +5% | 14k | 137.23 |
|
| Gilead Sciences (GILD) | 0.5 | $1.9M | -3% | 26k | 73.25 |
|
| Vanguard Total Etf (BND) | 0.5 | $1.9M | -3% | 26k | 72.63 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.9M | 15k | 125.61 |
|
|
| Avantis U S Etf (AVUV) | 0.4 | $1.9M | +22% | 20k | 93.71 |
|
| Vanguard Total Etf (VXUS) | 0.4 | $1.8M | 30k | 60.30 |
|
|
| Cigna Corp (CI) | 0.4 | $1.8M | 5.0k | 363.19 |
|
|
| Spdr Portfolio Etf (SPTM) | 0.4 | $1.8M | 28k | 64.15 |
|
|
| Coherent Corp (COHR) | 0.4 | $1.8M | -28% | 30k | 60.62 |
|
| Wisdomtree U S Etf (AIVL) | 0.4 | $1.8M | -2% | 17k | 101.78 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.8M | 2.3k | 777.96 |
|
|
| Micron Technology (MU) | 0.4 | $1.8M | -2% | 15k | 117.90 |
|
| Vanguard Fste Etf (VWO) | 0.4 | $1.7M | 42k | 41.77 |
|
|
| First Trust Etf (FDN) | 0.4 | $1.7M | 8.4k | 205.09 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.7M | -38% | 13k | 131.37 |
|
| Draftkings (DKNG) | 0.4 | $1.6M | -12% | 36k | 45.41 |
|
| Boeing Company (BA) | 0.4 | $1.6M | -3% | 8.4k | 192.99 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.6M | 43k | 37.92 |
|
|
| Vaneck Semiconductor Etf (SMH) | 0.4 | $1.6M | 7.0k | 224.99 |
|
|
| Columbia Intl Etf (ESGN) | 0.4 | $1.6M | 52k | 30.57 |
|
|
| Invesco Nasdaq Etf (QQQM) | 0.4 | $1.6M | +10% | 8.6k | 182.69 |
|
| Ishares 20 Plus Etf (TLT) | 0.4 | $1.5M | 16k | 94.62 |
|
|
| PerkinElmer (RVTY) | 0.4 | $1.5M | -8% | 15k | 105.00 |
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.4 | $1.5M | +138% | 5.2k | 290.63 |
|
| Medtronic (MDT) | 0.4 | $1.5M | -7% | 17k | 87.15 |
|
| Blackrock Short Etf (NEAR) | 0.3 | $1.5M | +27% | 29k | 50.46 |
|
| Ishares Core Etf (ITOT) | 0.3 | $1.4M | 13k | 115.31 |
|
|
| Spdr Nuveen Etf (SHM) | 0.3 | $1.4M | 30k | 47.44 |
|
|
| FedEx Corporation (FDX) | 0.3 | $1.4M | -9% | 4.9k | 289.74 |
|
| salesforce (CRM) | 0.3 | $1.4M | 4.7k | 301.18 |
|
|
| First Trust Etf (FVD) | 0.3 | $1.4M | +10% | 33k | 42.23 |
|
| Trimble Navigation (TRMB) | 0.3 | $1.3M | -16% | 21k | 64.36 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $1.3M | 3.2k | 420.52 |
|
|
| Applied Materials (AMAT) | 0.3 | $1.3M | 6.3k | 206.23 |
|
|
| Sector Consumer Etf (XLP) | 0.3 | $1.3M | 17k | 76.36 |
|
|
| Alps Alerian Etf (AMLP) | 0.3 | $1.3M | 27k | 47.46 |
|
|
| Pimco Active Etf (BOND) | 0.3 | $1.3M | 14k | 91.86 |
|
|
| Vanguard Total Etf (BNDX) | 0.3 | $1.2M | +25% | 24k | 49.19 |
|
| Fidelity Advisor Interm Muni Inc I Bond (FZIIX) | 0.3 | $1.2M | 116k | 10.13 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $1.2M | 13k | 91.39 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | 5.8k | 200.30 |
|
|
| Paypal Holdings (PYPL) | 0.3 | $1.2M | -3% | 17k | 66.99 |
|
| Vaneck Short Etf (SMB) | 0.3 | $1.1M | 67k | 17.02 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $1.1M | -23% | 3.5k | 320.59 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.1M | -11% | 63k | 17.73 |
|
| Deluxe Corporation (DLX) | 0.3 | $1.1M | -12% | 53k | 20.59 |
|
| Motorola Solutions (MSI) | 0.3 | $1.1M | -11% | 3.1k | 354.98 |
|
| Catalent (CTLT) | 0.3 | $1.1M | -10% | 19k | 56.45 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.1M | 2.1k | 504.60 |
|
|
| Ishares Msci Etf (EFV) | 0.3 | $1.1M | +3% | 19k | 54.40 |
|
| Select Utilities Etf (XLU) | 0.2 | $1.0M | +11% | 16k | 65.65 |
|
| Snowflake Inc Cl A (SNOW) | 0.2 | $1.0M | 6.3k | 161.60 |
|
|
| Vaneck High Etf (HYD) | 0.2 | $1.0M | +4% | 20k | 52.26 |
|
| Ishares Msci Etf (SUSA) | 0.2 | $1.0M | -5% | 9.3k | 109.17 |
|
| Alibaba Group Holding (BABA) | 0.2 | $1.0M | -15% | 14k | 72.36 |
|
| First Trust Etf (FUMB) | 0.2 | $1.0M | 50k | 20.04 |
|
|
| Goldman Sachs Etf (GBIL) | 0.2 | $1.0M | +10% | 9.9k | 100.90 |
|
| UnitedHealth (UNH) | 0.2 | $981k | -13% | 2.0k | 494.70 |
|
| Cisco Systems (CSCO) | 0.2 | $937k | 19k | 49.91 |
|
|
| Ishares Technology Etf (IYW) | 0.2 | $932k | -2% | 6.9k | 135.07 |
|
| Sector Energy Etf (XLE) | 0.2 | $926k | +40% | 9.8k | 94.42 |
|
| Advanced Micro Devices (AMD) | 0.2 | $912k | 5.1k | 180.49 |
|
|
| iShares Gold Trust (IAU) | 0.2 | $894k | 21k | 42.01 |
|
|
| Hp (HPQ) | 0.2 | $876k | 29k | 30.22 |
|
|
| Hartford Mun Etf (HMOP) | 0.2 | $864k | +15% | 22k | 38.84 |
|
| Walt Disney Company (DIS) | 0.2 | $828k | -25% | 6.8k | 122.37 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $808k | +48% | 1.1k | 733.40 |
|
| Fidelity Covington Etf (FDLO) | 0.2 | $796k | +17% | 14k | 56.18 |
|
| Capital Group Etf (CGBL) | 0.2 | $796k | NEW | 27k | 29.11 |
|
| Schwab Value Advantage Money Ultra Shares Etf (SNAXX) | 0.2 | $782k | NEW | 782k | 1.00 |
|
| Vanguard Financials Etf (VFH) | 0.2 | $767k | +2% | 7.5k | 102.39 |
|
| Steris Plc Ord equities (STE) | 0.2 | $760k | 3.4k | 224.82 |
|
|
| Vaneck Intermediate Etf (ITM) | 0.2 | $750k | 16k | 46.51 |
|
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| American Century Etf (TAXF) | 0.2 | $748k | 15k | 50.55 |
|
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| Lam Research Corporation (LRCX) | 0.2 | $745k | 767.00 | 971.57 |
|
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| Vanguard Ca Interm-term Tax-exempt Adm Bond (VCADX) | 0.2 | $704k | 62k | 11.38 |
|
|
| Hartford Total Etf (HTRB) | 0.2 | $698k | +2% | 21k | 33.74 |
|
| Procter & Gamble Company (PG) | 0.2 | $698k | -4% | 4.3k | 162.25 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $680k | +17% | 1.5k | 454.87 |
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| Citigroup (C) | 0.2 | $668k | -2% | 11k | 63.24 |
|
| Johnson & Johnson (JNJ) | 0.2 | $664k | -10% | 4.2k | 158.21 |
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| Ishares Semiconductor Etf (SOXX) | 0.2 | $628k | +197% | 2.8k | 225.92 |
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| Super Micro Computer (SMCI) | 0.2 | $628k | +12000% | 605.00 | 1037.15 |
|
| Tesla Motors (TSLA) | 0.1 | $608k | +26% | 3.5k | 175.79 |
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| Vaneck Long Etf (MLN) | 0.1 | $591k | +25% | 33k | 18.01 |
|
| Spdr Bloomberg Etf (JNK) | 0.1 | $587k | +9% | 6.2k | 95.21 |
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| Spdr Series Etf (XBI) | 0.1 | $567k | 6.0k | 94.89 |
|
|
| Fidelity Covington Etf (FDVV) | 0.1 | $565k | +44% | 13k | 45.31 |
|
| Wal-Mart Stores (WMT) | 0.1 | $526k | +200% | 8.7k | 60.17 |
|
| Atomera (ATOM) | 0.1 | $521k | -7% | 85k | 6.16 |
|
| Intel Corporation (INTC) | 0.1 | $513k | 12k | 44.17 |
|
|
| Vanguard Real Etf (VNQ) | 0.1 | $508k | +5% | 5.9k | 86.49 |
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| InterDigital (IDCC) | 0.1 | $508k | 4.8k | 106.46 |
|
|
| Crispr Therapeutics (CRSP) | 0.1 | $504k | +4% | 7.4k | 68.16 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $501k | +2% | 4.3k | 116.24 |
|
| Ishares Morningstar Etf (IMCG) | 0.1 | $497k | +121% | 7.0k | 70.68 |
|
| Chevron Corporation (CVX) | 0.1 | $493k | +26% | 3.1k | 157.74 |
|
| Invesco High Etf (IHYF) | 0.1 | $485k | 22k | 22.35 |
|
|
| Home Depot (HD) | 0.1 | $471k | -10% | 1.2k | 383.82 |
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| Biogen Idec (BIIB) | 0.1 | $465k | +2% | 2.2k | 215.63 |
|
| Turtle Beach Corp (HEAR) | 0.1 | $449k | -2% | 26k | 17.24 |
|
| Vanguard Information Etf (VGT) | 0.1 | $443k | -44% | 845.00 | 524.34 |
|
| Vanguard S&p Etf (VOO) | 0.1 | $439k | +12% | 912.00 | 481.09 |
|
| Rockwell Automation (ROK) | 0.1 | $437k | 1.5k | 291.33 |
|
|
| Vanguard Growth Etf (VUG) | 0.1 | $436k | 1.3k | 344.21 |
|
|
| Prudential Financial (PRU) | 0.1 | $434k | -7% | 3.7k | 117.40 |
|
| Ishares Cohen Etf (ICF) | 0.1 | $432k | +3% | 7.5k | 57.70 |
|
| Ishares 7-10yr Etf (IEF) | 0.1 | $415k | -7% | 4.4k | 94.67 |
|
| Inmune Bio Ord (INMB) | 0.1 | $404k | -17% | 34k | 11.75 |
|
| American Funds Tax-exempt Bond F2 Bond (TEAFX) | 0.1 | $403k | 33k | 12.37 |
|
|
| Pepsi (PEP) | 0.1 | $399k | 2.3k | 175.01 |
|
|
| Merck & Co (MRK) | 0.1 | $398k | -5% | 3.0k | 131.98 |
|
| Transamerica Intermediate Muni I Bond (TIMUX) | 0.1 | $368k | 34k | 10.73 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $367k | -5% | 6.8k | 54.24 |
|
| Schwab Value Advantage Money Investor Shares Etf (SWVXX) | 0.1 | $365k | +257% | 365k | 1.00 |
|
| Nike (NKE) | 0.1 | $360k | 3.8k | 93.99 |
|
|
| Dws Global Macro S Etf (DBIVX) | 0.1 | $354k | 35k | 10.12 |
|
|
| Invesco Limited Term Ca Municipal Y Bond (OLCYX) | 0.1 | $353k | -20% | 126k | 2.81 |
|
| First Trust Etf (RDVY) | 0.1 | $347k | 6.2k | 56.17 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $344k | -5% | 3.5k | 97.53 |
|
| Pfizer (PFE) | 0.1 | $337k | +29% | 12k | 27.75 |
|
| Ishares Core Etf (IVV) | 0.1 | $333k | +10% | 634.00 | 525.76 |
|
| Skyworks Solutions (SWKS) | 0.1 | $331k | 3.1k | 108.32 |
|
|
| American Century Intermtrm Tx-fr Bd I Bond (AXBIX) | 0.1 | $330k | 31k | 10.80 |
|
|
| Ishares Core Etf (DGRO) | 0.1 | $328k | -7% | 5.6k | 58.06 |
|
| Wisdomtree Floating Etf (USFR) | 0.1 | $327k | -51% | 6.5k | 50.29 |
|
| Putnam Ca Tax Exempt Income Y Bond (PCIYX) | 0.1 | $327k | 44k | 7.38 |
|
|
| Penn National Gaming (PENN) | 0.1 | $315k | +27% | 17k | 18.21 |
|
| Church & Dwight (CHD) | 0.1 | $313k | 3.0k | 104.31 |
|
|
| Netflix (NFLX) | 0.1 | $309k | 509.00 | 607.33 |
|
|
| Kraneshares Tr Etf (KWEB) | 0.1 | $308k | +11625% | 12k | 26.25 |
|
| Philip Morris International (PM) | 0.1 | $307k | 3.4k | 91.62 |
|
|
| Fidelity Advisor New Insights I Etf (FINSX) | 0.1 | $305k | -2% | 7.7k | 39.52 |
|
| Ishares U S Etf (IYY) | 0.1 | $300k | +6% | 2.3k | 128.09 |
|
| Ishares Msci Etf (USMV) | 0.1 | $300k | -51% | 3.6k | 83.60 |
|
| Harbor Core Plus Institutional Bond | 0.1 | $299k | NEW | 30k | 10.02 |
|
| Target Corporation (TGT) | 0.1 | $298k | -3% | 1.7k | 177.27 |
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| Garmin (GRMN) | 0.1 | $298k | 2.0k | 148.87 |
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| Abbott Laboratories (ABT) | 0.1 | $294k | 2.6k | 113.66 |
|
|
| Seagate Technology (STX) | 0.1 | $291k | 3.1k | 93.05 |
|
|
| Columbia Multi Etf (MUST) | 0.1 | $289k | +55% | 14k | 20.66 |
|
| Spdr Portfolio Etf (SPLG) | 0.1 | $285k | 4.6k | 61.53 |
|
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| Vanguard Municipal Etf (VTEB) | 0.1 | $284k | 5.6k | 50.60 |
|
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| Pulse Biosciences (PLSE) | 0.1 | $280k | -5% | 32k | 8.71 |
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| Caterpillar (CAT) | 0.1 | $275k | -5% | 749.00 | 366.74 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $274k | +20% | 5.8k | 47.03 |
|
| Workday Inc cl a (WDAY) | 0.1 | $274k | 1.0k | 272.75 |
|
|
| Coca-Cola Company (KO) | 0.1 | $272k | 4.4k | 61.18 |
|
|
| Whirlpool Corporation (WHR) | 0.1 | $269k | -10% | 2.2k | 119.63 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $264k | +10% | 1.3k | 201.50 |
|
| First Trust Etf (FTSM) | 0.1 | $264k | -18% | 4.4k | 59.62 |
|
| Comcast Corporation (CMCSA) | 0.1 | $260k | -25% | 6.0k | 43.35 |
|
| Rivernorth Opportunities Etf (RIV) | 0.1 | $255k | 21k | 12.04 |
|
|
| Vanguard Mid Etf (VO) | 0.1 | $252k | +5% | 1.0k | 249.86 |
|
| SPDR S&P Etf (MDY) | 0.1 | $250k | 450.00 | 556.40 |
|
|
| Dfa Us Core Equity 2 I Etf (DFQTX) | 0.1 | $245k | 6.9k | 35.47 |
|
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.1 | $244k | NEW | 3.5k | 70.38 |
|
| Ishares Expanded Etf (IGM) | 0.1 | $244k | +500% | 2.8k | 86.18 |
|
| Phillips 66 (PSX) | 0.1 | $240k | -6% | 1.5k | 163.34 |
|
| Tff Pharmaceuticals (TFFP) | 0.1 | $237k | +382% | 39k | 6.04 |
|
| Ishares Global Etf (ICLN) | 0.1 | $234k | -2% | 17k | 13.98 |
|
| Vaneck Gold Etf (GDX) | 0.1 | $230k | +19% | 7.3k | 31.62 |
|
| Mondelez Int (MDLZ) | 0.1 | $228k | -6% | 3.3k | 70.00 |
|
| Victoryshares Us Etf (CFA) | 0.1 | $227k | 2.8k | 81.36 |
|
|
| Jpmorgan Active Value Etf Etf (JAVA) | 0.1 | $223k | NEW | 3.7k | 59.67 |
|
| Lowe's Companies (LOW) | 0.1 | $221k | -10% | 866.00 | 254.83 |
|
| Wisdomtree Trust Etf (HEDJ) | 0.1 | $220k | 4.6k | 48.30 |
|
|
| Consumer Discretionary Etf (XLY) | 0.1 | $219k | +7% | 1.2k | 183.89 |
|
| Visa (V) | 0.1 | $212k | +13% | 758.00 | 279.08 |
|
| General Electric (GE) | 0.0 | $206k | 1.2k | 175.56 |
|
|
| Deere & Company (DE) | 0.0 | $204k | 495.00 | 411.39 |
|
|
| EOG Resources (EOG) | 0.0 | $203k | +76% | 1.6k | 127.84 |
|
| Aristotle Strategic Income I-2 Bond (PLSFX) | 0.0 | $199k | 19k | 10.44 |
|
|
| Hartford Equity Income I Etf (HQIIX) | 0.0 | $198k | +5% | 9.6k | 20.51 |
|
| Ishares Tips Etf (TIP) | 0.0 | $197k | 1.8k | 107.41 |
|
|
| At&t (T) | 0.0 | $196k | +2% | 11k | 17.60 |
|
| Blackrock California Muni Opps Instl Bond (MACMX) | 0.0 | $196k | 16k | 11.97 |
|
|
| Rbb Us Etf (TBIL) | 0.0 | $194k | +34% | 3.9k | 50.03 |
|
| Realty Income (O) | 0.0 | $194k | 3.6k | 54.10 |
|
|
| Lennar Corporation (LEN) | 0.0 | $193k | 1.1k | 171.98 |
|
|
| Spdr Doubleline Etf (TOTL) | 0.0 | $192k | 4.8k | 40.05 |
|
|
| ConocoPhillips (COP) | 0.0 | $191k | +50% | 1.5k | 127.28 |
|
| Vanguard Value Etf (VTV) | 0.0 | $190k | 1.2k | 162.97 |
|
|
| Invesco Solar Etf (TAN) | 0.0 | $190k | 4.2k | 45.38 |
|
|
| First Eagle Global I Etf (SGIIX) | 0.0 | $189k | +5% | 2.8k | 67.60 |
|
| Ishares Msci Etf (EFA) | 0.0 | $187k | +4% | 2.3k | 79.88 |
|
| Ishares Msci Etf (DSI) | 0.0 | $187k | 1.9k | 100.81 |
|
|
| Invesco Db Agriculture Fund etp (DBA) | 0.0 | $186k | 7.5k | 24.76 |
|
|
| Ishares U S Etf (IYJ) | 0.0 | $184k | 1.5k | 125.71 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $183k | 1.4k | 128.40 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $180k | 632.00 | 284.13 |
|
|
| Pacer Trendpilot Etf (PTLC) | 0.0 | $179k | -6% | 3.8k | 47.72 |
|
| Southern Company (SO) | 0.0 | $176k | 2.5k | 71.74 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $173k | 614.00 | 282.39 |
|
|
| Ford Motor Company (F) | 0.0 | $165k | 12k | 13.28 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $164k | +4% | 7.6k | 21.69 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $163k | 1.4k | 120.98 |
|
|
| Altria (MO) | 0.0 | $159k | -14% | 3.7k | 43.62 |
|
| American Express Company (AXP) | 0.0 | $158k | 693.00 | 227.69 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $157k | +45% | 1.2k | 131.74 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2020 Q3 filed Oct. 14, 2020
- Westside Investment Management 2020 Q2 filed July 21, 2020