Westside Investment Management
Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VYM, QQQ, VTI, MSFT, and represent 17.30% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA, INEQ, CGBL, SWTXX, SPY, UNH, IBB, PLSE, AGG, SNOW.
- Started 117 new stock positions in IWF, HLI, VRT, TRRHX, LSTR, HLMN, NOIYX, PAVE, AMADY, MGDDY.
- Reduced shares in these 10 stocks: Columbia Etf Tr I sustnble intl, TPC, UBER, NOC, KWEB, BABA, BCO, TAN, PBI, CHTR.
- Sold out of its positions in ACES, AFIB, ASTE, ATLC, BALY, BRLT, Columbia Etf Tr I sustnble intl, Global X Fds, HLN, EWZ.
- Westside Investment Management was a net buyer of stock by $12M.
- Westside Investment Management has $437M in assets under management (AUM), dropping by 4.73%.
- 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 987 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Westside Investment Management has 987 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Westside Investment Management June 30, 2024 positions
- Download the Westside Investment Management June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $19M | 91k | 210.62 |
|
|
| Vanguard High Etf (VYM) | 3.5 | $15M | 129k | 118.60 |
|
|
| Invesco Qqq Etf (QQQ) | 3.5 | $15M | 32k | 479.12 |
|
|
| Vanguard Total Etf (VTI) | 3.4 | $15M | 56k | 267.51 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $11M | 25k | 446.96 |
|
|
| Amazon (AMZN) | 2.4 | $10M | 53k | 193.25 |
|
|
| Uber Technologies (UBER) | 2.3 | $10M | -3% | 137k | 72.68 |
|
| Ishares Core Etf (IEFA) | 1.9 | $8.1M | 112k | 72.64 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $7.8M | 43k | 182.15 |
|
|
| Ishares Core Etf (AGG) | 1.6 | $7.2M | +4% | 74k | 97.07 |
|
| Facebook Inc cl a (META) | 1.6 | $7.1M | 14k | 504.23 |
|
|
| Jpmorgan Etf (JPST) | 1.6 | $7.1M | 140k | 50.47 |
|
|
| Vanguard Consumer Etf (VCR) | 1.6 | $6.8M | +2% | 22k | 312.34 |
|
| Vanguard Dividend Etf (VIG) | 1.4 | $6.1M | 34k | 182.55 |
|
|
| Alphabet Inc Class C cs (GOOG) | 1.4 | $5.9M | 32k | 183.42 |
|
|
| Tutor Perini Corporation (TPC) | 1.3 | $5.7M | -16% | 263k | 21.78 |
|
| Pimco Ehnanced Etf (MINT) | 1.3 | $5.5M | +2% | 55k | 100.65 |
|
| Sector Technology Etf (XLK) | 1.2 | $5.4M | -2% | 24k | 226.23 |
|
| Ishares Core Etf (IUSB) | 1.2 | $5.4M | 119k | 45.22 |
|
|
| SPDR Gold Trust (GLD) | 1.1 | $4.8M | 22k | 215.01 |
|
|
| Qualcomm (QCOM) | 1.1 | $4.6M | 23k | 199.19 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $4.6M | +935% | 37k | 123.55 |
|
| First Trust Etf (FCAL) | 1.0 | $4.5M | +4% | 90k | 49.52 |
|
| Harrow Health (HROW) | 1.0 | $4.4M | 210k | 20.89 |
|
|
| Northrop Grumman Corporation (NOC) | 1.0 | $4.4M | -7% | 10k | 435.95 |
|
| Broadcom (AVGO) | 1.0 | $4.2M | 2.6k | 1606.14 |
|
|
| Spdr Series Etf (SDY) | 1.0 | $4.2M | +4% | 33k | 127.18 |
|
| Pimco Short Etf (SMMU) | 0.9 | $3.9M | -3% | 77k | 49.87 |
|
| CVS Caremark Corporation (CVS) | 0.8 | $3.6M | 62k | 59.06 |
|
|
| Sector Financial Etf (XLF) | 0.8 | $3.4M | 82k | 41.11 |
|
|
| United Rentals (URI) | 0.8 | $3.3M | 5.2k | 646.73 |
|
|
| First Trust Etf (FMB) | 0.7 | $3.2M | 63k | 51.06 |
|
|
| Pitney Bowes (PBI) | 0.7 | $3.2M | -4% | 628k | 5.08 |
|
| Amgen (AMGN) | 0.7 | $3.2M | 10k | 312.49 |
|
|
| SPDR S&P Etf (SPY) | 0.7 | $3.1M | +14% | 5.8k | 544.29 |
|
| Brink's Company (BCO) | 0.7 | $3.1M | -4% | 31k | 102.40 |
|
| Ishares Core Etf (IEMG) | 0.7 | $3.0M | +10% | 55k | 53.53 |
|
| Sector Healthcare Etf (XLV) | 0.7 | $3.0M | +5% | 20k | 145.75 |
|
| Abbvie (ABBV) | 0.7 | $2.9M | 17k | 171.52 |
|
|
| Shopify Inc cl a (SHOP) | 0.7 | $2.9M | 44k | 66.05 |
|
|
| Vanguard Health Etf (VHT) | 0.7 | $2.9M | +5% | 11k | 266.00 |
|
| Ishares 1-3yr Etf (SHY) | 0.6 | $2.5M | 30k | 81.65 |
|
|
| Ishares National Etf (MUB) | 0.6 | $2.4M | +11% | 23k | 106.55 |
|
| First Trust Etf (FIXD) | 0.5 | $2.4M | +7% | 56k | 43.05 |
|
| Ishares Core Etf (IJR) | 0.5 | $2.3M | +7% | 22k | 106.66 |
|
| Ishares California Etf (CMF) | 0.5 | $2.3M | +2% | 41k | 56.88 |
|
| Ishares Biotechnology Etf (IBB) | 0.5 | $2.3M | +19% | 17k | 137.27 |
|
| Vanguard Consumer Etf (VDC) | 0.5 | $2.2M | +4% | 11k | 203.03 |
|
| Coherent Corp (COHR) | 0.5 | $2.1M | 29k | 72.46 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $2.1M | 15k | 141.20 |
|
|
| Vanguard Small Etf (VB) | 0.5 | $2.1M | 9.6k | 218.06 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.1M | 2.3k | 905.38 |
|
|
| Vanguard Total Etf (VXUS) | 0.5 | $2.0M | +10% | 33k | 60.30 |
|
| Micron Technology (MU) | 0.5 | $2.0M | 15k | 131.54 |
|
|
| Avantis U S Etf (AVUV) | 0.4 | $1.9M | +8% | 22k | 89.72 |
|
| Eton Pharmaceuticals (ETON) | 0.4 | $1.9M | 585k | 3.29 |
|
|
| Invesco Nasdaq Etf (QQQM) | 0.4 | $1.9M | +13% | 9.7k | 197.11 |
|
| Pimco Intermediate Etf (MUNI) | 0.4 | $1.9M | -3% | 36k | 52.06 |
|
| Spdr Portfolio Etf (SPTM) | 0.4 | $1.9M | 28k | 66.35 |
|
|
| Vanguard Total Etf (BND) | 0.4 | $1.8M | 26k | 72.05 |
|
|
| Vaneck Semiconductor Etf (SMH) | 0.4 | $1.8M | 7.0k | 260.70 |
|
|
| Gilead Sciences (GILD) | 0.4 | $1.8M | 27k | 68.61 |
|
|
| Vanguard Fste Etf (VWO) | 0.4 | $1.8M | 41k | 43.76 |
|
|
| First Trust Etf (FDN) | 0.4 | $1.7M | 8.3k | 204.94 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $1.7M | 42k | 39.77 |
|
|
| Cigna Corp (CI) | 0.4 | $1.6M | 4.9k | 330.57 |
|
|
| Spdr Nuveen Etf (SHM) | 0.4 | $1.6M | +13% | 34k | 47.19 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.6M | 13k | 123.80 |
|
|
| Wisdomtree U S Etf (AIVL) | 0.4 | $1.6M | -8% | 16k | 99.81 |
|
| Ishares Core Etf (ITOT) | 0.4 | $1.6M | +7% | 13k | 118.78 |
|
| Columbia Tr I Etf (INEQ) | 0.4 | $1.6M | NEW | 52k | 30.38 |
|
| Ishares 20 Plus Etf (TLT) | 0.4 | $1.6M | +3% | 17k | 91.78 |
|
| Boeing Company (BA) | 0.3 | $1.5M | 8.4k | 182.01 |
|
|
| Blackrock Short Etf (NEAR) | 0.3 | $1.5M | +4% | 30k | 50.33 |
|
| PerkinElmer (RVTY) | 0.3 | $1.5M | 14k | 104.86 |
|
|
| Applied Materials (AMAT) | 0.3 | $1.5M | 6.3k | 235.99 |
|
|
| FedEx Corporation (FDX) | 0.3 | $1.5M | 4.9k | 299.84 |
|
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $1.4M | -9% | 4.7k | 298.96 |
|
| UnitedHealth (UNH) | 0.3 | $1.4M | +39% | 2.8k | 509.26 |
|
| Medtronic (MDT) | 0.3 | $1.4M | +4% | 18k | 78.71 |
|
| First Trust Etf (FVD) | 0.3 | $1.4M | +3% | 34k | 40.75 |
|
| Draftkings (DKNG) | 0.3 | $1.4M | 35k | 38.17 |
|
|
| Sector Consumer Etf (XLP) | 0.3 | $1.3M | 17k | 76.58 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $1.3M | 3.4k | 383.19 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.3M | 62k | 21.17 |
|
|
| Vanguard Total Etf (BNDX) | 0.3 | $1.3M | +12% | 27k | 48.67 |
|
| Capital Group Etf (CGBL) | 0.3 | $1.3M | +60% | 44k | 29.73 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $1.3M | 3.2k | 406.80 |
|
|
| Alps Alerian Etf (AMLP) | 0.3 | $1.3M | 27k | 47.98 |
|
|
| salesforce (CRM) | 0.3 | $1.2M | +2% | 4.8k | 257.10 |
|
| Pimco Active Etf (BOND) | 0.3 | $1.2M | -2% | 13k | 91.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | +2% | 5.9k | 202.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.2M | 2.1k | 555.54 |
|
|
| Fidelity Advisor Interm Muni Inc I Bond (FZIIX) | 0.3 | $1.2M | 116k | 10.06 |
|
|
| Motorola Solutions (MSI) | 0.3 | $1.2M | -2% | 3.0k | 386.05 |
|
| Deluxe Corporation (DLX) | 0.3 | $1.1M | -4% | 51k | 22.46 |
|
| Trimble Navigation (TRMB) | 0.3 | $1.1M | 20k | 55.92 |
|
|
| Vaneck Short Etf (SMB) | 0.3 | $1.1M | 67k | 17.00 |
|
|
| Snowflake Inc Cl A (SNOW) | 0.3 | $1.1M | +31% | 8.4k | 135.09 |
|
| Vaneck High Etf (HYD) | 0.3 | $1.1M | +11% | 22k | 51.65 |
|
| Select Utilities Etf (XLU) | 0.3 | $1.1M | +4% | 16k | 68.14 |
|
| Hartford Mun Etf (HMOP) | 0.2 | $1.1M | +23% | 28k | 38.70 |
|
| Ishares Msci Etf (EFV) | 0.2 | $1.1M | +3% | 20k | 53.04 |
|
| Catalent (CTLT) | 0.2 | $1.0M | 19k | 56.23 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $1.0M | +3% | 13k | 77.85 |
|
| Ishares Technology Etf (IYW) | 0.2 | $1.0M | 6.8k | 150.50 |
|
|
| Ishares Msci Etf (SUSA) | 0.2 | $1.0M | -2% | 9.0k | 112.38 |
|
| First Trust Etf (FUMB) | 0.2 | $1.0M | 50k | 20.06 |
|
|
| Hp (HPQ) | 0.2 | $998k | 29k | 35.02 |
|
|
| Goldman Sachs Etf (GBIL) | 0.2 | $984k | 9.8k | 100.09 |
|
|
| Fidelity Covington Etf (FDLO) | 0.2 | $972k | +20% | 17k | 57.04 |
|
| Paypal Holdings (PYPL) | 0.2 | $971k | -2% | 17k | 58.03 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $963k | +2% | 1.1k | 850.93 |
|
| Sector Energy Etf (XLE) | 0.2 | $935k | +4% | 10k | 91.15 |
|
| iShares Gold Trust (IAU) | 0.2 | $930k | 21k | 43.93 |
|
|
| Cisco Systems (CSCO) | 0.2 | $888k | 19k | 47.51 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $860k | +4% | 5.3k | 162.21 |
|
| Hartford Total Etf (HTRB) | 0.2 | $856k | +23% | 26k | 33.49 |
|
| Vaneck Long Etf (MLN) | 0.2 | $829k | +41% | 46k | 17.86 |
|
| Lam Research Corporation (LRCX) | 0.2 | $817k | 767.00 | 1064.85 |
|
|
| Vaneck Intermediate Etf (ITM) | 0.2 | $784k | +6% | 17k | 45.84 |
|
| Steris Plc Ord equities (STE) | 0.2 | $771k | +3% | 3.5k | 219.54 |
|
| Alibaba Group Holding (BABA) | 0.2 | $770k | -22% | 11k | 72.00 |
|
| Vanguard Financials Etf (VFH) | 0.2 | $747k | 7.5k | 99.89 |
|
|
| American Century Etf (TAXF) | 0.2 | $745k | 15k | 50.36 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $713k | 4.3k | 164.92 |
|
|
| Pulse Biosciences (PLSE) | 0.2 | $712k | +97% | 64k | 11.19 |
|
| Vanguard Ca Interm-term Tax-exempt Adm Bond (VCADX) | 0.2 | $700k | 62k | 11.31 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $698k | 1.5k | 467.10 |
|
|
| Ishares Semiconductor Etf (SOXX) | 0.2 | $685k | 2.8k | 246.63 |
|
|
| Citigroup (C) | 0.2 | $666k | 11k | 63.46 |
|
|
| Schwab Value Advantage Money Ultra Shares Etf (SNAXX) | 0.2 | $662k | -15% | 662k | 1.00 |
|
| Tesla Motors (TSLA) | 0.1 | $655k | -4% | 3.3k | 197.88 |
|
| Fidelity Covington Etf (FDVV) | 0.1 | $651k | +11% | 14k | 46.78 |
|
| Johnson & Johnson (JNJ) | 0.1 | $631k | +2% | 4.3k | 146.18 |
|
| Super Micro Computer (SMCI) | 0.1 | $626k | +26% | 764.00 | 819.35 |
|
| Vanguard Real Etf (VNQ) | 0.1 | $615k | +25% | 7.3k | 83.77 |
|
| Walt Disney Company (DIS) | 0.1 | $607k | -9% | 6.1k | 99.30 |
|
| Spdr Bloomberg Etf (JNK) | 0.1 | $601k | +3% | 6.4k | 94.28 |
|
| Wal-Mart Stores (WMT) | 0.1 | $576k | -2% | 8.5k | 67.72 |
|
| InterDigital (IDCC) | 0.1 | $562k | 4.8k | 116.56 |
|
|
| Biogen Idec (BIIB) | 0.1 | $560k | +12% | 2.4k | 231.82 |
|
| Spdr Series Etf (XBI) | 0.1 | $554k | 6.0k | 92.71 |
|
|
| Ishares Cohen Etf (ICF) | 0.1 | $512k | +19% | 8.9k | 57.29 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $501k | 4.4k | 115.12 |
|
|
| Ishares Morningstar Etf (IMCG) | 0.1 | $497k | +4% | 7.3k | 67.76 |
|
| Vanguard Information Etf (VGT) | 0.1 | $495k | 858.00 | 576.59 |
|
|
| Chevron Corporation (CVX) | 0.1 | $489k | 3.1k | 156.42 |
|
|
| Invesco High Etf (IHYF) | 0.1 | $480k | 22k | 22.14 |
|
|
| Vanguard S&p Etf (VOO) | 0.1 | $457k | 912.00 | 500.54 |
|
|
| Home Depot (HD) | 0.1 | $456k | +7% | 1.3k | 344.46 |
|
| Vanguard Growth Etf (VUG) | 0.1 | $455k | -3% | 1.2k | 374.03 |
|
| Schwab Municipal Money Inv Etf (SWTXX) | 0.1 | $446k | NEW | 446k | 1.00 |
|
| Prudential Financial (PRU) | 0.1 | $434k | 3.7k | 117.19 |
|
|
| Rockwell Automation (ROK) | 0.1 | $413k | 1.5k | 275.28 |
|
|
| Crispr Therapeutics (CRSP) | 0.1 | $403k | 7.5k | 54.01 |
|
|
| American Funds Tax-exempt Bond F2 Muni (TEAFX) | 0.1 | $403k | 33k | 12.37 |
|
|
| Inmune Bio Ord (INMB) | 0.1 | $400k | +31% | 45k | 8.82 |
|
| Ishares 7-10yr Etf (IEF) | 0.1 | $395k | -3% | 4.2k | 93.65 |
|
| Pepsi (PEP) | 0.1 | $376k | 2.3k | 164.93 |
|
|
| Merck & Co (MRK) | 0.1 | $376k | 3.0k | 123.83 |
|
|
| Turtle Beach Corp (HEAR) | 0.1 | $374k | 26k | 14.34 |
|
|
| Penn National Gaming (PENN) | 0.1 | $372k | +11% | 19k | 19.36 |
|
| Spdr Portfolio Etf (SPLG) | 0.1 | $371k | +25% | 5.8k | 64.00 |
|
| Transamerica Intermediate Muni I Bond (TIMUX) | 0.1 | $368k | 34k | 10.70 |
|
|
| Atomera (ATOM) | 0.1 | $365k | +13% | 96k | 3.81 |
|
| Pfizer (PFE) | 0.1 | $364k | +7% | 13k | 27.98 |
|
| Intel Corporation (INTC) | 0.1 | $358k | 12k | 30.97 |
|
|
| Dws Global Macro S Etf (DBIVX) | 0.1 | $355k | 35k | 10.13 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $355k | 3.5k | 100.39 |
|
|
| Ishares Core Etf (IVV) | 0.1 | $347k | 634.00 | 547.35 |
|
|
| Netflix (NFLX) | 0.1 | $344k | 509.00 | 674.88 |
|
|
| Philip Morris International (PM) | 0.1 | $340k | 3.4k | 101.33 |
|
|
| First Trust Etf (RDVY) | 0.1 | $338k | 6.2k | 54.75 |
|
|
| American Century Intermtrm Tx-fr Bd I Bond (AXBIX) | 0.1 | $331k | 31k | 10.74 |
|
|
| Putnam Ca Tax Exempt Income Y Muni (PCIYX) | 0.1 | $331k | 45k | 7.41 |
|
|
| Wisdomtree Floating Etf (USFR) | 0.1 | $327k | 6.5k | 50.31 |
|
|
| Garmin (GRMN) | 0.1 | $326k | 2.0k | 162.92 |
|
|
| Fidelity Advisor New Insights I Etf (FINSX) | 0.1 | $326k | 7.7k | 42.24 |
|
|
| Skyworks Solutions (SWKS) | 0.1 | $326k | 3.1k | 106.58 |
|
|
| Seagate Technology (STX) | 0.1 | $323k | 3.1k | 103.27 |
|
|
| Ishares Msci Etf (USMV) | 0.1 | $322k | +7% | 3.8k | 83.98 |
|
| T Rowe Etf (TCAF) | 0.1 | $315k | +305% | 10k | 31.41 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $311k | +10% | 7.5k | 41.54 |
|
| Church & Dwight (CHD) | 0.1 | $311k | 3.0k | 103.68 |
|
|
| Ishares U S Etf (IYY) | 0.1 | $310k | 2.3k | 132.31 |
|
|
| Schwab Value Advantage Money Investor Shares Etf (SWVXX) | 0.1 | $308k | -15% | 308k | 1.00 |
|
| Harbor Core Plus Institutional Bond (HABDX) | 0.1 | $299k | 30k | 10.01 |
|
|
| Vanguard Mid Etf (VO) | 0.1 | $288k | +18% | 1.2k | 242.10 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $288k | 5.9k | 48.60 |
|
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.1 | $287k | +10% | 3.8k | 75.15 |
|
| Columbia Multi Etf (MUST) | 0.1 | $285k | 14k | 20.37 |
|
|
| Nike (NKE) | 0.1 | $285k | 3.8k | 75.38 |
|
|
| Vanguard Municipal Etf (VTEB) | 0.1 | $281k | 5.6k | 50.11 |
|
|
| Coca-Cola Company (KO) | 0.1 | $279k | 4.4k | 63.65 |
|
|
| Invesco Limited Term Ca Municipal Y Bond (OLCYX) | 0.1 | $274k | -30% | 87k | 3.13 |
|
| Abbott Laboratories (ABT) | 0.1 | $269k | 2.6k | 103.91 |
|
|
| Ishares Expanded Etf (IGM) | 0.1 | $267k | 2.8k | 94.31 |
|
|
| Mfs Ca Municipal Bond A Muni (MCFTX) | 0.1 | $265k | NEW | 47k | 5.58 |
|
| Novo Nordisk A/S (NVO) | 0.1 | $261k | +27% | 1.8k | 142.76 |
|
| Rivernorth Opportunities Etf (RIV) | 0.1 | $260k | 21k | 12.25 |
|
|
| First Trust Etf (FTSM) | 0.1 | $256k | -2% | 4.3k | 59.60 |
|
| Caterpillar (CAT) | 0.1 | $250k | 749.00 | 333.38 |
|
|
| Dfa Us Core Equity 2 I Etf (DFQTX) | 0.1 | $249k | 6.9k | 36.04 |
|
|
| Ishares Core Etf (DGRO) | 0.1 | $245k | -24% | 4.2k | 57.62 |
|
| SPDR S&P Etf (MDY) | 0.1 | $241k | 450.00 | 535.08 |
|
|
| Comcast Corporation (CMCSA) | 0.1 | $239k | 6.1k | 39.16 |
|
|
| Jpmorgan Active Value Etf Etf (JAVA) | 0.1 | $237k | +7% | 4.0k | 59.26 |
|
| Target Corporation (TGT) | 0.1 | $236k | -5% | 1.6k | 148.14 |
|
| Global X Etf (AIQ) | 0.1 | $233k | +45% | 6.6k | 35.63 |
|
| Whirlpool Corporation (WHR) | 0.1 | $229k | 2.2k | 102.20 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $227k | 1.3k | 173.48 |
|
|
| Vaneck Gold Etf (GDX) | 0.1 | $225k | -8% | 6.6k | 33.93 |
|
| Ishares Global Etf (ICLN) | 0.1 | $223k | 17k | 13.32 |
|
|
| Victoryshares Us Etf (CFA) | 0.1 | $221k | 2.8k | 79.34 |
|
|
| Workday Inc cl a (WDAY) | 0.1 | $220k | 984.00 | 223.56 |
|
|
| Consumer Discretionary Etf (XLY) | 0.0 | $218k | 1.2k | 182.40 |
|
|
| Visa (V) | 0.0 | $217k | +8% | 825.00 | 262.47 |
|
| Mondelez Int (MDLZ) | 0.0 | $216k | 3.3k | 65.44 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $214k | 632.00 | 339.01 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $211k | NEW | 2.4k | 86.57 |
|
| Phillips 66 (PSX) | 0.0 | $208k | 1.5k | 141.17 |
|
|
| Wisdomtree Trust Etf (HEDJ) | 0.0 | $206k | 4.6k | 45.21 |
|
|
| Envveno Medical (NVNO) | 0.0 | $204k | +933% | 39k | 5.25 |
|
| Dell Technologies (DELL) | 0.0 | $203k | +1144% | 1.5k | 137.91 |
|
| Aristotle Strategic Income I-2 Bond (PLSFX) | 0.0 | $202k | 19k | 10.43 |
|
|
| EOG Resources (EOG) | 0.0 | $200k | 1.6k | 125.87 |
|
|
| Blackrock California Muni Opps Instl Muni (MACMX) | 0.0 | $198k | 17k | 12.02 |
|
|
| Hartford Equity Income I Etf (HQIIX) | 0.0 | $196k | 9.6k | 20.34 |
|
|
| Rbb Us Etf (TBIL) | 0.0 | $194k | 3.9k | 50.02 |
|
|
| At&t (T) | 0.0 | $193k | -9% | 10k | 19.11 |
|
| Ishares Msci Etf (DSI) | 0.0 | $192k | 1.9k | 103.85 |
|
|
| First Eagle Global I Etf (SGIIX) | 0.0 | $191k | 2.8k | 68.37 |
|
|
| Spdr Doubleline Etf (TOTL) | 0.0 | $191k | 4.8k | 39.72 |
|
|
| Southern Company (SO) | 0.0 | $190k | 2.5k | 77.57 |
|
|
| Schwab Us Treasury Money Investor Etf (SNSXX) | 0.0 | $190k | NEW | 190k | 1.00 |
|
| Realty Income (O) | 0.0 | $189k | 3.6k | 52.82 |
|
|
| General Electric (GE) | 0.0 | $187k | 1.2k | 159.03 |
|
|
| Deere & Company (DE) | 0.0 | $185k | 496.00 | 373.74 |
|
|
| Ishares Msci Etf (EFA) | 0.0 | $183k | 2.3k | 78.36 |
|
|
| Invesco Db Agriculture Fund etp (DBA) | 0.0 | $179k | 7.5k | 23.80 |
|
|
| Lowe's Companies (LOW) | 0.0 | $177k | -7% | 801.00 | 220.70 |
|
| ConocoPhillips (COP) | 0.0 | $176k | +2% | 1.5k | 114.38 |
|
| Ishares U S Etf (IYJ) | 0.0 | $174k | 1.5k | 119.44 |
|
|
| Vanguard Value Etf (VTV) | 0.0 | $170k | -9% | 1.1k | 160.53 |
|
| Lennar Corporation (LEN) | 0.0 | $168k | 1.1k | 149.87 |
|
|
| Nxp Semiconductors F Adr (NXPI) | 0.0 | $168k | +13% | 624.00 | 269.09 |
|
| Altria (MO) | 0.0 | $166k | 3.7k | 45.55 |
|
|
| American Express Company (AXP) | 0.0 | $165k | +2% | 712.00 | 231.55 |
|
| McDonald's Corporation (MCD) | 0.0 | $162k | +3% | 637.00 | 254.84 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2020 Q3 filed Oct. 14, 2020