Westside Investment Management
Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QQQ, VTI, VYM, IEFA, and represent 16.72% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: JPST, SMMU, VYM, AMZN, FIXD, QQQ, HYG, CMF, CVS, GOOGL.
- Started 15 new stock positions in IMCB, TCNNF, ISCB, FRC, GEHC, RYT, AVEM, ILCB, NUSC, PPA. EWCO, United States Treasury Bills Bill, ILCV, Vitesse Energy, PBD.
- Reduced shares in these 10 stocks: SAM (-$13M), , Aveo Pharmaceuticals (-$7.5M), FDN, VUG, HROW, URI, BBEU, TAN, VIG.
- Sold out of its positions in ABB, ASIX, Aveo Pharmaceuticals, BKH, SAM, DOUG, FREL, FRME, GTX, CLOU. INDI, KTB, Micro Focus International, NVAX, Nuveen Intermediate, ONB, POR, HOOD, RWO, SLVM, TCEHY.
- Westside Investment Management was a net seller of stock by $-33M.
- Westside Investment Management has $341M in assets under management (AUM), dropping by -96.05%.
- 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 840 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Westside Investment Management has 840 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Westside Investment Management March 31, 2023 positions
- Download the Westside Investment Management March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $17M | 106k | 164.90 |
|
|
| Invesco Qqq Etf (QQQ) | 3.2 | $11M | +3% | 34k | 320.94 |
|
| Vanguard Total Etf (VTI) | 3.2 | $11M | 53k | 204.10 |
|
|
| Vanguard High Etf (VYM) | 2.9 | $10M | +7% | 95k | 105.50 |
|
| Ishares Core Etf (IEFA) | 2.3 | $7.8M | 117k | 66.85 |
|
|
| Microsoft Corporation (MSFT) | 2.3 | $7.8M | -2% | 27k | 288.30 |
|
| Ishares Core Etf (AGG) | 1.9 | $6.4M | +2% | 64k | 99.64 |
|
| Pimco Ehnanced Etf (MINT) | 1.8 | $6.0M | 60k | 99.25 |
|
|
| Spdr Series Etf (SDY) | 1.7 | $5.8M | 47k | 123.71 |
|
|
| Vanguard Dividend Etf (VIG) | 1.6 | $5.6M | -6% | 36k | 154.01 |
|
| Amazon (AMZN) | 1.6 | $5.4M | +10% | 52k | 103.29 |
|
| Ishares Core Etf (IUSB) | 1.5 | $5.3M | 114k | 46.15 |
|
|
| Northrop Grumman Corporation (NOC) | 1.5 | $5.2M | +3% | 11k | 461.72 |
|
| SPDR Gold Trust (GLD) | 1.5 | $5.1M | 28k | 183.22 |
|
|
| Uber Technologies (UBER) | 1.5 | $5.1M | 161k | 31.70 |
|
|
| Vanguard Consumer Etf (VCR) | 1.5 | $5.1M | +2% | 20k | 252.55 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $4.5M | +4% | 43k | 103.73 |
|
| CVS Caremark Corporation (CVS) | 1.3 | $4.3M | +5% | 58k | 74.31 |
|
| Sector Technology Etf (XLK) | 1.2 | $4.1M | 27k | 151.01 |
|
|
| First Trust Etf (FCAL) | 1.1 | $3.8M | 78k | 49.23 |
|
|
| Alphabet Inc Class C cs (GOOG) | 1.1 | $3.7M | -2% | 36k | 104.00 |
|
| Pimco Short Etf (SMMU) | 1.0 | $3.6M | +53% | 72k | 49.78 |
|
| Facebook Inc cl a (META) | 1.0 | $3.3M | -3% | 16k | 211.94 |
|
| Jpmorgan Etf (JPST) | 1.0 | $3.3M | +68% | 65k | 50.32 |
|
| First Trust Etf (FMB) | 1.0 | $3.3M | +5% | 64k | 50.94 |
|
| Harrow Health (HROW) | 0.9 | $3.2M | -20% | 151k | 21.16 |
|
| Qualcomm (QCOM) | 0.9 | $3.2M | 25k | 127.58 |
|
|
| Abbvie (ABBV) | 0.8 | $2.9M | 18k | 159.37 |
|
|
| United Rentals (URI) | 0.8 | $2.9M | -21% | 7.2k | 395.76 |
|
| Gilead Sciences (GILD) | 0.8 | $2.8M | -8% | 33k | 82.97 |
|
| Pitney Bowes (PBI) | 0.8 | $2.7M | -6% | 684k | 3.89 |
|
| Sector Financial Etf (XLF) | 0.8 | $2.6M | 81k | 32.15 |
|
|
| Amgen (AMGN) | 0.8 | $2.6M | -3% | 11k | 241.76 |
|
| Brink's Company (BCO) | 0.7 | $2.5M | -9% | 38k | 66.80 |
|
| Ishares 1-3yr Etf (SHY) | 0.7 | $2.4M | 30k | 82.16 |
|
|
| Spdr Nuveen Etf (SHM) | 0.7 | $2.4M | 51k | 47.55 |
|
|
| Shopify Inc cl a (SHOP) | 0.7 | $2.3M | 49k | 47.94 |
|
|
| Tutor Perini Corporation (TPC) | 0.7 | $2.3M | -11% | 369k | 6.17 |
|
| Alibaba Group Holding (BABA) | 0.7 | $2.2M | -6% | 22k | 102.18 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $2.2M | -5% | 25k | 87.84 |
|
| Ishares Core Etf (IJR) | 0.6 | $2.2M | +3% | 22k | 96.70 |
|
| Ishares Msci Etf (EFV) | 0.6 | $2.1M | 43k | 48.53 |
|
|
| Vanguard Health Etf (VHT) | 0.6 | $2.0M | +4% | 8.6k | 238.46 |
|
| Eton Pharmaceuticals (ETON) | 0.6 | $2.0M | -6% | 517k | 3.85 |
|
| Pimco Intermediate Etf (MUNI) | 0.6 | $2.0M | +8% | 38k | 52.26 |
|
| Ishares National Etf (MUB) | 0.6 | $2.0M | 18k | 107.75 |
|
|
| Ishares Core Etf (IEMG) | 0.6 | $1.9M | +5% | 40k | 48.79 |
|
| Boeing Company (BA) | 0.6 | $1.9M | 9.1k | 212.43 |
|
|
| Vanguard Total Etf (BND) | 0.6 | $1.9M | 26k | 73.83 |
|
|
| Vanguard Small Etf (VB) | 0.5 | $1.8M | -14% | 9.6k | 189.56 |
|
| Wisdomtree U S Etf (AIVL) | 0.5 | $1.7M | -3% | 19k | 91.66 |
|
| Vanguard Consumer Etf (VDC) | 0.5 | $1.7M | +6% | 8.9k | 193.52 |
|
| Ishares California Etf (CMF) | 0.5 | $1.7M | +19% | 29k | 57.42 |
|
| Vanguard Fste Etf (VWO) | 0.5 | $1.6M | +4% | 41k | 40.40 |
|
| PerkinElmer (PKI) | 0.5 | $1.6M | -10% | 12k | 133.26 |
|
| SPDR S&P Etf (SPY) | 0.5 | $1.6M | +2% | 4.0k | 409.45 |
|
| Vanguard Total Etf (VXUS) | 0.5 | $1.6M | 29k | 55.21 |
|
|
| Walt Disney Company (DIS) | 0.5 | $1.6M | +3% | 16k | 100.13 |
|
| Ishares Biotechnology Etf (IBB) | 0.5 | $1.6M | +2% | 12k | 129.16 |
|
| Sector Healthcare Etf (XLV) | 0.5 | $1.5M | +5% | 12k | 129.46 |
|
| Ishares 20 Plus Etf (TLT) | 0.4 | $1.5M | +6% | 14k | 106.37 |
|
| First Trust Etf (FIXD) | 0.4 | $1.5M | +37% | 33k | 45.06 |
|
| First Trust Etf (FDN) | 0.4 | $1.5M | -41% | 10k | 147.85 |
|
| Broadcom (AVGO) | 0.4 | $1.5M | 2.3k | 641.93 |
|
|
| Coherent Corp (COHR) | 0.4 | $1.4M | +2% | 38k | 38.08 |
|
| FedEx Corporation (FDX) | 0.4 | $1.4M | -5% | 6.2k | 228.49 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.4M | -7% | 15k | 92.92 |
|
| Columbia Intl Etf (ESGN) | 0.4 | $1.4M | 52k | 26.37 |
|
|
| Spdr Portfolio Etf (SPTM) | 0.4 | $1.4M | 27k | 50.43 |
|
|
| Starbucks Corporation (SBUX) | 0.4 | $1.3M | 13k | 104.13 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $1.3M | +5% | 46k | 28.60 |
|
| Vaneck High Etf (HYD) | 0.4 | $1.3M | +8% | 25k | 51.74 |
|
| Alps Alerian Etf (AMLP) | 0.4 | $1.3M | 34k | 38.65 |
|
|
| Paypal Holdings (PYPL) | 0.4 | $1.2M | 16k | 75.94 |
|
|
| Goldman Sachs Etf (GBIL) | 0.4 | $1.2M | +18% | 12k | 100.14 |
|
| Draftkings (DKNG) | 0.4 | $1.2M | -15% | 64k | 19.36 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.2M | -9% | 74k | 15.93 |
|
| Cigna Corp (CI) | 0.3 | $1.2M | -4% | 4.6k | 255.53 |
|
| Pimco Active Etf (BOND) | 0.3 | $1.2M | +18% | 12k | 92.76 |
|
| UnitedHealth (UNH) | 0.3 | $1.1M | -5% | 2.4k | 472.59 |
|
| Vaneck Short Etf (SMB) | 0.3 | $1.1M | 66k | 17.00 |
|
|
| Motorola Solutions (MSI) | 0.3 | $1.1M | -10% | 3.9k | 286.13 |
|
| Deluxe Corporation (DLX) | 0.3 | $1.1M | -11% | 68k | 16.00 |
|
| Fidelity Advisor Interm Muni Inc I Bond | 0.3 | $1.1M | -9% | 106k | 10.09 |
|
| Medtronic (MDT) | 0.3 | $1.0M | -8% | 13k | 80.62 |
|
| Ishares Core Etf (ITOT) | 0.3 | $1.0M | 11k | 90.56 |
|
|
| Cisco Systems (CSCO) | 0.3 | $986k | -15% | 19k | 52.28 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $970k | 3.1k | 308.77 |
|
|
| Micron Technology (MU) | 0.3 | $958k | 16k | 60.34 |
|
|
| Catalent (CTLT) | 0.3 | $952k | -10% | 15k | 65.71 |
|
| salesforce (CRM) | 0.3 | $945k | 4.7k | 199.78 |
|
|
| Snowflake Inc Cl A (SNOW) | 0.3 | $940k | +6% | 6.1k | 154.29 |
|
| Invesco Db Agriculture Fund etp (DBA) | 0.3 | $911k | -6% | 45k | 20.43 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $906k | -3% | 2.6k | 343.42 |
|
| Vanguard Real Etf (VNQ) | 0.3 | $888k | -2% | 11k | 83.05 |
|
| Sector Energy Etf (XLE) | 0.3 | $877k | 11k | 82.84 |
|
|
| Ishares Msci Etf (SUSA) | 0.3 | $876k | 10k | 87.77 |
|
|
| First Trust Etf (FVD) | 0.3 | $876k | +2% | 22k | 40.16 |
|
| Applied Materials (AMAT) | 0.3 | $875k | 7.1k | 122.83 |
|
|
| Vaneck Semiconductor Etf (SMH) | 0.3 | $863k | +5% | 3.3k | 263.19 |
|
| iShares Gold Trust (IAU) | 0.2 | $851k | 23k | 37.37 |
|
|
| Hp (HPQ) | 0.2 | $837k | -3% | 29k | 29.35 |
|
| Sector Consumer Etf (XLP) | 0.2 | $828k | 11k | 74.71 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $815k | 2.1k | 385.37 |
|
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $785k | 2.2k | 357.61 |
|
|
| Invesco Nasdaq Etf (QQQM) | 0.2 | $758k | +9% | 5.7k | 132.01 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $715k | 5.2k | 137.26 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $701k | 4.7k | 148.69 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $700k | -3% | 4.5k | 155.02 |
|
| Vanguard Ca Interm-term Tax-exempt Adm Bond | 0.2 | $692k | -23% | 61k | 11.33 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $681k | 5.2k | 130.31 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $656k | -7% | 2.4k | 277.78 |
|
| Ishares Technology Etf (IYW) | 0.2 | $655k | 7.1k | 92.82 |
|
|
| Steris Plc Ord equities (STE) | 0.2 | $653k | -16% | 3.4k | 191.28 |
|
| Vanguard Total Etf (BNDX) | 0.2 | $651k | 13k | 48.92 |
|
|
| Ishares Iboxx Etf (HYG) | 0.2 | $621k | +95% | 8.2k | 75.55 |
|
| Invesco Limited Term Ca Municipal Y Bond | 0.2 | $610k | 195k | 3.13 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $609k | 1.3k | 472.73 |
|
|
| Biogen Idec (BIIB) | 0.2 | $582k | -2% | 2.1k | 278.03 |
|
| Vanguard Information Etf (VGT) | 0.2 | $582k | 1.5k | 385.47 |
|
|
| Tesla Motors (TSLA) | 0.2 | $578k | -4% | 2.8k | 207.46 |
|
| Spdr Series Etf (XBI) | 0.2 | $566k | 7.4k | 76.21 |
|
|
| Ishares Msci Etf (USMV) | 0.2 | $561k | 7.7k | 72.74 |
|
|
| American Century Etf (TAXF) | 0.2 | $554k | 11k | 50.35 |
|
|
| Vanguard Financials Etf (VFH) | 0.2 | $534k | 6.9k | 77.89 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $518k | 5.3k | 98.01 |
|
|
| Citigroup (C) | 0.2 | $515k | -4% | 11k | 46.89 |
|
| Ishares 7-10yr Etf (IEF) | 0.1 | $505k | 5.1k | 99.12 |
|
|
| Nike (NKE) | 0.1 | $487k | 4.0k | 122.66 |
|
|
| Select Utilities Etf (XLU) | 0.1 | $482k | 7.1k | 67.69 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $481k | 6.9k | 69.31 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $475k | 895.00 | 530.12 |
|
|
| Pfizer (PFE) | 0.1 | $472k | 12k | 40.80 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $470k | 3.2k | 147.51 |
|
|
| Invesco High Etf (IHYF) | 0.1 | $467k | 22k | 21.54 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $461k | 4.2k | 109.66 |
|
|
| Ishares U S Etf (PFF) | 0.1 | $452k | 15k | 31.22 |
|
|
| Spdr Bloomberg Etf (JNK) | 0.1 | $444k | 4.8k | 92.83 |
|
|
| Intel Corporation (INTC) | 0.1 | $444k | -17% | 14k | 32.67 |
|
| Ishares Cohen Etf (ICF) | 0.1 | $444k | -9% | 8.0k | 55.54 |
|
| Rockwell Automation (ROK) | 0.1 | $440k | 1.5k | 293.45 |
|
|
| Pepsi (PEP) | 0.1 | $432k | 2.4k | 182.30 |
|
|
| International Flavors & Fragrances (IFF) | 0.1 | $425k | -5% | 4.6k | 91.96 |
|
| Netflix (NFLX) | 0.1 | $425k | 1.2k | 345.48 |
|
|
| Ishares Semiconductor Etf (SOXX) | 0.1 | $423k | 950.00 | 445.07 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $405k | -4% | 4.1k | 97.93 |
|
| Chevron Corporation (CVX) | 0.1 | $403k | 2.5k | 163.16 |
|
|
| Home Depot (HD) | 0.1 | $403k | 1.4k | 295.17 |
|
|
| Alps Clean Etf (ACES) | 0.1 | $402k | +3% | 8.6k | 46.49 |
|
| American Funds Tax-exempt Bond F2 Bond | 0.1 | $392k | 32k | 12.27 |
|
|
| Atomera (ATOM) | 0.1 | $386k | +4% | 61k | 6.37 |
|
| Comcast Corporation (CMCSA) | 0.1 | $381k | -4% | 10k | 37.91 |
|
| Fidelity Covington Etf (FDLO) | 0.1 | $381k | 8.0k | 47.48 |
|
|
| InterDigital (IDCC) | 0.1 | $378k | -5% | 5.2k | 72.90 |
|
| Ford Motor Company (F) | 0.1 | $377k | -6% | 30k | 12.60 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $374k | -23% | 751.00 | 497.72 |
|
| Pulse Biosciences (PLSE) | 0.1 | $373k | -19% | 111k | 3.36 |
|
| Skyworks Solutions (SWKS) | 0.1 | $366k | 3.1k | 117.98 |
|
|
| Ishares Tips Etf (TIP) | 0.1 | $364k | 3.3k | 110.25 |
|
|
| Transamerica Intermediate Muni I Bond | 0.1 | $358k | 34k | 10.67 |
|
|
| Spdr Bloomberg Etf (BIL) | 0.1 | $357k | 3.9k | 91.82 |
|
|
| Whirlpool Corporation (WHR) | 0.1 | $352k | 2.7k | 132.02 |
|
|
| Merck & Co (MRK) | 0.1 | $349k | 3.3k | 106.41 |
|
|
| Vaneck Gold Etf (GDX) | 0.1 | $346k | +26% | 11k | 32.35 |
|
| Dws Global Macro S Etf | 0.1 | $340k | 35k | 9.70 |
|
|
| Spdr Doubleline Etf (TOTL) | 0.1 | $332k | 8.1k | 41.03 |
|
|
| Prudential Financial (PRU) | 0.1 | $331k | -4% | 4.0k | 82.74 |
|
| Philip Morris International (PM) | 0.1 | $326k | 3.4k | 97.25 |
|
|
| Crispr Therapeutics (CRSP) | 0.1 | $323k | -7% | 7.1k | 45.23 |
|
| Putnam Ca Tax Exempt Income Y Bond | 0.1 | $312k | 43k | 7.28 |
|
|
| Penn National Gaming (PENN) | 0.1 | $310k | -9% | 11k | 29.66 |
|
| Ishares Core Etf (DGRO) | 0.1 | $308k | 6.2k | 50.00 |
|
|
| Amarin Corporation (AMRN) | 0.1 | $295k | +3% | 197k | 1.50 |
|
| Us Treasu Nt 1 625 10/23ust Note Due 10/31/23 Treasury | 0.1 | $295k | 300k | 0.98 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $293k | 2.9k | 101.26 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $287k | -6% | 7.0k | 40.92 |
|
| Vanguard Municipal Etf (VTEB) | 0.1 | $285k | 5.6k | 50.66 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $284k | 1.4k | 210.28 |
|
|
| First Trust Etf (RDVY) | 0.1 | $277k | 6.2k | 44.87 |
|
|
| Coca-Cola Company (KO) | 0.1 | $272k | 4.4k | 62.04 |
|
|
| Vanguard Growth Etf (VUG) | 0.1 | $271k | -79% | 1.1k | 249.63 |
|
| Turtle Beach Corp (HEAR) | 0.1 | $270k | -8% | 27k | 10.02 |
|
| Fidelity Advisor New Insights I Etf | 0.1 | $270k | 9.3k | 28.90 |
|
|
| Church & Dwight (CHD) | 0.1 | $265k | 3.0k | 88.41 |
|
|
| Spdr Portfolio Etf (SPLG) | 0.1 | $250k | 5.2k | 48.15 |
|
|
| Blackrock Strategic Income Opps Instl Bond | 0.1 | $249k | 27k | 9.25 |
|
|
| Avantis U S Etf (AVUV) | 0.1 | $246k | +71% | 3.3k | 74.06 |
|
| Chargepoint Holdings Inc Com Cl A (CHPT) | 0.1 | $243k | +4% | 23k | 10.47 |
|
| Rivernorth Opportunities Etf (RIV) | 0.1 | $241k | 21k | 11.36 |
|
|
| Inmune Bio Ord (INMB) | 0.1 | $240k | +22% | 37k | 6.46 |
|
| Mondelez Int (MDLZ) | 0.1 | $236k | 3.4k | 69.72 |
|
|
| Ishares Core Etf (IVV) | 0.1 | $235k | -2% | 572.00 | 411.50 |
|
| Invesco Solar Etf (TAN) | 0.1 | $227k | -71% | 2.9k | 77.64 |
|
| Realty Income (O) | 0.1 | $225k | 3.6k | 63.32 |
|
|
| Target Corporation (TGT) | 0.1 | $225k | 1.4k | 165.63 |
|
|
| American Century Intermtrm Tx-fr Bd I Bond | 0.1 | $219k | 20k | 10.80 |
|
|
| Vanguard S&p Etf (VOO) | 0.1 | $218k | 580.00 | 376.14 |
|
|
| SPDR S&P Etf (MDY) | 0.1 | $206k | 450.00 | 458.41 |
|
|
| Seagate Technology (STX) | 0.1 | $205k | 3.1k | 66.12 |
|
|
| Deere & Company (DE) | 0.1 | $204k | 494.00 | 413.27 |
|
|
| Ishares Msci Etf (EFA) | 0.1 | $204k | 2.8k | 71.54 |
|
|
| Altria (MO) | 0.1 | $203k | 4.6k | 44.62 |
|
|
| Garmin (GRMN) | 0.1 | $202k | 2.0k | 100.92 |
|
|
| Anheuser-Busch InBev NV (BUD) | 0.1 | $200k | -14% | 3.0k | 66.73 |
|
| Genworth Financial (GNW) | 0.1 | $197k | -2% | 39k | 5.02 |
|
| Dfa Us Core Equity 2 I Etf | 0.1 | $196k | 6.9k | 28.46 |
|
|
| Wisdomtree Trust Etf (HEDJ) | 0.1 | $196k | 2.4k | 82.21 |
|
|
| Lowe's Companies (LOW) | 0.1 | $193k | 966.00 | 200.17 |
|
|
| Nextera Energy (NEE) | 0.1 | $193k | 2.5k | 77.08 |
|
|
| Victoryshares Us Etf (CFA) | 0.1 | $192k | 2.8k | 68.75 |
|
|
| Workday Inc cl a (WDAY) | 0.1 | $190k | 920.00 | 206.54 |
|
|
| At&t (T) | 0.1 | $188k | -4% | 9.8k | 19.25 |
|
| Blackrock California Muni Opps Instl Bond | 0.1 | $188k | 16k | 11.85 |
|
|
| Fidelity Covington Etf (FDVV) | 0.1 | $188k | +4% | 4.9k | 38.08 |
|
| General Motors Company (GM) | 0.1 | $186k | -3% | 5.1k | 36.68 |
|
| Pacific Funds Strategic Income I-2 Bond | 0.1 | $184k | 18k | 10.21 |
|
|
| United Parcel Service (UPS) | 0.1 | $184k | 946.00 | 193.99 |
|
|
| Ishares Morningstar Etf (IMCG) | 0.1 | $182k | +5% | 3.2k | 57.56 |
|
| Vanguard Mid Etf (VO) | 0.1 | $180k | +6% | 851.00 | 210.92 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $176k | -18% | 1.8k | 97.24 |
|
| Southern Company (SO) | 0.1 | $175k | 2.5k | 69.58 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $172k | 614.00 | 279.94 |
|
|
| Henry Schein (HSIC) | 0.0 | $163k | 2.0k | 81.54 |
|
|
| Invesco Currencyshares Euro Euro Etf (FXE) | 0.0 | $163k | -65% | 1.7k | 98.80 |
|
| Caterpillar (CAT) | 0.0 | $162k | 709.00 | 229.05 |
|
|
| Allegiant Travel Company (ALGT) | 0.0 | $161k | 1.8k | 91.98 |
|
|
| Dfa Investment Grade I Bond | 0.0 | $161k | 16k | 9.96 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $161k | 1.2k | 134.83 |
|
|
| Ishares Expanded Etf (IGM) | 0.0 | $160k | 472.00 | 339.32 |
|
|
| Phillips 66 (PSX) | 0.0 | $159k | 1.6k | 101.38 |
|
|
| Luminar Technologies Inc Com Cl A (LAZR) | 0.0 | $156k | 24k | 6.49 |
|
|
| Visa (V) | 0.0 | $156k | -2% | 692.00 | 225.53 |
|
| Hartford Equity Income I Etf | 0.0 | $154k | 7.9k | 19.53 |
|
|
| Vanguard Emerging Etf (VWOB) | 0.0 | $153k | 2.5k | 62.31 |
|
|
| Airbnb (ABNB) | 0.0 | $152k | 1.2k | 124.40 |
|
|
| Etfmg Alternative Etf (MJ) | 0.0 | $148k | +9% | 42k | 3.52 |
|
| American Water Works (AWK) | 0.0 | $147k | 1.0k | 146.49 |
|
|
| Ishares U S Etf (IYJ) | 0.0 | $146k | 1.5k | 100.16 |
|
|
| Ishares Msci Etf (DSI) | 0.0 | $144k | +19% | 1.9k | 77.99 |
|
| Jpmorgan Large Cap Growth I Etf | 0.0 | $144k | 2.9k | 48.83 |
|
|
| Madison Square Garden Cl A (MSGS) | 0.0 | $140k | 719.00 | 194.85 |
|
|
| Entergy Corporation (ETR) | 0.0 | $135k | 1.3k | 107.74 |
|
|
| Consumer Discretionary Etf (XLY) | 0.0 | $135k | 900.00 | 149.54 |
|
|
| Fidelity Advisor Investment Gr Bd I Bond | 0.0 | $134k | 19k | 7.25 |
|
|
| Baird Core Intermediate Municpl Bd Instl Bond | 0.0 | $134k | 13k | 10.23 |
|
|
| Pimco Dynamic Etf (PDI) | 0.0 | $130k | 7.2k | 18.02 |
|
|
| T Rowe Price Health Sciences Etf | 0.0 | $129k | 1.5k | 87.77 |
|
|
| Honeywell International (HON) | 0.0 | $129k | -2% | 673.00 | 191.12 |
|
| Palo Alto Networks (PANW) | 0.0 | $125k | 624.00 | 199.74 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $124k | -11% | 779.00 | 159.14 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2020 Q1 filed April 16, 2020
- Westside Investment Management 2019 Q2 filed July 24, 2019
- Westside Investment Management 2018 Q4 filed Feb. 5, 2019
- Westside Investment Management 2018 Q3 filed Nov. 8, 2018