Westside Investment Management

Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:

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Positions held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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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.

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

SEC 13F filings are viewable for Westside Investment Management going back to 2016

View all past filings