Westside Investment Management
Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DIS, VB, BA, BAC, CSCO, and represent 43.63% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: Jpmorgan Chase & Co 0 22 (+$402M), John Hancock Bond Fund-i open-end fund (+$267M), First Tr Portfolios (+$256M), First Tr Portfolios (+$229M), FPE (+$202M), Affirm Hldgs (+$178M), CRM (+$146M), FDN (+$140M), Morgan Stanley 8 P (+$126M), Fidelity Advisor Investm (+$88M).
- Started 96 new stock positions in Osterweis Strategic Income Fund equity, ARKQ, Jpmorgan Chase & Co 0 22, IXUS, LODE, NOV, ANET, JHMM, RCL, ARKF.
- Reduced shares in these 10 stocks: Jp Morgan Lge Cap Gwth Select fnd (-$498M), BAC (-$132M), CSCO (-$119M), DIS (-$104M), Hartford Schroders Tax bond (-$101M), T (-$89M), OXY (-$85M), Tax Ex Bd Amer F2 mutual fund (-$82M), VB (-$58M), IBM (-$49M).
- Sold out of its positions in ALL, American Intl Group, NLY, Rts/bristol-myers Squibb Compa, CSX, CenturyLink, China Mobile, EVFM, FLIR, GNUS.
- Westside Investment Management was a net buyer of stock by $1.1B.
- Westside Investment Management has $22B in assets under management (AUM), dropping by 17.41%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Companies in the Westside Investment Management portfolio as of the March 2021 quarterly 13F filing
Westside Investment Management has 741 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 14.6 | $3.2B | -3% | 17k | 184520.00 | |
| Vanguard Index Fds Small Cp Etf (VB) | 9.2 | $2.0B | -2% | 9.4k | 214078.26 | |
| Boeing Company (BA) | 7.7 | $1.7B | +4% | 6.6k | 254720.00 | |
| Bank of America Corporation (BAC) | 6.2 | $1.4B | -8% | 35k | 38690.00 | |
| Cisco Systems (CSCO) | 6.1 | $1.3B | -8% | 26k | 51710.00 | |
| American Century Ca Inte Bond | 6.0 | $1.3B | +3% | 108k | 12180.37 | |
| Micron Technology (MU) | 5.8 | $1.3B | -3% | 15k | 88210.00 | |
| First Tr Dj Internt Idx Etf (FDN) | 4.4 | $967M | +16% | 4.4k | 218078.38 | |
| At&t (T) | 3.2 | $694M | -11% | 23k | 30270.00 | |
| Hartford Schroders Tax-a Bond | 2.4 | $517M | -16% | 46k | 11330.38 | |
| Jpmorgan Chase & Co 0 22 CD | 1.8 | $402M | NEW | 300k | 1338.67 | |
| Fidelity Advisor New Ins Etf | 1.5 | $334M | 8.8k | 37790.35 | ||
| American Funds Ltdterm T Bond | 1.4 | $307M | 19k | 16120.66 | ||
| salesforce (CRM) | 1.3 | $292M | +100% | 1.4k | 211870.00 | |
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| Dws Global Macro S Etf | 1.3 | $285M | 28k | 10360.48 | ||
| Jhancock Bond I Bond | 1.2 | $267M | NEW | 17k | 16190.68 | |
| First Tr Portfolios Uit | 1.2 | $256M | NEW | 21k | 12329.96 | |
| Transamerica Short-term Bond | 1.2 | $253M | 25k | 10200.33 | ||
| Jpmorgan Large Cap Growt Etf | 1.1 | $248M | -66% | 4.1k | 60367.53 | |
| First Tr Portfolios Uit | 1.0 | $229M | NEW | 20k | 11389.98 | |
| Dfa Investment Grade I Bond | 1.0 | $216M | 19k | 11540.19 | ||
| Merck & Co (MRK) | 1.0 | $212M | 2.7k | 77080.00 | ||
| Dfa Us Core Equity 2 I Etf | 0.9 | $205M | 6.9k | 29722.51 | ||
| American Century Intermt Bond | 0.9 | $204M | 17k | 11809.95 | ||
| First Trust Preferred Uit (FPE) | 0.9 | $202M | NEW | 10k | 20150.00 | |
| Affirm Hldgs | 0.8 | $178M | NEW | 2.5k | 70712.50 | |
| International Business Machines (IBM) | 0.7 | $161M | -23% | 1.2k | 133260.00 | |
| Lord Abbett Intermediate Bond | 0.7 | $156M | 14k | 11280.87 | ||
| T Rowe Price Health Sci Etf | 0.7 | $145M | 1.5k | 98587.59 | ||
| Schwab S&p 500 Index Etf | 0.6 | $133M | 2.2k | 60983.89 | ||
| Occidental Petroleum Corporation (OXY) | 0.6 | $128M | -40% | 4.8k | 26620.00 | |
| Touchstone Mid Cap A Etf | 0.6 | $128M | 2.8k | 46239.36 | ||
| Morgan Stanley 8 P Bond | 0.6 | $126M | NEW | 13k | 10054.96 | |
| Dfa Us Large Company I Etf | 0.6 | $123M | 4.1k | 29780.07 | ||
| Dws Esg Core Equity S Etf | 0.5 | $110M | 5.8k | 18740.80 | ||
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.5 | $101M | -13% | 1.3k | 77500.00 | |
| American Funds Tax-exemp Bond | 0.5 | $101M | -44% | 7.4k | 13540.70 | |
| Hartford Equity Income I Etf | 0.5 | $100M | 4.7k | 21481.74 | ||
| Doubleline Total Return Bond | 0.5 | $100M | 9.5k | 10460.37 | ||
| Dfa Us Large Cap Value I Etf | 0.4 | $97M | 2.3k | 42904.76 | ||
| Fidelity Advisor Investm Bond | 0.4 | $88M | NEW | 11k | 8281.20 | |
| Enterprise Prods Part LP (EPD) | 0.4 | $86M | +25% | 3.9k | 22020.00 | |
| Blackrock Strategic Inco Bond | 0.4 | $80M | -22% | 7.7k | 10342.00 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $80M | -18% | 450.00 | 176700.00 | |
| Mfs Massachusetts Inv Gr Etf | 0.4 | $77M | NEW | 2.0k | 38849.34 | |
| Morgan Stanley (MS) | 0.3 | $70M | -10% | 900.00 | 77660.00 | |
| Mfs Mid Cap Value A Etf | 0.3 | $66M | 2.3k | 28954.76 | ||
| Dfa Us Small Cap Value I Etf | 0.3 | $65M | 1.5k | 43475.55 | ||
| American Funds Invmt Etf | 0.3 | $59M | NEW | 1.2k | 47374.19 | |
| Neuberger Berman Real Es Etf | 0.3 | $58M | 3.8k | 15231.03 | ||
| Invesco Developing Marke Etf | 0.2 | $54M | 1.0k | 53899.60 | ||
| Dfa International Core E Etf | 0.2 | $54M | 3.5k | 15433.88 | ||
| Dfa Emerging Markets Cor Etf | 0.2 | $53M | 2.1k | 25542.37 | ||
| San Diego Ca Usd 5 25 27 Muni | 0.2 | $51M | 40k | 1283.03 | ||
| Doubleline Yield Opportu Etf (DLY) | 0.2 | $48M | NEW | 2.5k | 19140.00 | |
| San Rafael Ca Esd 4 21 Muni | 0.2 | $41M | 40k | 1012.58 | ||
| Dfa Large Cap Internatio Etf | 0.2 | $36M | 1.4k | 26095.76 | ||
| Franklin Ca Tax Free Bond | 0.1 | $33M | NEW | 4.2k | 7710.13 | |
| Dfa Us Small Cap I Etf | 0.1 | $32M | 694.00 | 45407.78 | ||
| Rocket Cos (RKT) | 0.1 | $30M | +336% | 1.3k | 23090.00 | |
| Credit Suisse Group Adr (CS) | 0.1 | $27M | -46% | 2.5k | 10600.00 | |
| Communicat Svs Slct Sec Uit (XLC) | 0.1 | $26M | NEW | 356.00 | 73314.61 | |
| TJX Companies (TJX) | 0.1 | $21M | +8% | 324.00 | 66083.33 | |
| Loomis Sayles Sr Floatin Bond | 0.1 | $21M | -48% | 2.3k | 8981.08 | |
| Schwab International Uit (SCHF) | 0.1 | $18M | +749% | 484.00 | 37620.00 | |
| Ally Financial (ALLY) | 0.1 | $17M | NEW | 386.00 | 45206.19 | |
| Loomis Sayles Bond Retai Bond | 0.1 | $17M | NEW | 1.3k | 13246.03 | |
| Realty Incm Corp Reit (O) | 0.1 | $17M | +2% | 266.00 | 63500.00 | |
| AutoZone (AZO) | 0.1 | $17M | NEW | 12.00 | 1404166.67 | |
| California St 5 22 Muni | 0.1 | $16M | NEW | 15k | 1076.27 | |
| Ishares Genomcs Imlgy Uit (IDNA) | 0.1 | $16M | 350.00 | 45710.00 | ||
| Tencent Holdings F Adr (TCEHY) | 0.1 | $16M | -33% | 200.00 | 79800.00 | |
| Dominion Resources (D) | 0.1 | $16M | NEW | 210.00 | 75957.14 | |
| Kinder Morgan (KMI) | 0.1 | $16M | NEW | 945.00 | 16644.44 | |
| Apple (AAPL) | 0.1 | $15M | 122k | 122.15 | ||
| Dfa Emerging Markets I Etf | 0.1 | $14M | 410.00 | 34153.66 | ||
| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.1 | $13M | -45% | 131k | 100.12 | |
| Public Storage Reit (PSA) | 0.1 | $13M | NEW | 52.00 | 246750.00 | |
| Charles Schwab Us Reit Uit (SCHH) | 0.0 | $11M | NEW | 260.00 | 41088.89 | |
| Pimco Income Instl Bond | 0.0 | $10M | NEW | 859.00 | 11979.05 | |
| Vanguard Ca Interm-term Bond | 0.0 | $10M | 829.00 | 12223.16 | ||
| American Funds Bond Fund Bond | 0.0 | $10M | NEW | 750.00 | 13349.33 | |
| Osterweis Strategic Inco Bond | 0.0 | $9.6M | NEW | 842.00 | 11376.48 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $8.7M | +2% | 27k | 319.13 | |
| Simon Ppty Group Reit (SPG) | 0.0 | $8.5M | NEW | 75.00 | 113760.00 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $7.8M | 38k | 206.67 | ||
| Vaneck Vectors Etf Tr Vietnam Etf (VNM) | 0.0 | $7.2M | 400.00 | 18100.00 | ||
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $7.2M | 100k | 72.05 | ||
| Comstock Mng (LODE) | 0.0 | $6.9M | NEW | 1.5k | 4580.00 | |
| Trivago N V F Adr (TRVG) | 0.0 | $6.5M | 1.5k | 4300.00 | ||
| Robo Gbl Rbotcs And Uit (ROBO) | 0.0 | $6.4M | 100.00 | 63510.00 | ||
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $5.8M | 40k | 147.06 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $5.5M | 17k | 323.42 | ||
| Microsoft Corporation (MSFT) | 0.0 | $5.4M | +6% | 23k | 235.75 | |
| Alibaba Group Holding (BABA) | 0.0 | $5.4M | +27% | 24k | 226.71 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $5.4M | +20% | 53k | 101.07 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $5.3M | 46k | 113.82 | ||
| Tutor Perini Corporation (TPC) | 0.0 | $5.2M | -5% | 272k | 18.95 | |
| CVS Caremark Corporation (CVS) | 0.0 | $5.1M | +6% | 67k | 75.22 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $5.0M | +4% | 17k | 295.33 | |
| Amazon (AMZN) | 0.0 | $4.8M | +7% | 1.5k | 3093.38 | |
| Pitney Bowes (PBI) | 0.0 | $4.5M | -11% | 541k | 8.24 | |
| Ishares Tr core tl usd bd (IUSB) | 0.0 | $4.4M | +2% | 84k | 52.75 | |
| SPDR Gold Trust (GLD) | 0.0 | $4.1M | +2% | 25k | 159.94 | |
| Technology SPDR (XLK) | 0.0 | $3.9M | +5% | 30k | 132.80 | |
| Akre Focus Instl Etf | 0.0 | $3.9M | NEW | 68.00 | 57514.71 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $3.9M | 1.9k | 2068.11 | ||
| Aveo Pharmaceuticals (AVEO) | 0.0 | $3.7M | 500.00 | 7320.00 | ||
| Gilead Sciences (GILD) | 0.0 | $3.5M | +16% | 55k | 64.63 | |
| Facebook Inc cl a (FB) | 0.0 | $3.4M | +13% | 12k | 294.50 | |
| Amgen (AMGN) | 0.0 | $3.2M | +25% | 13k | 248.81 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.9M | -3% | 1.4k | 2062.01 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $2.9M | +2% | 86k | 34.05 | |
| United Rentals (URI) | 0.0 | $2.9M | -11% | 8.8k | 329.31 | |
| Paypal Holdings (PYPL) | 0.0 | $2.8M | +9% | 11k | 242.78 | |
| Qualcomm (QCOM) | 0.0 | $2.7M | +3% | 21k | 132.59 | |
| Vanguard Wellesley Incom Etf | 0.0 | $2.6M | NEW | 37.00 | 70432.43 | |
| Metropolitan West Low Du Bond | 0.0 | $2.5M | NEW | 282.00 | 8907.80 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.4M | +3% | 33k | 74.52 | |
| Brink's Company (BCO) | 0.0 | $2.4M | 30k | 79.21 | ||
| Uber Technologies (UBER) | 0.0 | $2.4M | 44k | 54.50 | ||
| Abbvie (ABBV) | 0.0 | $2.3M | +12% | 21k | 108.21 | |
| Deluxe Corporation (DLX) | 0.0 | $2.2M | -5% | 53k | 41.95 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $2.2M | -4% | 25k | 86.24 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $2.0M | -9% | 16k | 125.46 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $2.0M | +4% | 15k | 135.42 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $1.8M | +2% | 35k | 52.04 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $1.8M | 29k | 64.33 | ||
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $1.8M | +13% | 16k | 116.04 | |
| PerkinElmer (PKI) | 0.0 | $1.8M | +7% | 14k | 128.26 | |
| WisdomTree Dividend ex-Fin Fund (DTN) | 0.0 | $1.8M | -6% | 19k | 94.26 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $1.8M | +93% | 36k | 49.55 | |
| SPDR S&P Dividend (SDY) | 0.0 | $1.7M | +3% | 15k | 117.99 | |
| Amarin Corporation (AMRN) | 0.0 | $1.7M | +5% | 276k | 6.21 | |
| FedEx Corporation (FDX) | 0.0 | $1.7M | 6.0k | 283.98 | ||
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $1.6M | +9% | 11k | 150.54 | |
| Oracle Corporation (ORCL) | 0.0 | $1.6M | 24k | 70.13 | ||
| Columbia Etf Tr I sustnble intl (ESGN) | 0.0 | $1.6M | +5% | 59k | 27.50 | |
| Cigna Corp (CI) | 0.0 | $1.6M | 6.7k | 241.70 | ||
| iShares Gold Trust (IAU) | 0.0 | $1.5M | +47% | 95k | 16.25 | |
| Vanguard High-yield Corp Bond | 0.0 | $1.5M | NEW | 257.00 | 5926.07 | |
| Medtronic (MDT) | 0.0 | $1.5M | 13k | 118.06 | ||
| Bausch Health Companies (BHC) | 0.0 | $1.4M | -9% | 46k | 31.74 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $1.4M | +22% | 28k | 50.94 | |
| Alexion Pharmaceuticals (ALXN) | 0.0 | $1.4M | 9.3k | 152.89 | ||
| Coherent (COHR) | 0.0 | $1.4M | -34% | 5.6k | 252.80 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.3M | 80k | 15.73 | ||
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $1.2M | -3% | 11k | 108.51 | |
| Intel Corporation (INTC) | 0.0 | $1.2M | -3% | 19k | 63.98 | |
| UnitedHealth (UNH) | 0.0 | $1.2M | 3.3k | 371.81 | ||
| Starbucks Corporation (SBUX) | 0.0 | $1.2M | 11k | 109.27 | ||
| Broadcom (AVGO) | 0.0 | $1.2M | 2.6k | 463.58 | ||
| Health Care SPDR (XLV) | 0.0 | $1.2M | +2% | 10k | 116.74 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $1.2M | +24% | 5.2k | 228.73 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $1.2M | -5% | 13k | 87.76 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $1.1M | +30% | 1.8k | 617.01 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $1.1M | +7% | 22k | 49.19 | |
| Hartford Fds Exchange Trade schrdrs tax bd (HTAB) | 0.0 | $1.1M | +1550% | 50k | 21.55 | |
| Foot Locker (FL) | 0.0 | $1.1M | 19k | 56.24 | ||
| Comcast Corporation (CMCSA) | 0.0 | $1.1M | 20k | 54.07 | ||
| Hp (HPQ) | 0.0 | $1.1M | 33k | 31.75 | ||
| Matthews Asian Growth & Etf | 0.0 | $1.1M | NEW | 56.00 | 18750.00 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $978k | -6% | 11k | 91.82 | |
| Iron Mtn Reit (IRM) | 0.0 | $962k | NEW | 26.00 | 37000.00 | |
| Motorola Solutions (MSI) | 0.0 | $930k | 5.0k | 187.88 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $917k | +4% | 1.9k | 475.13 | |
| Applied Materials (AMAT) | 0.0 | $861k | 6.5k | 133.49 | ||
| SPDR S&P Biotech (XBI) | 0.0 | $834k | -3% | 6.2k | 135.61 | |
| International Flavors & Fragrances (IFF) | 0.0 | $832k | 6.0k | 139.48 | ||
| Steris Plc Ord equities (STE) | 0.0 | $819k | 4.3k | 190.47 | ||
| Whirlpool Corporation (WHR) | 0.0 | $810k | -3% | 3.7k | 220.11 | |
| Invesco Solar Etf etf (TAN) | 0.0 | $803k | -3% | 8.8k | 91.68 | |
| Pulse Biosciences (PLSE) | 0.0 | $766k | +2% | 32k | 23.67 | |
| Covetrus (CVET) | 0.0 | $749k | -12% | 25k | 29.93 | |
| Procter & Gamble Company (PG) | 0.0 | $736k | +12% | 5.4k | 135.28 | |
| Zimmer Holdings (ZBH) | 0.0 | $685k | 4.3k | 160.01 | ||
| Citigroup (C) | 0.0 | $679k | -22% | 9.3k | 72.70 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $673k | 7.4k | 91.51 | ||
| Berkshire Hathaway (BRK.B) | 0.0 | $663k | +23% | 2.6k | 255.01 | |
| Johnson & Johnson (JNJ) | 0.0 | $660k | -21% | 4.0k | 164.18 | |
| Bristol Myers Squibb (BMY) | 0.0 | $653k | +12% | 10k | 63.11 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $636k | 1.8k | 358.21 | ||
| Eton Pharmaceuticals (ETON) | 0.0 | $633k | +3% | 87k | 7.31 | |
| Vanguard Financials ETF (VFH) | 0.0 | $596k | 7.1k | 84.42 | ||
| Biogen Idec (BIIB) | 0.0 | $570k | 2.0k | 279.31 | ||
| Skyworks Solutions (SWKS) | 0.0 | $569k | 3.1k | 183.19 | ||
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $555k | +2% | 9.6k | 57.81 | |
| Nike (NKE) | 0.0 | $553k | 4.2k | 132.83 | ||
| iShares Dow Jones US Technology (IYW) | 0.0 | $553k | 6.3k | 87.66 | ||
| Tesla Motors (TSLA) | 0.0 | $551k | +5% | 826.00 | 667.53 | |
| Prudential Financial (PRU) | 0.0 | $546k | -21% | 6.0k | 91.02 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $544k | +54% | 1.4k | 396.50 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $537k | -11% | 7.8k | 69.11 | |
| Harrow Health (HROW) | 0.0 | $518k | +7% | 77k | 6.75 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $518k | +5% | 6.1k | 84.67 | |
| Atomera (ATOM) | 0.0 | $493k | +48% | 20k | 24.47 | |
| Alps Etf Tr clean energy (ACES) | 0.0 | $483k | +12290% | 6.2k | 77.88 | |
| Ford Motor Company (F) | 0.0 | $478k | +48% | 39k | 12.25 | |
| Lumentum Hldgs (LITE) | 0.0 | $475k | +43291% | 5.2k | 91.22 | |
| Lam Research Corporation (LRCX) | 0.0 | $473k | 795.00 | 594.97 | ||
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $471k | +11% | 8.3k | 57.09 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $470k | -14% | 2.9k | 162.07 | |
| Wal-Mart Stores (WMT) | 0.0 | $449k | -16% | 3.3k | 135.79 | |
| Allegiant Travel Company (ALGT) | 0.0 | $427k | 1.8k | 244.00 | ||
| Home Depot (HD) | 0.0 | $423k | 1.4k | 304.75 | ||
| Lockheed Martin Corporation (LMT) | 0.0 | $418k | +3% | 1.1k | 369.26 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $416k | -30% | 2.7k | 152.06 | |
| SPDR KBW Bank (KBE) | 0.0 | $400k | NEW | 7.7k | 51.76 | |
| Rockwell Automation (ROK) | 0.0 | $398k | 1.5k | 265.33 | ||
| Penn National Gaming (PENN) | 0.0 | $393k | 3.8k | 104.80 | ||
| Invesco Db Agriculture Fund etp (DBA) | 0.0 | $392k | +86% | 23k | 16.94 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $385k | -5% | 6.9k | 55.62 | |
| Scotts Miracle-Gro Company (SMG) | 0.0 | $379k | 1.6k | 244.52 | ||
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $378k | +14% | 3.4k | 112.80 | |
| InterDigital (IDCC) | 0.0 | $376k | 5.9k | 63.41 | ||
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $359k | +3% | 5.8k | 62.07 | |
| Abbott Laboratories (ABT) | 0.0 | $354k | +4% | 3.0k | 119.77 | |
| Turtle Beach Corp (HEAR) | 0.0 | $349k | NEW | 13k | 26.64 | |
| Xerox Corp (XRX) | 0.0 | $347k | -43% | 14k | 24.23 | |
| Crispr Therapeutics (CRSP) | 0.0 | $342k | +836% | 2.8k | 121.79 | |
| Pepsi (PEP) | 0.0 | $339k | -3% | 2.4k | 141.07 | |
| Workday Inc cl a (WDAY) | 0.0 | $335k | -3% | 1.4k | 248.00 | |
| Fireeye (FEYE) | 0.0 | $303k | 16k | 19.54 | ||
| Resonant (RESN) | 0.0 | $298k | -30% | 71k | 4.23 | |
| Philip Morris International (PM) | 0.0 | $297k | 3.4k | 88.66 | ||
| BioMarin Pharmaceutical (BMRN) | 0.0 | $292k | +975% | 3.9k | 75.46 | |
| Caterpillar (CAT) | 0.0 | $289k | -7% | 1.2k | 231.84 | |
| Altria (MO) | 0.0 | $289k | -15% | 5.7k | 51.09 | |
| Pfizer (PFE) | 0.0 | $283k | -15% | 7.8k | 36.23 | |
| Costco Wholesale Corporation (COST) | 0.0 | $281k | +10% | 798.00 | 351.52 | |
| Vanguard Growth ETF (VUG) | 0.0 | $267k | 1.0k | 256.24 | ||
| Garmin (GRMN) | 0.0 | $263k | 2.0k | 131.50 | ||
| Church & Dwight (CHD) | 0.0 | $262k | 3.0k | 87.33 | ||
| Anheuser-Busch InBev NV (BUD) | 0.0 | $256k | -31% | 4.1k | 62.35 | |
| Seagate Technology Com Stk (STX) | 0.0 | $255k | 3.3k | 76.69 | ||
| AstraZeneca (AZN) | 0.0 | $250k | +259% | 5.0k | 49.65 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $242k | 672.00 | 360.12 | ||
| Fidelity low volity etf (FDLO) | 0.0 | $233k | +38% | 5.3k | 43.76 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $226k | -9% | 6.9k | 32.75 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $225k | +11% | 5.9k | 38.27 | |
| Target Corporation (TGT) | 0.0 | $215k | 1.1k | 197.61 | ||
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $213k | 450.00 | 474.29 | ||
| Coca-Cola Company (KO) | 0.0 | $213k | -14% | 4.1k | 52.52 | |
| General Electric Company (GE) | 0.0 | $209k | -9% | 16k | 13.11 | |
| Square Inc cl a (SQ) | 0.0 | $208k | 917.00 | 226.83 | ||
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $208k | +118% | 573.00 | 363.00 | |
| Ii-vi (IIVI) | 0.0 | $207k | NEW | 3.0k | 68.20 | |
| Mondelez Int (MDLZ) | 0.0 | $202k | 3.5k | 58.33 | ||
| Sage Therapeutics (SAGE) | 0.0 | $198k | -2% | 2.7k | 74.72 | |
| Signet Jewelers (SIG) | 0.0 | $194k | -56% | 3.4k | 57.89 | |
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2018 Q2 filed Aug. 13, 2018
- Westside Investment Management 2018 Q1 filed April 16, 2018
- Westside Investment Management 2017 Q4 filed Feb. 15, 2018
- Westside Investment Management 2017 Q3 filed Nov. 13, 2017
- Westside Investment Management 2017 Q2 restated filed Sept. 14, 2017
- Westside Investment Management 2017 Q2 filed Aug. 15, 2017
- Westside Investment Management 2017 Q1 filed May 11, 2017
- Westside Investment Management 2016 Q4 filed May 11, 2017