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 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.

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