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, MSFT, and represent 16.59% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: JPST, HMOP, USFR, HTRB, VYM, SMMU, HROW, AGG, ITM, QQQ.
- Started 26 new stock positions in Jp Morgan Core Plus Bond Sel, IJS, NUDM, TOST, DIA, GNL, AIQ, Energous Corp, USFR, HTRB.
- Reduced shares in these 10 stocks: MINT, BIL, NEAR, DKNG, PFF, BX, MJ, DIS, MSFT, GOOG.
- Sold out of its positions in ARKQ, ARKG, American Finance Trust Inc ltd partnership, ACHR, CAR, Energous, FDRR, FXN, SDIV, RSPC. Jpmorgan Core Bond Fund-sel fund, Neuberger Berman Real Estate Fund, BUYW, TMAT, PHM, EDIV, SPG, BIV, VCSH, CSF, CFO, CDC, Wells Fargo 5.85% public, WDS.
- Westside Investment Management was a net buyer of stock by $5.0M.
- Westside Investment Management has $347M in assets under management (AUM), dropping by -1.94%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 841 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Westside Investment Management has 841 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $17M | 96k | 171.21 |
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| Invesco Qqq Etf (QQQ) | 3.4 | $12M | +2% | 33k | 358.28 |
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| Vanguard Total Etf (VTI) | 3.2 | $11M | 52k | 212.41 |
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| Vanguard High Etf (VYM) | 3.0 | $11M | +5% | 101k | 103.32 |
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| Microsoft Corporation (MSFT) | 2.3 | $8.0M | 25k | 315.76 |
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| Uber Technologies (UBER) | 2.1 | $7.3M | 158k | 45.99 |
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| Ishares Core Etf (IEFA) | 1.9 | $6.7M | 105k | 64.35 |
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| Ishares Core Etf (AGG) | 1.9 | $6.6M | +4% | 70k | 94.04 |
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| Jpmorgan Etf (JPST) | 1.9 | $6.6M | +26% | 131k | 50.18 |
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| Amazon (AMZN) | 1.9 | $6.6M | 52k | 127.12 |
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| Alphabet Inc Class A cs (GOOGL) | 1.6 | $5.7M | 43k | 130.86 |
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| Vanguard Consumer Etf (VCR) | 1.6 | $5.4M | 20k | 269.37 |
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| Vanguard Dividend Etf (VIG) | 1.5 | $5.3M | 34k | 155.38 |
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| Ishares Core Etf (IUSB) | 1.5 | $5.0M | 115k | 43.72 |
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| Northrop Grumman Corporation (NOC) | 1.4 | $4.8M | 11k | 440.19 |
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| Facebook Inc cl a (META) | 1.4 | $4.7M | 16k | 300.21 |
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| Pimco Ehnanced Etf (MINT) | 1.3 | $4.7M | -12% | 47k | 100.14 |
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| Alphabet Inc Class C cs (GOOG) | 1.3 | $4.6M | -2% | 35k | 131.85 |
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| CVS Caremark Corporation (CVS) | 1.3 | $4.5M | 64k | 69.82 |
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| Sector Technology Etf (XLK) | 1.2 | $4.3M | 26k | 163.93 |
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| Pimco Short Etf (SMMU) | 1.2 | $4.2M | +12% | 86k | 48.95 |
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| First Trust Etf (FCAL) | 1.1 | $4.0M | +6% | 84k | 47.24 |
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| SPDR Gold Trust (GLD) | 1.1 | $3.9M | 23k | 171.45 |
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| Spdr Series Etf (SDY) | 1.1 | $3.7M | 32k | 115.01 |
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| Tutor Perini Corporation (TPC) | 0.9 | $3.3M | -3% | 420k | 7.83 |
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| First Trust Etf (FMB) | 0.9 | $3.2M | 66k | 48.88 |
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| United Rentals (URI) | 0.9 | $3.2M | -3% | 7.1k | 444.57 |
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| Amgen (AMGN) | 0.8 | $2.7M | -3% | 10k | 268.77 |
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| Qualcomm (QCOM) | 0.8 | $2.7M | 25k | 111.06 |
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| Sector Financial Etf (XLF) | 0.8 | $2.7M | +2% | 82k | 33.17 |
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| Abbvie (ABBV) | 0.8 | $2.7M | 18k | 149.06 |
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| Brink's Company (BCO) | 0.8 | $2.7M | -2% | 37k | 72.64 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $2.5M | -6% | 24k | 107.14 |
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| Shopify Inc cl a (SHOP) | 0.7 | $2.5M | 46k | 54.57 |
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| Ishares 1-3yr Etf (SHY) | 0.7 | $2.3M | 29k | 80.97 |
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| Pitney Bowes (PBI) | 0.7 | $2.3M | +8% | 766k | 3.02 |
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| Spdr Nuveen Etf (SHM) | 0.7 | $2.3M | 50k | 46.23 |
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| Harrow Health (HROW) | 0.7 | $2.3M | +18% | 159k | 14.37 |
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| Eton Pharmaceuticals (ETON) | 0.6 | $2.2M | 528k | 4.17 |
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| Ishares Core Etf (IJR) | 0.6 | $2.2M | 23k | 94.33 |
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| Ishares National Etf (MUB) | 0.6 | $2.1M | +8% | 21k | 102.54 |
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| First Trust Etf (FIXD) | 0.6 | $2.1M | +7% | 50k | 42.06 |
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| Vanguard Health Etf (VHT) | 0.6 | $2.1M | 8.8k | 235.12 |
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| Gilead Sciences (GILD) | 0.6 | $2.1M | -3% | 28k | 74.94 |
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| Ishares California Etf (CMF) | 0.6 | $2.1M | +6% | 38k | 54.84 |
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| Ishares Core Etf (IEMG) | 0.6 | $2.0M | +3% | 42k | 47.59 |
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| SPDR S&P Etf (SPY) | 0.6 | $2.0M | +14% | 4.6k | 427.55 |
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| Broadcom (AVGO) | 0.5 | $1.9M | 2.3k | 831.09 |
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| Pimco Intermediate Etf (MUNI) | 0.5 | $1.9M | 38k | 50.07 |
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| Vanguard Small Etf (VB) | 0.5 | $1.8M | 9.8k | 189.07 |
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| Alibaba Group Holding (BABA) | 0.5 | $1.8M | -2% | 21k | 86.74 |
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| Vanguard Total Etf (BND) | 0.5 | $1.7M | 25k | 69.78 |
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| Boeing Company (BA) | 0.5 | $1.7M | 9.0k | 191.68 |
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| Wisdomtree U S Etf (AIVL) | 0.5 | $1.6M | 18k | 88.96 |
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| Vanguard Fste Etf (VWO) | 0.5 | $1.6M | 41k | 39.21 |
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| Vanguard Consumer Etf (VDC) | 0.5 | $1.6M | 8.8k | 182.67 |
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| Sector Healthcare Etf (XLV) | 0.5 | $1.6M | +3% | 12k | 128.74 |
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| Oracle Corporation (ORCL) | 0.5 | $1.6M | 15k | 105.93 |
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| Vanguard Total Etf (VXUS) | 0.4 | $1.5M | 29k | 53.52 |
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| Spdr Portfolio Etf (SPTM) | 0.4 | $1.5M | 29k | 52.49 |
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| Cigna Corp (CI) | 0.4 | $1.5M | -2% | 5.1k | 286.07 |
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| FedEx Corporation (FDX) | 0.4 | $1.4M | 5.5k | 264.92 |
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| Ishares 20 Plus Etf (TLT) | 0.4 | $1.4M | +12% | 16k | 88.69 |
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| Draftkings (DKNG) | 0.4 | $1.4M | -13% | 48k | 29.44 |
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| Columbia Intl Etf (ESGN) | 0.4 | $1.4M | 52k | 26.68 |
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| PerkinElmer (RVTY) | 0.4 | $1.4M | 12k | 110.70 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.3M | -6% | 2.5k | 537.13 |
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| First Trust Etf (FDN) | 0.4 | $1.3M | 8.3k | 159.61 |
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| Ishares Biotechnology Etf (IBB) | 0.4 | $1.3M | 11k | 122.30 |
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| Blackrock Short Etf (NEAR) | 0.4 | $1.3M | -20% | 26k | 49.89 |
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| Medtronic (MDT) | 0.4 | $1.3M | +4% | 16k | 78.36 |
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| Hewlett Packard Enterprise (HPE) | 0.4 | $1.2M | -2% | 72k | 17.37 |
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| Coherent Corp (COHR) | 0.4 | $1.2M | +6% | 38k | 32.64 |
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | -3% | 45k | 27.38 |
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| Deluxe Corporation (DLX) | 0.3 | $1.2M | -3% | 64k | 18.89 |
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| UnitedHealth (UNH) | 0.3 | $1.2M | -2% | 2.4k | 504.19 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.2M | 13k | 91.27 |
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| Ishares Core Etf (ITOT) | 0.3 | $1.1M | +5% | 12k | 94.19 |
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| Ishares Msci Etf (EFV) | 0.3 | $1.1M | 23k | 48.93 |
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| Fidelity Advisor Interm Bond | 0.3 | $1.1M | +8% | 115k | 9.69 |
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| Vaneck Short Etf (SMB) | 0.3 | $1.1M | 66k | 16.69 |
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| Pimco Active Etf (BOND) | 0.3 | $1.1M | 13k | 87.90 |
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| Berkshire Hathaway (BRK.B) | 0.3 | $1.1M | 3.1k | 350.30 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.1M | 2.1k | 509.90 |
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| Micron Technology (MU) | 0.3 | $1.1M | 16k | 68.03 |
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| Paypal Holdings (PYPL) | 0.3 | $1.0M | -4% | 18k | 58.46 |
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| Alps Alerian Etf (AMLP) | 0.3 | $1.0M | -6% | 24k | 42.20 |
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| Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $1.0M | -3% | 2.3k | 439.82 |
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| Walt Disney Company (DIS) | 0.3 | $1.0M | -11% | 12k | 81.05 |
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| Cisco Systems (CSCO) | 0.3 | $1000k | 19k | 53.76 |
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| First Trust Etf (FUMB) | 0.3 | $996k | 50k | 19.92 |
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| Snowflake Inc Cl A (SNOW) | 0.3 | $956k | +2% | 6.3k | 152.77 |
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| Motorola Solutions (MSI) | 0.3 | $955k | 3.5k | 272.24 |
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| salesforce (CRM) | 0.3 | $947k | 4.7k | 202.78 |
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| Vaneck Semiconductor Etf (SMH) | 0.3 | $942k | 6.5k | 144.98 |
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| NVIDIA Corporation (NVDA) | 0.3 | $940k | -2% | 2.2k | 435.01 |
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| Invesco Db Agriculture Fund etp (DBA) | 0.3 | $906k | 42k | 21.41 |
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| Ishares Msci Etf (SUSA) | 0.3 | $895k | 9.9k | 89.97 |
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| First Trust Etf (FTSM) | 0.3 | $891k | -9% | 15k | 59.42 |
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| Vaneck High Etf (HYD) | 0.3 | $890k | +9% | 18k | 49.07 |
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| First Trust Etf (FVD) | 0.3 | $878k | +4% | 24k | 37.39 |
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| Applied Materials (AMAT) | 0.3 | $877k | 6.3k | 138.45 |
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| Catalent (CTLT) | 0.2 | $848k | -4% | 19k | 45.53 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $833k | -4% | 5.0k | 167.38 |
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| Invesco Nasdaq Etf (QQQM) | 0.2 | $814k | -2% | 5.5k | 147.41 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $802k | +5% | 5.5k | 145.02 |
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| iShares Gold Trust (IAU) | 0.2 | $797k | 23k | 34.99 |
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| Sector Consumer Etf (XLP) | 0.2 | $788k | +3% | 12k | 68.81 |
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| Vanguard Total Etf (BNDX) | 0.2 | $742k | +13% | 16k | 47.83 |
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| Steris Plc Ord equities (STE) | 0.2 | $742k | 3.4k | 219.42 |
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| Ishares Technology Etf (IYW) | 0.2 | $740k | 7.1k | 104.94 |
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| Johnson & Johnson (JNJ) | 0.2 | $736k | +5% | 4.7k | 155.77 |
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| Hp (HPQ) | 0.2 | $733k | 29k | 25.70 |
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| Goldman Sachs Etf (GBIL) | 0.2 | $699k | +11% | 7.0k | 100.11 |
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| Hartford Mun Etf (HMOP) | 0.2 | $679k | NEW | 18k | 36.81 |
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| Procter & Gamble Company (PG) | 0.2 | $673k | -2% | 4.6k | 145.86 |
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| Vanguard Ca Interm-term Bond | 0.2 | $669k | 62k | 10.85 |
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| Wisdomtree Floating Etf (USFR) | 0.2 | $654k | NEW | 13k | 50.32 |
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| Hartford Total Etf (HTRB) | 0.2 | $626k | NEW | 20k | 32.09 |
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| Tesla Motors (TSLA) | 0.2 | $625k | 2.5k | 250.22 |
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| Sector Energy Etf (XLE) | 0.2 | $620k | +5% | 6.9k | 90.39 |
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| Vanguard Information Etf (VGT) | 0.2 | $610k | -2% | 1.5k | 414.90 |
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| Invesco Limited Term Ca Bond | 0.2 | $602k | 197k | 3.05 |
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| Vanguard Real Etf (VNQ) | 0.2 | $581k | -14% | 7.7k | 75.66 |
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| Ishares Msci Etf (USMV) | 0.2 | $558k | 7.7k | 72.38 |
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| International Flavors & Fragrances (IFF) | 0.2 | $553k | +15% | 8.1k | 68.17 |
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| Fidelity Covington Etf (FDLO) | 0.2 | $551k | +10% | 11k | 48.63 |
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| Vanguard Financials Etf (VFH) | 0.2 | $551k | 6.9k | 80.32 |
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| Atomera (ATOM) | 0.2 | $542k | 87k | 6.26 |
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| Biogen Idec (BIIB) | 0.2 | $541k | 2.1k | 257.01 |
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| Vaneck Intermediate Etf (ITM) | 0.2 | $540k | +128% | 12k | 44.10 |
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| Select Utilities Etf (XLU) | 0.2 | $529k | +25% | 9.0k | 58.93 |
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| American Century Etf (TAXF) | 0.2 | $528k | 11k | 47.95 |
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| Spdr Series Etf (XBI) | 0.2 | $527k | -2% | 7.2k | 73.02 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $521k | 1.3k | 408.96 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $495k | 4.2k | 117.58 |
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| Avantis U S Etf (AVUV) | 0.1 | $494k | +28% | 6.3k | 77.95 |
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| Advanced Micro Devices (AMD) | 0.1 | $491k | -8% | 4.8k | 102.82 |
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| Wal-Mart Stores (WMT) | 0.1 | $482k | 3.0k | 159.98 |
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| Lam Research Corporation (LRCX) | 0.1 | $476k | -4% | 760.00 | 626.77 |
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| Invesco High Etf (IHYF) | 0.1 | $462k | 22k | 21.31 |
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| Citigroup (C) | 0.1 | $454k | 11k | 41.13 |
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| Ishares Semiconductor Etf (SOXX) | 0.1 | $443k | 935.00 | 473.65 |
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| Ishares 7-10yr Etf (IEF) | 0.1 | $438k | -6% | 4.8k | 91.59 |
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| Intel Corporation (INTC) | 0.1 | $434k | -4% | 12k | 35.55 |
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| Spdr Bloomberg Etf (JNK) | 0.1 | $433k | 4.8k | 90.41 |
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| Rockwell Automation (ROK) | 0.1 | $429k | 1.5k | 285.87 |
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| Costco Wholesale Corporation (COST) | 0.1 | $419k | 742.00 | 565.03 |
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| Comcast Corporation (CMCSA) | 0.1 | $418k | -3% | 9.4k | 44.34 |
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| Chevron Corporation (CVX) | 0.1 | $416k | 2.5k | 168.62 |
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| InterDigital (IDCC) | 0.1 | $413k | 5.1k | 80.24 |
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| Home Depot (HD) | 0.1 | $413k | 1.4k | 302.16 |
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| Bristol Myers Squibb (BMY) | 0.1 | $404k | 7.0k | 58.04 |
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| Pfizer (PFE) | 0.1 | $394k | 12k | 33.17 |
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| Pepsi (PEP) | 0.1 | $386k | 2.3k | 169.44 |
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| Prudential Financial (PRU) | 0.1 | $380k | 4.0k | 94.89 |
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| American Funds Tax-exemp Bond | 0.1 | $380k | 32k | 11.71 |
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| Ishares Cohen Etf (ICF) | 0.1 | $379k | -5% | 7.6k | 50.17 |
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| Nike (NKE) | 0.1 | $371k | -2% | 3.9k | 95.65 |
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| Transamerica Intermediat Bond | 0.1 | $346k | 34k | 10.17 |
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| Penn National Gaming (PENN) | 0.1 | $341k | +3% | 15k | 22.95 |
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| Fidelity Covington Etf (FDVV) | 0.1 | $338k | +41% | 8.8k | 38.59 |
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| Merck & Co (MRK) | 0.1 | $334k | 3.2k | 102.95 |
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| Whirlpool Corporation (WHR) | 0.1 | $334k | -3% | 2.5k | 133.70 |
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| Spdr Doubleline Etf (TOTL) | 0.1 | $332k | +6% | 8.6k | 38.65 |
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| Dws Global Macro S Etf | 0.1 | $331k | 35k | 9.44 |
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| Crispr Therapeutics (CRSP) | 0.1 | $318k | 7.0k | 45.39 |
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| Vanguard Growth Etf (VUG) | 0.1 | $318k | +7% | 1.2k | 272.40 |
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| Vanguard S&p Etf (VOO) | 0.1 | $312k | +36% | 793.00 | 393.17 |
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| Philip Morris International (PM) | 0.1 | $310k | 3.4k | 92.58 |
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| American Century Intermt Bond | 0.1 | $309k | 30k | 10.29 |
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| Ishares Core Etf (DGRO) | 0.1 | $305k | 6.2k | 49.53 |
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| Skyworks Solutions (SWKS) | 0.1 | $301k | 3.1k | 98.59 |
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| Putnam Ca Tax Exempt Bond | 0.1 | $300k | 44k | 6.88 |
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| Us Treasu Nt 1 625 10/23 Treasury | 0.1 | $299k | 300k | 1.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $297k | 4.1k | 71.97 |
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| First Trust Etf (RDVY) | 0.1 | $284k | 6.2k | 45.95 |
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| Inmune Bio Ord (INMB) | 0.1 | $281k | 42k | 6.77 |
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| Church & Dwight (CHD) | 0.1 | $275k | 3.0k | 91.63 |
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| Abbott Laboratories (ABT) | 0.1 | $275k | 2.8k | 96.85 |
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| Vanguard Municipal Etf (VTEB) | 0.1 | $270k | 5.6k | 48.10 |
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| Mondelez Int (MDLZ) | 0.1 | $248k | +5% | 3.6k | 69.40 |
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| Coca-Cola Company (KO) | 0.1 | $248k | 4.4k | 55.98 |
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| Fidelity Advisor New Ins Etf | 0.1 | $247k | -17% | 7.7k | 32.08 |
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| Ishares Core Etf (IVV) | 0.1 | $246k | 572.00 | 429.94 |
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| Ishares U S Etf (PFF) | 0.1 | $244k | -41% | 8.1k | 30.15 |
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| Turtle Beach Corp (HEAR) | 0.1 | $243k | 27k | 9.08 |
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| Ford Motor Company (F) | 0.1 | $241k | 19k | 12.42 |
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| Pulse Biosciences (PLSE) | 0.1 | $237k | -16% | 59k | 4.03 |
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| Ishares Tips Etf (TIP) | 0.1 | $236k | 2.3k | 103.72 |
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| Spdr Portfolio Etf (SPLG) | 0.1 | $233k | 4.6k | 50.26 |
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| Ishares U S Etf (IYY) | 0.1 | $229k | +148% | 2.2k | 104.48 |
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| Rivernorth Opportunities Etf (RIV) | 0.1 | $223k | 21k | 10.51 |
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| Caterpillar (CAT) | 0.1 | $216k | +11% | 789.00 | 273.21 |
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| Garmin (GRMN) | 0.1 | $210k | 2.0k | 105.20 |
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| SPDR S&P Etf (MDY) | 0.1 | $206k | 450.00 | 456.64 |
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| Target Corporation (TGT) | 0.1 | $205k | +94% | 1.9k | 110.57 |
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| Seagate Technology (STX) | 0.1 | $204k | 3.1k | 65.95 |
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| Dfa Us Core Equity 2 I Etf | 0.1 | $202k | 6.9k | 29.31 |
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| Lowe's Companies (LOW) | 0.1 | $202k | 970.00 | 208.00 |
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| Workday Inc cl a (WDAY) | 0.1 | $198k | 920.00 | 214.85 |
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| Ishares Msci Etf (EFA) | 0.1 | $196k | 2.8k | 68.92 |
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| Vanguard Mid Etf (VO) | 0.1 | $195k | +5% | 936.00 | 208.24 |
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| Netflix (NFLX) | 0.1 | $190k | 504.00 | 377.60 |
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| Victoryshares Us Etf (CFA) | 0.1 | $190k | 2.8k | 68.09 |
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| Phillips 66 (PSX) | 0.1 | $189k | 1.6k | 120.15 |
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| Deere & Company (DE) | 0.1 | $187k | 495.00 | 377.43 |
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| Aristotle Strategic Inco Bond | 0.1 | $185k | 19k | 10.00 |
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| Realty Income (O) | 0.1 | $183k | 3.7k | 49.94 |
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| Blackrock California Mun Bond | 0.1 | $183k | 16k | 11.36 |
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| Ishares Morningstar Etf (IMCG) | 0.1 | $181k | 3.2k | 57.13 |
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| Ishares Expanded Etf (IGM) | 0.1 | $180k | 472.00 | 382.18 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $180k | 1.2k | 151.34 |
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| Wisdomtree Trust Etf (HEDJ) | 0.1 | $180k | +91% | 4.6k | 39.50 |
|
| Altria (MO) | 0.1 | $179k | 4.3k | 42.05 |
|
|
| Amarin Corporation (AMRN) | 0.1 | $177k | 192k | 0.92 |
|
|
| Columbia Multi Etf (MUST) | 0.1 | $176k | +350% | 9.0k | 19.50 |
|
| At&t (T) | 0.0 | $171k | +18% | 11k | 15.02 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $167k | +31% | 7.5k | 22.24 |
|
| Upstart Hldgs (UPST) | 0.0 | $166k | 5.8k | 28.54 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $162k | 1.4k | 120.15 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $162k | 614.00 | 263.80 |
|
|
| Southern Company (SO) | 0.0 | $159k | 2.5k | 64.72 |
|
|
| Vaneck Gold Etf (GDX) | 0.0 | $156k | +3% | 5.8k | 26.91 |
|
| Dfa Investment Grade I Bond | 0.0 | $155k | 16k | 9.57 |
|
|
| Visa (V) | 0.0 | $154k | 668.00 | 230.01 |
|
|
| Hartford Equity Income I Etf | 0.0 | $154k | 7.9k | 19.50 |
|
|
| Ishares Msci Etf (DSI) | 0.0 | $151k | 1.9k | 81.41 |
|
|
| Henry Schein (HSIC) | 0.0 | $149k | 2.0k | 74.25 |
|
|
| United Parcel Service (UPS) | 0.0 | $148k | 946.00 | 155.87 |
|
|
| Ishares U S Etf (IYJ) | 0.0 | $147k | -6% | 1.5k | 100.89 |
|
| Palo Alto Networks (PANW) | 0.0 | $146k | 624.00 | 234.44 |
|
|
| Consumer Discretionary Etf (XLY) | 0.0 | $145k | 900.00 | 160.98 |
|
|
| Vanguard Value Etf (VTV) | 0.0 | $144k | +30% | 1.0k | 138.01 |
|
| Genworth Financial (GNW) | 0.0 | $141k | -21% | 24k | 5.86 |
|
| General Motors Company (GM) | 0.0 | $139k | -16% | 4.2k | 32.97 |
|
| Invesco Solar Etf (TAN) | 0.0 | $139k | -8% | 2.7k | 51.79 |
|
| Nextera Energy (NEE) | 0.0 | $138k | -3% | 2.4k | 57.29 |
|
| Vanguard Emerging Etf (VWOB) | 0.0 | $136k | 2.3k | 59.16 |
|
|
| Allegiant Travel Company (ALGT) | 0.0 | $135k | 1.8k | 76.86 |
|
|
| Baird Core Intermediate Bond | 0.0 | $131k | 13k | 9.85 |
|
|
| General Electric (GE) | 0.0 | $130k | 1.2k | 110.55 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $130k | +83% | 1.4k | 90.94 |
|
| Fidelity Advisor Investm Bond | 0.0 | $129k | 19k | 6.86 |
|
|
| Madison Square Garden Cl A (MSGS) | 0.0 | $127k | 719.00 | 176.30 |
|
|
| T Rowe Price Health Sci Etf | 0.0 | $126k | 1.5k | 85.85 |
|
|
| Lennar Corporation (LEN) | 0.0 | $126k | -2% | 1.1k | 112.23 |
|
| Pimco Dynamic Etf (PDI) | 0.0 | $125k | 7.2k | 17.28 |
|
|
| Honeywell International (HON) | 0.0 | $124k | 673.00 | 184.74 |
|
|
| American Water Works (AWK) | 0.0 | $124k | 1.0k | 123.83 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- 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