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 980 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Westside Investment Management has 980 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard High Etf (VYM) 4.2 $20M +10% 153k 128.96
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Apple (AAPL) 3.9 $19M -4% 83k 222.13
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Vanguard Total Etf (VTI) 3.4 $16M 58k 274.84
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Invesco Qqq Etf (QQQ) 3.3 $16M +9% 33k 468.92
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Amazon (AMZN) 2.2 $10M 54k 190.26
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Microsoft Corporation (MSFT) 2.0 $9.5M 25k 375.39
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Uber Technologies (UBER) 2.0 $9.4M 128k 72.86
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Ishares Core Etf (IEFA) 1.9 $8.7M 116k 75.65
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Facebook Inc cl a (META) 1.7 $8.1M 14k 576.39
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Ishares Core Etf (AGG) 1.7 $7.8M +2% 79k 98.92
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Vanguard Consumer Etf (VCR) 1.5 $7.0M 22k 325.52
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Alphabet Inc Class A cs (GOOGL) 1.5 $7.0M +3% 45k 154.64
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Eton Pharmaceuticals (ETON) 1.4 $6.4M -14% 494k 12.98
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Vanguard Dividend Etf (VIG) 1.3 $6.3M 33k 193.99
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SPDR Gold Trust (GLD) 1.3 $6.2M 22k 288.15
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Tutor Perini Corporation (TPC) 1.3 $6.0M +3% 258k 23.18
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Ishares Core Etf (IUSB) 1.2 $5.8M +4% 125k 46.08
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Pitney Bowes (PBI) 1.2 $5.5M -2% 608k 9.05
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Pimco Ehnanced Etf (MINT) 1.1 $5.4M -19% 53k 100.62
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Alphabet Inc Class C cs (GOOG) 1.1 $5.1M 32k 156.24
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First Trust Etf (FCAL) 1.1 $5.0M +2% 103k 48.54
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Harrow Health (HROW) 1.0 $4.6M +6% 174k 26.60
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Spdr Series Etf (SDY) 1.0 $4.6M +4% 34k 135.68
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Northrop Grumman Corporation (NOC) 1.0 $4.6M +2% 9.0k 512.01
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Technology Select Etf (XLK) 1.0 $4.5M -2% 22k 206.48
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Jpmorgan Etf (JPST) 1.0 $4.5M -30% 89k 50.63
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Broadcom (AVGO) 0.9 $4.2M 25k 167.43
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Financial Select Etf (XLF) 0.8 $3.9M 79k 49.81
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Healthcare Select Etf (XLV) 0.8 $3.8M +22% 26k 146.01
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Shopify Inc cl a (SHOP) 0.8 $3.8M 40k 95.44
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NVIDIA Corporation (NVDA) 0.8 $3.8M +3% 35k 108.38
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Avantis U S Etf (AVUV) 0.8 $3.8M +38% 44k 87.17
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Pimco Short Etf (SMMU) 0.8 $3.8M -3% 75k 50.02
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Abbvie (ABBV) 0.8 $3.6M 17k 209.52
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Qualcomm (QCOM) 0.8 $3.5M 23k 153.62
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United Rentals (URI) 0.7 $3.4M +6% 5.5k 626.70
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CVS Caremark Corporation (CVS) 0.7 $3.3M 49k 67.75
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Ishares National Etf (MUB) 0.7 $3.3M +11% 32k 105.44
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First Trust Etf (FMB) 0.7 $3.3M +5% 65k 50.42
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SPDR S&P Etf (SPY) 0.7 $3.2M 5.8k 559.44
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Amgen (AMGN) 0.7 $3.2M 10k 311.58
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Ishares Core Etf (IEMG) 0.7 $3.1M 58k 53.97
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Capital Group Etf (CGBL) 0.7 $3.1M +14% 100k 30.98
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Vanguard Health Etf (VHT) 0.6 $3.0M +3% 11k 264.74
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First Trust Etf (FIXD) 0.6 $2.8M +6% 63k 43.84
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Gilead Sciences (GILD) 0.6 $2.7M -10% 24k 112.05
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Invesco Nasdaq Etf (QQQM) 0.6 $2.7M +25% 14k 193.02
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Vanguard Total Etf (VXUS) 0.6 $2.7M +4% 43k 62.10
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Brink's Company (BCO) 0.6 $2.6M 31k 86.16
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Ishares 1-3yr Etf (SHY) 0.5 $2.5M 31k 82.73
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Energy Select Etf (XLE) 0.5 $2.5M +95% 27k 93.45
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Ishares Core Etf (IJR) 0.5 $2.4M +4% 23k 104.57
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Vanguard Consumer Etf (VDC) 0.5 $2.4M 11k 218.82
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Ishares Biotechnology Etf (IBB) 0.5 $2.4M +8% 18k 127.90
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Ishares California Etf (CMF) 0.5 $2.3M -3% 42k 56.28
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Coherent Corp (COHR) 0.5 $2.3M +23% 36k 64.94
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Vanguard Small Etf (VB) 0.5 $2.2M +2% 9.8k 221.77
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Oracle Corporation (ORCL) 0.5 $2.1M 15k 139.81
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Wisdomtree U S Etf (AIVL) 0.4 $2.1M +24% 19k 109.80
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Spdr Portfolio Etf (SPTM) 0.4 $2.0M 29k 68.01
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Fidelity Advisor Interm Muni Inc I Bond (FZIIX) 0.4 $2.0M +37% 194k 10.05
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Snowflake Inc Cl A (SNOW) 0.4 $1.9M +5% 13k 146.16
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Vanguard Total Etf (BND) 0.4 $1.9M 26k 73.45
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First Trust Etf (FDN) 0.4 $1.8M +3% 8.3k 222.15
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Vaneck Semiconductor Etf (SMH) 0.4 $1.8M +21% 8.6k 211.47
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Pimco Intermediate Etf (MUNI) 0.4 $1.8M 35k 51.55
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UnitedHealth (UNH) 0.4 $1.8M +6% 3.4k 523.75
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Vanguard Fste Etf (VWO) 0.4 $1.8M +2% 40k 45.26
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Bank of America Corporation (BAC) 0.4 $1.8M 42k 41.73
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Goldman Sachs Etf (GBIL) 0.4 $1.8M +12% 18k 100.19
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First Trust Etf (FVD) 0.4 $1.7M 39k 44.59
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Cigna Corp (CI) 0.4 $1.7M 5.2k 329.03
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Crowdstrike Hldgs Inc cl a (CRWD) 0.4 $1.7M -4% 4.8k 352.60
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Sector Consumer Etf (XLP) 0.4 $1.7M +8% 20k 81.67
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Eli Lilly & Co. (LLY) 0.3 $1.6M 2.0k 825.91
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Blackstone Group Inc Com Cl A (BX) 0.3 $1.6M 12k 139.78
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Vaneck Long Etf (MLN) 0.3 $1.6M +26% 93k 17.39
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Ishares Short Etf (NEAR) 0.3 $1.6M -2% 32k 50.87
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Medtronic (MDT) 0.3 $1.6M -3% 18k 89.86
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Berkshire Hathaway (BRK.B) 0.3 $1.6M -7% 3.0k 532.58
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Columbia Intl Etf (INEQ) 0.3 $1.6M -6% 48k 32.41
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Ishares Core Etf (ITOT) 0.3 $1.6M -5% 13k 122.02
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Vanguard Total Etf (BNDX) 0.3 $1.6M -6% 32k 48.82
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PerkinElmer (RVTY) 0.3 $1.5M 14k 105.81
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Draftkings (DKNG) 0.3 $1.5M 45k 33.21
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JPMorgan Chase & Co. (JPM) 0.3 $1.5M 6.0k 245.30
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Vaneck High Etf (HYD) 0.3 $1.5M +9% 29k 51.18
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Spdr Nuveen Etf (SHM) 0.3 $1.5M 31k 47.60
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Schwab Value Advantage Money Ultra Etf (SNAXX) 0.3 $1.4M +182% 1.4M 1.00
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Charter Communications Inc New Cl A cl a (CHTR) 0.3 $1.4M -5% 3.8k 368.58
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Micron Technology (MU) 0.3 $1.4M +12% 16k 86.89
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Alerian M Etf (AMLP) 0.3 $1.4M -2% 27k 51.94
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Trimble Navigation (TRMB) 0.3 $1.3M 21k 65.65
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Starbucks Corporation (SBUX) 0.3 $1.3M +11% 14k 98.09
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Motorola Solutions (MSI) 0.3 $1.3M 3.0k 437.81
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salesforce (CRM) 0.3 $1.3M -2% 4.7k 268.36
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Pimco Active Etf (BOND) 0.3 $1.3M -2% 14k 92.47
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iShares Gold Trust (IAU) 0.3 $1.2M 21k 58.96
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FedEx Corporation (FDX) 0.3 $1.2M 4.9k 243.81
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Hartford Mun Etf (HMOP) 0.3 $1.2M 31k 38.45
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Ishares Msci Etf (EFV) 0.2 $1.2M -6% 20k 58.94
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Vaneck Short Etf (SMB) 0.2 $1.1M 67k 17.14
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Fidelity High Etf (FDVV) 0.2 $1.1M +21% 23k 49.60
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Hewlett Packard Enterprise (HPE) 0.2 $1.1M +14% 72k 15.43
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Paypal Holdings (PYPL) 0.2 $1.1M 17k 65.25
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Costco Wholesale Corporation (COST) 0.2 $1.1M 1.1k 946.93
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Advanced Micro Devices (AMD) 0.2 $1.0M +73% 10k 102.74
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Alibaba Group Holding (BABA) 0.2 $1.0M -9% 7.9k 132.23
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First Trust Etf (FUMB) 0.2 $1.0M 50k 20.09
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Vaneck Intermediate Etf (ITM) 0.2 $973k +3% 21k 45.51
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Ishares Technology Etf (IYW) 0.2 $968k 6.9k 140.44
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Applied Materials (AMAT) 0.2 $953k +3% 6.6k 145.12
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Pulse Biosciences (PLSE) 0.2 $936k +5% 58k 16.09
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Cisco Systems (CSCO) 0.2 $932k -16% 15k 61.71
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Boeing Company (BA) 0.2 $914k -3% 5.4k 170.55
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Fidelity Low Etf (FDLO) 0.2 $893k -6% 15k 60.62
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Vanguard Financials Etf (VFH) 0.2 $881k 7.4k 119.47
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Adobe Systems Incorporated (ADBE) 0.2 $880k +7% 2.3k 383.53
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Johnson & Johnson (JNJ) 0.2 $846k +5% 5.1k 165.86
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Ishares Msci Etf (SUSA) 0.2 $830k -9% 7.2k 114.88
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Vanguard Ftse Etf (VGK) 0.2 $808k +25% 12k 70.21
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Hp (HPQ) 0.2 $796k 29k 27.69
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Steris Plc Ord equities (STE) 0.2 $792k 3.5k 226.65
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Tesla Motors (TSLA) 0.2 $791k +19% 3.1k 259.16
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Hartford Total Etf (HTRB) 0.2 $786k -13% 23k 33.86
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American Century Etf (TAXF) 0.2 $772k +5% 16k 49.48
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Vanguard Real Etf (VNQ) 0.2 $754k +12% 8.3k 90.55
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Ishares Cohen Etf (ICF) 0.2 $746k +11% 12k 61.53
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Wal-Mart Stores (WMT) 0.2 $738k 8.4k 87.80
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InterDigital (IDCC) 0.2 $730k -23% 3.5k 206.75
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Citigroup (C) 0.2 $730k 10k 70.99
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Deluxe Corporation (DLX) 0.1 $702k -8% 44k 15.81
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Inmune Bio Ord (INMB) 0.1 $697k 89k 7.81
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Envveno Medical (NVNO) 0.1 $681k +26% 259k 2.63
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Atomera (ATOM) 0.1 $677k +36% 169k 4.00
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Schwab Municipal Money Inv Etf (SWTXX) 0.1 $674k -78% 674k 1.00
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Procter & Gamble Company (PG) 0.1 $668k -4% 3.9k 170.42
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Lockheed Martin Corporation (LMT) 0.1 $654k 1.5k 446.71
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Global X Etf (AIQ) 0.1 $651k +539% 18k 36.38
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Spdr Bloomberg Etf (JNK) 0.1 $610k 6.4k 95.31
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Ishares 20 Plus Etf (TLT) 0.1 $590k +27% 6.5k 91.03
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Spdr Portfolio Etf (SPLB) 0.1 $561k +56% 25k 22.57
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T Rowe Etf (TCAF) 0.1 $559k +10% 17k 32.28
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Lam Research (LRCX) 0.1 $558k 7.7k 72.70
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Freeport-McMoRan Copper & Gold (FCX) 0.1 $548k +78% 15k 37.86
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Vanguard Ca Interm-term Tax-exempt Adm Bond (VCADX) 0.1 $541k -5% 48k 11.30
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Ishares Semiconductor Etf (SOXX) 0.1 $530k 2.8k 188.17
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Invesco S&p Etf (RSP) 0.1 $528k +136% 3.0k 173.23
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Chevron Corporation (CVX) 0.1 $526k 3.1k 167.29
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Schwab Value Advantage Money Inv Etf (SWVXX) 0.1 $524k -35% 524k 1.00
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American Century Intermtrm Tx-fr Bd I Bond (AXBIX) 0.1 $508k +51% 48k 10.65
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Walt Disney Company (DIS) 0.1 $507k +5% 5.1k 98.71
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Spdr Series Etf (XBI) 0.1 $500k 6.2k 81.10
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Philip Morris International (PM) 0.1 $495k -6% 3.1k 158.73
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Asml Holding (ASML) 0.1 $478k +3505% 721.00 662.63
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Ishares Core Etf (IVV) 0.1 $477k +2% 849.00 562.23
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Netflix (NFLX) 0.1 $475k 509.00 932.53
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Bristol Myers Squibb (BMY) 0.1 $470k +2% 7.7k 61.00
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Home Depot (HD) 0.1 $470k 1.3k 366.75
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Vanguard Information Etf (VGT) 0.1 $447k 824.00 542.52
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Transamerica Intermediate Muni I Bond (TIMUX) 0.1 $447k 42k 10.61
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Invesco High Etf (IHYF) 0.1 $440k 20k 22.34
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Vanguard Growth Etf (VUG) 0.1 $437k 1.2k 371.07
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Garmin (GRMN) 0.1 $434k 2.0k 217.13
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Exxon Mobil Corporation (XOM) 0.1 $433k -7% 3.6k 118.93
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Capital Group Etf (CGGR) 0.1 $432k +158% 13k 34.25
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Raytheon Technologies Corp (RTX) 0.1 $424k 3.2k 132.46
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Vaneck Gold Etf (GDX) 0.1 $421k 9.1k 45.97
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Pfizer (PFE) 0.1 $418k +19% 17k 25.34
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Prudential Financial (PRU) 0.1 $413k 3.7k 111.68
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American Funds Tax-exempt Bond F2 Bond (TEAFX) 0.1 $401k 33k 12.32
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Ishares Dow Etf (IYY) 0.1 $394k +3% 2.9k 136.10
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Rockwell Automation (ROK) 0.1 $388k 1.5k 258.38
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Vanguard S&p Etf (VOO) 0.1 $379k -9% 737.00 513.93
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Ishares Morningstar Etf (IMCG) 0.1 $375k -25% 5.3k 71.43
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Dws Global Macro S Etf (DBIVX) 0.1 $372k 36k 10.32
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Spdr Portfolio Etf (SPLG) 0.1 $370k 5.6k 65.76
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Pepsi (PEP) 0.1 $368k 2.5k 149.94
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Coca-Cola Company (KO) 0.1 $367k -2% 5.1k 71.62
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Biogen Idec (BIIB) 0.1 $364k +97% 2.7k 136.84
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First Trust Etf (RDVY) 0.1 $361k 6.2k 58.54
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Columbia Multi Etf (MUST) 0.1 $358k +14% 18k 20.14
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Consumer Discretionary Etf (XLY) 0.1 $355k +32% 1.8k 197.46
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Vanguard Municipal Etf (VTEB) 0.1 $354k +27% 7.1k 49.62
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Vaneck Uranium Etf (NLR) 0.1 $352k NEW 4.8k 73.27
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Capital Group Etf (CGDV) 0.1 $350k +151% 9.8k 35.64
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Vanguard Mid Etf (VO) 0.1 $347k +8% 1.3k 258.62
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Abbott Laboratories (ABT) 0.1 $346k 2.6k 132.65
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Putnam Ca Tax Exempt Income Y Bond (PCIYX) 0.1 $335k 46k 7.30
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Church & Dwight (CHD) 0.1 $330k 3.0k 110.09
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Ishares 7-10yr Etf (IEF) 0.1 $320k -19% 3.4k 95.38
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McDonald's Corporation (MCD) 0.1 $312k 998.00 312.37
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Harbor Core Plus Institutional Bond (HABDX) 0.1 $304k 30k 10.20
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Jpmorgan Active Value Etf Etf (JAVA) 0.1 $294k +15% 4.6k 63.47
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EOG Resources (EOG) 0.1 $292k +23% 2.3k 128.24
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U S Treasury Etf (TBIL) 0.1 $285k +18% 5.7k 50.01
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Visa (V) 0.1 $285k 813.00 350.46
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Confluent (CFLT) 0.1 $283k 12k 23.44
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Invesco Limited Term Ca Municipal Y Bond (OLCYX) 0.1 $274k 88k 3.10
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Super Micro Computer Inc Com Usd0.001 (SMCI) 0.1 $273k +31% 8.0k 34.24
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Penn National Gaming (PENN) 0.1 $272k -15% 17k 16.31
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Crispr Therapeutics (CRSP) 0.1 $270k +29% 7.9k 34.03
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Jpmorgan Active Growth Etf Etf (JGRO) 0.1 $269k 3.6k 74.26
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Mfs Ca Municipal Bond A Bond (MCFTX) 0.1 $267k 49k 5.49
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Nike (NKE) 0.1 $267k +14% 4.2k 63.48
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Seagate Technology (STX) 0.1 $263k 3.1k 84.95
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Ishares Expanded Etf (IGM) 0.1 $257k 2.8k 90.67
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Dfa Us Core Equity 2 I Etf (DFQTX) 0.1 $255k 6.9k 36.99
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Merck & Co (MRK) 0.1 $254k +3% 2.8k 89.77
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General Electric (GE) 0.1 $249k 1.2k 200.18
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Ishares Msci Etf (USMV) 0.1 $247k -17% 2.6k 93.67
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Palo Alto Networks (PANW) 0.1 $247k +15% 1.4k 170.64
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Southern Company (SO) 0.1 $247k 2.7k 91.95
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Caterpillar (CAT) 0.1 $241k -2% 729.00 330.09
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SPDR S&P Etf (MDY) 0.1 $240k 450.00 533.48
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First Trust Etf (FMHI) 0.1 $239k 5.0k 47.81
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Rivernorth Opportunities Etf (RIV) 0.1 $236k 20k 11.79
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Victoryshares Us Etf (CFA) 0.1 $235k 2.8k 84.44
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Workday Inc cl a (WDAY) 0.0 $230k 984.00 233.53
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Deere & Company (DE) 0.0 $229k 487.00 469.60
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International Business Machines (IBM) 0.0 $229k 919.00 248.66
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Vanguard Emerging Etf (VWOB) 0.0 $221k +18% 3.4k 64.20
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Altria (MO) 0.0 $219k 3.7k 60.02
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Industrial Select Etf (XLI) 0.0 $217k +192% 1.7k 131.07
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Fidelity Advisor New Insights I Etf (FINSX) 0.0 $217k -37% 5.3k 41.04
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Spdr Dow Etf (DIA) 0.0 $216k +10% 515.00 419.88
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Entergy Corporation (ETR) 0.0 $214k 2.5k 85.49
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First Eagle Global I Etf (SGIIX) 0.0 $213k 2.9k 72.24
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Whirlpool Corporation (WHR) 0.0 $211k 2.3k 90.13
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Aristotle Strategic Income I-2 Bond (PLSFX) 0.0 $211k 20k 10.44
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Turtle Beach Corp (TBCH) 0.0 $211k -12% 15k 14.27
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Realty Income (O) 0.0 $208k 3.6k 58.01
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Hartford Equity Income I Etf (HQIIX) 0.0 $207k 10k 20.36
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Blackrock California Muni Opps Instl Bond (MACMX) 0.0 $202k 17k 11.93
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Skyworks Solutions (SWKS) 0.0 $197k 3.1k 64.63
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Mondelez Int (MDLZ) 0.0 $195k -2% 2.9k 67.85
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Vanguard Value Etf (VTV) 0.0 $194k 1.1k 172.74
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Spdr Doubleline Etf (TOTL) 0.0 $193k 4.8k 40.29
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American Express Company (AXP) 0.0 $192k 712.00 269.05
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Ishares Msci Etf (EFA) 0.0 $192k 2.3k 81.75
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Marathon Petroleum Corp (MPC) 0.0 $191k 1.3k 145.69
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eBay (EBAY) 0.0 $191k 2.8k 67.75
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Ishares U S Etf (IYJ) 0.0 $190k 1.5k 130.18
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Nxp Semiconductors N V F Adr (NXPI) 0.0 $190k +60% 1.0k 190.00
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Intel Corporation (INTC) 0.0 $188k 8.3k 22.71
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Lowe's Companies (LOW) 0.0 $184k 790.00 233.28
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Welltower Inc Com reit (WELL) 0.0 $184k 1.2k 153.21
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Phillips 66 (PSX) 0.0 $182k 1.5k 123.48
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Ishares Core Etf (DGRO) 0.0 $173k -31% 2.8k 61.79
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Target Corporation (TGT) 0.0 $168k -3% 1.6k 104.36
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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