Westside Investment Management
Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VYM, QQQ, VTI, GOOGL, and represent 14.85% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: HROW, SWOXX, INTU, TRMB, SNOXX, CGBL, ADBE, TMB, TIP, AGG.
- Started 62 new stock positions in OCFC, JPIB, ENLT, AVNS, SCHM, HON, NLR, DINO, AVDE, Ivy Emerging Markets Equity Fund Class I.
- Reduced shares in these 10 stocks: MU, TPC, ETON, Balanced Pool, JPST, FDN, MDT, AIQ, CVS, CRWD.
- Sold out of its positions in Air Lease Corp, AKAM, ARE, ELV, ARBK, ASH, RNA, BSAC, ONC, Blackrock Utils Infrastructu.
- Westside Investment Management was a net buyer of stock by $8.6M.
- Westside Investment Management has $761M in assets under management (AUM), dropping by 16.83%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 1446 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Westside Investment Management has 1446 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $27M | 92k | 289.36 |
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| Vanguard High Etf (VYM) | 3.4 | $26M | 163k | 158.03 |
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| Invesco Qqq Etf (QQQ) | 3.0 | $23M | 31k | 736.42 |
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| Vanguard Total Etf (VTI) | 2.8 | $21M | 57k | 370.04 |
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| Alphabet Inc Class A cs (GOOGL) | 2.2 | $17M | 47k | 357.38 |
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| Tutor Perini Corporation (TPC) | 2.2 | $17M | -9% | 199k | 82.97 |
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| Eton Pharmaceuticals (ETON) | 2.1 | $16M | -7% | 431k | 36.20 |
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| Amazon (AMZN) | 1.9 | $14M | 60k | 238.34 |
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| Micron Technology (MU) | 1.7 | $13M | -21% | 11k | 1154.38 |
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| Ishares Core Etf (IEFA) | 1.5 | $11M | 118k | 96.58 |
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| Alphabet Inc Class C cs (GOOG) | 1.5 | $11M | 32k | 353.34 |
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| Microsoft Corporation (MSFT) | 1.4 | $11M | +2% | 29k | 373.02 |
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| Coherent Corp (COHR) | 1.4 | $11M | 27k | 394.48 |
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| Pitney Bowes (PBI) | 1.4 | $11M | -2% | 602k | 17.52 |
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| Ishares Core Etf (AGG) | 1.3 | $9.8M | +7% | 99k | 98.98 |
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| NVIDIA Corporation (NVDA) | 1.3 | $9.5M | +2% | 48k | 200.09 |
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| Harrow Health (HROW) | 1.2 | $9.5M | +20% | 224k | 42.47 |
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| Broadcom (AVGO) | 1.2 | $9.4M | 25k | 377.76 |
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| Facebook Inc cl a (META) | 1.2 | $9.0M | +2% | 16k | 563.29 |
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| Uber Technologies (UBER) | 1.1 | $8.6M | 119k | 72.16 |
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| Vanguard Consumer Etf (VCR) | 1.1 | $8.5M | 22k | 396.62 |
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| Advanced Micro Devices (AMD) | 1.1 | $8.1M | -2% | 14k | 580.91 |
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| State Street Etf (XLK) | 1.0 | $7.8M | 41k | 190.52 |
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| Vanguard Dividend Etf (VIG) | 1.0 | $7.7M | 32k | 236.63 |
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| Capital Group Etf (CGBL) | 1.0 | $7.7M | +12% | 202k | 37.96 |
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| Vaneck Semiconductor Etf (SMH) | 1.0 | $7.3M | 11k | 655.89 |
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| Avantis U S Etf (AVUV) | 0.9 | $7.0M | 56k | 124.76 |
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| Schwab Municipal Money Ultra Etf (SWOXX) | 0.9 | $7.0M | +27% | 7.0M | 1.00 |
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| SPDR Gold Trust (GLD) | 0.9 | $6.7M | +3% | 18k | 368.39 |
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| United Rentals (URI) | 0.8 | $6.3M | 5.6k | 1132.89 |
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| Invesco Nasdaq Etf (QQQM) | 0.8 | $6.3M | 21k | 302.97 |
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| State Street Etf (XLV) | 0.8 | $6.2M | +4% | 39k | 158.66 |
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| Ishares Core Etf (IUSB) | 0.8 | $6.0M | 130k | 46.15 |
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| State Street Etf (SDY) | 0.8 | $6.0M | 39k | 152.18 |
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| Ishares National Etf (MUB) | 0.7 | $5.5M | +6% | 51k | 107.62 |
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| First Trust Etf (FCAL) | 0.7 | $5.2M | 104k | 49.65 |
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| Applied Materials (AMAT) | 0.7 | $5.1M | 7.1k | 723.00 |
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| Vaneck Long Etf (MLN) | 0.6 | $4.8M | +10% | 271k | 17.78 |
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| Ishares Core Etf (IEMG) | 0.6 | $4.6M | +4% | 56k | 82.84 |
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| Shopify Inc cl a (SHOP) | 0.6 | $4.5M | 39k | 114.18 |
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| Snowflake Inc Cl A (SNOW) | 0.6 | $4.4M | +4% | 17k | 254.50 |
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| State Street Etf (XLF) | 0.6 | $4.4M | 82k | 53.61 |
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| Abbvie (ABBV) | 0.5 | $4.2M | 17k | 251.64 |
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| Pimco Ehnanced Etf (MINT) | 0.5 | $4.2M | 41k | 100.81 |
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| Qualcomm (QCOM) | 0.5 | $4.1M | 22k | 184.80 |
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| Vanguard Total Etf (VXUS) | 0.5 | $4.0M | +3% | 47k | 85.49 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $3.9M | 7.7k | 509.31 |
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| Brink's Company (BCO) | 0.5 | $3.8M | +16% | 40k | 94.49 |
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| Ishares Core Etf (IJR) | 0.5 | $3.7M | 25k | 148.31 |
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| First Trust Etf (FIXD) | 0.5 | $3.7M | 84k | 43.61 |
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| First Trust Etf (FMB) | 0.5 | $3.6M | -2% | 71k | 51.37 |
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| Lam Research (LRCX) | 0.5 | $3.6M | 8.3k | 433.33 |
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| Amgen (AMGN) | 0.5 | $3.6M | 9.8k | 362.13 |
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| Hewlett Packard Enterprise (HPE) | 0.5 | $3.5M | 78k | 45.11 |
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| CVS Caremark Corporation (CVS) | 0.5 | $3.5M | -14% | 34k | 103.45 |
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| Fidelity Advisor Interm Muni Inc I Bond (FZIIX) | 0.5 | $3.5M | +10% | 340k | 10.27 |
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| Ishares Biotechnology Etf (IBB) | 0.5 | $3.5M | 18k | 190.19 |
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| Vanguard Health Etf (VHT) | 0.5 | $3.4M | 12k | 299.01 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.5 | $3.4M | -11% | 4.5k | 763.19 |
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| Vanguard Small Etf (VB) | 0.4 | $3.3M | 11k | 303.14 |
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| Ishares 1-3yr Etf (SHY) | 0.4 | $3.2M | +16% | 39k | 82.11 |
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| State Street Etf (XLE) | 0.4 | $3.1M | 59k | 53.11 |
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| Trimble Navigation (TRMB) | 0.4 | $3.1M | +65% | 61k | 51.18 |
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| Seagate Technology (STX) | 0.4 | $3.1M | 3.2k | 965.00 |
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| State Street Etf (SPY) | 0.4 | $3.0M | +6% | 4.0k | 746.91 |
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| State Street Etf (SPLB) | 0.4 | $2.9M | +15% | 131k | 22.40 |
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| Gilead Sciences (GILD) | 0.4 | $2.9M | 23k | 126.34 |
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| Wisdomtree U S Etf (AIVL) | 0.4 | $2.7M | 21k | 131.14 |
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| State Street Etf (SPTM) | 0.4 | $2.7M | 30k | 90.79 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.7M | 2.2k | 1199.52 |
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| Thornburg Multi Etf (TMB) | 0.3 | $2.6M | +45% | 103k | 25.35 |
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| Ishares California Etf (CMF) | 0.3 | $2.6M | +4% | 45k | 57.64 |
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| Pgim Aaa Etf (PAAA) | 0.3 | $2.6M | +31% | 50k | 51.27 |
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| Vanguard Fste Etf (VWO) | 0.3 | $2.5M | 42k | 59.69 |
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| Vanguard Consumer Etf (VDC) | 0.3 | $2.5M | 11k | 225.49 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.5M | +49% | 12k | 205.02 |
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| Pimco Short Etf (SMMU) | 0.3 | $2.5M | -6% | 49k | 50.50 |
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| Jpmorgan Etf (JPST) | 0.3 | $2.4M | -29% | 48k | 50.57 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.4M | +11% | 20k | 117.67 |
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| First Trust Etf (FVD) | 0.3 | $2.4M | +5% | 49k | 48.18 |
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| Bank of America Corporation (BAC) | 0.3 | $2.4M | -2% | 41k | 56.98 |
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| State Street Etf (XLP) | 0.3 | $2.3M | 28k | 83.07 |
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| Oracle Corporation (ORCL) | 0.3 | $2.3M | 16k | 146.56 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.3M | 7.0k | 327.33 |
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| Schwab Municipal Money Inv Etf (SWTXX) | 0.3 | $2.3M | -5% | 2.3M | 1.00 |
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| Fidelity High Etf (FDVV) | 0.3 | $2.3M | +10% | 37k | 60.29 |
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| First Trust Etf (FDN) | 0.3 | $2.2M | -29% | 8.5k | 264.72 |
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| Ishares Core Etf (ITOT) | 0.3 | $2.2M | +7% | 14k | 164.28 |
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| Pulse Biosciences (PLSE) | 0.3 | $2.2M | +10% | 78k | 27.73 |
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| Thornburg Intermediate Municipal Inst Bond (THMIX) | 0.3 | $2.1M | +5% | 162k | 13.28 |
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| Ishares Core Etf (AOR) | 0.3 | $2.1M | +41% | 31k | 69.50 |
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| Ishares Select Etf (ICF) | 0.3 | $2.1M | +3% | 31k | 67.63 |
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| Capital Group Etf (CGDV) | 0.3 | $2.1M | +8% | 43k | 49.28 |
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| Berkshire Hathaway (BRK.B) | 0.3 | $2.0M | -10% | 4.0k | 500.39 |
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| Palo Alto Networks (PANW) | 0.3 | $2.0M | 5.8k | 341.02 |
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| Asml Holding (ASML) | 0.3 | $2.0M | 997.00 | 1989.44 |
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| Starbucks Corporation (SBUX) | 0.3 | $2.0M | 19k | 102.19 |
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| Goldman Sachs Etf (GBIL) | 0.3 | $1.9M | -2% | 19k | 100.16 |
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| Ishares Semiconductor Etf (SOXX) | 0.3 | $1.9M | 3.0k | 640.78 |
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| Vanguard Total Etf (BNDX) | 0.2 | $1.8M | +2% | 38k | 48.43 |
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| Capital Group Etf (CGGR) | 0.2 | $1.8M | +6% | 39k | 47.20 |
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| Transamerica Intermediate Muni I Bond (TIMUX) | 0.2 | $1.8M | +48% | 168k | 10.81 |
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| Vanguard Total Etf (BND) | 0.2 | $1.8M | +6% | 25k | 73.41 |
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| Cisco Systems (CSCO) | 0.2 | $1.8M | 15k | 117.47 |
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| Ishares Technology Etf (IYW) | 0.2 | $1.8M | +2% | 7.0k | 252.26 |
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| Columbia Intl Etf (INEQ) | 0.2 | $1.8M | 46k | 38.53 |
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| American Funds Fundamental Invs A Etf (ANCFX) | 0.2 | $1.7M | 17k | 103.53 |
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| PerkinElmer (RVTY) | 0.2 | $1.7M | 15k | 111.27 |
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| Cigna Corp (CI) | 0.2 | $1.7M | 6.1k | 275.70 |
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| salesforce (CRM) | 0.2 | $1.6M | +9% | 11k | 156.66 |
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| Tesla Motors (TSLA) | 0.2 | $1.6M | 3.9k | 420.60 |
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| FedEx Corporation (FDX) | 0.2 | $1.6M | 5.1k | 313.16 |
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| Ishares Short Etf (NEAR) | 0.2 | $1.6M | +12% | 31k | 50.66 |
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| State Street Etf (SHM) | 0.2 | $1.6M | 32k | 47.97 |
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| Vaneck High Etf (HYD) | 0.2 | $1.5M | -4% | 30k | 51.51 |
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| iShares Gold Trust (IAU) | 0.2 | $1.5M | 20k | 75.51 |
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| Pimco Intermediate Etf (MUNI) | 0.2 | $1.5M | -3% | 29k | 52.60 |
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| UnitedHealth (UNH) | 0.2 | $1.5M | -5% | 3.6k | 415.63 |
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| Ishares Msci Etf (EFV) | 0.2 | $1.4M | +3% | 18k | 76.55 |
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| Schwab Treasury Oblig Money Inv Etf (SNOXX) | 0.2 | $1.4M | +160% | 1.4M | 1.00 |
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| Citigroup (C) | 0.2 | $1.4M | 9.8k | 139.96 |
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| Schwab Prime Advantage Money Investor Etf (SWVXX) | 0.2 | $1.4M | +24% | 1.4M | 1.00 |
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| Vanguard Real Etf (VNQ) | 0.2 | $1.4M | 14k | 96.43 |
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| Intuit (INTU) | 0.2 | $1.3M | +6772% | 5.1k | 261.00 |
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| Draftkings (DKNG) | 0.2 | $1.3M | -4% | 52k | 25.26 |
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| Vaneck Short Etf (SMB) | 0.2 | $1.3M | 74k | 17.35 |
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| Motorola Solutions (MSI) | 0.2 | $1.3M | 3.1k | 415.29 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | +2% | 1.3k | 935.47 |
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| Boeing Company (BA) | 0.2 | $1.2M | 5.5k | 216.47 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | -2% | 4.7k | 254.01 |
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| Vanguard Ftse Etf (VGK) | 0.2 | $1.2M | +2% | 13k | 88.54 |
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| Aeluma (ALMU) | 0.2 | $1.2M | -16% | 53k | 22.08 |
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| Pimco Active Etf (BOND) | 0.2 | $1.2M | -12% | 13k | 92.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 10k | 113.28 |
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| Alerian M Etf (AMLP) | 0.1 | $1.1M | -16% | 22k | 51.85 |
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| Ishares 20 Plus Etf (TLT) | 0.1 | $1.1M | +57% | 13k | 86.42 |
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| Vaneck Intermediate Etf (ITM) | 0.1 | $1.1M | 23k | 46.99 |
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| Caterpillar (CAT) | 0.1 | $1.1M | 1.0k | 1065.86 |
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| Atomera (ATOM) | 0.1 | $1.0M | -20% | 120k | 8.71 |
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| Hartford Mun Etf (HMOP) | 0.1 | $1.0M | -2% | 26k | 39.15 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $1.0M | 16k | 62.89 |
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| Zacks Tr Etf (SMIZ) | 0.1 | $1.0M | +8% | 23k | 44.62 |
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| Ishares Core Etf (IVV) | 0.1 | $1.0M | +40% | 1.3k | 748.89 |
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| Ishares Esg Etf (SUSA) | 0.1 | $984k | -2% | 6.4k | 154.32 |
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| InterDigital (IDCC) | 0.1 | $982k | 3.5k | 283.13 |
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| Columbia Multi Etf (MUST) | 0.1 | $978k | 47k | 20.80 |
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| State Street Etf (XBI) | 0.1 | $973k | -2% | 6.2k | 158.25 |
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| Vanguard Financials Etf (VFH) | 0.1 | $971k | 7.4k | 131.60 |
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| Netflix (NFLX) | 0.1 | $933k | +8% | 13k | 71.40 |
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| Columbia Tr Etf (EQIN) | 0.1 | $893k | 17k | 51.30 |
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| Capital Group Etf (CGDG) | 0.1 | $886k | +22% | 24k | 37.51 |
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| American Funds Income Fund Of Amer A Etf (AMECX) | 0.1 | $877k | 32k | 27.33 |
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| Invesco S&p Etf (RSP) | 0.1 | $867k | 4.1k | 212.77 |
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| Ishares Tips Etf (TIP) | 0.1 | $861k | +1042% | 7.9k | 109.44 |
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| Ishares Dow Etf (IYY) | 0.1 | $832k | +2% | 4.6k | 182.28 |
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| Intel Corporation (INTC) | 0.1 | $830k | -10% | 5.9k | 139.63 |
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| American Century Etf (TAXF) | 0.1 | $824k | -3% | 16k | 50.84 |
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| T Rowe Etf (TCAF) | 0.1 | $811k | +10% | 20k | 41.10 |
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| State Street Etf (MDYG) | 0.1 | $800k | +26% | 7.1k | 112.09 |
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| Hartford Total Etf (HTRB) | 0.1 | $797k | 24k | 33.74 |
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| Rockwell Automation (ROK) | 0.1 | $795k | 1.6k | 495.08 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $785k | 1.5k | 509.46 |
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| Steris Plc Ord equities (STE) | 0.1 | $784k | +5% | 3.7k | 210.57 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $771k | 5.6k | 136.72 |
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| State Street Etf (XLY) | 0.1 | $766k | 6.5k | 117.30 |
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| Vanguard Value Etf (VTV) | 0.1 | $756k | +18% | 3.5k | 217.96 |
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| Ge Vernova (GEV) | 0.1 | $749k | +14% | 637.00 | 1175.30 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $742k | +3% | 1.6k | 477.57 |
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| Franklin Ca Tax Free Income A1 Bond (FKTFX) | 0.1 | $722k | 106k | 6.83 |
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| Vanguard Information Etf (VGT) | 0.1 | $680k | +700% | 5.7k | 119.52 |
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| Philip Morris International (PM) | 0.1 | $678k | 3.7k | 180.91 |
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| Procter & Gamble Company (PG) | 0.1 | $673k | -2% | 4.6k | 146.64 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $672k | -2% | 3.5k | 189.73 |
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| Kazia Therapeutics (KZIA) | 0.1 | $670k | -5% | 48k | 14.08 |
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| Ishares North Etf (IGE) | 0.1 | $663k | 12k | 56.18 |
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| Corning Incorporated (GLW) | 0.1 | $655k | -7% | 2.6k | 255.46 |
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| Entergy Corporation (ETR) | 0.1 | $644k | 5.6k | 114.86 |
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| American Funds Capital Income Bldr A Etf (CAIBX) | 0.1 | $639k | 7.8k | 81.97 |
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| State Street Etf (JNK) | 0.1 | $627k | 6.5k | 96.38 |
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| Eagle Mtn & Saginaw 4 32go Utx Due 08/15/32 Muni | 0.1 | $624k | 600k | 1.04 |
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| Vanguard Growth Etf (VUG) | 0.1 | $621k | +500% | 7.2k | 86.15 |
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| Alibaba Group Holding (BABA) | 0.1 | $620k | 6.5k | 95.98 |
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| Coca-Cola Company (KO) | 0.1 | $601k | +3% | 7.4k | 81.27 |
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| Jpmorgan Core Bond I Bond (WOBDX) | 0.1 | $580k | 57k | 10.28 |
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| Fidelity Low Etf (FDLO) | 0.1 | $577k | -12% | 8.4k | 68.34 |
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| Palantir Technologies (PLTR) | 0.1 | $576k | +28% | 4.9k | 116.67 |
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| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.1 | $571k | +3% | 20k | 29.33 |
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| Biogen Idec (BIIB) | 0.1 | $569k | 2.6k | 216.06 |
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| Home Depot (HD) | 0.1 | $560k | 1.6k | 352.95 |
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| General Electric (GE) | 0.1 | $560k | 1.5k | 373.76 |
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| Vanguard Municipal Etf (VTEB) | 0.1 | $558k | 11k | 50.58 |
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| Capital Group Etf (CGIC) | 0.1 | $549k | +96% | 15k | 36.39 |
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| F/m U S Etf (TBIL) | 0.1 | $539k | +10% | 11k | 49.86 |
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| Chevron Corporation (CVX) | 0.1 | $537k | +3% | 3.2k | 165.76 |
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| American Century Intermtrm Tx-fr Bd I Bond (AXBIX) | 0.1 | $525k | 48k | 10.84 |
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| Columbia Em Etf (XCEM) | 0.1 | $523k | 9.9k | 52.88 |
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| Vanguard Ca Interm-term Tax-exempt Adm Bond (VCADX) | 0.1 | $522k | 45k | 11.56 |
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| Global X Etf (AIQ) | 0.1 | $517k | -56% | 7.9k | 65.61 |
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| Medtronic (MDT) | 0.1 | $516k | -56% | 6.6k | 78.23 |
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| Vanguard Mid Etf (VO) | 0.1 | $514k | +326% | 6.4k | 80.57 |
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| Garmin (GRMN) | 0.1 | $511k | 2.2k | 237.54 |
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| Walt Disney Company (DIS) | 0.1 | $505k | 5.3k | 96.26 |
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| Tacoma Wash Solid W 5 26swd Util Due 12/01/26 Muni | 0.1 | $505k | 500k | 1.01 |
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| Visa (V) | 0.1 | $503k | +2% | 1.5k | 343.09 |
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| Ishares Morningstar Etf (IMCG) | 0.1 | $501k | 5.1k | 98.30 |
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| Paypal Holdings (PYPL) | 0.1 | $500k | 12k | 43.18 |
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| State Street Etf (SPYM) | 0.1 | $500k | +4% | 5.7k | 87.88 |
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| First Eagle Global I Etf (SGIIX) | 0.1 | $488k | 5.8k | 84.88 |
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| State Street Etf (XLI) | 0.1 | $484k | 2.6k | 185.28 |
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| Fidelity Advisor Investment Gr Bd I Bond (FGBPX) | 0.1 | $476k | 66k | 7.23 |
|
|
| Applovin Corp Class A (APP) | 0.1 | $441k | +10% | 855.00 | 515.22 |
|
| Invesco High Etf (GTOQ) | 0.1 | $440k | 20k | 22.34 |
|
|
| Aristotle Strategic Income I-2 Bond (PLSFX) | 0.1 | $426k | 41k | 10.48 |
|
|
| Avantis Emerging Etf (AVEM) | 0.1 | $424k | +8% | 4.4k | 96.49 |
|
| Dws Global Macro S Etf (DBIVX) | 0.1 | $417k | 36k | 11.56 |
|
|
| Putnam Franklin Etf (FTCA) | 0.1 | $414k | 56k | 7.42 |
|
|
| American Funds Tax-exempt Bond F2 Bond (TEAFX) | 0.1 | $409k | 33k | 12.57 |
|
|
| Evolv Technologi (EVLV) | 0.1 | $406k | +26% | 70k | 5.80 |
|
| Coreweave Inc Com Cl A (CRWV) | 0.1 | $397k | +21% | 4.0k | 99.54 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $397k | +6% | 6.9k | 57.63 |
|
| Pfizer (PFE) | 0.1 | $393k | 16k | 24.08 |
|
|
| Ishares Expanded Etf (IGM) | 0.1 | $393k | 2.4k | 163.58 |
|
|
| Merck & Co (MRK) | 0.1 | $389k | 3.0k | 128.52 |
|
|
| Columbia Short Etf (SBND) | 0.1 | $388k | 21k | 18.80 |
|
|
| Fedex Fght Hldg (FDXF) | 0.1 | $387k | NEW | 2.6k | 151.00 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $383k | 1.5k | 255.67 |
|
|
| Space X (SPCX) | 0.1 | $382k | NEW | 2.2k | 170.86 |
|
| Servicenow (NOW) | 0.0 | $378k | +2% | 3.8k | 99.28 |
|
| McDonald's Corporation (MCD) | 0.0 | $372k | +4% | 1.4k | 270.31 |
|
| Goldman Sachs (GS) | 0.0 | $368k | 364.00 | 1011.37 |
|
|
| Jpmorgan Active Value Etf Etf (JAVA) | 0.0 | $368k | 4.6k | 79.41 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $367k | 428.00 | 858.06 |
|
|
| Axon Enterprise (AXON) | 0.0 | $364k | +90% | 650.00 | 560.61 |
|
| Pepsi (PEP) | 0.0 | $363k | 2.7k | 135.41 |
|
|
| State Street Etf (DIA) | 0.0 | $363k | +5% | 694.00 | 522.39 |
|
| Deere & Company (DE) | 0.0 | $357k | 562.00 | 634.48 |
|
|
| Prudential Financial (PRU) | 0.0 | $356k | -2% | 3.3k | 107.93 |
|
| Deluxe Corporation (DLX) | 0.0 | $352k | -40% | 15k | 23.88 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $349k | 1.5k | 226.97 |
|
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.0 | $347k | 3.5k | 98.59 |
|
|
| Hp (HPQ) | 0.0 | $345k | -30% | 16k | 21.94 |
|
| eBay (EBAY) | 0.0 | $342k | -4% | 3.1k | 111.78 |
|
| EOG Resources (EOG) | 0.0 | $341k | 2.6k | 129.73 |
|
|
| Madison Square Garden Cl A (MSGS) | 0.0 | $341k | 849.00 | 401.84 |
|
|
| Crispr Therapeutics (CRSP) | 0.0 | $335k | 6.1k | 54.54 |
|
|
| Hartford Equity Income I Etf (HQIIX) | 0.0 | $331k | 16k | 21.16 |
|
|
| Ishares Msci Etf (EFA) | 0.0 | $331k | +4% | 3.2k | 103.91 |
|
| Invesco Db Agriculture Fund etp (DBA) | 0.0 | $324k | +39% | 12k | 26.67 |
|
| Ishares Msci Etf (QUAL) | 0.0 | $324k | -29% | 1.5k | 219.43 |
|
| American Express Company (AXP) | 0.0 | $318k | 939.00 | 338.25 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- Westside Investment Management 2026 Q2 filed July 27, 2026
- Westside Investment Management 2026 Q1 filed May 4, 2026
- Westside Investment Management 2025 Q4 filed Jan. 23, 2026
- Westside Investment Management 2025 Q3 filed Nov. 4, 2025
- Westside Investment Management 2025 Q2 filed Aug. 5, 2025
- Westside Investment Management 2025 Q1 filed April 25, 2025
- Westside Investment Management 2024 Q4 filed Jan. 17, 2025
- Westside Investment Management 2024 Q3 filed Nov. 20, 2024
- Westside Investment Management 2024 Q2 filed July 17, 2024
- Westside Investment Management 2024 Q1 filed April 19, 2024
- Westside Investment Management 2023 Q4 filed Jan. 12, 2024
- 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