Westside Investment Management
Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are American Century Calf, Hartford Schroders Tax bond, Transamr Shrt Trm Bd I mutual fund, Dws Glbl Macro Fd S etf, Fidelity Adv New Insights Fd C, and represent 36.48% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: American Century Calf (+$210M), Transamr Shrt Trm Bd I mutual fund (+$149M), Amer Cent Tax-free Bond-inv fund (+$145M), Invesco Oppenheimer Roch Limited Tm Ca Y mutual fund (+$100M), Tax Ex Bd Amer F2 mutual fund (+$97M), Vanguard Mun Bd Fd Inc Inter T mutual funds (+$96M), Fidelity Advisor Investm (+$57M), SE (+$22M), SAM (+$16M), PL (+$11M).
- Started 38 new stock positions in NID, Invesco Oppenheimer Roch Limited Tm Ca Y mutual fund, ARTNA, BLNK, SMMU, Embecta Corporation, SE, VAW, ET, BCX.
- Reduced shares in these 10 stocks: IAU (-$1.6B), First Tr Portfolios (-$254M), DIDI (-$42M), VTR (-$13M), OGN (-$8.2M), ACHR, NOC, MUB, AAPL, GBIL.
- Sold out of its positions in Appollo Global Mgmt Inc Cl A, BHIL, BB, BRLT, CYBN, DIDI, DHR, DWAC, DOUG, DOCS.
- Westside Investment Management was a net seller of stock by $-980M.
- Westside Investment Management has $10B in assets under management (AUM), dropping by 1.62%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Companies in the Westside Investment Management portfolio as of the March 2022 quarterly 13F filing
Westside Investment Management has 797 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Century Ca Interm-t T-fr Bd Inv Bond | 16.5 | $1.7B | +14% | 145k | 11490.05 | |
| Hartford Schroders Tax-aware Bond I Bond Funds | 7.2 | $722M | 69k | 10470.07 | ||
| Transamerica Short-term Bond I Bond Funds | 5.8 | $587M | +33% | 60k | 9830.00 | |
| Dws Global Macro S Etf | 3.5 | $357M | 35k | 10190.03 | ||
| Fidelity Advisor New Insights I Etf | 3.4 | $345M | 9.3k | 37010.07 | ||
| American Century Intermtrm Tx-fr Bd Inv Bond | 3.4 | $338M | +75% | 30k | 11150.02 | |
| American Funds Tax-exempt Bond F2 Bond Funds | 3.3 | $333M | +41% | 26k | 12720.43 | |
| American Funds Ltdterm Txex Bd F1 Bond | 2.9 | $293M | 19k | 15310.18 | ||
| Blackrock Strategic Income Opps Instl Bond Funds | 2.7 | $273M | 28k | 9810.14 | ||
| Jhancock Bond I Bond Funds | 2.6 | $257M | +2% | 17k | 14990.84 | |
| Dfa Us Core Equity 2 I Etf | 2.2 | $218M | 6.9k | 31582.68 | ||
| Vanguard Ca Interm-term Tax-exempt Adm Bond Funds | 2.1 | $209M | +85% | 18k | 11460.48 | |
| Pacific Funds Strategic Income Adv Bond Funds | 1.9 | $192M | +2% | 18k | 10950.09 | |
| First Trust Preferred Sec Income Etf Etf (FPE) | 1.9 | $191M | 10k | 19060.00 | ||
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| Columbia Mortgage Opportunities Inst2 Bond Funds | 1.9 | $189M | +2% | 19k | 9850.29 | |
| Doubleline Total Return Bond I Bond Funds | 1.9 | $187M | 19k | 9820.16 | ||
| Hartford Equity Income I Etf | 1.8 | $180M | 7.9k | 22821.58 | ||
| Dfa Investment Grade I Bond Funds | 1.7 | $172M | 16k | 10630.31 | ||
| Jpmorgan Large Cap Growth I Etf | 1.6 | $164M | 2.9k | 55644.26 | ||
| Lord Abbett Intermediate Tax Free F Bond Funds | 1.4 | $146M | 14k | 10530.04 | ||
| T Rowe Price Health Sciences Etf | 1.4 | $142M | 1.5k | 96627.13 | ||
| Fidelity Advisor Investment Gr Bd I Bond Funds | 1.4 | $141M | +68% | 18k | 7840.14 | |
| Transamerica Intermediate Muni I Bond Funds | 1.4 | $140M | 13k | 11230.29 | ||
| Dfa Us Large Company I Etf | 1.3 | $133M | 4.1k | 32339.96 | ||
| Schwab S&p 500 Index Etf | 1.3 | $127M | 1.8k | 69853.52 | ||
| Touchstone Mid Cap A Etf | 1.2 | $124M | 2.8k | 44905.11 | ||
| Dws Esg Core Equity S Etf | 1.1 | $112M | 5.8k | 19160.82 | ||
| Dfa Us Large Cap Value I Etf | 1.0 | $104M | 2.3k | 45775.57 | ||
| Blackrock California Muni Opps Instl Bond Funds | 1.0 | $102M | 8.3k | 12330.07 | ||
| First Eagle Global I Etf | 1.0 | $101M | +6% | 1.5k | 65393.25 | |
| Invesco Limited Term Ca Municipal Y Bond Funds | 1.0 | $100M | NEW | 31k | 3210.02 | |
| American Funds Ltdterm Txex Bd F2 Bond Funds | 1.0 | $96M | 6.3k | 15310.76 | ||
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.9 | $93M | 1.3k | 69859.62 | ||
| Neuberger Berman Real Estate I Etf | 0.9 | $91M | 5.0k | 18261.47 | ||
| Mfs Massachusetts Inv Gr Stk A Etf | 0.9 | $87M | +9% | 2.2k | 39739.55 | |
| Mfs Mid Cap Value A Etf | 0.7 | $70M | 2.3k | 30824.77 | ||
| American Funds Invmt Co Of Amer A Etf | 0.7 | $66M | +5% | 1.3k | 49490.24 | |
| Dfa Us Small Cap Value I Etf | 0.6 | $65M | 1.5k | 43595.45 | ||
| Coinbase Global (COIN) | 0.6 | $60M | +2% | 320.00 | 186960.00 | |
| Franklin Ca Tax Free Income A1 Bond | 0.5 | $55M | 7.7k | 7140.08 | ||
| Dfa International Core Equity I Etf | 0.5 | $54M | 3.5k | 15403.92 | ||
| Dfa Emerging Markets Core Equity I Etf | 0.5 | $50M | 2.1k | 24382.57 | ||
| American Funds Bond Fund Of Amer F3 Bond Funds | 0.5 | $47M | 3.7k | 12572.27 | ||
| San Diego Ca Usd 5 25 27impt Sch Due 07/01/27assured Guaranty Mun Muni | 0.5 | $46M | 40k | 1156.70 | ||
| Doubleline Yield Opportu Etf (DLY) | 0.4 | $44M | 2.5k | 17420.00 | ||
| Invesco Developing Markets Y Etf | 0.4 | $43M | +5% | 1.1k | 40332.08 | |
| Dfa Large Cap International I Etf | 0.4 | $36M | 1.4k | 26165.94 | ||
| Franklin Ca Tax Free Income A Bond | 0.3 | $31M | 4.3k | 7150.89 | ||
| Dfa Us Small Cap I Etf | 0.3 | $31M | 694.00 | 44497.12 | ||
| Communicat Svs Slct Sec Spdr Etf Etf (XLC) | 0.2 | $25M | 356.00 | 69289.33 | ||
| AutoZone (AZO) | 0.2 | $24M | 12.00 | 1974500.00 | ||
| Sea Ltd Funadr 1 Adr Reps 1 Ord Adr (SE) | 0.2 | $22M | NEW | 180.00 | 121100.00 | |
| Veeva Sys Inc cl a (VEEV) | 0.2 | $22M | 100.00 | 216760.00 | ||
| Public Storage Reit Reit (PSA) | 0.2 | $21M | 52.00 | 396500.00 | ||
| Loomis Sayles Sr Floating Rate And F/i A Bond | 0.2 | $21M | 2.3k | 8851.18 | ||
| Apple (AAPL) | 0.2 | $19M | -3% | 107k | 174.61 | |
| Dominion Resources (D) | 0.2 | $18M | 210.00 | 86328.57 | ||
| Ally Financial (ALLY) | 0.2 | $17M | 386.00 | 43979.27 | ||
| Loomis Sayles Bond Retail Bond | 0.2 | $16M | 1.3k | 12740.02 | ||
| Boston Beer Company (SAM) | 0.2 | $16M | NEW | 40.00 | 391150.00 | |
| California St 5 22go Utx Due 11/01/22 Muni | 0.2 | $15M | 15k | 1021.47 | ||
| Dfa Emerging Markets I Etf | 0.1 | $13M | 410.00 | 30743.90 | ||
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $11M | NEW | 2.0k | 5600.00 | |
| Vanguard Total Etf (VTI) | 0.1 | $10M | +5% | 44k | 227.67 | |
| Simon Ppty Group Reit Reit (SPG) | 0.1 | $10M | 75.00 | 133000.00 | ||
| Invesco Qqq Etf (QQQ) | 0.1 | $9.9M | +2% | 27k | 362.52 | |
| Tencent Holdings Funadr 1 Adr Reps 1 Ord Adr (TCEHY) | 0.1 | $9.8M | 200.00 | 49140.00 | ||
| Pimco Income Instl Bond Funds | 0.1 | $9.7M | 859.00 | 11308.50 | ||
| Ishares Gold Etf Etf (IAU) | 0.1 | $9.1M | -99% | 250.00 | 36540.00 | |
| Franklin Mutual U S Value A Etf | 0.1 | $8.7M | +14% | 240.00 | 36091.67 | |
| Ishares Core Etf (IEFA) | 0.1 | $8.6M | +5% | 123k | 69.51 | |
| Trulieve Cannabis Corp F Adr (TCNNF) | 0.1 | $8.5M | +100% | 400.00 | 21200.00 | |
| Ishares Core Etf (AGG) | 0.1 | $7.6M | +2% | 71k | 107.10 | |
| Archer Aviation Cl A (ACHR) | 0.1 | $7.2M | -25% | 1.5k | 4810.00 | |
| Microsoft Corporation (MSFT) | 0.1 | $7.1M | +2% | 23k | 308.27 | |
| Vanguard High Etf (VYM) | 0.1 | $6.7M | +8% | 60k | 112.24 | |
| Vanguard Dividend Etf (VIG) | 0.1 | $6.4M | -2% | 40k | 162.16 | |
| Ishares Core Etf (IUSB) | 0.1 | $6.4M | +12% | 128k | 49.63 | |
| Ventas Inc Reit Reit (VTR) | 0.1 | $6.3M | -66% | 100.00 | 62840.00 | |
| Robo Gbl Rbotcs And Autmatn Indx Etf Etf (ROBO) | 0.1 | $5.9M | 100.00 | 58520.00 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $5.7M | -6% | 57k | 101.20 | |
| Vanguard Consumer Etf (VCR) | 0.1 | $5.3M | +5% | 17k | 305.19 | |
| SPDR Gold Trust (GLD) | 0.1 | $5.1M | 28k | 180.64 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $5.0M | -21% | 11k | 446.96 | |
| Comstock Mng (LODE) | 0.0 | $5.0M | 3.0k | 1670.00 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $5.0M | 1.8k | 2792.90 | ||
| Amazon (AMZN) | 0.0 | $4.7M | +4% | 1.4k | 3259.03 | |
| Sector Technology Etf (XLK) | 0.0 | $4.2M | 26k | 158.92 | ||
| Akre Focus Instl Etf | 0.0 | $4.1M | 68.00 | 59691.18 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $3.7M | +7% | 1.3k | 2780.49 | |
| Tutor Perini Corporation (TPC) | 0.0 | $3.5M | 328k | 10.80 | ||
| Trivago N V Fadr 1 Adr Reps 1 Ord Adr (TRVG) | 0.0 | $3.5M | 1.5k | 2360.00 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $3.5M | 27k | 126.92 | ||
| Global-e Online Ltd F Adr (GLBE) | 0.0 | $3.4M | 100.00 | 34280.00 | ||
| Pitney Bowes (PBI) | 0.0 | $3.4M | +14% | 647k | 5.20 | |
| Qualcomm (QCOM) | 0.0 | $3.3M | 22k | 152.80 | ||
| Spdr Series Etf (SDY) | 0.0 | $3.3M | +6% | 26k | 128.08 | |
| United Rentals (URI) | 0.0 | $3.3M | 9.3k | 355.17 | ||
| Uber Technologies (UBER) | 0.0 | $3.3M | +44% | 92k | 35.68 | |
| Atai Life Sciences B V F Adr (ATAI) | 0.0 | $3.2M | +9% | 600.00 | 5320.00 | |
| Alibaba Group Holding (BABA) | 0.0 | $3.1M | +7% | 29k | 108.76 | |
| Amgen (AMGN) | 0.0 | $3.1M | 13k | 241.77 | ||
| Sector Financial Etf (XLF) | 0.0 | $3.1M | +2% | 80k | 38.31 | |
| Abbvie (ABBV) | 0.0 | $3.0M | -15% | 19k | 162.06 | |
| Evofem Biosciences (EVFM) | 0.0 | $3.0M | 10k | 297.40 | ||
| Facebook Inc cl a (FB) | 0.0 | $3.0M | +12% | 13k | 222.34 | |
| Brink's Company (BCO) | 0.0 | $2.9M | -6% | 43k | 67.99 | |
| Gilead Sciences (GILD) | 0.0 | $2.9M | -2% | 49k | 59.45 | |
| Aveo Pharmaceuticals (AVEO) | 0.0 | $2.8M | 500.00 | 5550.00 | ||
| Walt Disney Company (DIS) | 0.0 | $2.6M | +5% | 19k | 137.16 | |
| Vanguard Wellesley Income Admiral Etf | 0.0 | $2.5M | 37.00 | 68810.81 | ||
| Ishares 1-3yr Etf (SHY) | 0.0 | $2.5M | +8% | 30k | 83.32 | |
| Pimco Ehnanced Etf (MINT) | 0.0 | $2.4M | +62% | 24k | 100.15 | |
| Ishares Msci Etf (EFV) | 0.0 | $2.4M | +16% | 49k | 50.25 | |
| PerkinElmer (PKI) | 0.0 | $2.4M | 14k | 174.42 | ||
| Spirit Realty Capita Reit Reit (SRC) | 0.0 | $2.3M | 50.00 | 46800.00 | ||
| Ishares Core Etf (IEMG) | 0.0 | $2.1M | +6% | 39k | 55.52 | |
| Vanguard Small Etf (VB) | 0.0 | $2.1M | 9.7k | 212.48 | ||
| Ii-vi (IIVI) | 0.0 | $2.0M | -13% | 28k | 72.49 | |
| Ishares National Etf (MUB) | 0.0 | $2.0M | -34% | 19k | 109.64 | |
| Deluxe Corporation (DLX) | 0.0 | $2.0M | +13% | 68k | 30.24 | |
| Hartford Schroders Etf (HTAB) | 0.0 | $2.0M | +18% | 101k | 19.96 | |
| First Trust Etf (FDN) | 0.0 | $2.0M | +119% | 11k | 187.79 | |
| Ishares Tips Etf (TIP) | 0.0 | $1.9M | -8% | 16k | 124.57 | |
| Goldman Sachs Etf (GBIL) | 0.0 | $1.9M | -25% | 19k | 99.86 | |
| Columbia Sustainable Etf (ESGN) | 0.0 | $1.9M | +2% | 71k | 27.08 | |
| Spdr Nuveen Etf (SHM) | 0.0 | $1.9M | 40k | 47.31 | ||
| Wisdomtree U S Etf (AIVL) | 0.0 | $1.8M | -4% | 19k | 99.04 | |
| Paypal Holdings (PYPL) | 0.0 | $1.8M | +23% | 16k | 115.63 | |
| Ishares 20 Plus Etf (TLT) | 0.0 | $1.8M | 14k | 132.02 | ||
| Boeing Company (BA) | 0.0 | $1.8M | +13% | 9.2k | 191.48 | |
| Vanguard Health Etf (VHT) | 0.0 | $1.7M | +21% | 6.8k | 254.38 | |
| Vanguard Fste Etf (VWO) | 0.0 | $1.7M | 37k | 46.12 | ||
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.6M | -3% | 98k | 16.71 | |
| Ishares Core Etf (IJR) | 0.0 | $1.6M | +24% | 15k | 107.84 | |
| Pimco Short Etf (SMMU) | 0.0 | $1.6M | NEW | 32k | 49.97 | |
| Ishares Biotechnology Etf (IBB) | 0.0 | $1.6M | +6% | 12k | 130.27 | |
| Viacomcbs (PARA) | 0.0 | $1.6M | +8% | 42k | 37.80 | |
| Cigna Corp (CI) | 0.0 | $1.5M | -4% | 6.5k | 239.53 | |
| SPDR S&P Etf (SPY) | 0.0 | $1.5M | 3.4k | 451.52 | ||
| Spdr Portfolio Etf (SPTM) | 0.0 | $1.5M | 27k | 55.55 | ||
| Medtronic (MDT) | 0.0 | $1.5M | +10% | 14k | 110.95 | |
| Broadcom (AVGO) | 0.0 | $1.5M | 2.3k | 629.42 | ||
| UnitedHealth (UNH) | 0.0 | $1.5M | -5% | 2.9k | 509.95 | |
| FedEx Corporation (FDX) | 0.0 | $1.4M | +3% | 6.2k | 231.37 | |
| Covetrus (CVET) | 0.0 | $1.4M | 84k | 16.79 | ||
| Ishares California Etf (CMF) | 0.0 | $1.4M | -5% | 24k | 58.15 | |
| Sector Healthcare Etf (XLV) | 0.0 | $1.3M | 9.8k | 136.97 | ||
| Bank of America Corporation (BAC) | 0.0 | $1.3M | 31k | 41.20 | ||
| Oracle Corporation (ORCL) | 0.0 | $1.3M | 15k | 82.70 | ||
| Cisco Systems (CSCO) | 0.0 | $1.2M | 22k | 55.74 | ||
| Harrow Health (HROW) | 0.0 | $1.2M | +15% | 178k | 6.82 | |
| Vanguard Real Etf (VNQ) | 0.0 | $1.2M | 11k | 108.27 | ||
| Amarin Corporation (AMRN) | 0.0 | $1.2M | +11% | 359k | 3.29 | |
| Micron Technology (MU) | 0.0 | $1.2M | +9% | 15k | 77.87 | |
| Motorola Solutions (MSI) | 0.0 | $1.1M | 4.7k | 242.07 | ||
| Shopify Inc cl a (SHOP) | 0.0 | $1.1M | +16200% | 1.6k | 675.42 | |
| Hp (HPQ) | 0.0 | $1.1M | 30k | 36.29 | ||
| Draftkings Inc Com Cl A (DKNG) | 0.0 | $1.1M | +139% | 55k | 19.46 | |
| Eton Pharmaceuticals (ETON) | 0.0 | $1.1M | +104% | 242k | 4.36 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $1.0M | 1.9k | 545.45 | ||
| Bausch Health Companies (BHC) | 0.0 | $1.0M | +10% | 46k | 22.84 | |
| Ishares Core Etf (ITOT) | 0.0 | $1.0M | +4% | 10k | 100.86 | |
| Ishares Msci Etf (SUSA) | 0.0 | $1.0M | -14% | 11k | 96.80 | |
| Steris Plc Ord equities (STE) | 0.0 | $1.0M | 4.2k | 241.54 | ||
| Intel Corporation (INTC) | 0.0 | $975k | +2% | 20k | 49.55 | |
| Applied Materials (AMAT) | 0.0 | $939k | 7.1k | 131.79 | ||
| Invesco Db Agriculture Fund etp (DBA) | 0.0 | $907k | +29% | 42k | 21.87 | |
| Vanguard Consumer Etf (VDC) | 0.0 | $896k | +21% | 4.6k | 195.82 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $880k | 2.5k | 352.54 | ||
| Apricus Biosciences (SEEL) | 0.0 | $879k | 1.0k | 879.00 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $876k | 1.9k | 455.30 | ||
| Matthews Asian Growth & Inc Investor Etf | 0.0 | $856k | 56.00 | 15285.71 | ||
| Starbucks Corporation (SBUX) | 0.0 | $833k | +3% | 9.2k | 90.78 | |
| Alps Alerian Etf (AMLP) | 0.0 | $820k | NEW | 21k | 38.26 | |
| Procter & Gamble Company (PG) | 0.0 | $810k | 5.3k | 152.64 | ||
| Invesco Solar Etf (TAN) | 0.0 | $781k | +17% | 10k | 75.39 | |
| SPDR S&P Etf (KBE) | 0.0 | $769k | 15k | 52.31 | ||
| Tesla Motors (TSLA) | 0.0 | $765k | +3% | 710.00 | 1077.46 | |
| Eli Lilly & Co. (LLY) | 0.0 | $756k | +380% | 2.6k | 286.04 | |
| First Trust Etf (FVD) | 0.0 | $720k | +29% | 17k | 42.29 | |
| Johnson & Johnson (JNJ) | 0.0 | $716k | 4.0k | 176.92 | ||
| Vanguard Total Etf (BNDX) | 0.0 | $694k | 13k | 52.43 | ||
| Ishares Cohen Etf (ICF) | 0.0 | $677k | -2% | 9.5k | 70.99 | |
| International Flavors & Fragrances (IFF) | 0.0 | $668k | -8% | 5.1k | 131.24 | |
| Vanguard Financials Etf (VFH) | 0.0 | $640k | 6.9k | 93.29 | ||
| Vanguard Information Etf (VGT) | 0.0 | $633k | -3% | 1.5k | 416.33 | |
| salesforce (CRM) | 0.0 | $629k | +78% | 3.0k | 211.91 | |
| Sector Consumer Etf (XLP) | 0.0 | $626k | +17% | 8.3k | 75.88 | |
| Vanguard Total Etf (BND) | 0.0 | $625k | +20% | 7.9k | 79.52 | |
| Vaneck Short Etf (SMB) | 0.0 | $620k | +477% | 36k | 17.08 | |
| Citigroup (C) | 0.0 | $619k | +6% | 12k | 53.34 | |
| Atomera (ATOM) | 0.0 | $617k | +31% | 47k | 13.05 | |
| Pulse Biosciences (PLSE) | 0.0 | $612k | +263% | 126k | 4.86 | |
| Ishares Technology Etf (IYW) | 0.0 | $601k | -2% | 5.8k | 102.89 | |
| Comcast Corporation (CMCSA) | 0.0 | $600k | -36% | 13k | 46.76 | |
| Kraneshares Tr Etf (KWEB) | 0.0 | $595k | +49% | 21k | 28.49 | |
| Bristol Myers Squibb (BMY) | 0.0 | $590k | 8.1k | 72.93 | ||
| Pfizer (PFE) | 0.0 | $588k | +2% | 11k | 51.66 | |
| Ishares Msci Etf (USMV) | 0.0 | $580k | 7.5k | 77.50 | ||
| Spdr Series Etf (XBI) | 0.0 | $574k | 6.4k | 89.83 | ||
| Alps Clean Etf (ACES) | 0.0 | $572k | +48% | 9.1k | 63.21 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $562k | 1.3k | 440.85 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $562k | +63% | 976.00 | 575.53 | |
| Whirlpool Corporation (WHR) | 0.0 | $533k | 3.1k | 172.77 | ||
| Select Utilities Etf (XLU) | 0.0 | $531k | +7% | 7.1k | 74.35 | |
| Crispr Therapeutics (CRSP) | 0.0 | $497k | +3% | 7.9k | 62.72 | |
| Lam Research Corporation (LRCX) | 0.0 | $481k | 895.00 | 537.43 | ||
| Prudential Financial (PRU) | 0.0 | $472k | 4.0k | 117.95 | ||
| Nike (NKE) | 0.0 | $469k | 3.5k | 134.34 | ||
| Turtle Beach Corp (HEAR) | 0.0 | $469k | +44% | 22k | 21.25 | |
| Zimmer Holdings (ZBH) | 0.0 | $461k | -11% | 3.6k | 127.84 | |
| Ishares 7-10yr Etf (IEF) | 0.0 | $459k | +2% | 4.3k | 107.24 | |
| Wal-Mart Stores (WMT) | 0.0 | $452k | +2% | 3.0k | 148.88 | |
| Vanguard Materials Etf (VAW) | 0.0 | $450k | NEW | 2.3k | 193.97 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $422k | +103% | 3.1k | 136.06 | |
| Rockwell Automation (ROK) | 0.0 | $420k | 1.5k | 280.00 | ||
| Skyworks Solutions (SWKS) | 0.0 | $413k | 3.1k | 132.97 | ||
| Biogen Idec (BIIB) | 0.0 | $410k | +5% | 2.0k | 210.48 | |
| Ford Motor Company (F) | 0.0 | $405k | -21% | 24k | 16.89 | |
| Pepsi (PEP) | 0.0 | $396k | 2.4k | 167.09 | ||
| Upstart Hldgs (UPST) | 0.0 | $388k | +2460% | 3.6k | 108.94 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $385k | 3.9k | 99.04 | ||
| Vaneck Semiconductor Etf (SMH) | 0.0 | $377k | +6900% | 1.4k | 269.29 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $371k | +8% | 7.5k | 49.42 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $363k | 1.8k | 201.67 | ||
| Penn National Gaming (PENN) | 0.0 | $355k | +118% | 8.4k | 42.38 | |
| Foot Locker (FL) | 0.0 | $353k | -41% | 12k | 29.63 | |
| Luminar Technologies Inc Com Cl A (LAZR) | 0.0 | $352k | +131% | 23k | 15.62 | |
| InterDigital (IDCC) | 0.0 | $352k | 5.5k | 63.65 | ||
| Home Depot (HD) | 0.0 | $351k | 1.2k | 298.72 | ||
| Ishares U S Etf (PFF) | 0.0 | $345k | +26% | 9.5k | 36.39 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $339k | +7% | 4.1k | 82.42 | |
| Vanguard Growth Etf (VUG) | 0.0 | $337k | +9% | 1.2k | 287.54 | |
| Abbott Laboratories (ABT) | 0.0 | $335k | 2.8k | 118.32 | ||
| Vaneck High Etf (HYD) | 0.0 | $326k | -10% | 5.7k | 57.25 | |
| Sector Energy Etf (XLE) | 0.0 | $317k | +84% | 4.2k | 76.24 | |
| Fidelity Covington Etf (FDLO) | 0.0 | $317k | +9% | 6.3k | 49.96 | |
| Philip Morris International (PM) | 0.0 | $314k | 3.4k | 93.73 | ||
| Chargepoint Holdings Inc Com Cl A (CHPT) | 0.0 | $310k | +122% | 16k | 19.82 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $302k | 3.9k | 77.08 | ||
| Church & Dwight (CHD) | 0.0 | $298k | 3.0k | 99.33 | ||
| Spdr Portfolio Etf (SPSB) | 0.0 | $293k | -18% | 9.8k | 30.05 | |
| Tff Pharmaceuticals (TFFP) | 0.0 | $291k | +133% | 46k | 6.30 | |
| Allegiant Travel Company (ALGT) | 0.0 | $284k | 1.8k | 162.29 | ||
| Spdr Bloomberg Etf (JNK) | 0.0 | $269k | +31% | 2.6k | 102.24 | |
| Ishares Iboxx Etf (HYG) | 0.0 | $262k | -29% | 3.2k | 82.00 | |
| Chevron Corporation (CVX) | 0.0 | $262k | 1.6k | 162.81 | ||
| At&t (T) | 0.0 | $255k | -16% | 11k | 23.59 | |
| Merck & Co (MRK) | 0.0 | $252k | -3% | 3.1k | 81.82 | |
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2018 Q4 filed Feb. 5, 2019
- Westside Investment Management 2018 Q3 filed Nov. 8, 2018
- Westside Investment Management 2018 Q2 filed Aug. 13, 2018
- Westside Investment Management 2018 Q1 filed April 16, 2018
- Westside Investment Management 2017 Q4 filed Feb. 15, 2018
- Westside Investment Management 2017 Q3 filed Nov. 13, 2017