Westside Investment Management
Latest statistics and disclosures from Westside Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VYM, AAPL, VTI, QQQ, TPC, and represent 15.41% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$10M), AIVL, AAPL, ADBE, IAU, THMIX, TMB, CGBL, TIMUX, FZIIX.
- Started 65 new stock positions in SNDA, Blackrock Utils Infrastructu, ASST, TAP, SPBO, MTZ, ARM, CLS, Envveno Medical, GDX.
- Reduced shares in these 10 stocks: SWVXX, SWOXX, GLD, COHR, MU, FTMS, SMMU, CHTR, FUMB, TPC.
- Sold out of its positions in APG, AIV, AGX, ASHGY, AstraZeneca, AUR, Avidity Biosciences Ord, AVA, BMBIX, BUI.
- Westside Investment Management was a net buyer of stock by $39M.
- Westside Investment Management has $652M in assets under management (AUM), dropping by 4.32%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 1477 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Westside Investment Management has 1477 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard High Etf (VYM) | 3.7 | $24M | +4% | 162k | 148.10 |
|
| Apple (AAPL) | 3.6 | $23M | +8% | 92k | 253.79 |
|
| Vanguard Total Etf (VTI) | 2.8 | $19M | 58k | 320.81 |
|
|
| Invesco Qqq Etf (QQQ) | 2.7 | $18M | 31k | 577.20 |
|
|
| Tutor Perini Corporation (TPC) | 2.6 | $17M | -3% | 219k | 77.19 |
|
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $14M | 47k | 287.56 |
|
|
| Amazon (AMZN) | 1.9 | $12M | +5% | 60k | 208.27 |
|
| Eton Pharmaceuticals (ETON) | 1.8 | $12M | 468k | 24.68 |
|
|
| Ishares Core Etf (IEFA) | 1.6 | $11M | +4630% | 116k | 90.53 |
|
| Microsoft Corporation (MSFT) | 1.6 | $11M | +2% | 28k | 370.17 |
|
| Ishares Core Etf (AGG) | 1.4 | $9.1M | +2% | 92k | 99.27 |
|
| Alphabet Inc Class C cs (GOOG) | 1.4 | $9.1M | 32k | 286.87 |
|
|
| Facebook Inc cl a (META) | 1.4 | $8.9M | 16k | 572.18 |
|
|
| Uber Technologies (UBER) | 1.3 | $8.5M | 118k | 71.93 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $8.1M | 47k | 174.41 |
|
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| Broadcom (AVGO) | 1.2 | $7.8M | 25k | 309.52 |
|
|
| Vanguard Consumer Etf (VCR) | 1.2 | $7.7M | 22k | 359.04 |
|
|
| SPDR Gold Trust (GLD) | 1.1 | $7.5M | -16% | 17k | 430.30 |
|
| Vanguard Dividend Etf (VIG) | 1.1 | $7.0M | 32k | 215.06 |
|
|
| Pitney Bowes (PBI) | 1.0 | $6.8M | 614k | 11.05 |
|
|
| Harrow Health (HROW) | 1.0 | $6.6M | +2% | 186k | 35.26 |
|
| Coherent Corp (COHR) | 1.0 | $6.5M | -13% | 27k | 238.22 |
|
| Avantis U S Etf (AVUV) | 1.0 | $6.2M | +9% | 56k | 110.47 |
|
| Capital Group Etf (CGBL) | 0.9 | $6.2M | +22% | 180k | 34.41 |
|
| Ishares Core Etf (IUSB) | 0.9 | $6.0M | +2% | 130k | 46.19 |
|
| State Street Etf (SDY) | 0.9 | $5.6M | +2% | 39k | 145.94 |
|
| State Street Etf (XLV) | 0.8 | $5.5M | +11% | 38k | 146.61 |
|
| State Street Etf (XLK) | 0.8 | $5.5M | 41k | 132.90 |
|
|
| Schwab Municipal Money Ultra Etf (SWOXX) | 0.8 | $5.4M | -31% | 5.4M | 1.00 |
|
| Northrop Grumman Corporation (NOC) | 0.8 | $5.3M | -7% | 7.7k | 682.24 |
|
| First Trust Etf (FCAL) | 0.8 | $5.2M | 106k | 48.89 |
|
|
| Ishares National Etf (MUB) | 0.8 | $5.1M | +3% | 48k | 106.15 |
|
| Invesco Nasdaq Etf (QQQM) | 0.8 | $4.9M | +24% | 21k | 237.62 |
|
| Micron Technology (MU) | 0.7 | $4.7M | -16% | 14k | 337.86 |
|
| Shopify Inc cl a (SHOP) | 0.7 | $4.6M | 39k | 118.62 |
|
|
| Vaneck Semiconductor Etf (SMH) | 0.7 | $4.3M | +8% | 11k | 383.40 |
|
| Vaneck Long Etf (MLN) | 0.7 | $4.3M | +14% | 244k | 17.44 |
|
| Pimco Ehnanced Etf (MINT) | 0.6 | $4.2M | -12% | 41k | 100.57 |
|
| United Rentals (URI) | 0.6 | $4.1M | 5.6k | 728.56 |
|
|
| State Street Etf (XLF) | 0.6 | $4.0M | +3% | 81k | 49.37 |
|
| Ishares Core Etf (IEMG) | 0.6 | $3.8M | +3% | 54k | 69.75 |
|
| First Trust Etf (FMB) | 0.6 | $3.7M | +6% | 73k | 50.66 |
|
| First Trust Etf (FIXD) | 0.6 | $3.7M | +24% | 84k | 43.59 |
|
| Abbvie (ABBV) | 0.6 | $3.6M | 17k | 217.49 |
|
|
| State Street Etf (XLE) | 0.6 | $3.6M | +5% | 59k | 61.26 |
|
| Brink's Company (BCO) | 0.5 | $3.5M | +12% | 34k | 103.63 |
|
| Vanguard Total Etf (VXUS) | 0.5 | $3.5M | +2% | 45k | 77.11 |
|
| Amgen (AMGN) | 0.5 | $3.5M | 9.8k | 351.85 |
|
|
| Jpmorgan Etf (JPST) | 0.5 | $3.4M | -5% | 68k | 50.61 |
|
| Gilead Sciences (GILD) | 0.5 | $3.2M | 23k | 139.37 |
|
|
| Vanguard Health Etf (VHT) | 0.5 | $3.2M | 12k | 272.33 |
|
|
| Fidelity Advisor Interm Muni Inc I Muni (FZIIX) | 0.5 | $3.1M | +51% | 307k | 10.20 |
|
| Ishares Core Etf (IJR) | 0.5 | $3.1M | +2% | 25k | 124.31 |
|
| Ishares Biotechnology Etf (IBB) | 0.5 | $3.1M | 18k | 168.86 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $2.9M | +10% | 14k | 203.43 |
|
| Qualcomm (QCOM) | 0.4 | $2.9M | 22k | 128.78 |
|
|
| CVS Caremark Corporation (CVS) | 0.4 | $2.8M | -13% | 39k | 71.82 |
|
| First Trust Etf (FDN) | 0.4 | $2.8M | +50% | 12k | 234.03 |
|
| Vanguard Small Etf (VB) | 0.4 | $2.8M | 11k | 261.94 |
|
|
| Ishares 1-3yr Etf (SHY) | 0.4 | $2.8M | 33k | 82.57 |
|
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| Pimco Short Etf (SMMU) | 0.4 | $2.6M | -19% | 52k | 50.45 |
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| State Street Etf (SPLB) | 0.4 | $2.5M | +32% | 113k | 22.22 |
|
| Snowflake Inc Cl A (SNOW) | 0.4 | $2.5M | +22% | 17k | 150.82 |
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| Vanguard Consumer Etf (VDC) | 0.4 | $2.5M | 11k | 224.59 |
|
|
| Ishares California Etf (CMF) | 0.4 | $2.4M | +3% | 43k | 56.86 |
|
| State Street Etf (SPY) | 0.4 | $2.4M | +3% | 3.7k | 650.40 |
|
| Applied Materials (AMAT) | 0.4 | $2.4M | 7.1k | 341.79 |
|
|
| Wisdomtree U S Etf (AIVL) | 0.4 | $2.4M | +5887% | 21k | 115.71 |
|
| Schwab Municipal Money Inv Etf (SWTXX) | 0.4 | $2.4M | +23% | 2.4M | 1.00 |
|
| Trimble Navigation (TRMB) | 0.4 | $2.4M | +58% | 37k | 65.23 |
|
| State Street Etf (SPTM) | 0.4 | $2.4M | -2% | 30k | 79.06 |
|
| Oracle Corporation (ORCL) | 0.4 | $2.3M | 16k | 147.11 |
|
|
| Vanguard Fste Etf (VWO) | 0.3 | $2.3M | +5% | 42k | 54.05 |
|
| State Street Etf (XLP) | 0.3 | $2.3M | +9% | 28k | 81.98 |
|
| First Trust Etf (FVD) | 0.3 | $2.2M | 47k | 47.03 |
|
|
| Berkshire Hathaway (BRK.B) | 0.3 | $2.2M | -2% | 4.5k | 479.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.1M | +54% | 18k | 114.99 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.1M | 43k | 48.75 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | -2% | 7.0k | 294.16 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.1M | -2% | 2.2k | 919.84 |
|
| Thornburg Intermediate Municipal Inst Muni (THMIX) | 0.3 | $2.0M | +344% | 153k | 13.14 |
|
| Goldman Sachs Etf (GBIL) | 0.3 | $2.0M | +13% | 20k | 100.19 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $2.0M | +13% | 5.1k | 390.43 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.0M | +2814% | 8.1k | 243.08 |
|
| Pgim Aaa Etf (PAAA) | 0.3 | $1.9M | +76% | 38k | 51.18 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.9M | +3% | 80k | 23.81 |
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| Ishares Select Etf (ICF) | 0.3 | $1.9M | +30% | 30k | 61.89 |
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| Fidelity High Etf (FDVV) | 0.3 | $1.9M | +7% | 34k | 55.24 |
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| FedEx Corporation (FDX) | 0.3 | $1.8M | -2% | 5.2k | 356.22 |
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| Ishares Core Etf (ITOT) | 0.3 | $1.8M | -2% | 13k | 142.44 |
|
| Thornburg Multi Etf (TMB) | 0.3 | $1.8M | +298% | 71k | 25.51 |
|
| iShares Gold Trust (IAU) | 0.3 | $1.8M | +10134% | 21k | 88.16 |
|
| Columbia Intl Etf (INEQ) | 0.3 | $1.8M | -4% | 46k | 39.04 |
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| Vanguard Total Etf (BNDX) | 0.3 | $1.8M | +12% | 37k | 48.05 |
|
| salesforce (CRM) | 0.3 | $1.8M | +93% | 9.6k | 186.67 |
|
| Lam Research (LRCX) | 0.3 | $1.8M | 8.3k | 213.66 |
|
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| Starbucks Corporation (SBUX) | 0.3 | $1.7M | 19k | 89.59 |
|
|
| Vanguard Total Etf (BND) | 0.3 | $1.7M | -2% | 23k | 73.64 |
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| Capital Group Etf (CGDV) | 0.3 | $1.7M | +56% | 40k | 42.54 |
|
| Cigna Corp (CI) | 0.2 | $1.6M | -2% | 6.0k | 266.77 |
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| Pimco Intermediate Etf (MUNI) | 0.2 | $1.6M | 30k | 52.19 |
|
|
| State Street Etf (SHM) | 0.2 | $1.6M | 33k | 47.83 |
|
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| Vaneck High Etf (HYD) | 0.2 | $1.6M | +2% | 31k | 50.14 |
|
| Pulse Biosciences (PLSE) | 0.2 | $1.5M | +6% | 71k | 21.59 |
|
| American Funds Fundamental Invs A Etf (ANCFX) | 0.2 | $1.5M | 17k | 89.40 |
|
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| Capital Group Etf (CGGR) | 0.2 | $1.5M | +30% | 36k | 40.19 |
|
| Tesla Motors (TSLA) | 0.2 | $1.4M | +6% | 3.8k | 371.75 |
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| Ishares Core Etf (AOR) | 0.2 | $1.4M | +71% | 22k | 64.35 |
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| Ishares Short Etf (NEAR) | 0.2 | $1.4M | +28% | 28k | 50.84 |
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| PerkinElmer (RVTY) | 0.2 | $1.4M | 16k | 87.61 |
|
|
| Alerian M Etf (AMLP) | 0.2 | $1.4M | -8% | 26k | 52.64 |
|
| Motorola Solutions (MSI) | 0.2 | $1.3M | 3.1k | 433.97 |
|
|
| Medtronic (MDT) | 0.2 | $1.3M | -16% | 15k | 86.65 |
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| Pimco Active Etf (BOND) | 0.2 | $1.3M | 14k | 92.28 |
|
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| Asml Holding (ASML) | 0.2 | $1.3M | -9% | 1.0k | 1320.83 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.3k | 996.43 |
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| Ishares Msci Etf (EFV) | 0.2 | $1.3M | -3% | 18k | 74.35 |
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| Vaneck Short Etf (SMB) | 0.2 | $1.3M | +7% | 74k | 17.30 |
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| Seagate Technology (STX) | 0.2 | $1.3M | +4% | 3.2k | 391.76 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.2M | 10k | 124.28 |
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| Vanguard Real Etf (VNQ) | 0.2 | $1.2M | 14k | 88.71 |
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| Balanced Pool Mfo | 0.2 | $1.2M | +593% | 13k | 94.30 |
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| Ishares Technology Etf (IYW) | 0.2 | $1.2M | 6.8k | 181.44 |
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| Transamerica Intermediate Muni I Muni (TIMUX) | 0.2 | $1.2M | +991% | 113k | 10.70 |
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| Cisco Systems (CSCO) | 0.2 | $1.2M | -2% | 15k | 77.59 |
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| Draftkings (DKNG) | 0.2 | $1.2M | +6% | 55k | 21.62 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 4.8k | 244.47 |
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| Netflix (NFLX) | 0.2 | $1.2M | +25% | 12k | 96.15 |
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| Citigroup (C) | 0.2 | $1.1M | -4% | 9.8k | 113.41 |
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| Boeing Company (BA) | 0.2 | $1.1M | 5.5k | 199.03 |
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| Schwab Prime Advantage Money Investor Etf (SWVXX) | 0.2 | $1.1M | -72% | 1.1M | 1.00 |
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| Vanguard Ftse Etf (VGK) | 0.2 | $1.1M | 13k | 82.43 |
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| InterDigital (IDCC) | 0.2 | $1.1M | 3.5k | 302.00 |
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| Vaneck Intermediate Etf (ITM) | 0.2 | $1.1M | +10% | 23k | 46.43 |
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| Hartford Mun Etf (HMOP) | 0.2 | $1.0M | 27k | 38.74 |
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| UnitedHealth (UNH) | 0.2 | $1.0M | -12% | 3.8k | 270.59 |
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| Ishares Semiconductor Etf (SOXX) | 0.1 | $977k | +2% | 3.0k | 328.67 |
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| Columbia Multi Etf (MUST) | 0.1 | $960k | +185% | 47k | 20.51 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $957k | 5.6k | 169.66 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $949k | 16k | 58.79 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $939k | 1.6k | 604.39 |
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| Palo Alto Networks (PANW) | 0.1 | $921k | +106% | 5.7k | 160.32 |
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| Vanguard Financials Etf (VFH) | 0.1 | $891k | 7.4k | 120.81 |
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| Ishares Esg Etf (SUSA) | 0.1 | $865k | 6.6k | 132.10 |
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| American Funds Income Fund Of Amer A Etf (AMECX) | 0.1 | $859k | 32k | 26.76 |
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| Columbia Tr Etf (EQIN) | 0.1 | $856k | +95% | 17k | 49.15 |
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| American Century Etf (TAXF) | 0.1 | $841k | 17k | 50.05 |
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| Global X Etf (AIQ) | 0.1 | $837k | +2% | 18k | 46.67 |
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| Alibaba Group Holding (BABA) | 0.1 | $823k | -11% | 6.6k | 125.46 |
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| Aeluma (ALMU) | 0.1 | $823k | +24% | 63k | 13.09 |
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| State Street Etf (XBI) | 0.1 | $805k | 6.3k | 127.73 |
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| Hartford Total Etf (HTRB) | 0.1 | $797k | 24k | 33.74 |
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| Steris Plc Ord equities (STE) | 0.1 | $779k | 3.5k | 221.13 |
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| Zacks Tr Etf (SMIZ) | 0.1 | $775k | +301% | 21k | 37.07 |
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| Invesco S&p Etf (RSP) | 0.1 | $774k | +4% | 4.0k | 191.92 |
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| Ishares North Etf (IGE) | 0.1 | $743k | +38% | 12k | 62.94 |
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| State Street Etf (XLY) | 0.1 | $712k | +21% | 6.5k | 108.99 |
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| Franklin Ca Tax Free Income A1 Etf (FKTFX) | 0.1 | $711k | 106k | 6.72 |
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| Caterpillar (CAT) | 0.1 | $711k | 1.0k | 709.10 |
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| Ishares 20 Plus Etf (TLT) | 0.1 | $704k | +59% | 8.1k | 86.70 |
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| Ishares Dow Etf (IYY) | 0.1 | $704k | +36% | 4.4k | 158.45 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $703k | 3.6k | 192.90 |
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| Capital Group Etf (CGDG) | 0.1 | $693k | +20% | 19k | 35.90 |
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| Procter & Gamble Company (PG) | 0.1 | $679k | -2% | 4.7k | 144.44 |
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| Deluxe Corporation (DLX) | 0.1 | $677k | -19% | 25k | 27.54 |
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| Chevron Corporation (CVX) | 0.1 | $650k | 3.1k | 206.90 |
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| T Rowe Etf (TCAF) | 0.1 | $633k | NEW | 18k | 35.59 |
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| Entergy Corporation (ETR) | 0.1 | $631k | 5.6k | 112.36 |
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| Fidelity Low Etf (FDLO) | 0.1 | $626k | 9.7k | 64.59 |
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| Eagle Mtn & Saginaw 4 32go Utx Due 08/15/32 Bond | 0.1 | $625k | 600k | 1.04 |
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| Ishares Core Etf (IVV) | 0.1 | $624k | +2% | 954.00 | 653.81 |
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| State Street Etf (JNK) | 0.1 | $622k | 6.5k | 95.73 |
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| Philip Morris International (PM) | 0.1 | $619k | +526% | 3.7k | 165.34 |
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| American Funds Capital Income Bldr A Etf (CAIBX) | 0.1 | $609k | 7.8k | 78.05 |
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| Jpmorgan Core Bond I Muni (WOBDX) | 0.1 | $584k | +558% | 57k | 10.35 |
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| Vanguard Value Etf (VTV) | 0.1 | $576k | +154% | 2.9k | 196.28 |
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| Rockwell Automation (ROK) | 0.1 | $576k | 1.6k | 358.88 |
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| Atomera (ATOM) | 0.1 | $575k | 151k | 3.81 |
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| Palantir Technologies (PLTR) | 0.1 | $563k | +234% | 3.8k | 146.28 |
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| Vanguard Municipal Etf (VTEB) | 0.1 | $551k | 11k | 49.89 |
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| Coca-Cola Company (KO) | 0.1 | $544k | +2% | 7.1k | 76.05 |
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| State Street Etf (MDYG) | 0.1 | $542k | +256% | 5.7k | 95.96 |
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| Schwab Treasury Oblig Money Inv Etf (SNOXX) | 0.1 | $537k | -10% | 537k | 1.00 |
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| Paypal Holdings (PYPL) | 0.1 | $532k | -3% | 12k | 45.23 |
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| Home Depot (HD) | 0.1 | $532k | -4% | 1.6k | 329.01 |
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| Vanguard Growth Etf (VUG) | 0.1 | $525k | 1.2k | 436.92 |
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| American Century Intermtrm Tx-fr Bd I Muni (AXBIX) | 0.1 | $520k | 48k | 10.75 |
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| Vanguard Ca Interm-term Tax-exempt Adm Muni (VCADX) | 0.1 | $518k | 45k | 11.47 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $508k | -3% | 1.5k | 337.95 |
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| Tacoma Wash Solid W 5 26swd Util Due 12/01/26 Bond | 0.1 | $508k | 500k | 1.02 |
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| Walt Disney Company (DIS) | 0.1 | $506k | -4% | 5.3k | 96.39 |
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| Garmin (GRMN) | 0.1 | $499k | 2.2k | 232.01 |
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| Vanguard Information Etf (VGT) | 0.1 | $496k | -2% | 711.00 | 697.72 |
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| F/m U S Etf (TBIL) | 0.1 | $489k | +70% | 9.8k | 49.86 |
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| Ge Vernova (GEV) | 0.1 | $486k | +28% | 557.00 | 873.18 |
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| Biogen Idec (BIIB) | 0.1 | $483k | +4% | 2.6k | 183.33 |
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| Fidelity Advisor Investment Gr Bd I Muni (FGBPX) | 0.1 | $478k | +1455% | 66k | 7.26 |
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| First Eagle Global I Etf (SGIIX) | 0.1 | $475k | +64% | 5.8k | 82.67 |
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| Pfizer (PFE) | 0.1 | $454k | -2% | 16k | 28.08 |
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| Hp (HPQ) | 0.1 | $436k | 23k | 19.21 |
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| Invesco High Etf (GTOQ) | 0.1 | $435k | 20k | 22.06 |
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| General Electric (GE) | 0.1 | $433k | -10% | 1.5k | 283.77 |
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| Visa (V) | 0.1 | $431k | 1.4k | 302.24 |
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| Vanguard Mid Etf (VO) | 0.1 | $430k | +9% | 1.5k | 287.18 |
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| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.1 | $429k | +22% | 19k | 22.77 |
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| Aristotle Strategic Income I-2 Muni (PLSFX) | 0.1 | $426k | 41k | 10.49 |
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| Jpmorgan Etf (JEPQ) | 0.1 | $425k | -3% | 7.7k | 55.52 |
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| State Street Etf (XLI) | 0.1 | $423k | +3% | 2.6k | 161.77 |
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| State Street Etf (SPYM) | 0.1 | $418k | 5.5k | 76.54 |
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| Pepsi (PEP) | 0.1 | $417k | 2.7k | 155.29 |
|
|
| Dws Global Macro S Etf (DBIVX) | 0.1 | $409k | 36k | 11.33 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $408k | +4% | 1.3k | 310.79 |
|
| Putnam Franklin Etf (FTCA) | 0.1 | $406k | 56k | 7.28 |
|
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.1 | $405k | +7% | 7.2k | 56.45 |
|
| American Funds Tax-exempt Bond F2 Etf (TEAFX) | 0.1 | $405k | 33k | 12.42 |
|
|
| Ishares Msci Etf (QUAL) | 0.1 | $402k | 2.1k | 191.81 |
|
|
| Ishares Morningstar Etf (IMCG) | 0.1 | $402k | -2% | 5.1k | 78.77 |
|
| Columbia Em Etf (XCEM) | 0.1 | $399k | +109% | 9.8k | 40.81 |
|
| Schwab Prime Advantage Money Ultra Etf (SNAXX) | 0.1 | $397k | -47% | 397k | 1.00 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $393k | -2% | 6.5k | 60.66 |
|
| Servicenow (NOW) | 0.1 | $388k | +116% | 3.7k | 104.55 |
|
| Columbia Short Etf (SBND) | 0.1 | $388k | 21k | 18.79 |
|
|
| EOG Resources (EOG) | 0.1 | $380k | +94% | 2.6k | 144.57 |
|
| Corning Incorporated (GLW) | 0.1 | $376k | 2.8k | 135.99 |
|
|
| Kazia Therapeutics (KZIA) | 0.1 | $375k | +63% | 50k | 7.44 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $366k | 1.5k | 244.18 |
|
|
| Merck & Co (MRK) | 0.1 | $364k | -3% | 3.0k | 120.30 |
|
| Abbott Laboratories (ABT) | 0.1 | $337k | 3.3k | 102.67 |
|
|
| Evolv Technologi (EVLV) | 0.1 | $335k | +12% | 55k | 6.05 |
|
| State Street Etf (XLU) | 0.1 | $334k | 7.3k | 45.89 |
|
|
| Jpmorgan Active Value Etf Etf (JAVA) | 0.1 | $333k | 4.6k | 71.98 |
|
|
| Prudential Financial (PRU) | 0.1 | $332k | 3.4k | 97.69 |
|
|
| Avantis Emerging Etf (AVEM) | 0.0 | $326k | +42% | 4.0k | 80.58 |
|
| Southern Company (SO) | 0.0 | $317k | 3.3k | 96.52 |
|
|
| Deere & Company (DE) | 0.0 | $317k | 561.00 | 564.25 |
|
|
| Hartford Equity Income I Etf (HQIIX) | 0.0 | $313k | +52% | 16k | 20.05 |
|
| Nike (NKE) | 0.0 | $313k | +20% | 5.9k | 52.82 |
|
| Applovin Corp Class A (APP) | 0.0 | $309k | +1130% | 775.00 | 398.00 |
|
| Goldman Sachs (GS) | 0.0 | $308k | 364.00 | 845.99 |
|
|
| Vaneck Gold Etf (GDX) | 0.0 | $305k | NEW | 3.3k | 91.78 |
|
| Intuitive Surgical (ISRG) | 0.0 | $304k | +150% | 660.00 | 461.00 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $304k | 1.5k | 197.71 |
|
|
| State Street Etf (DIA) | 0.0 | $303k | +18% | 655.00 | 463.19 |
|
| Harbor Core Plus Institutional Muni (HABDX) | 0.0 | $303k | 30k | 10.17 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $301k | -25% | 428.00 | 702.76 |
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.0 | $301k | 3.5k | 85.45 |
|
|
| Kansas City Mo 5 31go Utx Due 02/01/31 Bond | 0.0 | $298k | 270k | 1.10 |
|
|
| Crispr Therapeutics (CRSP) | 0.0 | $297k | 6.2k | 47.57 |
|
|
| Ishares Msci Etf (EFA) | 0.0 | $295k | +29% | 3.0k | 97.13 |
|
| eBay (EBAY) | 0.0 | $293k | 3.2k | 91.02 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- Westside Investment Management 2022 Q2 filed July 15, 2022