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 841 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Westside Investment Management has 841 total positions. Only the first 250 positions are shown.

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