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, AMZN, and represent 17.03% of Westside Investment Management's stock portfolio.
- Added to shares of these 10 stocks: VYM, QQQ, XLE, AVUV, SNAXX, XLV, AIQ, QQQM, FZIIX, ASML.
- Started 46 new stock positions in DIAL, PRCT, KIND, Comstock, RWL, FNDF, CELH, GRRR, DWM, ACHR.
- Reduced shares in these 10 stocks: SWTXX, JPST, MINT, ETON, AAPL, RISN, GILD, SWVXX, IDCC, CSCO.
- Sold out of its positions in GQGPX, AMH, COR, MJ, APDN, PLIDX, ARW, BHIL, CNP, LODE.
- Westside Investment Management was a net buyer of stock by $8.6M.
- Westside Investment Management has $469M in assets under management (AUM), dropping by -1.12%.
- Central Index Key (CIK): 0001538383
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Portfolio Holdings for Westside Investment Management
Westside Investment Management holds 980 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Westside Investment Management has 980 total positions. Only the first 250 positions are shown.
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- Download the Westside Investment Management March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard High Etf (VYM) | 4.2 | $20M | +10% | 153k | 128.96 |
|
| Apple (AAPL) | 3.9 | $19M | -4% | 83k | 222.13 |
|
| Vanguard Total Etf (VTI) | 3.4 | $16M | 58k | 274.84 |
|
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| Invesco Qqq Etf (QQQ) | 3.3 | $16M | +9% | 33k | 468.92 |
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| Amazon (AMZN) | 2.2 | $10M | 54k | 190.26 |
|
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| Microsoft Corporation (MSFT) | 2.0 | $9.5M | 25k | 375.39 |
|
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| Uber Technologies (UBER) | 2.0 | $9.4M | 128k | 72.86 |
|
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| Ishares Core Etf (IEFA) | 1.9 | $8.7M | 116k | 75.65 |
|
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| Facebook Inc cl a (META) | 1.7 | $8.1M | 14k | 576.39 |
|
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| Ishares Core Etf (AGG) | 1.7 | $7.8M | +2% | 79k | 98.92 |
|
| Vanguard Consumer Etf (VCR) | 1.5 | $7.0M | 22k | 325.52 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $7.0M | +3% | 45k | 154.64 |
|
| Eton Pharmaceuticals (ETON) | 1.4 | $6.4M | -14% | 494k | 12.98 |
|
| Vanguard Dividend Etf (VIG) | 1.3 | $6.3M | 33k | 193.99 |
|
|
| SPDR Gold Trust (GLD) | 1.3 | $6.2M | 22k | 288.15 |
|
|
| Tutor Perini Corporation (TPC) | 1.3 | $6.0M | +3% | 258k | 23.18 |
|
| Ishares Core Etf (IUSB) | 1.2 | $5.8M | +4% | 125k | 46.08 |
|
| Pitney Bowes (PBI) | 1.2 | $5.5M | -2% | 608k | 9.05 |
|
| Pimco Ehnanced Etf (MINT) | 1.1 | $5.4M | -19% | 53k | 100.62 |
|
| Alphabet Inc Class C cs (GOOG) | 1.1 | $5.1M | 32k | 156.24 |
|
|
| First Trust Etf (FCAL) | 1.1 | $5.0M | +2% | 103k | 48.54 |
|
| Harrow Health (HROW) | 1.0 | $4.6M | +6% | 174k | 26.60 |
|
| Spdr Series Etf (SDY) | 1.0 | $4.6M | +4% | 34k | 135.68 |
|
| Northrop Grumman Corporation (NOC) | 1.0 | $4.6M | +2% | 9.0k | 512.01 |
|
| Technology Select Etf (XLK) | 1.0 | $4.5M | -2% | 22k | 206.48 |
|
| Jpmorgan Etf (JPST) | 1.0 | $4.5M | -30% | 89k | 50.63 |
|
| Broadcom (AVGO) | 0.9 | $4.2M | 25k | 167.43 |
|
|
| Financial Select Etf (XLF) | 0.8 | $3.9M | 79k | 49.81 |
|
|
| Healthcare Select Etf (XLV) | 0.8 | $3.8M | +22% | 26k | 146.01 |
|
| Shopify Inc cl a (SHOP) | 0.8 | $3.8M | 40k | 95.44 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $3.8M | +3% | 35k | 108.38 |
|
| Avantis U S Etf (AVUV) | 0.8 | $3.8M | +38% | 44k | 87.17 |
|
| Pimco Short Etf (SMMU) | 0.8 | $3.8M | -3% | 75k | 50.02 |
|
| Abbvie (ABBV) | 0.8 | $3.6M | 17k | 209.52 |
|
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| Qualcomm (QCOM) | 0.8 | $3.5M | 23k | 153.62 |
|
|
| United Rentals (URI) | 0.7 | $3.4M | +6% | 5.5k | 626.70 |
|
| CVS Caremark Corporation (CVS) | 0.7 | $3.3M | 49k | 67.75 |
|
|
| Ishares National Etf (MUB) | 0.7 | $3.3M | +11% | 32k | 105.44 |
|
| First Trust Etf (FMB) | 0.7 | $3.3M | +5% | 65k | 50.42 |
|
| SPDR S&P Etf (SPY) | 0.7 | $3.2M | 5.8k | 559.44 |
|
|
| Amgen (AMGN) | 0.7 | $3.2M | 10k | 311.58 |
|
|
| Ishares Core Etf (IEMG) | 0.7 | $3.1M | 58k | 53.97 |
|
|
| Capital Group Etf (CGBL) | 0.7 | $3.1M | +14% | 100k | 30.98 |
|
| Vanguard Health Etf (VHT) | 0.6 | $3.0M | +3% | 11k | 264.74 |
|
| First Trust Etf (FIXD) | 0.6 | $2.8M | +6% | 63k | 43.84 |
|
| Gilead Sciences (GILD) | 0.6 | $2.7M | -10% | 24k | 112.05 |
|
| Invesco Nasdaq Etf (QQQM) | 0.6 | $2.7M | +25% | 14k | 193.02 |
|
| Vanguard Total Etf (VXUS) | 0.6 | $2.7M | +4% | 43k | 62.10 |
|
| Brink's Company (BCO) | 0.6 | $2.6M | 31k | 86.16 |
|
|
| Ishares 1-3yr Etf (SHY) | 0.5 | $2.5M | 31k | 82.73 |
|
|
| Energy Select Etf (XLE) | 0.5 | $2.5M | +95% | 27k | 93.45 |
|
| Ishares Core Etf (IJR) | 0.5 | $2.4M | +4% | 23k | 104.57 |
|
| Vanguard Consumer Etf (VDC) | 0.5 | $2.4M | 11k | 218.82 |
|
|
| Ishares Biotechnology Etf (IBB) | 0.5 | $2.4M | +8% | 18k | 127.90 |
|
| Ishares California Etf (CMF) | 0.5 | $2.3M | -3% | 42k | 56.28 |
|
| Coherent Corp (COHR) | 0.5 | $2.3M | +23% | 36k | 64.94 |
|
| Vanguard Small Etf (VB) | 0.5 | $2.2M | +2% | 9.8k | 221.77 |
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| Oracle Corporation (ORCL) | 0.5 | $2.1M | 15k | 139.81 |
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| Wisdomtree U S Etf (AIVL) | 0.4 | $2.1M | +24% | 19k | 109.80 |
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| Spdr Portfolio Etf (SPTM) | 0.4 | $2.0M | 29k | 68.01 |
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| Fidelity Advisor Interm Muni Inc I Bond (FZIIX) | 0.4 | $2.0M | +37% | 194k | 10.05 |
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| Snowflake Inc Cl A (SNOW) | 0.4 | $1.9M | +5% | 13k | 146.16 |
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| Vanguard Total Etf (BND) | 0.4 | $1.9M | 26k | 73.45 |
|
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| First Trust Etf (FDN) | 0.4 | $1.8M | +3% | 8.3k | 222.15 |
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| Vaneck Semiconductor Etf (SMH) | 0.4 | $1.8M | +21% | 8.6k | 211.47 |
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| Pimco Intermediate Etf (MUNI) | 0.4 | $1.8M | 35k | 51.55 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.8M | +6% | 3.4k | 523.75 |
|
| Vanguard Fste Etf (VWO) | 0.4 | $1.8M | +2% | 40k | 45.26 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.8M | 42k | 41.73 |
|
|
| Goldman Sachs Etf (GBIL) | 0.4 | $1.8M | +12% | 18k | 100.19 |
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| First Trust Etf (FVD) | 0.4 | $1.7M | 39k | 44.59 |
|
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| Cigna Corp (CI) | 0.4 | $1.7M | 5.2k | 329.03 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.4 | $1.7M | -4% | 4.8k | 352.60 |
|
| Sector Consumer Etf (XLP) | 0.4 | $1.7M | +8% | 20k | 81.67 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 2.0k | 825.91 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.6M | 12k | 139.78 |
|
|
| Vaneck Long Etf (MLN) | 0.3 | $1.6M | +26% | 93k | 17.39 |
|
| Ishares Short Etf (NEAR) | 0.3 | $1.6M | -2% | 32k | 50.87 |
|
| Medtronic (MDT) | 0.3 | $1.6M | -3% | 18k | 89.86 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $1.6M | -7% | 3.0k | 532.58 |
|
| Columbia Intl Etf (INEQ) | 0.3 | $1.6M | -6% | 48k | 32.41 |
|
| Ishares Core Etf (ITOT) | 0.3 | $1.6M | -5% | 13k | 122.02 |
|
| Vanguard Total Etf (BNDX) | 0.3 | $1.6M | -6% | 32k | 48.82 |
|
| PerkinElmer (RVTY) | 0.3 | $1.5M | 14k | 105.81 |
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|
| Draftkings (DKNG) | 0.3 | $1.5M | 45k | 33.21 |
|
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.5M | 6.0k | 245.30 |
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| Vaneck High Etf (HYD) | 0.3 | $1.5M | +9% | 29k | 51.18 |
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| Spdr Nuveen Etf (SHM) | 0.3 | $1.5M | 31k | 47.60 |
|
|
| Schwab Value Advantage Money Ultra Etf (SNAXX) | 0.3 | $1.4M | +182% | 1.4M | 1.00 |
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $1.4M | -5% | 3.8k | 368.58 |
|
| Micron Technology (MU) | 0.3 | $1.4M | +12% | 16k | 86.89 |
|
| Alerian M Etf (AMLP) | 0.3 | $1.4M | -2% | 27k | 51.94 |
|
| Trimble Navigation (TRMB) | 0.3 | $1.3M | 21k | 65.65 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $1.3M | +11% | 14k | 98.09 |
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| Motorola Solutions (MSI) | 0.3 | $1.3M | 3.0k | 437.81 |
|
|
| salesforce (CRM) | 0.3 | $1.3M | -2% | 4.7k | 268.36 |
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| Pimco Active Etf (BOND) | 0.3 | $1.3M | -2% | 14k | 92.47 |
|
| iShares Gold Trust (IAU) | 0.3 | $1.2M | 21k | 58.96 |
|
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| FedEx Corporation (FDX) | 0.3 | $1.2M | 4.9k | 243.81 |
|
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| Hartford Mun Etf (HMOP) | 0.3 | $1.2M | 31k | 38.45 |
|
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| Ishares Msci Etf (EFV) | 0.2 | $1.2M | -6% | 20k | 58.94 |
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| Vaneck Short Etf (SMB) | 0.2 | $1.1M | 67k | 17.14 |
|
|
| Fidelity High Etf (FDVV) | 0.2 | $1.1M | +21% | 23k | 49.60 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $1.1M | +14% | 72k | 15.43 |
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| Paypal Holdings (PYPL) | 0.2 | $1.1M | 17k | 65.25 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | 1.1k | 946.93 |
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|
| Advanced Micro Devices (AMD) | 0.2 | $1.0M | +73% | 10k | 102.74 |
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| Alibaba Group Holding (BABA) | 0.2 | $1.0M | -9% | 7.9k | 132.23 |
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| First Trust Etf (FUMB) | 0.2 | $1.0M | 50k | 20.09 |
|
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| Vaneck Intermediate Etf (ITM) | 0.2 | $973k | +3% | 21k | 45.51 |
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| Ishares Technology Etf (IYW) | 0.2 | $968k | 6.9k | 140.44 |
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| Applied Materials (AMAT) | 0.2 | $953k | +3% | 6.6k | 145.12 |
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| Pulse Biosciences (PLSE) | 0.2 | $936k | +5% | 58k | 16.09 |
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| Cisco Systems (CSCO) | 0.2 | $932k | -16% | 15k | 61.71 |
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| Boeing Company (BA) | 0.2 | $914k | -3% | 5.4k | 170.55 |
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| Fidelity Low Etf (FDLO) | 0.2 | $893k | -6% | 15k | 60.62 |
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| Vanguard Financials Etf (VFH) | 0.2 | $881k | 7.4k | 119.47 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $880k | +7% | 2.3k | 383.53 |
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| Johnson & Johnson (JNJ) | 0.2 | $846k | +5% | 5.1k | 165.86 |
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| Ishares Msci Etf (SUSA) | 0.2 | $830k | -9% | 7.2k | 114.88 |
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| Vanguard Ftse Etf (VGK) | 0.2 | $808k | +25% | 12k | 70.21 |
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| Hp (HPQ) | 0.2 | $796k | 29k | 27.69 |
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| Steris Plc Ord equities (STE) | 0.2 | $792k | 3.5k | 226.65 |
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| Tesla Motors (TSLA) | 0.2 | $791k | +19% | 3.1k | 259.16 |
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| Hartford Total Etf (HTRB) | 0.2 | $786k | -13% | 23k | 33.86 |
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| American Century Etf (TAXF) | 0.2 | $772k | +5% | 16k | 49.48 |
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| Vanguard Real Etf (VNQ) | 0.2 | $754k | +12% | 8.3k | 90.55 |
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| Ishares Cohen Etf (ICF) | 0.2 | $746k | +11% | 12k | 61.53 |
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| Wal-Mart Stores (WMT) | 0.2 | $738k | 8.4k | 87.80 |
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| InterDigital (IDCC) | 0.2 | $730k | -23% | 3.5k | 206.75 |
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| Citigroup (C) | 0.2 | $730k | 10k | 70.99 |
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| Deluxe Corporation (DLX) | 0.1 | $702k | -8% | 44k | 15.81 |
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| Inmune Bio Ord (INMB) | 0.1 | $697k | 89k | 7.81 |
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| Envveno Medical (NVNO) | 0.1 | $681k | +26% | 259k | 2.63 |
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| Atomera (ATOM) | 0.1 | $677k | +36% | 169k | 4.00 |
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| Schwab Municipal Money Inv Etf (SWTXX) | 0.1 | $674k | -78% | 674k | 1.00 |
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| Procter & Gamble Company (PG) | 0.1 | $668k | -4% | 3.9k | 170.42 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $654k | 1.5k | 446.71 |
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| Global X Etf (AIQ) | 0.1 | $651k | +539% | 18k | 36.38 |
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| Spdr Bloomberg Etf (JNK) | 0.1 | $610k | 6.4k | 95.31 |
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| Ishares 20 Plus Etf (TLT) | 0.1 | $590k | +27% | 6.5k | 91.03 |
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| Spdr Portfolio Etf (SPLB) | 0.1 | $561k | +56% | 25k | 22.57 |
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| T Rowe Etf (TCAF) | 0.1 | $559k | +10% | 17k | 32.28 |
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| Lam Research (LRCX) | 0.1 | $558k | 7.7k | 72.70 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $548k | +78% | 15k | 37.86 |
|
| Vanguard Ca Interm-term Tax-exempt Adm Bond (VCADX) | 0.1 | $541k | -5% | 48k | 11.30 |
|
| Ishares Semiconductor Etf (SOXX) | 0.1 | $530k | 2.8k | 188.17 |
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| Invesco S&p Etf (RSP) | 0.1 | $528k | +136% | 3.0k | 173.23 |
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| Chevron Corporation (CVX) | 0.1 | $526k | 3.1k | 167.29 |
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| Schwab Value Advantage Money Inv Etf (SWVXX) | 0.1 | $524k | -35% | 524k | 1.00 |
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| American Century Intermtrm Tx-fr Bd I Bond (AXBIX) | 0.1 | $508k | +51% | 48k | 10.65 |
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| Walt Disney Company (DIS) | 0.1 | $507k | +5% | 5.1k | 98.71 |
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| Spdr Series Etf (XBI) | 0.1 | $500k | 6.2k | 81.10 |
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| Philip Morris International (PM) | 0.1 | $495k | -6% | 3.1k | 158.73 |
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| Asml Holding (ASML) | 0.1 | $478k | +3505% | 721.00 | 662.63 |
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| Ishares Core Etf (IVV) | 0.1 | $477k | +2% | 849.00 | 562.23 |
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| Netflix (NFLX) | 0.1 | $475k | 509.00 | 932.53 |
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| Bristol Myers Squibb (BMY) | 0.1 | $470k | +2% | 7.7k | 61.00 |
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| Home Depot (HD) | 0.1 | $470k | 1.3k | 366.75 |
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| Vanguard Information Etf (VGT) | 0.1 | $447k | 824.00 | 542.52 |
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| Transamerica Intermediate Muni I Bond (TIMUX) | 0.1 | $447k | 42k | 10.61 |
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| Invesco High Etf (IHYF) | 0.1 | $440k | 20k | 22.34 |
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| Vanguard Growth Etf (VUG) | 0.1 | $437k | 1.2k | 371.07 |
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| Garmin (GRMN) | 0.1 | $434k | 2.0k | 217.13 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $433k | -7% | 3.6k | 118.93 |
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| Capital Group Etf (CGGR) | 0.1 | $432k | +158% | 13k | 34.25 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $424k | 3.2k | 132.46 |
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| Vaneck Gold Etf (GDX) | 0.1 | $421k | 9.1k | 45.97 |
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| Pfizer (PFE) | 0.1 | $418k | +19% | 17k | 25.34 |
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| Prudential Financial (PRU) | 0.1 | $413k | 3.7k | 111.68 |
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| American Funds Tax-exempt Bond F2 Bond (TEAFX) | 0.1 | $401k | 33k | 12.32 |
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| Ishares Dow Etf (IYY) | 0.1 | $394k | +3% | 2.9k | 136.10 |
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| Rockwell Automation (ROK) | 0.1 | $388k | 1.5k | 258.38 |
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| Vanguard S&p Etf (VOO) | 0.1 | $379k | -9% | 737.00 | 513.93 |
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| Ishares Morningstar Etf (IMCG) | 0.1 | $375k | -25% | 5.3k | 71.43 |
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| Dws Global Macro S Etf (DBIVX) | 0.1 | $372k | 36k | 10.32 |
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| Spdr Portfolio Etf (SPLG) | 0.1 | $370k | 5.6k | 65.76 |
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| Pepsi (PEP) | 0.1 | $368k | 2.5k | 149.94 |
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| Coca-Cola Company (KO) | 0.1 | $367k | -2% | 5.1k | 71.62 |
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| Biogen Idec (BIIB) | 0.1 | $364k | +97% | 2.7k | 136.84 |
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| First Trust Etf (RDVY) | 0.1 | $361k | 6.2k | 58.54 |
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| Columbia Multi Etf (MUST) | 0.1 | $358k | +14% | 18k | 20.14 |
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| Consumer Discretionary Etf (XLY) | 0.1 | $355k | +32% | 1.8k | 197.46 |
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| Vanguard Municipal Etf (VTEB) | 0.1 | $354k | +27% | 7.1k | 49.62 |
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| Vaneck Uranium Etf (NLR) | 0.1 | $352k | NEW | 4.8k | 73.27 |
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| Capital Group Etf (CGDV) | 0.1 | $350k | +151% | 9.8k | 35.64 |
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| Vanguard Mid Etf (VO) | 0.1 | $347k | +8% | 1.3k | 258.62 |
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| Abbott Laboratories (ABT) | 0.1 | $346k | 2.6k | 132.65 |
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| Putnam Ca Tax Exempt Income Y Bond (PCIYX) | 0.1 | $335k | 46k | 7.30 |
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| Church & Dwight (CHD) | 0.1 | $330k | 3.0k | 110.09 |
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| Ishares 7-10yr Etf (IEF) | 0.1 | $320k | -19% | 3.4k | 95.38 |
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| McDonald's Corporation (MCD) | 0.1 | $312k | 998.00 | 312.37 |
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| Harbor Core Plus Institutional Bond (HABDX) | 0.1 | $304k | 30k | 10.20 |
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| Jpmorgan Active Value Etf Etf (JAVA) | 0.1 | $294k | +15% | 4.6k | 63.47 |
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| EOG Resources (EOG) | 0.1 | $292k | +23% | 2.3k | 128.24 |
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| U S Treasury Etf (TBIL) | 0.1 | $285k | +18% | 5.7k | 50.01 |
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| Visa (V) | 0.1 | $285k | 813.00 | 350.46 |
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| Confluent (CFLT) | 0.1 | $283k | 12k | 23.44 |
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| Invesco Limited Term Ca Municipal Y Bond (OLCYX) | 0.1 | $274k | 88k | 3.10 |
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| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.1 | $273k | +31% | 8.0k | 34.24 |
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| Penn National Gaming (PENN) | 0.1 | $272k | -15% | 17k | 16.31 |
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| Crispr Therapeutics (CRSP) | 0.1 | $270k | +29% | 7.9k | 34.03 |
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| Jpmorgan Active Growth Etf Etf (JGRO) | 0.1 | $269k | 3.6k | 74.26 |
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| Mfs Ca Municipal Bond A Bond (MCFTX) | 0.1 | $267k | 49k | 5.49 |
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| Nike (NKE) | 0.1 | $267k | +14% | 4.2k | 63.48 |
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| Seagate Technology (STX) | 0.1 | $263k | 3.1k | 84.95 |
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| Ishares Expanded Etf (IGM) | 0.1 | $257k | 2.8k | 90.67 |
|
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| Dfa Us Core Equity 2 I Etf (DFQTX) | 0.1 | $255k | 6.9k | 36.99 |
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| Merck & Co (MRK) | 0.1 | $254k | +3% | 2.8k | 89.77 |
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| General Electric (GE) | 0.1 | $249k | 1.2k | 200.18 |
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| Ishares Msci Etf (USMV) | 0.1 | $247k | -17% | 2.6k | 93.67 |
|
| Palo Alto Networks (PANW) | 0.1 | $247k | +15% | 1.4k | 170.64 |
|
| Southern Company (SO) | 0.1 | $247k | 2.7k | 91.95 |
|
|
| Caterpillar (CAT) | 0.1 | $241k | -2% | 729.00 | 330.09 |
|
| SPDR S&P Etf (MDY) | 0.1 | $240k | 450.00 | 533.48 |
|
|
| First Trust Etf (FMHI) | 0.1 | $239k | 5.0k | 47.81 |
|
|
| Rivernorth Opportunities Etf (RIV) | 0.1 | $236k | 20k | 11.79 |
|
|
| Victoryshares Us Etf (CFA) | 0.1 | $235k | 2.8k | 84.44 |
|
|
| Workday Inc cl a (WDAY) | 0.0 | $230k | 984.00 | 233.53 |
|
|
| Deere & Company (DE) | 0.0 | $229k | 487.00 | 469.60 |
|
|
| International Business Machines (IBM) | 0.0 | $229k | 919.00 | 248.66 |
|
|
| Vanguard Emerging Etf (VWOB) | 0.0 | $221k | +18% | 3.4k | 64.20 |
|
| Altria (MO) | 0.0 | $219k | 3.7k | 60.02 |
|
|
| Industrial Select Etf (XLI) | 0.0 | $217k | +192% | 1.7k | 131.07 |
|
| Fidelity Advisor New Insights I Etf (FINSX) | 0.0 | $217k | -37% | 5.3k | 41.04 |
|
| Spdr Dow Etf (DIA) | 0.0 | $216k | +10% | 515.00 | 419.88 |
|
| Entergy Corporation (ETR) | 0.0 | $214k | 2.5k | 85.49 |
|
|
| First Eagle Global I Etf (SGIIX) | 0.0 | $213k | 2.9k | 72.24 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $211k | 2.3k | 90.13 |
|
|
| Aristotle Strategic Income I-2 Bond (PLSFX) | 0.0 | $211k | 20k | 10.44 |
|
|
| Turtle Beach Corp (TBCH) | 0.0 | $211k | -12% | 15k | 14.27 |
|
| Realty Income (O) | 0.0 | $208k | 3.6k | 58.01 |
|
|
| Hartford Equity Income I Etf (HQIIX) | 0.0 | $207k | 10k | 20.36 |
|
|
| Blackrock California Muni Opps Instl Bond (MACMX) | 0.0 | $202k | 17k | 11.93 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $197k | 3.1k | 64.63 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $195k | -2% | 2.9k | 67.85 |
|
| Vanguard Value Etf (VTV) | 0.0 | $194k | 1.1k | 172.74 |
|
|
| Spdr Doubleline Etf (TOTL) | 0.0 | $193k | 4.8k | 40.29 |
|
|
| American Express Company (AXP) | 0.0 | $192k | 712.00 | 269.05 |
|
|
| Ishares Msci Etf (EFA) | 0.0 | $192k | 2.3k | 81.75 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $191k | 1.3k | 145.69 |
|
|
| eBay (EBAY) | 0.0 | $191k | 2.8k | 67.75 |
|
|
| Ishares U S Etf (IYJ) | 0.0 | $190k | 1.5k | 130.18 |
|
|
| Nxp Semiconductors N V F Adr (NXPI) | 0.0 | $190k | +60% | 1.0k | 190.00 |
|
| Intel Corporation (INTC) | 0.0 | $188k | 8.3k | 22.71 |
|
|
| Lowe's Companies (LOW) | 0.0 | $184k | 790.00 | 233.28 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $184k | 1.2k | 153.21 |
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| Phillips 66 (PSX) | 0.0 | $182k | 1.5k | 123.48 |
|
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| Ishares Core Etf (DGRO) | 0.0 | $173k | -31% | 2.8k | 61.79 |
|
| Target Corporation (TGT) | 0.0 | $168k | -3% | 1.6k | 104.36 |
|
Past Filings by Westside Investment Management
SEC 13F filings are viewable for Westside Investment Management going back to 2016
- 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
- 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