Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $417 Billion
  • Q1 2024

Westside Investment Management, Inc. has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $417 Billion distributed in 1138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.6B, Vanguard Whitehall Fds (Vangua with a value of $15.4B, Vanguard Total Stock Market Et with a value of $14.3B, Invesco Qqq Trust, Series 1 with a value of $14B, and Uber Technologies, Inc with a value of $10.9B.

Examining the 13F form we can see an increase of $26.1B in the current position value, from $391B to 417B.

Below you can find more details about Westside Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $417 Billion
ETFs: $213 Billion
Technology: $72.5 Billion
Healthcare: $32.6 Billion
Industrials: $25.7 Billion
Communication Services: $23.6 Billion
Consumer Cyclical: $17.3 Billion
Financial Services: $9.93 Billion
Consumer Defensive: $4.45 Billion
Other: $5.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$15.6 Billion 3.74% of portfolio
91,401
Q1 2024 Reduced 3.88%
$0
$15.4 Billion 3.68% of portfolio
126,985
Q1 2024 Added 7.16%
$0
$14.3 Billion 3.42% of portfolio
54,908
Q1 2024 Added 2.51%
$0
$14 Billion 3.36% of portfolio
31,561
Q1 2024 Reduced 4.22%
$141B
$10.9 Billion 2.62% of portfolio
142,058
Q1 2024 Reduced 6.89%
$3.36T
$10.3 Billion 2.48% of portfolio
24,535
Q1 2024 Reduced 2.76%
$1.9T
$9.58 Billion 2.3% of portfolio
53,039
Q1 2024 Added 2.6%
$0
$8.16 Billion 1.96% of portfolio
109,912
Q1 2024 Added 2.5%
$0
$7.26 Billion 1.74% of portfolio
143,050
Q1 2024 Added 0.96%
$0
$6.93 Billion 1.66% of portfolio
70,713
Q1 2024 Added 1.55%
$1.15T
$6.84 Billion 1.64% of portfolio
14,064
Q1 2024 Reduced 9.83%
$0
$6.76 Billion 1.62% of portfolio
21,306
Q1 2024 Added 1.86%
$1.1T
$6.53 Billion 1.56% of portfolio
43,102
Q1 2024 Reduced 0.69%
$0
$6.12 Billion 1.47% of portfolio
33,553
Q1 2024 Reduced 0.94%
$0
$5.39 Billion 1.29% of portfolio
53,602
Q1 2024 Added 3.5%
$0
$5.33 Billion 1.28% of portfolio
116,942
Q1 2024 Added 0.84%
$65.9B
$5.12 Billion 1.23% of portfolio
10,805
Q1 2024 Reduced 0.16%
$1.13T
$4.99 Billion 1.2% of portfolio
32,468
Q1 2024 Reduced 6.91%
$79.3B
$4.82 Billion 1.16% of portfolio
60,498
Q1 2024 Reduced 3.15%
$74B
$4.62 Billion 1.11% of portfolio
22,444
Q1 2024 Reduced 2.46%
$1.13B
$4.56 Billion 1.09% of portfolio
315,115
Q1 2024 Reduced 25.87%
$0
$4.26 Billion 1.02% of portfolio
85,850
Q1 2024 Reduced 1.21%
$0
$4.09 Billion 0.98% of portfolio
31,132
Q1 2024 Added 0.75%
$0
$4.07 Billion 0.98% of portfolio
79,850
Q1 2024 Reduced 7.1%
$227B
$4.03 Billion 0.97% of portfolio
23,749
Q1 2024 Reduced 0.49%
$44.4B
$3.71 Billion 0.89% of portfolio
5,148
Q1 2024 Reduced 27.06%
$640B
$3.45 Billion 0.83% of portfolio
2,578
Q1 2024 Added 16.23%
$0
$3.44 Billion 0.83% of portfolio
81,829
Q1 2024 Reduced 0.14%
$77.1B
$3.41 Billion 0.82% of portfolio
44,040
Q1 2024 Reduced 5.0%
$0
$3.3 Billion 0.79% of portfolio
64,266
Q1 2024 Reduced 1.61%
$302B
$3.17 Billion 0.76% of portfolio
17,399
Q1 2024 Reduced 2.74%
$314B
$3.17 Billion 0.76% of portfolio
3,611
Q1 2024 Added 41.83%
$4.82B
$2.96 Billion 0.71% of portfolio
32,070
Q1 2024 Reduced 11.89%
$171B
$2.86 Billion 0.69% of portfolio
10,083
Q1 2024 Reduced 1.36%
$0
$2.84 Billion 0.68% of portfolio
19,220
Q1 2024 Added 7.42%
$812M
$2.84 Billion 0.68% of portfolio
655,264
Q1 2024 Reduced 11.1%
$586M
$2.8 Billion 0.67% of portfolio
211,579
Q1 2024 Reduced 0.35%
$0
$2.76 Billion 0.66% of portfolio
10,196
Q1 2024 Added 6.23%
$0
$2.63 Billion 0.63% of portfolio
5,026
Q1 2024 Added 5.37%
$0
$2.59 Billion 0.62% of portfolio
50,192
Q1 2024 Added 8.06%
$0
$2.48 Billion 0.59% of portfolio
30,308
Q1 2024 Added 1.4%
$0
$2.3 Billion 0.55% of portfolio
40,020
Q1 2024 Added 0.88%
$0
$2.27 Billion 0.54% of portfolio
20,518
Q1 2024 Added 0.05%
$0
$2.25 Billion 0.54% of portfolio
51,597
Q1 2024 Added 3.28%
$0
$2.2 Billion 0.53% of portfolio
20,418
Q1 2024 Added 1.6%
$0
$2.21 Billion 0.53% of portfolio
9,683
Q1 2024 Reduced 0.32%
$83M
$2.15 Billion 0.52% of portfolio
573,960
Q1 2024 Added 1.93%
$0
$2.09 Billion 0.5% of portfolio
10,228
Q1 2024 Added 5.36%
$0
$1.98 Billion 0.48% of portfolio
37,792
Q1 2024 Reduced 0.27%

Summary

  • Portfolio
  • No. of Stocks 1,138
  • Current Value $417 Billion
  • Prior Value $391 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 60 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 167 stocks
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email