Westside Investment Management, Inc. Purchases in Q2 2025

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RJF
Raymond James Financial Inc

Financial Services
73
New
$123.65 - $153.88 $9.03K - $11.2K
73 $11.3M
RS
Reliance Steel & Aluminum CO

Basic Materials
35
New
$262.08 - $316.81 $9.17K - $11.1K
35 $11.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
108
+ 30.86%
$73.0 - $85.5 $7.88K - $9.23K
458 $38.5M
LZRFY
Localiza Rent A Car Sa Sponsor

Industrials
1.49K
New
$5.85 - $8.16 $8.74K - $12.2K
1.49K $11.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
31
+ 62.0%
$483.07 - $625.6 $15K - $19.4K
81 $42.8M
VMC
Vulcan Materials CO

Basic Materials
42
New
$226.49 - $276.01 $9.51K - $11.6K
42 $11.1M
HLI
Houlihan Lokey, Inc.

Financial Services
58
+ 181.25%
$141.59 - $182.75 $8.21K - $10.6K
90 $16.3M
B3 S A Brasil Bolsa Funsponsored Adr 1 Adr Reps 3 Ord Shs
1.4K
New
N/A
1.4K $11M
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
500
New
$17.65 - $22.19 $8.83K - $11.1K
500 $11M
ATO
Atmos Energy Corp

Utilities
72
+ 24.0%
$145.06 - $162.66 $10.4K - $11.7K
372 $57.3M
IGV
Ishares Expanded Tech Software

ETFs
100
New
$80.15 - $109.5 $8.02K - $11K
100 $10.8M
WYNN
Wynn Resorts LTD

Consumer Cyclical
91
+ 60.67%
$66.1 - $97.75 $6.02K - $8.9K
241 $23.3M
SRE
Sempra Energy

Utilities
127
+ 51.21%
$63.78 - $78.91 $8.1K - $10K
375 $28.5M
SSREY
Swiss Re LTD Spon Adr (Che)

Financial Services
250
New
N/A
250 $10.8M
AEP
American Electric Power CO Inc

Utilities
178
+ 12.52%
$98.59 - $109.11 $17.5K - $19.4K
1.6K $166M
DDOG
Datadog, Inc.

Technology
75
+ 288.46%
$87.0 - $134.33 $6.53K - $10.1K
101 $13.4M
KRC
Kilroy Realty Corp

Real Estate
309
New
$28.32 - $35.95 $8.75K - $11.1K
309 $10.7M
LZAGY
Lonza Group Ag Zuerich Unspons
150
New
$57.21 - $72.87 $8.58K - $10.9K
150 $10.7M
KAOOY
Kao Corp Adr Repstg 1/5 Th Com(

Consumer Defensive
1.2K
New
$8.04 - $9.42 $9.65K - $11.3K
1.2K $10.6M
OC
Owens Corning

Industrials
74
New
$126.32 - $147.75 $9.35K - $10.9K
74 $10.6M
ALFVY
Alfa Laval Ab Unsponsored Adr

Industrials
251
New
$37.1 - $43.85 $9.31K - $11K
251 $10.5M
NTRS
Northern Trust Corp

Financial Services
82
New
$84.45 - $126.79 $6.92K - $10.4K
82 $10.5M
CTAS
Cintas Corp

Industrials
40
+ 43.48%
$190.11 - $227.66 $7.6K - $9.11K
132 $29.6M
UUGRY
United Utilities Group PLC Spo

Utilities
326
New
$25.6 - $32.01 $8.35K - $10.4K
326 $10.4M
G
Genpact LTD

Technology
231
New
$40.65 - $50.56 $9.39K - $11.7K
231 $10.4M
VST
Vistra Corp.

Utilities
56
New
$98.07 - $195.04 $5.49K - $10.9K
56 $10.4M
LYSDY
Lynas Corp LTD

Basic Materials
1.87K
New
$4.36 - $6.28 $8.15K - $11.7K
1.87K $10.4M
DBOEY
Deutsche Boerse Ag Unsponsored

Financial Services
320
New
$27.12 - $33.2 $8.68K - $10.6K
320 $10.4M
FMX
Mexican Economic Development Inc

Consumer Defensive
100
New
$92.5 - $107.84 $9.25K - $10.8K
100 $10.3M
ABC
Amerisourcebergen Corp

Healthcare
35
New
N/A
35 $10.3M
ALLE
Allegion PLC

Industrials
70
New
$118.52 - $145.64 $8.3K - $10.2K
70 $10.3M
KCDMY
Kimberly Clark De Mexico S A B
1.11K
New
$7.63 - $9.3 $8.48K - $10.3K
1.11K $10.3M
VTR
Ventas, Inc.

Real Estate
164
New
$62.45 - $70.08 $10.2K - $11.5K
164 $10.3M
TAC
Transalta Corp

Utilities
962
New
$8.16 - $11.47 $7.85K - $11K
962 $10.3M
ASAZY
Assa Abloy Ab Unsponsored Adr

Industrials
661
New
$12.9 - $16.17 $8.53K - $10.7K
661 $10.3M
BAYRY
Bayer Ag Spons Adr

Healthcare
1.32K
New
$5.48 - $8.03 $7.21K - $10.6K
1.32K $10.3M
Fidelity Advisor Balanced Fd A
185
+ 8.36%
N/A
2.4K $74.1M
WTFC
Wintrust Financial Corp

Financial Services
80
New
$95.17 - $124.21 $7.61K - $9.94K
80 $10.2M
XYL
Xylem Inc.

Industrials
77
New
$102.86 - $129.5 $7.92K - $9.97K
77 $10.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
85
New
$116.93 - $119.39 $9.94K - $10.1K
85 $10.1M
Tortoise North
279
New
N/A
279 $9.97M
EXPE
Expedia Group, Inc.

Consumer Cyclical
57
+ 76.0%
$136.63 - $176.62 $7.79K - $10.1K
132 $22.6M
Canadian Pacific
92
+ 33.09%
N/A
370 $29.5M
ALL
Allstate Corp

Financial Services
50
+ 500.0%
$180.53 - $212.64 $9.03K - $10.6K
60 $12M
ONTO
Onto Innovation Inc.

Technology
99
New
$88.5 - $133.37 $8.76K - $13.2K
99 $9.92M
BRO
Brown & Brown, Inc.

Financial Services
91
New
$104.48 - $124.43 $9.51K - $11.3K
91 $9.91M
EXPD
Expeditors International Of Washington Inc

Industrials
84
New
$102.84 - $122.24 $8.64K - $10.3K
84 $9.91M
DVA
Davita Inc.

Healthcare
67
New
$133.5 - $155.51 $8.94K - $10.4K
67 $9.83M
MGM
Mgm Resorts International

Consumer Cyclical
250
+ 208.33%
$25.79 - $34.95 $6.45K - $8.74K
370 $13.3M
Activity Summary
Buys All Purchases 732 New Holdings 364 Increased Positions 368 Sells All Sells 122 Reductions 120 Sold out 2 Options Calls 0 Puts 0
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