Westside Investment Management, Inc. Purchases in Q1 2025

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
320
+ 96.97%
$58.32 - $65.09 $18.7K - $20.8K
650 $39.1M
KORP
American Centy ETF Tr Diversif

ETFs
420
+ 210.0%
$45.26 - $47.12 $19K - $19.8K
620 $29M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50
+ 10.75%
$408.78 - $448.82 $20.4K - $22.4K
515 $216M
HDV
Ishares Core High Dividend ETF

ETFs
122
+ 41.08%
$110.86 - $121.12 $13.5K - $14.8K
419 $50.7M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
1K
New
$16.62 - $17.97 $16.6K - $18K
1K $16.7M
VBR
Vanguard Small Cap Value ETF

ETFs
88
+ 977.78%
$183.02 - $207.75 $16.1K - $18.3K
97 $18.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
300
+ 16.67%
$56.17 - $59.71 $16.9K - $17.9K
2.1K $120M
VDE
Vanguard Energy ETF

ETFs
117
+ 468.0%
$119.14 - $132.76 $13.9K - $15.5K
142 $18.4M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
500
+ 595.24%
$28.62 - $36.65 $14.3K - $18.3K
584 $16.8M
CGXU
Capital Group Intl Focus Equit

ETFs
550
New
$24.48 - $26.59 $13.5K - $14.6K
550 $13.5M
SCHW
Schwab Charles Corp

Financial Services
150
+ 75.0%
$71.24 - $83.64 $10.7K - $12.5K
350 $27.4M
VAW
Vanguard Materials ETF

ETFs
64
+ 14.13%
$185.71 - $202.46 $11.9K - $13K
517 $97.6M
WYNN
Wynn Resorts LTD

Consumer Cyclical
150
New
$77.0 - $93.47 $11.6K - $14K
150 $12.5M
Ea Series Trust Alpha Arch
100
+ 9.09%
N/A
1.2K $134M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
125
+ 4.36%
$33.84 - $37.77 $4.23K - $4.72K
2.99K $109M
Millrose Pptys
400
New
N/A
400 $10.6M
Dws Global Macro S
3
+ 0.01%
N/A
36.1K $372M
RWL
Invesco Exchange Traded Fd Tr

ETFs
100
New
$96.9 - $104.39 $9.69K - $10.4K
100 $9.93M
MRVL
Marvell Technology, Inc.

Technology
200
+ 357.14%
$61.57 - $126.06 $12.3K - $25.2K
256 $15.8M
IVE
Ishares S&P 500 Value ETF

ETFs
50
New
$185.78 - $198.58 $9.29K - $9.93K
50 $9.53M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
17
+ 130.77%
$402.49 - $513.76 $6.84K - $8.73K
30 $14.5M
Ge Healthcare
99
+ 19.15%
N/A
616 $49.7M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
130
+ 173.33%
$62.43 - $84.12 $8.12K - $10.9K
205 $13.4M
BYND
Beyond Meat, Inc.

Consumer Defensive
3.9K
+ 66.1%
$3.05 - $4.4 $11.9K - $17.2K
9.8K $29.9M
SMB
Vaneck Short Muni ETF

ETFs
268
+ 0.4%
$17.08 - $17.25 $4.58K - $4.62K
67K $1.15B
VNM
Vaneck Vietnam ETF

ETFs
500
+ 50.0%
$11.13 - $12.76 $5.57K - $6.38K
1.5K $18.7M
SLV
I Shares Silver Trust

ETFs
156
+ 39.0%
$26.93 - $31.32 $4.2K - $4.89K
556 $17.2M
Hartford Equity Income I
3
+ 0.03%
N/A
10.2K $207M
EPD
Enterprise Products Partners L.P.

Energy
131
+ 18.71%
$31.75 - $34.14 $4.16K - $4.47K
831 $28.4M
SFTBY
Softbank Group Corp

Communication Services
256
+ 581.82%
$25.22 - $34.1 $6.46K - $8.73K
300 $7.58M
TAP
Molson Coors Beverage CO

Consumer Defensive
100
New
$52.44 - $62.91 $5.24K - $6.29K
100 $6.14M
PDD
Pinduoduo Inc.

Consumer Cyclical
50
New
$94.68 - $131.34 $4.73K - $6.57K
50 $5.92M
FNDX
Schwab Fundamental U S Large C

ETFs
238
New
$23.03 - $25.01 $5.48K - $5.95K
238 $5.62M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
33
New
$132.75 - $177.12 $4.38K - $5.84K
33 $5.04M
EFG
Msci Eafe Growth ETF

ETFs
50
New
$96.1 - $106.37 $4.81K - $5.32K
50 $5M
Schwab Small Cap Index
150
+ 468.75%
N/A
182 $5.92M
IYH
Ishares Tr

ETFs
50
+ 8.47%
$58.32 - $62.76 $2.92K - $3.14K
640 $39M
AGI
Alamos Gold Inc

Basic Materials
166
New
$18.69 - $26.74 $3.1K - $4.44K
166 $4.44M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
27
+ 32.53%
$314.47 - $431.35 $8.49K - $11.6K
110 $40.3M
Proshares S&P
116
+ 36.83%
N/A
431 $18.1M
NEM
Newmont Corp

Basic Materials
85
New
$37.79 - $48.39 $3.21K - $4.11K
85 $4.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
82
New
$48.06 - $53.73 $3.94K - $4.41K
82 $4M
PAVE
Global X Fds Us Infrastructure

ETFs
232
+ 11.76%
$37.31 - $43.82 $8.66K - $10.2K
2.21K $83.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
25
+ 7.23%
$196.12 - $229.48 $4.9K - $5.74K
371 $75M
FNDA
Schwab Fundamental U S Small C

ETFs
114
New
$26.87 - $30.99 $3.06K - $3.53K
114 $3.12M
IYF
Ishares Tr

ETFs
20
+ 5.33%
$107.69 - $119.37 $2.15K - $2.39K
395 $44.6M
VPU
Vanguard Utilities ETF

ETFs
17
+ 170.0%
$161.24 - $173.33 $2.74K - $2.95K
27 $4.61M
PRCT
Procept Bio Robotics Corp

Healthcare
50
New
$56.03 - $88.57 $2.8K - $4.43K
50 $2.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
171
+ 20.78%
$21.75 - $24.28 $3.72K - $4.15K
994 $22M
Activity Summary
Buys All Purchases 248 New Holdings 46 Increased Positions 202 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 0 Puts 0
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