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
ICF
Ishares Tr

ETFs
2.13K
+ 17.54%
$54.56 - $62.47 $116K - $133K
14.3K $872M
COST
Costco Wholesale Corp

Consumer Defensive
78
+ 6.82%
$908.13 - $1056.85 $70.8K - $82.4K
1.22K $1.21B
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.1K
+ 4.75%
$49.12 - $50.93 $152K - $158K
68.4K $3.41B
V
Visa Inc.

Financial Services
305
+ 37.52%
$308.27 - $373.31 $94K - $114K
1.12K $397M
Ge Vernova
64
+ 18.18%
N/A
416 $219M
COIN
Coinbase Global, Inc.

Technology
151
+ 49.35%
$151.47 - $375.07 $22.9K - $56.6K
457 $158M
FCX
Freeport Mcmoran Inc

Basic Materials
484
+ 3.34%
$29.15 - $44.46 $14.1K - $21.5K
15K $654M
MA
Mastercard Inc

Financial Services
176
+ 400.0%
$479.92 - $590.74 $84.5K - $104K
220 $124M
ADBE
Adobe Inc.

Technology
226
+ 9.85%
$340.0 - $420.68 $76.8K - $95.1K
2.52K $976M
NOW
Service Now, Inc.

Technology
57
+ 30.81%
$721.65 - $1040.18 $41.1K - $59.3K
242 $245M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.07K
+ 3.5%
$82.21 - $83.12 $88K - $88.9K
31.6K $2.62B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.06K
+ 437.76%
$71.28 - $83.74 $75.2K - $88.3K
1.3K $109M
IBM
International Business Machines Corp

Technology
162
+ 17.63%
$221.03 - $294.78 $35.8K - $47.8K
1.08K $318M
AVEM
American Centy ETF Tr Avantis

ETFs
1.11K
+ 74.0%
$53.08 - $68.54 $58.9K - $76.1K
2.61K $179M
VUG
Vanguard Growth ETF

ETFs
14
+ 1.19%
$329.49 - $438.4 $4.61K - $6.14K
1.19K $522M
GS
Goldman Sachs Group Inc

Financial Services
61
+ 24.4%
$462.22 - $707.75 $28.2K - $43.2K
311 $220M
AXON
Axon Enterprise, Inc.

Industrials
13
+ 4.81%
$497.13 - $827.94 $6.46K - $10.8K
283 $225M
BOND
Pimco Active Bond Exchange Tra

ETFs
920
+ 6.78%
$89.87 - $92.93 $82.7K - $85.5K
14.5K $1.33B
SAP
Sap Se

Technology
251
New
$237.53 - $309.8 $59.6K - $77.8K
251 $75.5M
T Rowe
620
+ 3.58%
N/A
17.9K $633M
RTX
Raytheon Technologies Corp

Industrials
230
+ 7.19%
$113.75 - $148.48 $26.2K - $34.2K
3.43K $498M
ETN
Eaton Corp PLC

Industrials
148
+ 65.78%
$246.52 - $356.99 $36.5K - $52.8K
373 $133M
PLTR
Palantir Technologies Inc.

Technology
394
+ 98.5%
$74.01 - $144.25 $29.2K - $56.8K
794 $105M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
1.1K
New
$54.0 - $67.88 $59.3K - $74.5K
1.1K $70.8M
CRM
Salesforce, Inc.

Technology
193
+ 4.11%
$236.26 - $291.15 $45.6K - $56.2K
4.89K $1.33B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.37K
New
$49.79 - $50.75 $68.3K - $69.6K
1.37K $69.6M
COF
Capital One Financial Corp

Financial Services
259
+ 64.75%
$150.57 - $212.76 $39K - $55.1K
659 $141M
Linde PLC F
142
+ 591.67%
N/A
166 $79.1M
AXP
American Express CO

Financial Services
100
+ 14.04%
$231.39 - $318.98 $23.1K - $31.9K
812 $259M
ISRG
Intuitive Surgical Inc

Healthcare
124
+ 1377.78%
$451.58 - $565.94 $56K - $70.2K
133 $71.6M
VFH
Vanguard Financial ETF

ETFs
51
+ 0.69%
$104.87 - $127.3 $5.35K - $6.49K
7.43K $946M
CAT
Caterpillar Inc

Industrials
53
+ 7.27%
$273.94 - $388.21 $14.5K - $20.6K
782 $305M
NKE
Nike, Inc.

Consumer Cyclical
415
+ 9.87%
$53.27 - $72.04 $22.1K - $29.9K
4.62K $333M
ATEYY
Advantest Corp

Technology
876
New
$35.49 - $75.39 $31.1K - $66K
876 $64M
XOM
Exxon Mobil Corp

Energy
949
+ 26.07%
$99.93 - $119.04 $94.8K - $113K
4.59K $496M
Fidelity Advisor Interm Muni Inc I
6.68K
+ 3.44%
N/A
201K $2.02B
WFC
Wells Fargo & Company

Financial Services
740
+ 246.67%
$60.98 - $80.12 $45.1K - $59.3K
1.04K $84.3M
STE
Steris PLC

Healthcare
39
+ 1.12%
$208.55 - $252.55 $8.13K - $9.85K
3.53K $849M
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 11.71%
$335.24 - $380.78 $50.3K - $57.1K
1.43K $526M
APH
Amphenol Corp

Technology
557
+ 928.33%
$59.09 - $98.75 $32.9K - $55K
617 $60.1M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.5K
New
$22.18 - $23.36 $55.5K - $58.4K
2.5K $56M
IYY
Ishares Tr

ETFs
75
+ 2.59%
$120.9 - $150.87 $9.07K - $11.3K
2.97K $448M
Bastrop Tex 5 29 Db Ltx Due 08/01/29
50K
New
N/A
50K $53.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
780
+ 0.62%
$45.12 - $46.23 $35.2K - $36.1K
126K $5.82B
FVD
First Tr Value Line Divid Inde

ETFs
959
+ 2.47%
$40.62 - $45.12 $39K - $43.3K
39.7K $1.78B
DASH
Door Dash, Inc.

Communication Services
54
+ 9.0%
$163.16 - $246.51 $8.81K - $13.3K
654 $160M
KO
Coca Cola CO

Consumer Defensive
747
+ 14.56%
$68.37 - $73.9 $51.1K - $55.2K
5.88K $418M
Arista Networks
420
+ 120.0%
N/A
770 $76.3M
RY
Royal Bank Of Canada

Financial Services
219
+ 21.9%
$108.36 - $131.55 $23.7K - $28.8K
1.22K $161M
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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