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
LNG
Cheniere Energy, Inc.

Energy
12
+ 171.43%
$209.32 - $253.66 $2.51K - $3.04K
19 $4.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
75
+ 15.63%
$92.45 - $106.69 $6.93K - $8K
555 $51.5M
FNDF
Schwab Fundamental Intl Large

ETFs
72
New
$32.9 - $37.45 $2.37K - $2.7K
72 $2.6M
Ideal Power
500
New
N/A
500 $2.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
97
+ 21.37%
$18.36 - $20.51 $1.78K - $1.99K
551 $10.9M
XYLD
Global X Fds S&P 500 Covered C

ETFs
63
New
$39.02 - $42.89 $2.46K - $2.7K
63 $2.49M
RDFN
Redfin Corp

Real Estate
250
+ 250.0%
$5.82 - $11.39 $1.46K - $2.85K
350 $3.22M
PARA
Paramount Global

Communication Services
4
+ 0.26%
$10.16 - $12.14 $40.6 - $48.6
1.55K $18.6M
RYLD
Global X Fds Russell 2000 Cove

ETFs
142
New
$14.93 - $16.85 $2.12K - $2.39K
142 $2.14M
Aristotle Strategic Income I 2
314
+ 1.58%
N/A
20.2K $211M
MGM
Mgm Resorts International

Consumer Cyclical
70
+ 140.0%
$29.64 - $40.37 $2.07K - $2.83K
120 $3.56M
IQ
I Qiyi, Inc.

Communication Services
400
+ 12.9%
$1.83 - $2.54 $732 - $1.02K
3.5K $7.91M
Oatly Group
150
New
N/A
150 $1.48M
Global X Fds
50
+ 5.26%
N/A
1K $21M
KULR
Kulr Technology Group, Inc.

Technology
1K
New
$1.13 - $3.47 $1.13K - $3.47K
1K $1.32M
Vanguard Lifestrategy Income Inv
75
+ 6.56%
N/A
1.22K $18.5M
TSCO
Tractor Supply CO

Consumer Cyclical
2
+ 0.36%
$51.66 - $57.94 $103 - $116
565 $31.2M
Baird Core Intermediate Municpl Bd Instl
123
+ 0.89%
N/A
14K $143M
Fidelity Advisor Investment Gr Bd I
38
+ 0.92%
N/A
4.16K $30.2M
Blackrock California Muni Opps Instl
147
+ 0.88%
N/A
16.9K $202M
QUBT
Quantum Computing Inc.

Technology
100
New
$4.46 - $18.76 $446 - $1.88K
100 $800K
Urgently Inc
166
New
N/A
166 $775K
Gorilla Technology
25
New
N/A
25 $740K
CTM
Castellum, Inc.
680
New
$0.65 - $1.77 $442 - $1.2K
680 $721K
ACHR
Archer Aviation Inc.

Industrials
100
New
$6.8 - $11.51 $680 - $1.15K
100 $696K
VT
Vanguard Total World Stk Index

ETFs
13
+ 2.11%
$115.08 - $123.97 $1.5K - $1.61K
630 $73.1M
Columbia Mortgage Opportunities S
23
+ 1.45%
N/A
1.61K $13.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
23
+ 4.83%
$168.16 - $186.21 $3.87K - $4.28K
499 $85.3M
Comstock Inc
200
New
N/A
200 $488K
Blackrock Strategic Income Opps Instl
30
+ 1.21%
N/A
2.52K $24M
Baird Core Plus Bond Inv
12
+ 0.93%
N/A
1.31K $14M
MBLY
Mobileye Global Inc.
100
+ 50.0%
$14.24 - $21.85 $1.42K - $2.19K
300 $4.32M
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 3.23%
$283.24 - $338.07 $283 - $338
32 $9.45M
Hartford World Bond I
17
+ 0.96%
N/A
1.79K $17.9M
Amplify Alternative
8
New
N/A
8 $156K
Applied Dna
2
New
N/A
2 $3K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 2.33%
$175.5 - $209.86 $176 - $210
44 $7.98M
DCGO
Doc Go Inc.

Healthcare
500
+ 50.0%
$2.64 - $5.6 $1.32K - $2.8K
1.5K $3.96M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
170
+ 100.0%
$23.45 - $56.63 $3.99K - $9.63K
340 $7.83M
Canadian Pacific
1
+ 0.36%
N/A
278 $19.5M
IRBT
Irobot Corp

Consumer Cyclical
900
+ 150.0%
$2.7 - $12.7 $2.43K - $11.4K
1.5K $4.05M
Spectral Ai
1.35K
+ 103.85%
N/A
2.65K $3.05M
Putnam Ca Tax Exempt Income Y
403
+ 0.89%
N/A
45.9K $335M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.45%
$76.17 - $85.05 $76.2 - $85.1
225 $17.4M
Invesco Limited Term Ca Municipal Y
298
+ 0.34%
N/A
88.2K $274M
IWN
Ishares Russell2000 Val ETF

ETFs
66
+ 7.87%
$149.27 - $169.4 $9.85K - $11.2K
905 $137M
Virgin Galactic
750
+ 60.0%
N/A
2K $6.06M
PII
Polaris Inc.

Consumer Cyclical
1
+ 1.11%
$40.9 - $58.36 $40.9 - $58.4
91 $3.74M
Mfs Ca Municipal Bond A
408
+ 0.85%
N/A
48.6K $267M
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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