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
ROST
Ross Stores, Inc.

Consumer Cyclical
169
New
$126.62 - $154.26 $21.4K - $26.1K
169 $22M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
32
+ 29.09%
$177.93 - $313.14 $5.69K - $10K
142 $44.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
700
+ 31.14%
$20.42 - $25.3 $14.3K - $17.7K
2.95K $74.6M
AJG
Arthur J. Gallagher & Co.

Financial Services
68
New
$310.86 - $348.77 $21.1K - $23.7K
68 $21.7M
UL
Unilever PLC

Consumer Defensive
322
+ 28.67%
$57.9 - $65.43 $18.6K - $21.1K
1.45K $88.5M
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
614
New
$31.32 - $36.04 $19.2K - $22.1K
614 $21.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
258
+ 51.6%
$58.52 - $71.7 $15.1K - $18.5K
758 $52.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
700
+ 18.42%
$29.82 - $30.19 $20.9K - $21.1K
4.5K $136M
LNG
Cheniere Energy, Inc.

Energy
90
+ 473.68%
$197.25 - $244.33 $17.8K - $22K
109 $25.9M
DOV
Dover Corp

Industrials
114
New
$151.14 - $186.7 $17.2K - $21.3K
114 $21.2M
VRNS
Varonis Systems Inc

Technology
422
New
$37.96 - $50.93 $16K - $21.5K
422 $21.1M
RSG
Republic Services, Inc.

Industrials
86
New
$227.2 - $258.07 $19.5K - $22.2K
86 $21M
HON
Honeywell International Inc

Industrials
55
+ 15.28%
$182.86 - $232.88 $10.1K - $12.8K
415 $97.3M
PNM
Pnm Resources Inc

Utilities
371
New
N/A
371 $21M
UI
Ubiquiti Inc.

Technology
51
New
$273.45 - $456.69 $13.9K - $23.3K
51 $20.9M
IDXX
Idexx Laboratories Inc

Healthcare
38
New
$361.04 - $536.34 $13.7K - $20.4K
38 $20.6M
PROSY
Prosus N V Adr(Nld)

Communication Services
1.87K
New
$7.8 - $11.18 $14.6K - $20.9K
1.87K $20.5M
AME
Ametek Inc

Industrials
112
New
$151.41 - $182.75 $17K - $20.5K
112 $20.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
73
+ 228.13%
$248.61 - $294.96 $18.1K - $21.5K
105 $29.9M
PDD
Pinduoduo Inc.

Consumer Cyclical
199
+ 398.0%
$88.35 - $122.19 $17.6K - $24.3K
249 $26.2M
IDEXY
Industria De Diseno Textil Ind
1.54K
New
N/A
1.54K $20.1M
CFRUY
Compagnie Financiere Richemont

Consumer Cyclical
1.07K
New
$15.16 - $19.92 $16.1K - $21.2K
1.07K $20.1M
Zacks Small Mid Cap ETF
251
+ 7.71%
N/A
3.51K $119M
INFY
Infosys LTD

Technology
1.05K
New
$16.14 - $18.75 $17K - $19.8K
1.05K $19.9M
Bayerische Motoren Wer Funsponsored Adr 0 333333333333 Ord Shs
669
New
N/A
669 $19.9M
AACAY
Aac Technologies Holdings Inc

Technology
3.84K
New
$4.09 - $5.98 $15.7K - $22.9K
3.84K $19.8M
IR
Ingersoll Rand Inc.

Industrials
232
New
$66.75 - $84.94 $15.5K - $19.7K
232 $19.8M
COOP
Mr. Cooper Group Inc.

Financial Services
130
New
$107.26 - $155.96 $13.9K - $20.3K
130 $19.8M
MSCI
Msci Inc.

Financial Services
34
New
$506.56 - $576.74 $17.2K - $19.6K
34 $19.8M
T Rowe
490
+ 33.22%
N/A
1.97K $64.5M
ALLY
Ally Financial Inc.

Financial Services
451
+ 116.84%
$30.09 - $38.95 $13.6K - $17.6K
837 $33.7M
Gsk PLC Adr Fsponsored Adr 1 Adr Reps 2 Ord Shs
499
New
N/A
499 $19.4M
JCI
Johnson Controls International PLC

Industrials
85
+ 20.43%
$71.14 - $105.62 $6.05K - $8.98K
501 $52.7M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
431
+ 76.96%
$44.37 - $50.04 $19.1K - $21.6K
991 $47.5M
MQBKY
Macquarie Group, Ltd. Sponsore

Financial Services
127
New
$99.93 - $150.69 $12.7K - $19.1K
127 $19.3M
WRB
Berkley W R Corp

Financial Services
264
New
$64.28 - $75.17 $17K - $19.8K
264 $19.2M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
902
+ 451.0%
$15.5 - $20.28 $14K - $18.3K
1.1K $23M
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
200
+ 11.11%
$39.26 - $49.01 $7.85K - $9.8K
2K $98M
MITEY
Mitsubishi Estate CO LTD Adr

Real Estate
1.02K
New
$15.43 - $19.09 $15.7K - $19.4K
1.02K $19M
ITOCY
Itochu Corp Adr

Industrials
182
New
$84.17 - $108.27 $15.3K - $19.7K
182 $19M
ZTS
Zoetis Inc.

Healthcare
119
New
$144.41 - $170.3 $17.2K - $20.3K
119 $18.9M
OKTA
Okta, Inc.

Technology
193
+ 665.52%
$91.24 - $127.3 $17.6K - $24.6K
222 $21.9M
NABZY
Natl Australia Bk LTD Ads5

Financial Services
1.42K
New
$9.33 - $13.18 $13.2K - $18.7K
1.42K $18.7M
MITSY
Mitsui & CO LTD Adr (Us)

Industrials
46
New
$341.25 - $421.73 $15.7K - $19.4K
46 $18.7M
INTU
Intuit Inc

Technology
21
+ 161.54%
$544.07 - $787.63 $11.4K - $16.5K
34 $26.5M
DUK
Duke Energy Corp

Utilities
181
+ 23.82%
$112.46 - $124.05 $20.4K - $22.5K
941 $111M
HCI
Hci Group, Inc.

Financial Services
126
New
$137.07 - $171.28 $17.3K - $21.6K
126 $18.5M
CABGY
Carlsberg As Sponsored Adr Cl

Consumer Defensive
645
New
$23.86 - $29.5 $15.4K - $19K
645 $18.4M
FXI
Ishares Tr

ETFs
500
New
$29.59 - $37.41 $14.8K - $18.7K
500 $18.4M
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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