Westside Investment Management, Inc. Incresed Positions in Q2 2025

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
CRM
Salesforce, Inc.

Technology
193
+ 4.11%
$236.26 - $291.15 $45.6K - $56.2K
4.89K $1.33B
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
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
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
IYY
Ishares Tr

ETFs
75
+ 2.59%
$120.9 - $150.87 $9.07K - $11.3K
2.97K $448M
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
TT
Trane Technologies PLC

Industrials
98
+ 222.73%
$315.21 - $437.41 $30.9K - $42.9K
142 $61.7M
First Eagle Global I
382
+ 12.96%
N/A
3.33K $259M
ABT
Abbott Laboratories

Healthcare
267
+ 10.23%
$123.95 - $138.08 $33.1K - $36.9K
2.88K $391M
MPC
Marathon Petroleum Corp

Energy
94
+ 7.17%
$118.55 - $170.08 $11.1K - $16K
1.41K $234M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.05K
+ 116.67%
$38.81 - $44.28 $40.8K - $46.5K
1.95K $82.8M
T
At&T Inc.

Communication Services
1.37K
+ 27.74%
$26.33 - $28.94 $36.1K - $39.7K
6.31K $183M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
70
+ 13.59%
$376.48 - $440.65 $26.4K - $30.8K
585 $258M
SYK
Stryker Corp

Healthcare
91
+ 44.83%
$337.37 - $395.63 $30.7K - $36K
294 $116M
BSX
Boston Scientific Corp

Healthcare
351
+ 56.16%
$89.7 - $107.41 $31.5K - $37.7K
976 $104M
TJX
Tjx Companies Inc

Consumer Cyclical
314
+ 72.85%
$119.13 - $135.03 $37.4K - $42.4K
745 $92.7M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
1.3K
+ 382.94%
$19.0 - $29.8 $24.7K - $38.8K
1.64K $47.6M
MSTR
Microstrategy Inc

Technology
41
+ 19.9%
$237.95 - $421.61 $9.76K - $17.3K
247 $98.6M
SPOT
Spotify Technology S.A.

Communication Services
32
+ 43.84%
$503.3 - $775.9 $16.1K - $24.8K
105 $79M
PWR
Quanta Services, Inc.

Industrials
25
+ 10.37%
$239.47 - $381.26 $5.99K - $9.53K
266 $100M
DGRO
Ishares Core Dividend Growth E

ETFs
502
+ 17.93%
$55.22 - $63.94 $27.7K - $32.1K
3.3K $211M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
125
+ 107.76%
$201.28 - $266.34 $25.2K - $33.3K
241 $64.5M
ACN
Accenture PLC

Technology
132
+ 94.96%
$279.23 - $323.21 $36.9K - $42.7K
271 $81.5M
CB
Chubb LTD

Financial Services
132
+ 733.33%
$274.32 - $302.46 $36.2K - $39.9K
150 $43.4M
DAL
Delta Air Lines, Inc.

Industrials
680
+ 85.0%
$35.88 - $52.99 $24.4K - $36K
1.48K $72.7M
LMT
Lockheed Martin Corp

Industrials
26
+ 1.78%
$430.82 - $486.45 $11.2K - $12.6K
1.49K $691M
DE
Deere & CO

Industrials
34
+ 6.98%
$412.99 - $531.48 $14K - $18.1K
521 $265M
JBL
Jabil Inc

Technology
159
+ 757.14%
$116.88 - $218.1 $18.6K - $34.7K
180 $38.9M
SPGI
S&P Global Inc.

Financial Services
67
+ 558.33%
$438.31 - $527.29 $29.4K - $35.3K
79 $41.8M
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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