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
VO
Vanguard Mid Cap ETF

ETFs
25
+ 1.86%
$228.54 - $279.83 $5.71K - $7K
1.37K $383M
SCHW
Schwab Charles Corp

Financial Services
339
+ 96.86%
$69.06 - $91.24 $23.4K - $30.9K
689 $62.8M
HCA
Hca Healthcare, Inc.

Healthcare
62
+ 21.45%
$317.61 - $387.52 $19.7K - $24K
351 $135M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
900
+ 30.51%
$23.44 - $28.85 $21.1K - $26K
3.85K $111M
PLSE
Pulse Biosciences, Inc.

Healthcare
6.14K
+ 10.55%
$14.48 - $19.27 $88.8K - $118K
64.3K $970M
FDLO
Fidelity Covington Tr Low Vola

ETFs
20
+ 0.14%
$54.44 - $62.8 $1.09K - $1.26K
14.8K $926M
MCK
Mckesson Corp

Healthcare
29
+ 14.15%
$652.83 - $732.78 $18.9K - $21.3K
234 $171M
UBS
Ubs Group Ag

Financial Services
958
+ 535.2%
$26.12 - $33.82 $25K - $32.4K
1.14K $38.4M
CI
Cigna Corp

Healthcare
74
+ 1.43%
$301.89 - $340.04 $22.3K - $25.2K
5.23K $1.73B
NVO
Novo Nordisk A S

Healthcare
473
+ 25.11%
$58.08 - $81.05 $27.5K - $38.3K
2.36K $163M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
73
+ 243.33%
$421.16 - $509.5 $30.7K - $37.2K
103 $46.6M
VZ
Verizon Communications Inc

Communication Services
736
+ 205.01%
$41.67 - $45.62 $30.7K - $33.6K
1.1K $47.7M
AZN
Astrazeneca PLC

Healthcare
455
+ 130.0%
$64.87 - $75.0 $29.5K - $34.1K
805 $57M
ITW
Illinois Tool Works Inc

Industrials
122
+ 85.31%
$218.41 - $252.43 $26.6K - $30.8K
265 $66.5M
PGR
Progressive Corp

Financial Services
117
+ 900.0%
$255.27 - $288.74 $29.9K - $33.8K
130 $34.4M
TAXF
American Centy ETF Tr Diversif

ETFs
800
+ 5.13%
$47.8 - $49.79 $38.2K - $39.8K
16.4K $802M
CARR
Carrier Global Corp

Industrials
387
+ 387.0%
$55.55 - $75.83 $21.5K - $29.3K
487 $36.1M
MAR
Marriott International Inc

Consumer Cyclical
99
+ 198.0%
$211.12 - $274.14 $20.9K - $27.1K
149 $41.2M
ROP
Roper Technologies Inc

Industrials
51
+ 242.86%
$519.19 - $590.78 $26.5K - $30.1K
72 $41.2M
WM
Waste Management Inc

Industrials
127
+ 73.84%
$216.47 - $242.1 $27.5K - $30.7K
299 $68.6M
AZO
Autozone Inc

Consumer Cyclical
8
+ 66.67%
$3478.38 - $3880.15 $27.8K - $31K
20 $74.4M
ON
On Semiconductor Corp

Technology
50
+ 2.37%
$31.95 - $54.21 $1.6K - $2.71K
2.16K $114M
PG
Procter & Gamble CO

Consumer Defensive
439
+ 11.2%
$157.66 - $172.39 $69.2K - $75.7K
4.36K $696M
SO
Southern CO

Utilities
302
+ 11.26%
$84.91 - $92.56 $25.6K - $28K
2.98K $274M
KMB
Kimberly Clark Corp

Consumer Defensive
216
+ 216.0%
$126.84 - $145.22 $27.4K - $31.4K
316 $41.3M
CDNS
Cadence Design Systems Inc

Technology
22
+ 5.5%
$231.64 - $323.08 $5.1K - $7.11K
422 $131M
LLY
Eli Lilly & CO

Healthcare
152
+ 7.72%
$713.71 - $898.95 $108K - $137K
2.12K $1.65B
UNP
Union Pacific Corp

Industrials
120
+ 45.28%
$208.27 - $238.46 $25K - $28.6K
385 $89.2M
TMUS
T Mobile Us, Inc.

Communication Services
138
+ 56.79%
$220.99 - $268.54 $30.5K - $37.1K
381 $91.5M
GLW
Corning Inc

Technology
197
+ 8.32%
$39.07 - $52.59 $7.7K - $10.4K
2.57K $135M
TM
Toyota Motor Corp

Consumer Cyclical
155
+ 83.78%
$158.63 - $195.39 $24.6K - $30.3K
340 $58.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 400.0%
$4164.15 - $5789.24 $16.7K - $23.2K
5 $28.7M
XCEM
Columbia ETF Tr Ii

ETFs
65
+ 1.4%
$26.68 - $34.18 $1.73K - $2.22K
4.72K $161M
MSGS
Madison Square Garden Sports Corp.

Communication Services
65
+ 9.04%
$175.61 - $208.95 $11.4K - $13.6K
784 $164M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
290
+ 29.0%
$45.98 - $56.15 $13.3K - $16.3K
1.29K $75.1M
WELL
Welltower Inc.

Real Estate
169
+ 14.08%
$136.49 - $155.22 $23.1K - $26.2K
1.37K $208M
TMO
Thermo Fisher Scientific Inc.

Healthcare
61
+ 169.44%
$390.26 - $489.06 $23.8K - $29.8K
97 $40.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
109
+ 363.33%
$212.1 - $244.27 $23.1K - $26.6K
139 $30.3M
NEE
Nextera Energy Inc

Utilities
339
+ 16.38%
$64.11 - $75.0 $21.7K - $25.4K
2.41K $169M
GD
General Dynamics Corp

Industrials
56
+ 18.18%
$247.68 - $291.66 $13.9K - $16.3K
364 $106M
JNK
Spdr Bloomberg High Yield Bond

ETFs
100
+ 1.56%
$91.23 - $97.27 $9.12K - $9.73K
6.5K $632M
HIG
Hartford Financial Services Group, Inc.

Financial Services
165
+ 35.87%
$109.83 - $131.67 $18.1K - $21.7K
625 $79.2M
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
UL
Unilever PLC

Consumer Defensive
322
+ 28.67%
$57.9 - $65.43 $18.6K - $21.1K
1.45K $88.5M
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
HON
Honeywell International Inc

Industrials
55
+ 15.28%
$182.86 - $232.88 $10.1K - $12.8K
415 $97.3M
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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