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
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
Zacks Small Mid Cap ETF
251
+ 7.71%
N/A
3.51K $119M
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
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
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
OKTA
Okta, Inc.

Technology
193
+ 665.52%
$91.24 - $127.3 $17.6K - $24.6K
222 $21.9M
DUK
Duke Energy Corp

Utilities
181
+ 23.82%
$112.46 - $124.05 $20.4K - $22.5K
941 $111M
HUBS
Hubspot Inc

Technology
33
+ 412.5%
$487.07 - $672.24 $16.1K - $22.2K
41 $22.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.09%
$72.96 - $90.39 $146 - $181
2.34K $210M
SLF
Sun Life Financial Inc

Financial Services
223
+ 62.82%
$53.39 - $66.45 $11.9K - $14.8K
578 $38.4M
CME
Cme Group Inc.

Financial Services
63
+ 105.0%
$252.37 - $290.71 $15.9K - $18.3K
123 $33.9M
F
Ford Motor CO

Consumer Cyclical
689
+ 5.61%
$8.69 - $10.85 $5.99K - $7.48K
13K $141M
TRV
Travelers Companies, Inc.

Financial Services
65
+ 42.76%
$233.83 - $276.34 $15.2K - $18K
217 $58M
MCD
Mcdonalds Corp

Consumer Cyclical
125
+ 12.53%
$285.55 - $321.23 $35.7K - $40.2K
1.12K $329M
MNST
Monster Beverage Corp

Consumer Defensive
227
+ 35.58%
$55.01 - $64.24 $12.5K - $14.6K
865 $54.4M
PSX
Phillips 66

Energy
187
+ 12.71%
$92.87 - $125.73 $17.4K - $23.5K
1.66K $199M
TTE
Total Energies Se

Energy
299
+ 59.8%
N/A
799 $49.2M
Fidelity Advisor Global Commodity Stk I
772
+ 48.13%
N/A
2.38K $46.8M
VDE
Vanguard Energy ETF

ETFs
151
+ 106.34%
$105.87 - $130.56 $16K - $19.7K
293 $35M
MMM
3 M CO

Industrials
106
+ 341.94%
$126.09 - $154.15 $13.4K - $16.3K
137 $21M
EQIX
Equinix Inc

Real Estate
21
+ 190.91%
$740.07 - $914.43 $15.5K - $19.2K
32 $25.5M
MRVL
Marvell Technology, Inc.

Technology
160
+ 62.5%
$49.38 - $79.97 $7.9K - $12.8K
416 $32.1M
SMB
Vaneck Short Muni ETF

ETFs
459
+ 0.69%
$16.86 - $17.26 $7.74K - $7.92K
67.5K $1.16B
DELL
Dell Technologies Inc.

Technology
100
+ 84.75%
$71.63 - $125.98 $7.16K - $12.6K
218 $26.7M
MTB
M&T Bank Corp

Financial Services
76
+ 161.7%
$156.58 - $193.99 $11.9K - $14.7K
123 $24.1M
VNM
Vaneck Vietnam ETF

ETFs
1K
+ 66.67%
$10.13 - $13.96 $10.1K - $14K
2.5K $34.4M
D
Dominion Energy, Inc

Utilities
259
+ 123.33%
$49.66 - $58.0 $12.9K - $15K
469 $27M
Dws Global Macro S
4
+ 0.01%
N/A
36.1K $388M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
150
+ 20.95%
$60.21 - $75.37 $9.03K - $11.3K
866 $63.8M
USB
Us Bancorp \De\

Financial Services
320
+ 1391.3%
$36.4 - $45.76 $11.6K - $14.6K
343 $15.9M
AMT
American Tower Corp

Real Estate
65
+ 361.11%
$203.96 - $228.19 $13.3K - $14.8K
83 $18.6M
IWS
Ishares Russell Midcap Value E

ETFs
104
+ 108.33%
$110.58 - $132.14 $11.5K - $13.7K
200 $26.8M
EW
Edwards Lifesciences Corp

Healthcare
96
+ 8.0%
$67.07 - $78.22 $6.44K - $7.51K
1.3K $101M
ODFL
Old Dominion Freight Line, Inc.

Industrials
84
+ 600.0%
$146.74 - $176.07 $12.3K - $14.8K
98 $16.5M
EHC
Encompass Health Corp

Healthcare
101
+ 131.17%
$96.12 - $122.63 $9.71K - $12.4K
178 $21.6M
TDG
Trans Digm Group Inc

Industrials
5
+ 10.0%
$1231.75 - $1520.64 $6.16K - $7.6K
55 $83.2M
PFE
Pfizer Inc

Healthcare
1.21K
+ 7.3%
$21.59 - $24.84 $26K - $29.9K
17.7K $431M
SFTBY
Softbank Group Corp

Communication Services
269
+ 89.67%
$20.95 - $36.34 $5.64K - $9.78K
569 $20.9M
YUM
Yum Brands Inc

Consumer Cyclical
89
+ 445.0%
$138.36 - $161.45 $12.3K - $14.4K
109 $16.3M
NEM
Newmont Corp

Basic Materials
204
+ 240.0%
$44.18 - $59.46 $9.01K - $12.1K
289 $17M
DXCM
Dexcom Inc

Healthcare
101
+ 40.4%
$59.83 - $87.57 $6.04K - $8.84K
351 $29.8M
BK
Bank Of New York Mellon Corp

Financial Services
127
+ 78.88%
$73.31 - $91.62 $9.31K - $11.6K
288 $26.2M
ADP
Automatic Data Processing Inc

Industrials
40
+ 80.0%
$276.76 - $326.81 $11.1K - $13.1K
90 $27.8M
NDAQ
Nasdaq, Inc.

Financial Services
138
+ 657.14%
$66.4 - $89.42 $9.16K - $12.3K
159 $14.1M
ENB
Enbridge Inc

Energy
259
+ 30.54%
$41.09 - $47.16 $10.6K - $12.2K
1.11K $50.1M
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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