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
Blackrock California Muni Opps Instl	159 + 0.94%	N/A	17.1K $200M
LULU Lululemon Athletica Inc. Consumer Cyclical	56 + 15.38%	$225.56 - $335.19 $12.6K - $18.8K	420 $100M
FISV Fiserv Inc Technology	62 + 18.73%	N/A	393 $67.8M
OXY Occidental Petroleum Corp Energy	137 + 8.81%	$36.11 - $49.33 $4.95K - $6.76K	1.69K $71.3M
Putnam Ca Tax Exempt Income Y	425 + 0.93%	N/A	46.3K $329M
IBB Ishares Biotechnology ETF ETFs	118 + 0.64%	$112.02 - $129.0 $13.2K - $15.2K	18.5K $2.35B
GILD Gilead Sciences, Inc. Healthcare	139 + 0.57%	$96.91 - $113.0 $13.5K - $15.7K	24.6K $2.73B
PKI Perkinelmer Inc Healthcare	1.26K + 8.75%	N/A	15.6K $1.51B
MSI Motorola Solutions, Inc. Technology	56 + 1.9%	$394.72 - $440.39 $22.1K - $24.7K	3.01K $1.27B
MDT Medtronic PLC Healthcare	229 + 1.28%	$80.68 - $88.86 $18.5K - $20.3K	18.1K $1.58B
PEP Pepsico Inc Consumer Defensive	77 + 3.14%	$128.02 - $151.37 $9.86K - $11.7K	2.53K $335M
FDX Fedex Corp Industrials	43 + 0.88%	$198.07 - $245.17 $8.52K - $10.5K	4.95K $1.13B
VHT Vanguard Health Care ETF ETFs	322 + 2.81%	$236.71 - $261.92 $76.2K - $84.3K	11.8K $2.92B
BABA Alibaba Group Holding LTD Consumer Cyclical	201 + 2.54%	$99.37 - $134.05 $20K - $26.9K	8.12K $921M
XLE Energy Sector Spdr ETFs	972 + 3.61%	$76.44 - $94.13 $74.3K - $91.5K	27.9K $2.37B
ABBV Abb Vie Inc. Healthcare	87 + 0.51%	$170.16 - $206.27 $14.8K - $17.9K	17.3K $3.21B
UNH Unitedhealth Group Inc Healthcare	589 + 17.19%	$274.35 - $599.47 $162K - $353K	4.02K $1.25B
AAPL Apple Inc. Technology	569 + 0.68%	$172.42 - $223.89 $98.1K - $127K	83.7K $17.3B

Activity Summary All Purchases 732 New Holdings 364 Increased Positions 368 All Sells 122 Reductions 120 Sold out 2 Calls 0 Puts 0

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