Westside Investment Management, Inc. Reduced Holdings in Q1 2024

Westside Investment Management, Inc.

  • $417 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.69K
- 3.88%
$169.0 - $195.18 $623K - $720K
91.4K $15.6B
BX
Blackstone Inc.

Financial Services
-7.95K
- 38.01%
$116.98 - $131.66 $930K - $1.05M
13K $1.7B
BA
Boeing CO

Industrials
-269
- 3.1%
$179.84 - $251.76 $48.4K - $67.7K
8.42K $1.62B
PBI
Pitney Bowes Inc

Industrials
-81.8K
- 11.1%
$3.74 - $4.4 $306K - $360K
655K $2.84B
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.9K
- 51.47%
$50.23 - $50.46 $347K - $348K
6.51K $327M
URI
United Rentals, Inc.

Industrials
-1.91K
- 27.06%
$541.39 - $721.11 $1.03M - $1.38M
5.15K $3.71B
VGT
Vanguard Information Technolog

ETFs
-680
- 44.59%
$462.18 - $530.16 $314K - $361K
845 $443M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.84K
- 51.73%
$77.86 - $83.58 $299K - $321K
3.59K $300M
GILD
Gilead Sciences, Inc.

Healthcare
-897
- 3.29%
$71.58 - $87.29 $64.2K - $78.3K
26.4K $1.93B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.53K
- 15.43%
$68.05 - $78.23 $172K - $198K
13.9K $1B
BCO
Brinks CO

Industrials
-4.33K
- 11.89%
$79.34 - $92.38 $343K - $400K
32.1K $2.96B
UNH
Unitedhealth Group Inc

Healthcare
-321
- 13.93%
$472.6 - $545.42 $152K - $175K
1.98K $981M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-6.1K
- 7.1%
$49.89 - $50.18 $304K - $306K
79.9K $4.07B
DLX
Deluxe Corp

Communication Services
-7.88K
- 12.91%
$18.81 - $21.5 $148K - $169K
53.1K $1.09B
ADBE
Adobe Inc.

Technology
-20
- 0.94%
$492.46 - $634.76 $9.85K - $12.7K
2.11K $1.06B
PKI
Perkinelmer Inc

Healthcare
-1.31K
- 8.3%
N/A
14.5K $1.52B
SHOP
Shopify Inc.

Technology
-2.32K
- 5.0%
$71.82 - $90.72 $167K - $210K
44K $3.41B
Invesco Limited Term Ca Municipal Y
-33.2K
- 20.9%
N/A
125K $353M
PLSE
Pulse Biosciences, Inc.

Healthcare
-2.02K
- 5.9%
$7.8 - $11.02 $15.7K - $22.2K
32.2K $280M
ATOM
Atomera Inc

Technology
-6.61K
- 7.24%
$5.83 - $9.12 $38.5K - $60.2K
84.6K $521M
CVS
Cvs Health Corp

Healthcare
-1.97K
- 3.15%
$71.99 - $81.42 $142K - $160K
60.5K $4.82B
HPE
Hewlett Packard Enterprise CO

Technology
-8.3K
- 11.68%
$14.86 - $18.77 $123K - $156K
62.7K $1.11B
CMCSA
Comcast Corp

Communication Services
-2.04K
- 25.35%
$41.24 - $46.73 $83.9K - $95.1K
5.99K $260M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-877
- 3.27%
$71.76 - $73.66 $62.9K - $64.6K
25.9K $1.88B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-163
- 0.99%
$92.18 - $98.72 $15K - $16.1K
16.4K $1.55B
INTC
Intel Corp

Technology
-200
- 1.69%
$41.83 - $49.55 $8.37K - $9.91K
11.6K $513M
AMGN
Amgen Inc

Healthcare
-139
- 1.36%
$268.87 - $324.56 $37.4K - $45.1K
10.1K $2.86B
FCAL
First Tr Iii Calif Mun High In

ETFs
-1.05K
- 1.21%
$49.35 - $50.06 $51.8K - $52.6K
85.9K $4.26B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.05K
- 1.61%
$51.0 - $51.74 $53.6K - $54.3K
64.3K $3.3B
JNJ
Johnson & Johnson

Healthcare
-491
- 10.48%
$155.22 - $162.74 $76.2K - $79.9K
4.19K $663M
MXL
Maxlinear Inc

Technology
-2.75K
- 78.01%
$17.27 - $23.42 $47.5K - $64.4K
775 $14.5M
INMB
Inmune Bio, Inc.

Healthcare
-7.48K
- 17.86%
$10.53 - $14.01 $78.7K - $105K
34.4K $404M
NKE
Nike, Inc.

Consumer Cyclical
-49
- 1.26%
$92.58 - $107.18 $4.54K - $5.25K
3.83K $358M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1K
- 18.45%
$59.62 - $59.91 $59.6K - $59.9K
4.42K $264M
AMRN
Amarin Corp Plcuk

Healthcare
-54.3K
- 45.4%
$0.82 - $1.35 $44.5K - $73.2K
65.2K $58.1M
IEF
Ishares Barclays

ETFs
-356
- 7.51%
$93.54 - $96.82 $33.3K - $34.5K
4.39K $415M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.04K
- 23.07%
$244.36 - $334.55 $254K - $348K
3.47K $1.11B
WHR
Whirlpool Corp

Consumer Cyclical
-250
- 10.02%
$103.13 - $122.9 $25.8K - $30.7K
2.25K $269M
CME
Cme Group Inc.

Financial Services
-165
- 84.18%
$196.4 - $221.35 $32.4K - $36.5K
31 $6.67M
HON
Honeywell International Inc

Industrials
-158
- 32.71%
$193.01 - $209.0 $30.5K - $33K
325 $66.7M
ICLN
Ishares

ETFs
-450
- 2.62%
$13.42 - $15.39 $6.04K - $6.93K
16.8K $234M
BLK
Black Rock Inc.

Financial Services
-41
- 53.25%
$774.31 - $842.06 $31.7K - $34.5K
36 $29.9M
MDT
Medtronic PLC

Healthcare
-1.36K
- 7.45%
$82.84 - $88.09 $113K - $120K
16.9K $1.47B
ACN
Accenture PLC

Technology
-85
- 34.69%
$333.82 - $386.91 $28.4K - $32.9K
160 $55.5M
ADI
Analog Devices Inc

Technology
-153
- 65.11%
$184.69 - $201.37 $28.3K - $30.8K
82 $16.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.02K
- 27.38%
$31.12 - $32.54 $31.8K - $33.2K
2.71K $87.3M
TXN
Texas Instruments Inc

Technology
-172
- 53.42%
$156.85 - $175.27 $27K - $30.1K
150 $26.1M
ITW
Illinois Tool Works Inc

Industrials
-113
- 39.51%
$250.22 - $270.33 $28.3K - $30.5K
173 $46.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-294
- 0.97%
$47.44 - $47.9 $13.9K - $14.1K
30.1K $1.43B
Activity Summary
Buys All Purchases 231 New Holdings 60 Increased Positions 171 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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