Westside Investment Management, Inc. Reduced Holdings in Q2 2025

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-168
- 0.96%
$99.83 - $100.19 $16.8K - $16.8K
17.4K $1.74B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-464
- 1.51%
$47.02 - $47.83 $21.8K - $22.2K
30.3K $1.45B
TGT
Target Corp

Consumer Defensive
-66
- 4.1%
$88.76 - $105.77 $5.86K - $6.98K
1.54K $153M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-500
- 85.62%
$24.46 - $33.16 $12.2K - $16.6K
84 $2.75M
IEF
Ishares Barclays

ETFs
-149
- 4.44%
$93.15 - $96.56 $13.9K - $14.4K
3.21K $307M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-131
- 4.96%
$85.42 - $94.39 $11.2K - $12.4K
2.51K $236M
Vanguard Lifestrategy Income Inv
-681
- 55.87%
N/A
538 $8.36M
TDOC
Teladoc Health, Inc.

Healthcare
-2K
- 18.6%
$6.51 - $8.71 $13K - $17.4K
8.75K $76.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-70
- 0.98%
$48.13 - $49.85 $3.37K - $3.49K
7.06K $346M
NOV
Nov Inc.

Energy
-301
- 23.14%
$11.11 - $15.41 $3.34K - $4.64K
1K $12.4M
PARA
Paramount Global

Communication Services
-647
- 41.69%
$10.65 - $12.9 $6.89K - $8.35K
905 $11.7M
SLB
Schlumberger Limited

Energy
-65
- 13.18%
$31.95 - $42.2 $2.08K - $2.74K
428 $14.5M
WY
Weyerhaeuser CO

Real Estate
-156
- 34.21%
$24.69 - $29.48 $3.85K - $4.6K
300 $7.71M
EA
Electronic Arts Inc.

Communication Services
-75
- 17.65%
$132.53 - $159.7 $9.94K - $12K
350 $55.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-539
- 54.89%
$7.69 - $11.46 $4.14K - $6.18K
443 $5.08M
TLRY
Tilray Brands, Inc.

Healthcare
-800
- 4.89%
$0.36 - $0.65 $288 - $520
15.6K $6.47M
HDV
Ishares Core High Dividend ETF

ETFs
-13
- 3.1%
$108.41 - $120.51 $1.41K - $1.57K
406 $47.6M
IQ
I Qiyi, Inc.

Communication Services
-400
- 11.43%
$1.53 - $2.23 $612 - $892
3.1K $5.49M
SNPS
Synopsys Inc

Technology
-8
- 33.33%
$380.9 - $517.66 $3.05K - $4.14K
16 $8.35M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-171
- 17.2%
$19.6 - $24.44 $3.35K - $4.18K
823 $20.1M
FL
Foot Locker, Inc.

Consumer Cyclical
-300
- 54.55%
$11.12 - $24.5 $3.34K - $7.35K
250 $6.13M
Money Market Pool
-1.26K
- 41.06%
N/A
1.81K $2.17M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-160
- 10.53%
$10.59 - $11.48 $1.69K - $1.84K
1.36K $15.6M
Sirius Xm
-47
- 48.45%
N/A
50 $1.15M
TTD
Trade Desk, Inc.

Technology
-29
- 39.19%
$45.27 - $79.4 $1.31K - $2.3K
45 $3.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-97
- 17.6%
$17.76 - $22.1 $1.72K - $2.14K
454 $10M
IYE
Ishares Tr

ETFs
-6
- 6.32%
$40.36 - $49.67 $242 - $298
89 $4.03M
DXC
Dxc Technology CO

Technology
-34
- 50.0%
$14.03 - $17.63 $477 - $599
34 $520K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-10
- 28.57%
$31.8 - $42.16 $318 - $422
25 $1.04M
PK
Park Hotels & Resorts Inc.

Real Estate
-22
- 28.57%
$8.85 - $11.18 $195 - $246
55 $563K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-300
- 14.49%
$0.54 - $0.87 $162 - $261
1.77K $1.24M
Canopy Growth
-40
- 30.77%
N/A
90 $110K
EEMV
Ishares Msci Emerging Markets

ETFs
-3
- 6.38%
$54.12 - $62.8 $162 - $188
44 $2.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-71
- 5.35%
$51.16 - $62.02 $3.63K - $4.4K
1.26K $77.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1
- 2.27%
$160.22 - $209.35 $160 - $209
43 $9M
VB
Vanguard Small Cap ETF

ETFs
-637
- 6.47%
$193.73 - $237.37 $123K - $151K
9.2K $2.19B
SPXC
Spx Corp

Industrials
-7
- 8.54%
$120.66 - $167.68 $845 - $1.17K
75 $12.6M
CVS
Cvs Health Corp

Healthcare
-869
- 1.76%
$60.04 - $70.18 $52.2K - $61K
48.5K $3.35B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-103
- 22.64%
$40.51 - $71.03 $4.17K - $7.32K
352 $24.6M
TTWO
Take Two Interactive Software Inc

Communication Services
-52
- 9.81%
$194.58 - $243.05 $10.1K - $12.6K
478 $116M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-25
- 6.74%
$180.84 - $240.32 $4.52K - $6.01K
346 $83.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-20
- 0.32%
$69.8 - $85.28 $1.4K - $1.71K
6.15K $510M
BNDX
Vanguard Total International B

ETFs
-203
- 0.63%
$48.77 - $49.55 $9.9K - $10.1K
31.9K $1.58B
SQ
Block, Inc.

Technology
-17
- 1.53%
N/A
1.1K $74.5M
SOFI
So Fi Technologies, Inc.

Financial Services
-250
- 7.04%
$9.5 - $18.21 $2.38K - $4.55K
3.3K $58.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-139
- 2.47%
$58.41 - $72.69 $8.12K - $10.1K
5.49K $399M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-396
- 5.48%
$101.97 - $126.75 $40.4K - $50.2K
6.83K $866M
EFV
Msci Eafe Value ETF

ETFs
-708
- 3.62%
$52.4 - $64.65 $37.1K - $45.8K
18.9K $1.2B
IGM
Ishares Expanded Tech Sector E

ETFs
-132
- 4.66%
$79.8 - $112.34 $10.5K - $14.8K
2.7K $303M
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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