Westside Investment Management, Inc. Reduced Holdings in Q1 2025

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AES
Aes Corp

Utilities
-211
- 20.87%
$9.93 - $13.23 $2.1K - $2.79K
800 $9.94M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-22
- 18.64%
$77.33 - $90.16 $1.7K - $1.98K
96 $7.53M
SSYS
Stratasys Ltd.

Technology
-250
- 50.0%
$8.58 - $12.85 $2.15K - $3.21K
250 $2.45M
JCI
Johnson Controls International PLC

Industrials
-29
- 6.52%
$76.12 - $90.6 $2.21K - $2.63K
416 $33.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-301
- 0.98%
$81.83 - $82.73 $24.6K - $24.9K
30.5K $2.53B
EDIT
Editas Medicine, Inc.

Healthcare
-1.35K
- 87.1%
$1.14 - $3.2 $1.54K - $4.32K
200 $232K
DOW
Dow Inc.

Basic Materials
-25
- 15.43%
$34.36 - $41.92 $859 - $1.05K
137 $4.78M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-100
- 43.86%
$10.61 - $16.49 $1.06K - $1.65K
128 $1.59M
F
Ford Motor CO

Consumer Cyclical
-300
- 2.39%
$9.12 - $10.43 $2.74K - $3.13K
12.3K $123M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-55
- 13.58%
$69.81 - $78.9 $3.84K - $4.34K
350 $27.3M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-50
- 6.53%
$64.47 - $70.13 $3.22K - $3.51K
716 $48.6M
REZI
Resideo Technologies, Inc.

Industrials
-2
- 1.48%
$16.92 - $23.77 $33.8 - $47.5
133 $2.35M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-67
- 6.39%
$9.47 - $11.46 $634 - $768
982 $10.5M
CTVA
Corteva, Inc.

Basic Materials
-25
- 12.32%
$55.94 - $66.15 $1.4K - $1.65K
178 $11.2M
AMT
American Tower Corp

Real Estate
-4
- 18.18%
$173.46 - $217.6 $694 - $870
18 $3.92M
C
Citigroup Inc

Financial Services
-57
- 0.55%
$67.23 - $84.63 $3.83K - $4.82K
10.3K $730M
BP
Bp PLC

Energy
-167
- 8.44%
$29.93 - $35.31 $5K - $5.9K
1.81K $61.2M
COP
Conocophillips

Energy
-39
- 2.53%
$88.6 - $105.85 $3.46K - $4.13K
1.5K $158M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-8
- 0.03%
$47.33 - $47.92 $379 - $383
30.7K $1.46B
XOM
Exxon Mobil Corp

Energy
-277
- 7.07%
$105.44 - $118.93 $29.2K - $32.9K
3.64K $433M
DE
Deere & CO

Industrials
-9
- 1.81%
$408.57 - $509.27 $3.68K - $4.58K
487 $229M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-83
- 2.81%
$56.12 - $68.15 $4.66K - $5.66K
2.88K $195M
CHTR
Charter Communications, Inc.

Communication Services
-233
- 5.75%
$334.89 - $384.77 $78K - $89.7K
3.82K $1.41B
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 0.66%
$225.19 - $279.95 $9.01K - $11.2K
5.99K $1.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-216
- 0.84%
$71.17 - $73.66 $15.4K - $15.9K
25.5K $1.87B
T
At&T Inc.

Communication Services
-120
- 2.37%
$21.56 - $28.28 $2.59K - $3.39K
4.94K $140M
KO
Coca Cola CO

Consumer Defensive
-141
- 2.68%
$60.81 - $72.32 $8.57K - $10.2K
5.13K $368M
GE
General Electric CO

Industrials
-2
- 0.16%
$168.59 - $212.13 $337 - $424
1.25K $249M
Columbia Intl
-3.4K
- 6.56%
N/A
48.4K $1.57B
EFV
Msci Eafe Value ETF

ETFs
-1.39K
- 6.61%
$51.88 - $60.73 $71.9K - $84.2K
19.6K $1.15B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-775
- 2.83%
$48.65 - $53.06 $37.7K - $41.1K
26.6K $1.38B
IEMG
Ishares Inc

ETFs
-424
- 0.72%
N/A
58.3K $3.14B
PM
Philip Morris International Inc.

Consumer Defensive
-230
- 6.87%
$117.15 - $158.79 $26.9K - $36.5K
3.12K $495M
XLF
Financial Sector Spdr

ETFs
-483
- 0.61%
$47.32 - $52.19 $22.9K - $25.2K
78.8K $3.92B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-100
- 1.08%
$34.58 - $45.97 $3.46K - $4.6K
9.15K $421M
MDT
Medtronic PLC

Healthcare
-585
- 3.17%
$79.84 - $94.5 $46.7K - $55.3K
17.9K $1.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-227
- 7.06%
$442.66 - $534.52 $100K - $121K
2.99K $1.59B
GILD
Gilead Sciences, Inc.

Healthcare
-2.9K
- 10.6%
$89.14 - $117.41 $258K - $340K
24.4K $2.74B
CI
Cigna Corp

Healthcare
-15
- 0.29%
$274.49 - $329.0 $4.12K - $4.94K
5.16K $1.7B
INMB
Inmune Bio, Inc.

Healthcare
-775
- 0.86%
$4.93 - $10.48 $3.82K - $8.12K
89.2K $697M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-798
- 9.16%
$80.53 - $147.57 $64.3K - $118K
7.92K $1.05B
ABBV
Abb Vie Inc.

Healthcare
-148
- 0.85%
$169.2 - $216.66 $25K - $32.1K
17.2K $3.59B
GLD
Spdr Gold Trust

ETFs
-345
- 1.58%
$243.19 - $288.14 $83.9K - $99.4K
21.5K $6.2B
PBI
Pitney Bowes Inc

Industrials
-17.7K
- 2.82%
$7.03 - $10.86 $124K - $192K
608K $5.51B
Activity Summary
Buys All Purchases 248 New Holdings 46 Increased Positions 202 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 0 Puts 0
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