Westside Investment Management, Inc. Reduced Holdings in Q4 2024

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Schwab S&P 500 Index
-157
- 10.06%
N/A
1.4K $127M
Blackrock Strategic Income Opps Instl
-469
- 15.86%
N/A
2.49K $23.6M
SBUX
Starbucks Corp

Consumer Cyclical
-560
- 4.41%
$87.44 - $102.5 $49K - $57.4K
12.1K $1.11B
FL
Foot Locker, Inc.

Consumer Cyclical
-75
- 12.0%
$21.17 - $25.31 $1.59K - $1.9K
550 $12M
IDNA
Ishares Tr Genomics Immunology

ETFs
-100
- 40.0%
$22.38 - $25.53 $2.24K - $2.55K
150 $3.4M
INAB
In8 Bio, Inc.

Healthcare
-10K
- 83.33%
$0.23 - $0.48 $2.3K - $4.8K
2K $514K
ZM
Zoom Video Communications, Inc.

Technology
-50
- 37.04%
$67.21 - $89.03 $3.36K - $4.45K
85 $6.94M
ROAD
Construction Partners, Inc.

Industrials
-50
- 69.44%
$67.44 - $101.86 $3.37K - $5.09K
22 $1.95M
Aetfify Tr
-400
- 80.0%
N/A
100 $224K
DCGO
Doc Go Inc.

Healthcare
-500
- 33.33%
$3.11 - $4.51 $1.56K - $2.26K
1K $4.24M
ZIMV
Zim Vie Inc.

Healthcare
-12
- 32.43%
$13.21 - $16.0 $159 - $192
25 $350K
DXCM
Dexcom Inc

Healthcare
-37
- 12.29%
$65.68 - $81.01 $2.43K - $3K
264 $20.5M
KD
Kyndryl Holdings, Inc.

Technology
-6
- 85.71%
$22.43 - $35.79 $135 - $215
1 $35K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-20
- 2.48%
$53.94 - $58.15 $1.08K - $1.16K
785 $44.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-25
- 25.0%
$47.29 - $84.74 $1.18K - $2.12K
75 $5.55M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-35
- 20.59%
$173.13 - $258.09 $6.06K - $9.03K
135 $31.1M
LODE
Comstock Inc.

Real Estate
-1.5K
- 42.86%
$0.3 - $0.88 $450 - $1.32K
2K $1.6M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-100
- 13.25%
$45.39 - $62.98 $4.54K - $6.3K
655 $37.2M
FISV
Fiserv Inc

Technology
-20
- 5.7%
N/A
331 $68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-88
- 1.52%
$66.77 - $71.52 $5.88K - $6.29K
5.72K $394M
CHK
Chesapeake Energy Corp

Energy
-20
- 3.85%
$81.46 - $87.57 $1.63K - $1.75K
500 $49.8M
XLK
Technology Sector Spdr

ETFs
-889
- 3.81%
$220.26 - $241.44 $196K - $215K
22.4K $5.21B
SQ
Block, Inc.

Technology
-51
- 4.58%
$65.06 - $98.92 $3.32K - $5.04K
1.06K $90.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-267
- 0.96%
$46.48 - $51.32 $12.4K - $13.7K
27.4K $1.32B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-288
- 3.93%
$72.18 - $81.41 $20.8K - $23.4K
7.04K $532M
JGRO
J P Morgan Exchange Traded Fd
-192
- 5.03%
N/A
3.63K $294M
CHTR
Charter Communications, Inc.

Communication Services
-173
- 4.1%
$315.38 - $408.02 $54.6K - $70.6K
4.05K $1.39B
VUG
Vanguard Growth ETF

ETFs
-22
- 1.81%
$378.79 - $428.11 $8.33K - $9.42K
1.2K $491M
SOFI
So Fi Technologies, Inc.

Financial Services
-200
- 5.71%
$7.63 - $16.88 $1.53K - $3.38K
3.3K $50.8M
PLTR
Palantir Technologies Inc.

Technology
-397
- 33.08%
$36.46 - $82.38 $14.5K - $32.7K
803 $60.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22
- 0.16%
$124.26 - $134.12 $2.73K - $2.95K
13.6K $1.74B
UPST
Upstart Holdings, Inc.

Financial Services
-600
- 16.44%
$37.78 - $84.46 $22.7K - $50.7K
3.05K $188M
C
Citigroup Inc

Financial Services
-150
- 1.43%
$61.31 - $72.5 $9.2K - $10.9K
10.3K $728M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-138
- 1.22%
$198.04 - $221.51 $27.3K - $30.6K
11.2K $2.36B
CFLT
Confluent, Inc.

Technology
-200
- 1.63%
$18.9 - $33.66 $3.78K - $6.73K
12.1K $337M
WMT
Walmart Inc.

Consumer Defensive
-100
- 1.18%
$79.1 - $95.7 $7.91K - $9.57K
8.41K $760M
CSCO
Cisco Systems, Inc.

Technology
-98
- 0.54%
$52.45 - $60.02 $5.14K - $5.88K
18.1K $1.07B
DLX
Deluxe Corp

Communication Services
-285
- 0.59%
$18.62 - $24.16 $5.31K - $6.89K
48.4K $1.09B
BAC
Bank Of America Corp

Financial Services
-500
- 1.18%
$39.22 - $47.77 $19.6K - $23.9K
42K $1.85B
Coherent Corp
-77
- 0.26%
N/A
29.1K $2.75B
IDCC
Inter Digital, Inc.

Communication Services
-175
- 3.64%
$142.61 - $200.59 $25K - $35.1K
4.63K $897M
BX
Blackstone Inc.

Financial Services
-35
- 0.3%
$148.45 - $199.05 $5.2K - $6.97K
11.6K $2B
FDN
First Tr Fd Dow Jones

ETFs
-20
- 0.25%
$210.5 - $257.24 $4.21K - $5.14K
8.05K $1.96B
XLF
Financial Sector Spdr

ETFs
-404
- 0.51%
$44.89 - $51.34 $18.1K - $20.7K
79.3K $3.83B
GILD
Gilead Sciences, Inc.

Healthcare
-98
- 0.36%
$83.95 - $97.9 $8.23K - $9.59K
27.3K $2.53B
META
Meta Platforms, Inc.

Communication Services
-66
- 0.47%
$554.08 - $632.68 $36.6K - $41.8K
14.1K $8.26B
TSLA
Tesla, Inc.

Consumer Cyclical
-55
- 2.11%
$213.65 - $479.86 $11.8K - $26.4K
2.55K $1.03B
NVDA
Nvidia Corp

Technology
-2.55K
- 6.91%
$117.0 - $148.88 $298K - $379K
34.3K $4.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-306
- 1.0%
$481.22 - $538.17 $147K - $165K
30.3K $15.5B
Activity Summary
Buys All Purchases 247 New Holdings 66 Increased Positions 181 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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