Westside Investment Management, Inc. Sells in Q1 2025

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Ca Interm Term Tax Exempt Adm
-2.65K
- 5.24%
N/A
47.8K $541M
CAT
Caterpillar Inc

Industrials
-20
- 2.67%
$326.75 - $407.63 $6.54K - $8.15K
729 $241M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-414
Closed
$56.97 - $77.14 $23.6K - $31.9K
0 $0
ICLN
Ishares

ETFs
-2.6K
- 77.61%
$10.94 - $11.86 $28.4K - $30.8K
750 $8.57M
NEAR
Blackrock Short Maturity Bond

ETFs
-800
- 2.47%
$50.4 - $50.89 $40.3K - $40.7K
31.7K $1.61B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-399
- 1.13%
$51.26 - $52.53 $20.5K - $21K
34.9K $1.8B
PLTR
Palantir Technologies Inc.

Technology
-403
- 50.19%
$64.98 - $124.62 $26.2K - $50.2K
400 $33.8M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-540
- 64.29%
$45.21 - $50.33 $24.4K - $27.2K
300 $13.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
-150
- 27.27%
$119.38 - $161.42 $17.9K - $24.2K
400 $47.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-217
- 4.35%
$308.86 - $455.36 $67K - $98.8K
4.77K $1.68B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-87
- 1.52%
$64.88 - $72.1 $5.64K - $6.27K
5.63K $370M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-581
- 53.75%
$46.15 - $63.53 $26.8K - $36.9K
500 $30.8M
PG
Procter & Gamble CO

Consumer Defensive
-204
- 4.95%
$158.56 - $176.26 $32.3K - $36K
3.92K $668M
XLU
Utilities Sector Spdr

ETFs
-350
- 21.6%
$74.7 - $80.27 $26.1K - $28.1K
1.27K $100M
Vanguard Wellington Inv
-459
- 18.73%
N/A
1.99K $83.8M
IDV
Ishares Tr

ETFs
-700
- 60.87%
$27.0 - $31.7 $18.9K - $22.2K
450 $14M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-200
- 30.53%
$47.25 - $67.02 $9.45K - $13.4K
455 $21.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-14
- 1.74%
$222.66 - $268.42 $3.12K - $3.76K
790 $184M
CMI
Cummins Inc

Industrials
-30
- 23.08%
$312.92 - $386.07 $9.39K - $11.6K
100 $31.3M
MXL
Maxlinear Inc

Technology
-600
- 77.42%
$10.86 - $24.92 $6.52K - $15K
175 $1.9M
TLRY
Tilray Brands, Inc.

Healthcare
-1.8K
- 9.92%
$0.59 - $1.46 $1.06K - $2.63K
16.4K $10.7M
PEP
Pepsico Inc

Consumer Defensive
-50
- 2.0%
$142.64 - $156.42 $7.13K - $7.82K
2.46K $368M
Ge Vernova
-10
- 2.76%
N/A
352 $107M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-100
- 7.01%
$57.21 - $65.8 $5.72K - $6.58K
1.33K $77.5M
AMRN
Amarin Corp Plcuk

Healthcare
-21.6K
- 56.8%
$0.4 - $8.96 $8.64K - $194K
16.4K $7.36M
OVV
Ovintiv Inc.

Energy
-266
- 84.18%
$37.84 - $45.91 $10.1K - $12.2K
50 $2.14M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-475
- 42.56%
$22.46 - $23.26 $10.7K - $11K
641 $14.8M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-65
Closed
$157.04 - $169.58 $10.2K - $11K
0 $0
PTH
Invesco Exchange Traded Fd Tr

ETFs
-255
- 62.96%
$38.27 - $45.94 $9.76K - $11.7K
150 $5.92M
BOND
Pimco Active Bond Exchange Tra

ETFs
-415
- 2.97%
$89.27 - $92.9 $37K - $38.6K
13.6K $1.25B
Schwab S&P 500 Index
-58
- 4.13%
N/A
1.35K $117M
WM
Waste Management Inc

Industrials
-74
- 30.08%
$200.54 - $233.78 $14.8K - $17.3K
172 $39.9M
SVOL
Simplify ETF Simplify Volatili

ETFs
-414
- 82.8%
$17.92 - $21.7 $7.42K - $8.98K
86 $1.56M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-25
- 18.52%
$203.38 - $274.79 $5.08K - $6.87K
110 $22.6M
HON
Honeywell International Inc

Industrials
-15
- 4.0%
$202.75 - $226.52 $3.04K - $3.4K
360 $76.2M
CB
Chubb LTD

Financial Services
-28
- 60.87%
$257.71 - $301.99 $7.22K - $8.46K
18 $5.43M
ADP
Automatic Data Processing Inc

Industrials
-27
- 35.06%
$286.85 - $318.64 $7.74K - $8.6K
50 $15.3M
TTE
Total Energies Se

Energy
-200
- 28.57%
N/A
500 $32.3M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-50
- 18.8%
$102.5 - $112.02 $5.13K - $5.6K
216 $22.4M
SPMD
Spdr Portfolio

ETFs
-59
- 9.16%
$50.21 - $57.73 $2.96K - $3.41K
585 $29.9M
SNAP
Snap Inc

Communication Services
-450
- 90.0%
$8.37 - $12.57 $3.77K - $5.66K
50 $436K
VOE
Vanguard Mid Cap Value Index F

ETFs
-29
- 27.62%
$156.61 - $168.02 $4.54K - $4.87K
76 $12.2M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-100
- 17.3%
$30.46 - $36.6 $3.05K - $3.66K
478 $14.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-18
- 2.29%
$51.45 - $58.51 $926 - $1.05K
767 $39.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
-25
- 1.73%
$72.7 - $84.32 $1.82K - $2.11K
1.42K $106M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-150
- 11.45%
$61.25 - $72.83 $9.19K - $10.9K
1.16K $82M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-200
- 9.67%
$24.73 - $25.62 $4.95K - $5.12K
1.87K $47.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-36
- 26.47%
$124.46 - $147.4 $4.48K - $5.31K
100 $14.2M
DXCM
Dexcom Inc

Healthcare
-14
- 5.3%
$67.74 - $90.75 $948 - $1.27K
250 $17M
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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