Westside Investment Management, Inc. Portfolio Holdings
Westside Investment Management, Inc.
- $417 Billion
- Q1 2024
Westside Investment Management, Inc. has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $417 Billion distributed in 1138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.6B, Vanguard Whitehall Fds (Vangua with a value of $15.4B, Vanguard Total Stock Market Et with a value of $14.3B, Invesco Qqq Trust, Series 1 with a value of $14B, and Uber Technologies, Inc with a value of $10.9B.
Examining the 13F form we can see an increase of $26.1B in the current position value, from $391B to 417B.
Below you can find more details about Westside Investment Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,138
- Current Value $417 Billion
- Prior Value $391 Billion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 60 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks