Westside Investment Management, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $437 Billion distributed in 1267 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.1B, Vanguard Whitehall Fds (Vangua with a value of $15.3B, Invesco Qqq Trust, Series 1 with a value of $15.1B, Vanguard Total Stock Market Et with a value of $14.9B, and Microsoft Corp with a value of $11.1B.

Examining the 13F form we can see an increase of $19.7B in the current position value, from $417B to 437B. Also it can be appreciated an additional of 117 stocks purchases and 2 closed positions.

Below you can find more details about Westside Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $437 Billion
ETFs: $218 Billion
Technology: $78.9 Billion
Healthcare: $33.7 Billion
Industrials: $26.3 Billion
Communication Services: $25.9 Billion
Consumer Cyclical: $17.3 Billion
Financial Services: $9.74 Billion
Consumer Defensive: $4.64 Billion
Other: $5.2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,267
  • Current Value $437 Billion
  • Prior Value $417 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 117 stocks
  • Additional Purchases 198 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 122 stocks
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