Westside Investment Management, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $539 Billion distributed in 1672 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $20.8B, Vanguard Total Stock Market Et with a value of $17.6B, Apple Inc. with a value of $17.3B, Invesco Qqq Trust, Series 1 with a value of $17.1B, and Microsoft Corp with a value of $13.1B.
Examining the 13F form we can see an increase of $69.8B in the current position value, from $469B to 539B.
Also it can be appreciated an additional of 364 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
$539 Billion
ETFs: $258 Billion
Technology: $93.5 Billion
Healthcare: $40.2 Billion
Industrials: $37.2 Billion
Communication Services: $30.9 Billion
Consumer Cyclical: $21.5 Billion
Financial Services: $14.3 Billion
Consumer Defensive: $5.76 Billion
Other: $7.11 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
