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 $2 Billions to $10 Billions
