Westside Investment Management, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $469 Billion distributed in 1241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $19.7B, Apple Inc. with a value of $18.5B, Vanguard Total Stock Market Et with a value of $15.9B, Invesco Qqq Trust, Series 1 with a value of $15.5B, and Amazon Com Inc with a value of $10.3B.
Examining the 13F form we can see an decrease of $5.07B in the current position value, from $475B to 469B.
Also it can be appreciated an additional of 46 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
$469 Billion
ETFs: $240 Billion
Technology: $74.5 Billion
Healthcare: $39.7 Billion
Industrials: $28.1 Billion
Communication Services: $25 Billion
Consumer Cyclical: $18.2 Billion
Financial Services: $10.8 Billion
Consumer Defensive: $4.98 Billion
Other: $5.66 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
