Westside Investment Management, Inc. Portfolio Holdings
Westside Investment Management, Inc.
- $437 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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