Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.8M
$697 Million 0.15% of portfolio
89,200
Q1 2025 Reduced 0.86%
$37.7M
$681 Million 0.15% of portfolio
259,050
Q1 2025 Added 26.35%
$0
$236 Million 0.05% of portfolio
20,000
Q4 2024 Reduced 5.66%
$34.1M
$109 Million 0.02% of portfolio
30,650
Q3 2024 Added 166.52%
$0
$65.5 Million 0.01% of portfolio
3,308
Q4 2024 Reduced 54.17%
$0
$37.3 Million 0.01% of portfolio
1,867
Q4 2024 New
$0
$38.9 Million 0.01% of portfolio
1,834
Q4 2024 New
$0
$28.4 Million 0.01% of portfolio
1,754
Q4 2022 Reduced 45.76%
$0
$35.5 Million 0.01% of portfolio
1,667
Q4 2024 New
$0
$29.8 Million 0.01% of portfolio
267
Q2 2017 New
$0
$54.7 Million 0.01% of portfolio
4,700
Q4 2021 New
$0
$5.18 Million 0.0% of portfolio
265
Q2 2022 New
$31.4M
$2.71 Million 0.0% of portfolio
1,200
Q3 2021 New
$17.6M
$1.34 Million 0.0% of portfolio
700
Q4 2020 Reduced 50.0%
$0
$7.75 Million 0.0% of portfolio
350
Q1 2022 New
$0
$12.6 Million 0.0% of portfolio
1,000
Q1 2025 New
$0
$10.2 Million 0.0% of portfolio
1,020
Q4 2024 New
$0
$7.96 Million 0.0% of portfolio
550
Q4 2024 New
$0
$23.1 Million 0.0% of portfolio
700
Q4 2024 Reduced 30.0%
$0
$22.6 Million 0.0% of portfolio
1,000
Q1 2024 Added 100.0%
$0
$1.42 Million 0.0% of portfolio
125
Q2 2023 New
$0
$5.75 Million 0.0% of portfolio
225
Q3 2018 New
$44M
$721,000 0.0% of portfolio
680
Q1 2025 New
$1.91M
$110,000 0.0% of portfolio
94
Q3 2022 New
$0
$3.82 Million 0.0% of portfolio
200
Q2 2023 Reduced 2.44%
$0
$18.1 Million 0.0% of portfolio
1,865
Q4 2023 Reduced 29.62%
$0
$5.68 Million 0.0% of portfolio
200
Q2 2023 New
$0
$13.9 Million 0.0% of portfolio
1,200
Q2 2021 New
$0
$5.41 Million 0.0% of portfolio
422
Q2 2017 New
$0
$4.21 Million 0.0% of portfolio
334
Q1 2024 Reduced 50.0%
$30.7M
$7,000 0.0% of portfolio
7
Q2 2022 New
$0
$4.32 Million 0.0% of portfolio
300
Q1 2025 Added 50.0%

Summary

  • Portfolio
  • No. of Stocks 1,241
  • Current Value $469 Billion
  • Prior Value $475 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 46 stocks
  • Additional Purchases 202 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 145 stocks
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