Westside Investment Management, Inc. Portfolio Holdings by Sector

Westside Investment Management, Inc.

$539 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VYM QQQ IEFA AGG VCR VIG GLD IUSB 290 stocks	$240 Million 47.26% of portfolio	93	53	13	1	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG DASH SPOT TCEHY KIND NPSNY 13 stocks	$25.5 Million 5.02% of portfolio	8	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA QCOM MU AMD SWKS NXPI TSM 25 stocks	$22.1 Million 4.34% of portfolio	16	1	7	-	0 Calls 0 Puts
Software—Application \| Technology UBER SHOP SNOW CRM NOW WDAY COIN CDNS 25 stocks	$21.9 Million 4.3% of portfolio	18	2	8	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CRWD ADBE PANW CFLT PLTR AFRM 22 stocks	$21 Million 4.13% of portfolio	15	3	8	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYM 2 stocks	$17.6 Million 3.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL HEAR SONY 3 stocks	$17.5 Million 3.44% of portfolio	2	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA EBAY PDD CHWY MPNGY MELI 7 stocks	$13.3 Million 2.62% of portfolio	5	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN GILD LLY JNJ PFE BIIB BMY 16 stocks	$12.6 Million 2.48% of portfolio	10	5	5	-	0 Calls 0 Puts
Engineering & Construction \| Industrials TPC PWR DY STN GLDD 5 stocks	$11.3 Million 2.23% of portfolio	3	1	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials PBI FDX UPS CHRW XPO HUBG DSDVY EXPD 8 stocks	$7.96 Million 1.57% of portfolio	4	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare ETON CRSP NVO ANIX LTRN BMRN INMB VRTX 25 stocks	$7.81 Million 1.54% of portfolio	12	3	7	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC BA LMT RTX AXON GD TDG EADSY 17 stocks	$7.39 Million 1.45% of portfolio	10	1	4	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS CI UNH CNC MOH 5 stocks	$6.35 Million 1.25% of portfolio	4	1	2	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HROW TEVA RDY ZTS VTRS CRON TLRY TCNNF 8 stocks	$5.7 Million 1.12% of portfolio	4	1	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM C RY WFC CMWAY UBS HSBC 14 stocks	$5.27 Million 1.04% of portfolio	14	-	7	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT NVNO STE ABT SYK BSX EW DXCM 11 stocks	$4.31 Million 0.85% of portfolio	9	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI ASHTY LZRFY 3 stocks	$4.21 Million 0.83% of portfolio	3	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE MSI CSCO LITE UI AACAY CRDO VIAV 9 stocks	$3.89 Million 0.77% of portfolio	4	1	2	-	0 Calls 0 Puts
Security & Protection Services \| Industrials BCO EVLV ALLE ASAZY MSA REZI 6 stocks	$3.07 Million 0.6% of portfolio	3	1	3	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ATOM ASML ATEYY ONTO 5 stocks	$2.92 Million 0.57% of portfolio	4	1	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR IDCC T TMUS CMCSA VZ CHT SFTBY 13 stocks	$2.84 Million 0.56% of portfolio	8	2	4	-	0 Calls 0 Puts
Asset Management \| Financial Services BX RIV ACV BTT CCD CNS CSQ AMP 25 stocks	$2.42 Million 0.48% of portfolio	6	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V AXP UPST COF MA SOFI ALLY 10 stocks	$2.38 Million 0.47% of portfolio	7	2	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT DLTR DG 5 stocks	$2.31 Million 0.45% of portfolio	4	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B HIG SLF ZURVY AXAHY AIG ESGR 7 stocks	$2.29 Million 0.45% of portfolio	6	-	3	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB GRMN ESE FTV 4 stocks	$2.24 Million 0.44% of portfolio	4	-	2	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$2.01 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD CMG SHAK DRI YUM CMPGY YUMC 8 stocks	$1.99 Million 0.39% of portfolio	6	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS MSGS PARA NXST FOXA IQ WBD 9 stocks	$1.69 Million 0.33% of portfolio	4	3	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare PKI TMO DHR IDXX EXAS CRL ILMN IQV 9 stocks	$1.64 Million 0.32% of portfolio	9	-	7	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ETR SO NEE AEP OGE DUK EVRG D 20 stocks	$1.54 Million 0.3% of portfolio	18	-	11	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK GE ETN ITW ROP CMI KAI DOV 24 stocks	$1.43 Million 0.28% of portfolio	17	2	11	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM F TM HMC RACE LI RIVN 8 stocks	$1.42 Million 0.28% of portfolio	7	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CHD UL KMB CL KAOOY CLX NWL 9 stocks	$1.16 Million 0.23% of portfolio	6	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare PLSE ISRG BDX ESLOY RMD XRAY HOLX BAX 10 stocks	$1.14 Million 0.22% of portfolio	8	1	6	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ STX DELL LOGI NTAP DDD SSYS 7 stocks	$1.12 Million 0.22% of portfolio	3	2	2	1	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX TTE BP SHEL IMO SU CVE 8 stocks	$1.09 Million 0.21% of portfolio	6	1	4	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP MNST CELH KDP 5 stocks	$864,018 0.17% of portfolio	4	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO BTI 3 stocks	$863,237 0.17% of portfolio	3	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$713,873 0.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EOG COP CRK OXY CHK DVN HES FANG 13 stocks	$702,180 0.14% of portfolio	9	-	5	-	0 Calls 0 Puts
Copper \| Basic Materials FCX SCCO 2 stocks	$686,087 0.13% of portfolio	2	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services DLX OMC 2 stocks	$622,839 0.12% of portfolio	1	1	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE PCAR TEX CMCO MTW 6 stocks	$610,496 0.12% of portfolio	5	-	3	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FISV WIT CTSH INFY FJTSY G 13 stocks	$591,067 0.12% of portfolio	10	1	7	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC PSX VLO 3 stocks	$552,580 0.11% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SHG PNC IBN HOPE DBSDY KB WF MTB 33 stocks	$534,281 0.11% of portfolio	29	-	27	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials REX DD ALB APD PPG BCPC ECL IFF 16 stocks	$491,754 0.1% of portfolio	9	1	4	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU AFL PUK PNGAY LNC JXN 6 stocks	$454,179 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW JEF MQBKY HLI RJF MS MARA 10 stocks	$369,456 0.07% of portfolio	6	-	3	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE DECK 2 stocks	$342,793 0.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK HSIC ABC 3 stocks	$327,735 0.06% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE ENB WES EPD LNG DTM PBA TRP 10 stocks	$288,072 0.06% of portfolio	8	-	4	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O ADC NNN SPG ALX KIM 6 stocks	$273,470 0.05% of portfolio	6	-	5	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO ULTA TSCO GME ORLY DKS WSM CASY 11 stocks	$259,100 0.05% of portfolio	5	1	3	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical PENN WYNN LVS MGM MTN HGV 6 stocks	$236,844 0.05% of portfolio	4	2	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH JBL 3 stocks	$233,901 0.05% of portfolio	3	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV CB PGR WRB HCI L ALL QBIEY 10 stocks	$231,046 0.05% of portfolio	10	-	6	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI CARR AAON FBHS BLDR OC AWI 8 stocks	$229,131 0.05% of portfolio	4	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL VTR PEAK 3 stocks	$223,926 0.04% of portfolio	3	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU TJX ROST FL 4 stocks	$220,993 0.04% of portfolio	3	1	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON HTHIY MMM ITOCY MITSY MARUY 6 stocks	$216,543 0.04% of portfolio	6	-	3	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$206,353 0.04% of portfolio	2	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO EA NTES NTDOY 4 stocks	$199,883 0.04% of portfolio	2	2	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA EHC THC DVA AGL DCGO CMPS 7 stocks	$198,261 0.04% of portfolio	6	-	3	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR IRBT LEG 3 stocks	$190,166 0.04% of portfolio	2	1	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB RCL BKNG NCLH EXPE CCL 6 stocks	$181,114 0.04% of portfolio	5	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME ICE MSCI NDAQ DBOEY MCO 7 stocks	$159,287 0.03% of portfolio	7	-	3	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK UUGRY WTRG 3 stocks	$158,068 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR DNOW SLB NOV WFRD 5 stocks	$157,093 0.03% of portfolio	-	2	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BYND NSRGY KHC HRL GIS LW INGR CAG 8 stocks	$147,340 0.03% of portfolio	7	-	4	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN PHM DHI NVR MTH DFH 6 stocks	$141,664 0.03% of portfolio	4	-	3	-	0 Calls 0 Puts
Health Information Services \| Healthcare TDOC DOCS VEEV PINC 4 stocks	$135,305 0.03% of portfolio	2	1	2	-	0 Calls 0 Puts
Railroads \| Industrials UNP WJRYY WAB NSC CNI 5 stocks	$126,492 0.02% of portfolio	4	1	2	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT AYI ABB PLUG 4 stocks	$117,528 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL UAL LUV AAL JBLU 5 stocks	$114,964 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR EQIX AMT EPR WY UNIT SBAC CCI 9 stocks	$114,959 0.02% of portfolio	8	1	5	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials BBSI PAYX ADP NSP 4 stocks	$112,253 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials SMG CF NTR CTVA 4 stocks	$107,857 0.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR 2 stocks	$105,704 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical SIG HESAY CFRUY TPR LVMUY 5 stocks	$94,758 0.02% of portfolio	3	-	2	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD CABGY TAP FMX 4 stocks	$93,103 0.02% of portfolio	4	-	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD TRNO NSA 3 stocks	$90,071 0.02% of portfolio	3	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG 2 stocks	$89,639 0.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE IBDRY EONGY AES ALE HE 6 stocks	$88,545 0.02% of portfolio	4	-	3	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical DORM BWA ADNT ALSN VC FOXF 6 stocks	$85,966 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC AJG AON BRO 4 stocks	$74,407 0.01% of portfolio	4	-	2	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO SWX 2 stocks	$64,064 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS MMS WTKWY 3 stocks	$61,046 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials NEM SBSW GFI AEM AGI 5 stocks	$57,631 0.01% of portfolio	4	-	3	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical RUSHB ABG CPRT 3 stocks	$55,271 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE RS CLF 3 stocks	$54,442 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology ENPH 1 stocks	$53,528 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services HVRRY MURGY SSREY 3 stocks	$49,726 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP PKG REYN BALL 4 stocks	$46,183 0.01% of portfolio	3	-	2	-	0 Calls 0 Puts
Consulting Services \| Industrials EXPO VRSK EFX ICFI 4 stocks	$46,079 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN CALM ADM 3 stocks	$45,644 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP CBRE JLL RDFN KW OPEN 6 stocks	$44,633 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MLI 1 stocks	$44,025 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate VNO DEI KRC ONL 4 stocks	$42,490 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Aluminum \| Basic Materials KALU AA 2 stocks	$38,321 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG ORA RNW FLNC 4 stocks	$34,386 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Chemicals \| Basic Materials BASFY DOW 2 stocks	$30,793 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate ABR REFI 2 stocks	$29,849 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical LCII PII 2 stocks	$28,571 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC MLM CRH.L 3 stocks	$28,244 0.01% of portfolio	3	-	2	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP WD 2 stocks	$25,568 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Trucking \| Industrials ODFL SNDR 2 stocks	$24,542 0.0% of portfolio	2	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$24,477 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy RIG PTEN HP NBR 4 stocks	$23,820 0.0% of portfolio	3	-	2	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR SFM 2 stocks	$22,913 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ DEO 2 stocks	$22,799 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials LYSDY BHP RIO 3 stocks	$21,346 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate GOOD WPC GNL 3 stocks	$20,896 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST TAC 2 stocks	$20,668 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW AVT 2 stocks	$19,239 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Real Estate—Diversified \| Real Estate MITEY 1 stocks	$19,041 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical FIGS VNCE LEVI 3 stocks	$18,853 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$17,438 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$15,613 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials SFL CMRE 2 stocks	$14,119 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$12,345 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$11,819 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL MED 2 stocks	$9,591 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials TKR 1 stocks	$9,279 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials POOL 1 stocks	$6,996 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate INVH 1 stocks	$5,638 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services AIZ 1 stocks	$4,937 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services DWAC 1 stocks	$4,781 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$3,924 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate PK 1 stocks	$563 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical AOUT 1 stocks	$84 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Westside Investment Management, Inc. Portfolio Holdings by Sector

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