Westside Investment Management, Inc. Portfolio Holdings by Sector
Westside Investment Management, Inc.
- $469 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VYM QQQ IEFA AGG VCR VIG GLD IUSB 292 stocks |
$224 Million
50.1% of portfolio
|
109
|
59
|
20
|
2
|
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG DASH KIND SPOT Z PINS 10 stocks |
$20.5 Million
4.58% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL HEAR 2 stocks |
$18.7 Million
4.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SHOP SNOW CRM WDAY NOW CDNS MSTR 19 stocks |
$17 Million
3.82% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYM 2 stocks |
$15.9 Million
3.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CRWD ADBE CFLT PANW AFRM SQ 14 stocks |
$14.9 Million
3.34% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA QCOM MU AMD SWKS NXPI INTC 19 stocks |
$14.9 Million
3.34% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN GILD LLY JNJ BMY PFE BIIB 11 stocks |
$13.5 Million
3.01% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA EBAY CHWY PDD MELI 6 stocks |
$11.6 Million
2.59% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ETON INMB CRSP NVO LTRN ANIX BMRN REGN 20 stocks |
$7.88 Million
1.76% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC BA LMT RTX AXON GD TDG KTOS 13 stocks |
$6.94 Million
1.55% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
PBI FDX UPS CHRW XPO HUBG 6 stocks |
$6.86 Million
1.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS UNH CI 3 stocks |
$6.84 Million
1.53% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TPC PWR DY 3 stocks |
$6.07 Million
1.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HROW TEVA TLRY CRON VTRS TCNNF 6 stocks |
$4.72 Million
1.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM C RY WFC MUFG UBS 7 stocks |
$4.1 Million
0.92% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT STE NVNO ABT EW SYK BSX DXCM 11 stocks |
$3.69 Million
0.83% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$3.44 Million
0.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI HPE CSCO LITE CRDO VIAV VSAT 7 stocks |
$3.37 Million
0.75% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BCO EVLV REZI 3 stocks |
$2.8 Million
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CHTR IDCC T CMCSA TMUS VZ SFTBY VOD 9 stocks |
$2.5 Million
0.56% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX RIV PDI GSBD BTT ACV CCD CSQ 27 stocks |
$2.34 Million
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ATOM ASML 3 stocks |
$2.11 Million
0.47% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DLTR 4 stocks |
$2 Million
0.45% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V AXP UPST COF SOFI MA ALLY 8 stocks |
$1.86 Million
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB GRMN 2 stocks |
$1.78 Million
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD CMG SHAK DRI YUM YUMC 7 stocks |
$1.74 Million
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG SLF AIG 4 stocks |
$1.68 Million
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
PKI TMO 2 stocks |
$1.54 Million
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$1.5 Million
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX MSGS PARA WBD IQ FOXA NWSA 8 stocks |
$1.16 Million
0.26% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F TM HMC RIVN 6 stocks |
$1.13 Million
0.25% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CHD UL CL KMB CLX NWL SPB 8 stocks |
$1.1 Million
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO ETR AEP NEE OGE DUK EVRG D 9 stocks |
$1.08 Million
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ STX DELL SSYS QUBT DDD 6 stocks |
$1.07 Million
0.24% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP TTE 4 stocks |
$1.05 Million
0.24% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
PLSE RMD BDX ISRG 4 stocks |
$1.03 Million
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK GE ETN SMR ITW CMI KAI ROP 13 stocks |
$884,418
0.2% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST CELH 4 stocks |
$805,304
0.18% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$714,313
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
DLX 1 stocks |
$701,497
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$654,047
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP OXY CRK CHK APA OVV DVN 9 stocks |
$652,010
0.15% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$549,994
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX VLO PBF 4 stocks |
$497,935
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE MTW 3 stocks |
$471,408
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ALB DD REX PPG BCPC ECL IOSP IFF 13 stocks |
$442,657
0.1% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU PRI JXN 3 stocks |
$420,312
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV ACN CTSH XRX DXC CNDT KD 8 stocks |
$374,978
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
PENN WYNN LVS MGM HGV 5 stocks |
$296,755
0.07% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK HSIC 2 stocks |
$274,946
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ADDYY 2 stocks |
$272,923
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
WHR IRBT 2 stocks |
$215,407
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$207,680
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW JEF HLI MARA MC BTBT PJT 8 stocks |
$198,694
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE ENB WES EPD WMB LNG 6 stocks |
$197,574
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$195,049
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB NOV DNOW WFRD 5 stocks |
$189,740
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$184,792
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA RBLX 3 stocks |
$174,246
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ULTA TSCO GME WSM GPC WOOF CHPT 8 stocks |
$167,276
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU TJX FL 3 stocks |
$163,233
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$147,520
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI AAON FBHS BLDR TT CARR AWI 7 stocks |
$127,216
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
TDOC DOCS 2 stocks |
$126,191
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH JBL KULR 4 stocks |
$116,567
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA EHC DCGO CMPS 4 stocks |
$114,176
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN PHM DFH 3 stocks |
$108,598
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BBSI PAYX NSP ADP 4 stocks |
$100,899
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC HOPE MTB BNPQY FHB USB 6 stocks |
$94,607
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB RCL EXPE BKNG NCLH CCL 6 stocks |
$93,420
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON HTHIY MMM 3 stocks |
$88,610
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$83,768
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB CNI 3 stocks |
$74,556
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$74,005
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
BYND KHC GIS LW 4 stocks |
$71,747
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
SMG CF CTVA 3 stocks |
$70,745
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV UAL AAL JBLU 5 stocks |
$67,664
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
DORM BWA ALSN GT FOXF 5 stocks |
$64,744
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI VRT PLUG 3 stocks |
$60,777
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHB ABG CPRT 3 stocks |
$57,102
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE X CLF 3 stocks |
$56,637
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB PGR ALL 4 stocks |
$51,393
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$46,374
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$42,182
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR IHG 3 stocks |
$40,714
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR WY EQIX AMT 4 stocks |
$40,584
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$39,931
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD TAP 2 stocks |
$36,916
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS MMS 2 stocks |
$36,854
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
SIG TPR LVMUY 3 stocks |
$36,596
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE AES HE 3 stocks |
$35,500
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
KALU AA 2 stocks |
$32,573
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ABR REFI 2 stocks |
$32,319
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN CALM ADM 3 stocks |
$31,248
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI LNSTY MCO NDAQ 5 stocks |
$31,221
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP BALL 2 stocks |
$26,547
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
LCII PII THO 3 stocks |
$20,479
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE RDFN KW OPEN 4 stocks |
$19,778
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EXPO 1 stocks |
$18,400
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$17,967
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$16,978
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
FIGS VNCE LEVI 3 stocks |
$15,894
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$15,860
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$10,707
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$10,111
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AGI NEM 2 stocks |
$8,543
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SFL 1 stocks |
$8,110
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$7,089
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
GNL 1 stocks |
$6,464
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL SWK 2 stocks |
$5,853
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$5,628
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$5,244
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC 1 stocks |
$5,178
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$5,037
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$4,784
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG NBR 2 stocks |
$3,878
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$2,907
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$2,372
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$2,339
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
MED WW 2 stocks |
$2,049
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$1,442
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
PK 1 stocks |
$822
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ONL 1 stocks |
$706
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
AOUT 1 stocks |
$97
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|