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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$61.4 Million 0.01% of portfolio
225
Q1 2025 Added 13.64%
$0
$50.7 Million 0.01% of portfolio
419
Q1 2025 Added 41.08%
$54.5B
$47.8 Million 0.01% of portfolio
400
Q1 2025 Reduced 27.27%
$43.2B
$61.4 Million 0.01% of portfolio
425
Q1 2023 Reduced 26.09%
$90.6B
$37.6 Million 0.01% of portfolio
848
Q4 2024 Added 18.11%
$68.6B
$28.4 Million 0.01% of portfolio
831
Q1 2025 Added 18.71%
$145B
$62.6 Million 0.01% of portfolio
265
Q3 2023 Reduced 8.62%
$10.4B
$55.7 Million 0.01% of portfolio
500
Q4 2024 Reduced 3.85%
$156B
$66.9 Million 0.01% of portfolio
1,123
Q4 2022 New
$24.5B
$40.3 Million 0.01% of portfolio
110
Q1 2025 Added 32.53%
$71.5B
$45.8 Million 0.01% of portfolio
12
Q1 2021 New
$0
$60.2 Million 0.01% of portfolio
1,958
Q1 2025 Reduced 46.91%
$1.86B
$25 Million 0.01% of portfolio
2,100
Q1 2024 New
$0
$54.7 Million 0.01% of portfolio
4,700
Q4 2021 New
$8.31B
$24.4 Million 0.01% of portfolio
400
Q2 2023 Reduced 16.84%
$4B
$25.8 Million 0.01% of portfolio
330
Q3 2024 New
Allspring Special Large Cap Value Inst
-
$46.6 Million 0.01% of portfolio
-
Q4 2024 Added 8.95%
American Funds Invmt CO Of Amer A
-
$63.9 Million 0.01% of portfolio
-
Q1 2025 Added 0.26%
$146B
$52.6 Million 0.01% of portfolio
431
Q2 2024 Added 43.67%
$0
$37 Million 0.01% of portfolio
1,800
Q2 2024 Reduced 10.0%
$61.9B
$40.2 Million 0.01% of portfolio
152
Q1 2024 Reduced 47.77%
$0
$45.4 Million 0.01% of portfolio
500
Q4 2022 New
$173B
$32.3 Million 0.01% of portfolio
500
Q1 2025 Reduced 28.57%
$239B
$32.7 Million 0.01% of portfolio
185
Q3 2024 Reduced 2.12%
$6.06B
$31.2 Million 0.01% of portfolio
565
Q1 2025 Added 0.36%
Vanguard Lifestrategy Growth Inv
-
$24.5 Million 0.01% of portfolio
-
Q4 2024 New
Hartford Aaa
-
$46.6 Million 0.01% of portfolio
-
Q3 2022 Reduced 80.65%
$0
$27.6 Million 0.01% of portfolio
209
Q4 2024 Reduced 8.73%
$0
$54.1 Million 0.01% of portfolio
857
Q4 2023 Added 14.27%
$79.4B
$35.5 Million 0.01% of portfolio
143
Q4 2024 Reduced 20.11%
Dfa Us Small Cap I
-
$31.4 Million 0.01% of portfolio
-
Q2 2020 Reduced 56.89%
$1.38B
$36.6 Million 0.01% of portfolio
3,500
Q2 2017 New
$0
$28.1 Million 0.01% of portfolio
1,500
Q3 2022 New
$73.9B
$26.4 Million 0.01% of portfolio
116
Q1 2024 Reduced 22.15%
San Diego Calif 5 25 27 Go Utx Due 07/01/27
-
$31.9 Million 0.01% of portfolio
-
Q3 2022 New
Ab Short
-
$41.4 Million 0.01% of portfolio
-
Q2 2024 New
Flaherty & Crumrine
-
$33.7 Million 0.01% of portfolio
-
Q4 2024 New
$0
$38.3 Million 0.01% of portfolio
2,000
Q4 2022 Reduced 75.9%
$177B
$27 Million 0.01% of portfolio
150
Q1 2024 Reduced 53.42%
$39.8B
$56.9 Million 0.01% of portfolio
460
Q1 2024 Reduced 27.79%
Ge Healthcare
-
$49.7 Million 0.01% of portfolio
-
Q1 2025 Added 19.15%
$0
$44.6 Million 0.01% of portfolio
395
Q1 2025 Added 5.33%
$0
$40.3 Million 0.01% of portfolio
300
Q3 2020 Reduced 73.0%
$0
$24 Million 0.01% of portfolio
288
Q4 2021 New
$5.6B
$61.1 Million 0.01% of portfolio
3,000
Q1 2024 Added 50.0%
$0
$64.7 Million 0.01% of portfolio
344
Q3 2024 Reduced 53.76%
$0
$31.4 Million 0.01% of portfolio
310
Q2 2024 Added 19.23%
$0
$29 Million 0.01% of portfolio
620
Q1 2025 Added 210.0%
$0
$64.4 Million 0.01% of portfolio
1,410
Q1 2025 New

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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