Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $470 Billion
  • Q3 2024

Westside Investment Management, Inc. has filed its 13F form on November 20, 2024 for Q3 2024 where it was disclosed a total value porftolio of $470 Billion distributed in 1745 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.4B, Vanguard Whitehall Fds (Vangua with a value of $17.5B, Vanguard Total Stock Market Et with a value of $16.4B, Invesco Qqq Trust, Series 1 with a value of $14.9B, and Microsoft Corp with a value of $10.6B.

Examining the 13F form we can see an increase of $32.7B in the current position value, from $437B to 470B. Also it can be appreciated an additional of 49 stocks purchases and 1 closed positions.

Below you can find more details about Westside Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $470 Billion
ETFs: $234 Billion
Technology: $78.8 Billion
Healthcare: $41 Billion
Industrials: $30.6 Billion
Communication Services: $25.5 Billion
Consumer Cyclical: $18.3 Billion
Financial Services: $10.6 Billion
Consumer Defensive: $4.95 Billion
Other: $5.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21B
$22.5 Million 0.0% of portfolio
256
Q4 2017 Added 100.0%
$0
$3.49 Million 0.0% of portfolio
38
Q3 2023 Reduced 99.02%
$2.88B
$22.5 Million 0.0% of portfolio
199
Q3 2024 New
$0
$331,000 0.0% of portfolio
12
Q3 2022 Reduced 95.16%
$8.09M
$3.24 Million 0.0% of portfolio
12,000
Q1 2024 Reduced 17.24%
$37B
$5.05 Million 0.0% of portfolio
10
Q3 2020 Reduced 50.0%
$1.65B
$23.1 Million 0.0% of portfolio
509
Q3 2024 New
$44.4B
$22.2 Million 0.0% of portfolio
700
Q2 2024 New
$4.83B
$1.27 Million 0.0% of portfolio
35
Q1 2024 Reduced 22.22%
$1.14B
$14.7 Million 0.0% of portfolio
1,515
Q3 2024 Reduced 24.81%
$12.4B
$3.14 Million 0.0% of portfolio
28
Q1 2024 Reduced 50.88%
$0
$11.3 Million 0.0% of portfolio
100
Q2 2019 New
Te Connectivity
-
$13.3 Million 0.0% of portfolio
-
Q3 2024 New
Global Superdividend
-
$21.3 Million 0.0% of portfolio
-
Q3 2024 Added 26.67%
$0
$17.1 Million 0.0% of portfolio
1,865
Q4 2023 Reduced 29.62%
$742M
$6.77 Million 0.0% of portfolio
804
Q3 2023 New
$17.4B
$8.86 Million 0.0% of portfolio
100
Q1 2020 New
$39.3B
$11.9 Million 0.0% of portfolio
170
Q2 2024 Reduced 37.04%
$210B
$22.3 Million 0.0% of portfolio
36
Q2 2024 Added 100.0%
$430M
$278,000 0.0% of portfolio
98
Q2 2019 Reduced 98.03%
$5.65B
$12.6 Million 0.0% of portfolio
150
Q3 2021 New
Titan Pharmaceuticals
-
$5,000 0.0% of portfolio
-
Q1 2024 New
$12.4B
$2.83 Million 0.0% of portfolio
100
Q3 2023 New
$1.34B
$4.15 Million 0.0% of portfolio
100
Q3 2018 Reduced 25.93%
$0
$7.58 Million 0.0% of portfolio
158
Q1 2021 New
$14.9B
$4.7 Million 0.0% of portfolio
100
Q1 2024 Reduced 50.0%
Steakholder Foods
-
$2.99 Million 0.0% of portfolio
-
Q3 2024 Added 99.4%
$44.6B
$3.16 Million 0.0% of portfolio
225
Q4 2023 Reduced 47.06%
Global X
-
$7.04 Million 0.0% of portfolio
-
Q3 2024 New
$678M
$4.16 Million 0.0% of portfolio
500
Q3 2024 Added 150.0%
Global X
-
$2.05 Million 0.0% of portfolio
-
Q2 2024 New
$732M
$625,000 0.0% of portfolio
15
Q2 2020 New
$35.8B
$20.6 Million 0.0% of portfolio
355
Q3 2020 Reduced 77.17%
$3.25B
$7.68 Million 0.0% of portfolio
99
Q3 2024 New
$41B
$18.7 Million 0.0% of portfolio
239
Q1 2023 Reduced 62.6%
T Rowe
-
$20.3 Million 0.0% of portfolio
-
Q3 2024 Added 66.67%
$0
$6.43 Million 0.0% of portfolio
200
Q3 2022 Added 100.0%
$0
$2.08 Million 0.0% of portfolio
100
Q2 2024 New
$995B
$20.6 Million 0.0% of portfolio
122
Q2 2024 Added 79.41%
$2.98B
$5.14 Million 0.0% of portfolio
1,210
Q1 2021 Reduced 62.31%

Summary

  • Portfolio
  • No. of Stocks 1,745
  • Current Value $470 Billion
  • Prior Value $437 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 20, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 49 stocks
  • Additional Purchases 167 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 149 stocks
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