Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025

Westside Investment Management, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $539 Billion distributed in 1672 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $20.8B, Vanguard Total Stock Market Et with a value of $17.6B, Apple Inc. with a value of $17.3B, Invesco Qqq Trust, Series 1 with a value of $17.1B, and Microsoft Corp with a value of $13.1B.

Examining the 13F form we can see an increase of $69.8B in the current position value, from $469B to 539B. Also it can be appreciated an additional of 364 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 $539 Billion
ETFs: $258 Billion
Technology: $93.5 Billion
Healthcare: $40.2 Billion
Industrials: $37.2 Billion
Communication Services: $30.9 Billion
Consumer Cyclical: $21.5 Billion
Financial Services: $14.3 Billion
Consumer Defensive: $5.76 Billion
Other: $7.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.3 Million 0.0% of portfolio
1,112
Q2 2025 New
$31.6B
$19.8 Million 0.0% of portfolio
232
Q2 2025 New
$10.5B
$6.08 Million 0.0% of portfolio
66
Q2 2025 New
$27.4B
$19 Million 0.0% of portfolio
1,015
Q2 2025 New
$5.59B
$9.28 Million 0.0% of portfolio
123
Q2 2025 New
$111B
$15.4 Million 0.0% of portfolio
50
Q2 2025 New
Vanguard Wellesley Income Admiral
-
$2.36 Million 0.0% of portfolio
-
Q1 2021 New
Healthcare Realty Tr A Class A
-
$12.2 Million 0.0% of portfolio
-
Q2 2025 New
$43.8B
$9.61 Million 0.0% of portfolio
116
Q2 2025 New
$3.09B
$8.63 Million 0.0% of portfolio
466
Q2 2025 New
$6.98B
$23.4 Million 0.0% of portfolio
990
Q2 2024 New
Schwab International Index
-
$6.99 Million 0.0% of portfolio
-
Q4 2024 New
$54.3B
$20.6 Million 0.0% of portfolio
38
Q2 2025 New
$52.6B
$17.5 Million 0.0% of portfolio
245
Q2 2025 New
$2.56B
$14.2 Million 0.0% of portfolio
920
Q2 2025 New
$7.01B
$12 Million 0.0% of portfolio
105
Q2 2025 New
$6.65B
$11.3 Million 0.0% of portfolio
597
Q2 2025 New
$29.5B
$7.13 Million 0.0% of portfolio
27
Q2 2025 New
$7.9B
$10.4 Million 0.0% of portfolio
1,870
Q2 2025 New
Fidelity Advisor Emerging Asia A
-
$15.5 Million 0.0% of portfolio
-
Q1 2024 Added 100.0%
Liberty Media Corp Del
-
$4.01 Million 0.0% of portfolio
-
Q2 2025 New
Delta Oil & Gas Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$57.3B
$12 Million 0.0% of portfolio
65
Q2 2025 New
Jpmorgan Equity Premium Income I
-
$19.1 Million 0.0% of portfolio
-
Q1 2025 Reduced 76.37%
Bny Mellon Dynamic Value Fund A
-
$8.35 Million 0.0% of portfolio
-
Q3 2024 New
$67.4B
$19.9 Million 0.0% of portfolio
1,054
Q2 2025 New
Vanguard Lifestrategy Income Inv
-
$8.36 Million 0.0% of portfolio
-
Q2 2025 Reduced 55.87%
$20.8B
$11.7 Million 0.0% of portfolio
760
Q2 2025 New
$71.7B
$25.5 Million 0.0% of portfolio
32
Q2 2025 Added 190.91%
$24.3B
$7.56 Million 0.0% of portfolio
47
Q2 2025 New
$36.1B
$10.8 Million 0.0% of portfolio
250
Q2 2025 New
$380M
$5.49 Million 0.0% of portfolio
448
Q2 2025 New
$0
$11.6 Million 0.0% of portfolio
346
Q2 2025 New
$17.7B
$18.4 Million 0.0% of portfolio
645
Q2 2025 New
$26.8B
$9.91 Million 0.0% of portfolio
91
Q2 2025 New
$137B
$9.59 Million 0.0% of portfolio
197
Q2 2025 New
Noble Corp PLC F
-
$9.25 Million 0.0% of portfolio
-
Q2 2025 New
$23.9B
$7.09 Million 0.0% of portfolio
-
Q2 2025 New
$5.34B
$6.77 Million 0.0% of portfolio
90
Q2 2025 New
$23.4B
$8.86 Million 0.0% of portfolio
83
Q2 2025 New
$23.7B
$3.31 Million 0.0% of portfolio
45
Q2 2025 Reduced 39.19%
$7.92B
$12.1 Million 0.0% of portfolio
93
Q2 2025 New
Kenvue Inc
-
$6.17 Million 0.0% of portfolio
-
Q2 2025 New
$10B
$15.2 Million 0.0% of portfolio
145
Q2 2025 New
$52.9B
$15.5 Million 0.0% of portfolio
48
Q2 2025 New
$10.4B
$10.4 Million 0.0% of portfolio
326
Q2 2025 New
$366M
$8.1 Million 0.0% of portfolio
3,404
Q2 2025 New
Janus Henderson Small Cap Value T
-
$22.8 Million 0.0% of portfolio
-
Q4 2024 Added 10.53%
$46.1B
$9.17 Million 0.0% of portfolio
65
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,672
  • Current Value $539 Billion
  • Prior Value $469 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 364 stocks
  • Additional Purchases 368 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 120 stocks
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