Westside Investment Management, Inc. Portfolio Holdings

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.