Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

Westside Investment Management, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $475 Billion distributed in 1250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.7B, Vanguard Whitehall Fds (Vangua with a value of $17.6B, Vanguard Total Stock Market Et with a value of $16.8B, Invesco Qqq Trust, Series 1 with a value of $15.5B, and Amazon Com Inc with a value of $11.7B.

Examining the 13F form we can see an increase of $4.88B in the current position value, from $470B to 475B.

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

Portfolio value $475 Billion
ETFs: $233 Billion
Technology: $81.6 Billion
Healthcare: $38.1 Billion
Communication Services: $28 Billion
Industrials: $27.7 Billion
Consumer Cyclical: $19.9 Billion
Financial Services: $11.6 Billion
Consumer Defensive: $4.82 Billion
Other: $5.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84.8 Million 0.02% of portfolio
476
Q3 2023 Added 72.46%
$0
$77.3 Million 0.02% of portfolio
2,458
Q2 2024 Reduced 9.23%
$0
$74.1 Million 0.02% of portfolio
737
Q4 2018 New
$0
$88.9 Million 0.02% of portfolio
1,427
Q4 2024 Added 0.07%
$0
$107 Million 0.02% of portfolio
2,000
Q4 2024 Reduced 33.33%
$44.9B
$80.3 Million 0.02% of portfolio
800
Q1 2022 New
$37.1B
$76.2 Million 0.02% of portfolio
241
Q2 2024 Added 20.5%
$195B
$115 Million 0.02% of portfolio
5,062
Q4 2024 Reduced 43.09%
Vanguard Wellington Inv
-
$105 Million 0.02% of portfolio
-
Q4 2024 New
Doubleline Total Return Bond I
-
$82.5 Million 0.02% of portfolio
-
Q3 2022 Reduced 49.99%
$9.27B
$114 Million 0.02% of portfolio
2,760
Q1 2023 Reduced 26.6%
$0
$115 Million 0.02% of portfolio
5,903
Q2 2024 Added 15.38%
$96.6M
$81.2 Million 0.02% of portfolio
35,000
Q3 2024 Added 151.8%
$45.5B
$76.8 Million 0.02% of portfolio
1,555
Q4 2024 Added 223.96%
$681M
$93.8 Million 0.02% of portfolio
2,250
Q1 2023 Reduced 16.67%
$77B
$71.3 Million 0.02% of portfolio
400
Q2 2020 Reduced 50.0%
$0
$102 Million 0.02% of portfolio
1,303
Q2 2024 New
$0
$114 Million 0.02% of portfolio
6,208
Q2 2024 Added 15.39%
$13.2B
$86.1 Million 0.02% of portfolio
1,310
Q3 2024 Added 8.26%
$0
$88.4 Million 0.02% of portfolio
400
Q1 2024 Added 6.67%
$34.9B
$90.3 Million 0.02% of portfolio
1,063
Q4 2024 Reduced 4.58%
$1.2B
$77 Million 0.02% of portfolio
7,915
Q4 2024 Added 422.44%
$50.4B
$83.7 Million 0.02% of portfolio
683
Q4 2024 Added 0.59%
$86.8B
$105 Million 0.02% of portfolio
836
Q3 2024 Reduced 2.34%
Dfa Us Large Cap Value I
-
$112 Million 0.02% of portfolio
-
Q1 2020 New
$87.9B
$86.7 Million 0.02% of portfolio
289
Q2 2024 Added 14.68%
$0
$74.8 Million 0.02% of portfolio
568
Q4 2024 Reduced 26.52%
Jpmorgan Core Bond I
-
$81.7 Million 0.02% of portfolio
-
Q4 2024 New
$35.3B
$97.6 Million 0.02% of portfolio
530
Q4 2023 Added 5.16%
$0
$97.8 Million 0.02% of portfolio
2,865
Q3 2024 Reduced 4.28%
$0
$113 Million 0.02% of portfolio
3,800
Q3 2024 Added 10.14%
$69.4B
$81.2 Million 0.02% of portfolio
308
Q4 2024 Reduced 2.84%
$143B
$84.7 Million 0.02% of portfolio
375
Q3 2024 Added 15.38%
$55.4B
$72.3 Million 0.02% of portfolio
550
Q4 2024 Reduced 15.38%
$42.8M
$97.8 Million 0.02% of portfolio
30,650
Q3 2024 Added 166.52%
$14.8B
$84.7 Million 0.02% of portfolio
1,391
Q3 2024 Reduced 15.23%
$30.5B
$109 Million 0.02% of portfolio
800
Q4 2024 Reduced 28.64%
Fidelity 500 Index
-
$114 Million 0.02% of portfolio
-
Q4 2024 Added 0.72%
$1.55B
$83.6 Million 0.02% of portfolio
9,200
Q4 2024 Added 43.75%
$15.8B
$72.3 Million 0.02% of portfolio
1,174
Q1 2022 Added 7,726.67%
$7.79B
$92.7 Million 0.02% of portfolio
1,350
Q3 2022 Reduced 25.0%
$71B
$101 Million 0.02% of portfolio
600
Q2 2024 Reduced 7.69%
$0
$72.6 Million 0.02% of portfolio
617
Q4 2024 Added 2.83%
$0
$108 Million 0.02% of portfolio
2,800
Q4 2024 Reduced 29.11%
$0
$79.7 Million 0.02% of portfolio
1,973
Q4 2024 Added 5.34%
$0
$107 Million 0.02% of portfolio
3,688
Q3 2024 New
$26.6B
$91.4 Million 0.02% of portfolio
793
Q4 2024 Reduced 45.98%
$146B
$73.1 Million 0.02% of portfolio
203
Q1 2021 Reduced 12.88%
$9.25B
$109 Million 0.02% of portfolio
11,720
Q4 2024 Added 1.15%

Summary

  • Portfolio
  • No. of Stocks 1,250
  • Current Value $475 Billion
  • Prior Value $470 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 66 stocks
  • Additional Purchases 181 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 157 stocks
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email