Westside Investment Management, Inc. Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$469.4M
Holdings
980
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (980 positions)
| Stock | Value |
|---|---|
METAMETA PLATFORMS INC CLASS A | $1.2M |
EFVISHARES MSCI | $1.2M |
SMBVANECK SHORT | $1.1M |
BRK/BBERKSHIRE HATHAWAY | $1.1M |
FDVVFIDELITY HIGH | $1.1M |
HPEHEWLETT PACKARD | $1.1M |
BABAALIBABA GROUP | $1.0M |
NEARISHARES SHORT | $1.0M |
PYPLPAYPAL HOLDINGS | $1.0M |
FUMBFIRST TRUST | $1.0M |
ITMVANECK INTERMEDIATE | $973K |
AMATAPPLIED MATERIALS | $945K |
PLSEPULSE BIOSCIENCES | $936K |
CSCOCISCO SYSTEMS | $901K |
FDLOFIDELITY LOW | $893K |
SHOPSHOPIFY INC FCLASS A | $889K |
ADBEADOBE INC | $880K |
VFHVANGUARD FINANCIALS | $879K |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $848K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $847K |
JNJJOHNSON & JOHNSON | $833K |
SUSAISHARES MSCI | $830K |
BONDPIMCO ACTIVE | $811K |
VGKVANGUARD FTSE | $808K |
FCALFRST TR CLFRNA MNCPL HGHINCM ETF | $803K |
7HPHP INC | $796K |
STESTERIS PLC | $792K |
HEMIHARTFORD MUN | $790K |
TSLATESLA INC | $773K |
IYWISHARES TECHNOLOGY | $773K |
XLKTECHNOLOGY SELECT SECTORSPDR ETF | $773K |
TAXFAMERICAN CENTURY | $772K |
ICFISHARES COHEN | $746K |
VNQVANGUARD REAL | $736K |
GOOGLALPHABET INC CLASS A | $734K |
IDIINTERDIGITAL INC | $730K |
TRVCCITIGROUP INC | $730K |
HTRBHARTFORD TOTAL | $730K |
XLFSELECT STR FINANCIAL SELECT SPDR ETF | $703K |
DLXDELUXE CORP | $701K |
INMBINMUNE BIO | $697K |
BABOEING COMPANY | $686K |
NVNOENVVENO MED | $681K |
ATOMATOMERA INC | $677K |
SWTXXSCHWAB MUNICIPAL MONEY INV | $674K |
AMDADVANCED MICRO | $642K |
WMTWALMART INC | $634K |
NDQINVESCO QQQ TRUST | $631K |
JNKSPDR BLOOMBERG | $610K |
SMMUPIMCO SHORT TERM MUNI BOND ACTV ETF | $602K |
TLTISHARES 20 PLUS | $590K |
COSTCOSTCO WHOLESALE | $562K |
SPLBSPDR PORTFOLIO | $561K |
TCAFT ROWE | $559K |
JPSTJPMORGAN ULTRA SHORT INCOME ETF | $557K |
LRCXLAM RESEARCH | $553K |
NEARISHARES U S TR BLACKROCK ST MAT | $544K |
VCADXVANGUARD CA INTERM-TERM TAX-EXEMPT ADM | $541K |
XLVSELECT SECTOR HEALTH CARE SPDR ETF | $540K |
SOXXISHARES SEMICONDUCTOR | $530K |
RSPINVESCO S&P | $528K |
COSTCOSTCO WHSL CORP NEW | $525K |
SWVXXSCHWAB VALUE ADVANTAGE MONEY INV | $524K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $512K |
LMTLOCKHEED MARTIN | $511K |
AXBIXAMERICAN CENTURY INTERMTRM TX-FR BD I | $508K |
XBISPDR SERIES | $500K |
4I1PHILIP MORRIS | $495K |
CVXCHEVRON CORP | $492K |
GILDGILEAD SCIENCES INC | $479K |
IVVISHARES CORE | $477K |
NFLXNETFLIX INC | $474K |
BRK/BBERKSHIRE HATHAWAY CLASS B | $467K |
ASMLASML HOLDING | $455K |
HDHOME DEPOT | $454K |
VYMVANGUARD WHITEHALL FDS INC HIGH DIV | $451K |
TIMUXTRANSAMERICA INTERMEDIATE MUNI I | $447K |
BMYBRISTOL MYERS | $446K |
BONDPIMCO ACTIVE BOND ETF | $443K |
IHYFINVESCO HIGH | $440K |
AIQGLOBAL X | $438K |
DISWALT DISNEY | $438K |
VUGVANGUARD GROWTH | $437K |
GRMNGARMIN LTD | $434K |
CGGRCAPITAL GROUP | $432K |
RTXRTX CORP | $425K |
GDXVANECK GOLD | $421K |
PFEPFIZER INC | $418K |
XOMEXXON MOBIL | $409K |
AMDADVANCED MICRO DEVIC | $405K |
PRUPRUDENTIAL FINANCIAL | $402K |
TEAFXAMERICAN FUNDS TAX-EXEMPT BOND F2 | $401K |
VBVANGUARD SMALL CAP ETF | $399K |
SPYSPDR S&P 500 ETF | $395K |
IYY*ISHARES DOW | $394K |
ROKROCKWELL AUTOMATION | $388K |
HEMIHARTFORD MUNICIPAL OPPORTNITS ETF | $386K |
FIXDFIRST TRUST TCW OPPORTUNISTIC FI ETF | $382K |
VOOVANGUARD S&P | $379K |
SNOWSNOWFLAKE INC CLASS A | $377K |