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 |
|---|---|
VGTVANGUARD INFORMATION | $377K |
DBIVXDWS GLOBAL MACRO S | $372K |
IUSBISHARES CORE TOTAL USD BOND MARK ETF | $370K |
PGPROCTER & GAMBLE | $369K |
PEPPEPSICO INC | $368K |
RDVYFIRST TRUST | $361K |
BIIBBIOGEN INC | $359K |
FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | $357K |
VTEBVANGUARD MUNICIPAL | $354K |
FMBFIRST TRUST MANAGED MUNICIPAL ETF | $353K |
CGDGCAPITAL GROUP | $350K |
—PUTNAM CA TAX EXEMPT INCOME Y | $335K |
CHDCHURCH & DWIGHT | $330K |
ABTABBOTT LABORATORIES | $328K |
BACBANK OF AMERICA CORP | $328K |
IEFISHARES 7-10YR | $320K |
MCDMCDONALDS CORP | $312K |
AVUVAVANTIS US SMALL CAP VALUE ETF | $311K |
CVSCVS HEALTH CORP | $306K |
HABDXHARBOR CORE PLUS INSTITUTIONAL | $304K |
XLEENERGY SELECT SECTOR SPDR ETF | $297K |
JAVAJPMORGAN ACTIVE VALUE ETF | $294K |
SPYMSPDR PORTFOLIO | $293K |
FCXFREEPORT-MCMORAN INC | $286K |
VOVANGUARD MID | $280K |
NLRVANECK URANIUM | $280K |
CFLTCONFLUENT INC | $280K |
OLCYXINVESCO LIMITED TERM CA MUNICIPAL Y | $274K |
PENNPENN ENTERTAINMENT | $272K |
JGROJPMORGAN ACTIVE GROWTH ETF | $269K |
MCFTXMFS CA MUNICIPAL BOND A | $267K |
KOCOCA COLA COMPANY | $266K |
FCXFREEPORT MCMORAN | $264K |
STXSEAGATE TECHNOLOGY | $263K |
IGMISHARES EXPANDED | $257K |
DFQTXDFA US CORE EQUITY 2 I | $255K |
XLYCONSUMER DISCRETIONARY | $252K |
GEGE AEROSPACE | $249K |
SOSOUTHERN COMPANY | $247K |
SMCISUPER MICRO COMPUTER INC | $245K |
MRKMERCK & COMPANY | $245K |
CATCATERPILLAR INC | $241K |
FMHIFIRST TRUST | $239K |
PGPROCTER AND GAMBLE CO | $239K |
CRSPCRISPR THERAPEUTICS | $238K |
RIVRIVERNORTH OPPORTUNITIES | $236K |
CFAVICTORYSHARES US | $235K |
TBILRBB FD INC US TREAS 3 | $235K |
VHTVANGUARD HEALTH CARE ETF | $234K |
VVISA INC | $232K |
DEDEERE & CO | $229K |
BABOEING CO | $227K |
MUSTCOLUMBIA MULTI SECTOR MUNIC INCM ETF | $223K |
MOALTRIA GROUP | $219K |
FINSXFIDELITY ADVISOR NEW INSIGHTS I | $217K |
IMCGISHARES MORNINGSTAR | $214K |
ETRENTERGY CORP | $214K |
SGIIXFIRST EAGLE GLOBAL I | $213K |
WHRWHIRLPOOL CORP | $211K |
PLSFXARISTOTLE STRATEGIC INCOME I-2 | $211K |
HQIIXHARTFORD EQUITY INCOME I | $207K |
OREALTY INCOME | $207K |
MACMXBLACKROCK CALIFORNIA MUNI OPPS INSTL | $202K |
IYWISHARES US TECHNOLOGY ETF | $197K |
AWMSKYWORKS SOLUTIONS | $197K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $196K |
TOTLSPDR DOUBLELINE | $193K |
EFAISHARES MSCI | $191K |
EBAEBAY INC | $191K |
IYJISHARES U S | $190K |
NXPINXP SEMICONDUCTORS N V F | $190K |
MDLZMONDELEZ INTERNATIONAL | $188K |
INTCINTEL CORP | $188K |
JPMJPMORGAN CHASE & CO | $185K |
LOWLOWES COMPANIES | $184K |
PSXPHILLIPS 66 | $182K |
NDQINVESCO QQQ TR | $181K |
BACBANK AMER CORP | $179K |
WDAYWORKDAY INC | $177K |
EOGEOG RESOURCES | $177K |
VDCVANGUARD CONSUMER STAPLES ETF | $176K |
TBCHTURTLE BEACH | $176K |
DONSPDR DOW | $174K |
PANWPALO ALTO | $174K |
MPCMARATHON PETROLEUM | $174K |
DGROISHARES CORE | $173K |
USMVISHARES MSCI | $172K |
XLIINDUSTRIAL SELECT | $169K |
SNSXXSCHWAB US TREASURY MONEY INVESTOR | $165K |
IMCGISHARES MORGSTAR MID CAPGRO ETF | $162K |
GMGENERAL MOTORS | $161K |
—BALANCED POOL | $161K |
HEDJWISDOMTREE EUROPE | $159K |
DYHTARGET CORP | $159K |
AGGISHARES TR CORE US AGGBD | $158K |
COPCONOCOPHILLIPS | $158K |
VWENXVANGUARD WELLINGTON ADMIRAL | $157K |
AEPAMERICAN ELECTRIC | $155K |
WELLWELLTOWER INC REIT | $154K |
DFUSXDFA US LARGE COMPANY I | $154K |