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 |
|---|---|
EVLVEVOLV TECHNOLOGIES | $153K |
NOWSERVICENOW INC | $150K |
IBMINTL BUSINESS | $149K |
AWCAMERICAN WATER | $148K |
AGGISHARES CORE US AGGREGATE BOND ETF | $146K |
NKENIKE INC | $146K |
VBVANGUARD INDEX FDS SMALL CP | $144K |
LMTLOCKHEED MARTIN CORP | $144K |
BMNIXBAIRD CORE INTERMEDIATE MUNICPL BD INSTL | $143K |
DFAPXDFA INVESTMENT GRADE I | $143K |
MSGSMADISON SQUARE | $140K |
TAT&T INC | $140K |
IJSISHARES S&P | $139K |
DSIISHARES ESG | $139K |
MCKMCKESSON CORP | $138K |
FTSMFIRST TRUST | $138K |
HSICHENRY SCHEIN | $137K |
MUSTCOLUMBIA MULTI | $137K |
IWNISHARES RUSSELL | $137K |
GSGOLDMAN SACHS | $137K |
VWOBVANGUARD WHITEHALL FDS EMERG MKT BD | $135K |
XCEMCOLUMBIA EM | $135K |
DBAINVESCO DB | $134K |
BOXXEA SERIES TRUST ALPHA ARCH | $134K |
NEENEXTERA ENERGY | $133K |
IWBISHARES RUSSELL | $132K |
BKRBAKER HUGHES | $132K |
TIPISHARES TIPS | $132K |
IBBISHARES BIOTECHNOLOGY ETF | $129K |
CMCSACOMCAST CORP | $129K |
OGEOGE ENERGY CORP | $127K |
AIQGLOBAL X FUND GLB X ART INTL TGY ETF | $125K |
VTVVANGUARD VALUE | $125K |
NVONOVO NORDISK | $124K |
NKENIKE INC CLASS B | $123K |
MDYSPDR S&P | $123K |
ONEQFIDELITY NASDAQ | $123K |
FLOTISHARES FLOATING | $120K |
MDYSPDR S&P MIDCAP 400 ETF IV | $118K |
VLOVALERO ENERGY | $117K |
SWPPXSCHWAB S&P 500 INDEX | $117K |
EOGEOG RES INC | $116K |
EQINCOLUMBIA TR | $116K |
BSCTINVSC BLTSHRS 2029 CORP BND ETF | $115K |
PRHSXT ROWE PRICE HEALTH SCIENCES | $114K |
SPSBSPDR PORTFOLIO | $114K |
—DFA US LARGE CAP VALUE I | $114K |
AXPAMERICAN EXPRESS CO | $113K |
RYROYAL BANK | $113K |
ALBALBEMARLE CORP | $112K |
RISNINSPIRE TACTICAL | $112K |
HYMBSPDR NUVEEN | $112K |
FXAIXFIDELITY 500 INDEX | $110K |
SPDWSPDR DEVELOPED | $109K |
LTRNLANTERN PHARMA | $109K |
GLWCORNING INC | $108K |
GEVGE VERNOVA | $107K |
DDDUPONT DE | $106K |
WMTWAL-MART STORES INC | $105K |
QQQMINVESCO NASDAQ 100 ETF | $105K |
XLYSPDR FUND CONSUMER DISCRE SELECT ETF | $104K |
PTLCPACER TRENDPILOT | $104K |
CDNSCADENCE DESIGN SYS INC | $104K |
MUNIPIMCO INTRMEDIATE MUNI BOND ACTV ETF | $103K |
AQLTISHARES CORE MSCI EAFE ETF | $103K |
VCSHVANGUARD SHORT TERM COR BD ETF | $103K |
KOTHE COCA-COLA CO | $101K |
FDNFIRST TRUST INTERNET INDEX CF ETF | $101K |
DASHDOORDASH INC | $101K |
XLUUTILITIES SELECT | $100K |
ANIXANIXA BIOSCIENCES | $100K |
PFFISHARES PFD | $100K |
SMIZZACKS SMALL MID CAP ETF | $99K |
TMAPXTOUCHSTONE MID CAP A | $98K |
PHOINVESCO WATER | $98K |
VAWVANGUARD MATERIALS | $98K |
GQ9SPDR GOLD SHARES ETF | $93K |
DUKDUKE ENERGY | $93K |
AXONAXON ENTERPRISE INC | $92K |
UPSUNITED PARCEL | $92K |
LENLENNAR CORP | $92K |
AVEMAVANTIS EMERGING | $90K |
GSIMXGOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | $89K |
AIQGLOBAL X FDS ARTIFICIAL | $89K |
LULULULULEMON ATHLETICA | $89K |
PYPLPAYPAL HLDGS INC | $88K |
HCAHCA HEALTHCARE | $87K |
EWEDWARDS LIFESCIENCES | $87K |
VWOBVANGUARD EMERGING | $86K |
JEPIJ P MORGAN EXCHANGE-TRADED F EQUITY | $86K |
QUALISHARES MSCI | $85K |
REXREX AMERICAN | $85K |
DBLTXDOUBLELINE TOTAL RETURN BOND I | $84K |
ENPHENPHASE ENERGY | $84K |
VWELXVANGUARD WELLINGTON INV | $84K |
WOBDXJPMORGAN CORE BOND I | $84K |
BCCCGLOBAL X | $83K |
BMRNBIOMARIN PHARMACEUTICAL | $82K |
CGDGCAPITAL GROUP | $81K |
EVRGEVERGY INC | $81K |