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)

StockValue
CGDGCAPITAL GROUP
$81K
EVRGEVERGY INC
$81K
GDGENERAL DYNAMICS
$80K
IWMISHARES RUSSELL
$80K
XLFSELECT SECTOR SPDR TR SBI INT-FINL
$80K
OKEONEOK INC
$79K
NULCNUVEEN ESG
$79K
AXPAMERICAN EXPRESS
$79K
IJHISHARES CORE
$77K
SPYMSPDR PORTFOLIO S&P 500 ETF
$77K
TEVATEVA PHARMACEUTICAL INDS LTD
$77K
OXYOCCIDENTAL PETROLEUM
$77K
EWZISHARES MSCI
$76K
STIPISHARES 0-5
$76K
HONHONEYWELL INTL
$76K
SYKSTRYKER CORP
$76K
USMVISHARES MSCI USA MIN VOLFCTR ETF
$75K
BAC 6 PERP GGBANK OF AMERICA 6 PFDPFD SER GG
$75K
MTUMISHARES MSCI
$75K
IBMINTERNATIONAL BUSINESS MACHS
$75K
PLDPROLOGIS INC
$74K
MUBISHARES NATIONAL MUNI BOND ETF
$74K
PANWPALO ALTO NETWORKS INC
$74K
UPSTUPSTART HLDGS INC
$74K
FISVFISERV INC
$73K
COFCAPITAL ONE
$72K
DIALCOLUMBIA DIVERSIFIED
$72K
NLRVANECK TRUST URANIUM PLS NUCL
$71K
FFORD MOTOR
$71K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$71K
T7DTRANSDIGM GROUP INC
$70K
ONON SEMICONDUCTOR
$70K
VTVANGUARD TOTAL
$70K
DISDISNEY WALT CO
$69K
VTVVANGUARD VALUE ETF
$69K
VEGIISHARES MSCI
$68K
MVCAXMFS MID CAP VALUE A
$68K
GQGIXGQG PARTNERS EMERGING MARKETS EQUITYINST
$67K
ULUNILEVER PLC
$67K
UPSTUPSTART HOLDINGS
$67K
DFSVXDFA US SMALL CAP VALUE I
$66K
PDIPIMCO DYNAMIC
$65K
IWDISHARES RUSSELL
$65K
FBAOXFIDELITY ADVISOR BALANCED FD A
$64K
AIVSXAMERICAN FUNDS INVMT CO OF AMER A
$64K
TWTIXAMERICAN CENTURY INTERMTRM TX-FR BD INV
$64K
TTWOTAKE-TWO INTERACTIVE
$63K
UNPUNION PACIFIC CORP
$63K
MIGFXMFS MASSACHUSETTS INV GR STK A
$62K
TDOCTELADOC HEALTH INC
$62K
SMHVANECK SEMICONDUCTOR ETF
$62K
EAELECTRONIC ARTS
$61K
BPBP PLC
$61K
CRKCOMSTOCK RES INC
$61K
AQLTISHARES TR CORE MSCI
$61K
XYZBLOCK INC
$60K
WWJDINSPIRE INTL
$60K
MINTPIMCO ENHANCED SHRT MATURTY ACTV ETF
$60K
PGPROCTER & GAMBLE CO
$60K
PBJINVESCO FOOD
$60K
MIGAMICROSTRATEGY INC
$59K
PPAINVESCO AEROSPACE
$58K
BSXBOSTON SCIENTIFIC
$58K
AFRMAFFIRM HOLDINGS
$57K
CRBNISHARES MSCI
$57K
DFIEXDFA INTERNATIONAL CORE EQUITY I
$57K
HIGHARTFORD INSURANCE
$57K
FDLFIRST TRUST
$56K
CMFISHARES CALIFORNIA MUNI BOND ETF
$56K
HTRBHARTFORD TOTAL RETURN ETF
$56K
NWFFXAMERICAN FUNDS NEW WORLD F1
$56K
EXEEXPAND ENERGY
$56K
GSBDGOLDMAN SACHS
$55K
JETSU S GLOBAL
$55K
NINDXCOLUMBIA LARGE CAP INDEX INST
$54K
SPYVSPDR PORTFOLIO
$53K
COINCOINBASE GLOBAL
$53K
SCHASCHWAB US
$53K
AXONAXON ENTERPRISE
$53K
WDAYWORKDAY INC CLASS A
$53K
IWFISHARES RUSSELL
$52K
VVISA INC CLASS A
$52K
FFORD MTR CO DEL
$52K
VEAVANGUARD FTSE
$52K
CMGCHIPOTLE MEXICAN GRILL I
$52K
IVWISHARES S&P
$52K
INDAISHARES MSCI
$51K
ARKTARK NEXT
$51K
LISFXLORD ABBETT INTERMEDIATE TAX FREE F
$51K
PWRQUANTA SERVICES
$51K
HDVISHARES CORE
$51K
NEARISHARES SHORT DURATN BNDACTV ETF
$51K
PNQIINVESCO NASDAQ
$50K
TBILU S TREASURY
$50K
USLIXJHANCOCK U S GLOBAL LEADERS GROWTH I
$50K
GEHCGE HEALTHCARE
$50K
RMERESMED INC
$49K
DFCEXDFA EMERGING MARKETS CORE EQUITY I
$49K
VEUVANGUARD FTSE
$49K
XLISELECT SECTOR INDUSTRIALSPDR ETF
$49K
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