Westside Investment Management, Inc. Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$539.2B
Holdings
1,287
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,287 positions)
| Stock | Value |
|---|---|
GOOGLALPHABET INC CLASS A | $1.3B |
IAU*ISHARES GOLD | $1.3B |
MSIMOTOROLA SOLUTIONS | $1.2B |
UNHUNITEDHEALTH GROUP | $1.2B |
AMATAPPLIED MATERIALS | $1.2B |
SHOPSHOPIFY INC FCLASS A | $1.2B |
EFVISHARES MSCI | $1.2B |
SMBVANECK SHORT | $1.2B |
FCALFRST TR CLFRNA MNCPL HGHINCM ETF | $1.2B |
FDXFEDEX CORP | $1.1B |
AMDADVANCED MICRO | $1.1B |
NVNOENVVENO MED | $1.1B |
SPLBSPDR PORTFOLIO | $1.1B |
SNAXXSCHWAB PRIME ADVANTAGE MONEY ULTRA | $1.1B |
PYPLPAYPAL HOLDINGS | $1.0B |
CSCOCISCO SYSTEMS | $1.0B |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $999.9M |
ADBEADOBE INC | $975.6M |
PLSEPULSE BIOSCIENCES | $970.1M |
NDQINVESCO QQQ TRUST | $967.6M |
VGKVANGUARD FTSE | $965.2M |
TSLATESLA INC | $965.2M |
IYWISHARES TECHNOLOGY | $949.6M |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $936.7M |
VNQVANGUARD REAL | $927.2M |
FDLOFIDELITY LOW | $926.3M |
VFHVANGUARD FINANCIALS | $924.2M |
ITMVANECK INTERMEDIATE | $920.8M |
TRVCCITIGROUP INC | $900.9M |
BONDPIMCO ACTIVE | $892.9M |
BABAALIBABA GROUP | $881.1M |
ICFISHARES SELECT | $871.9M |
SUSAISHARES ESG | $865.9M |
SWTXXSCHWAB MUNICIPAL MONEY INV | $862.0M |
NFLXNETFLIX INC | $840.9M |
STESTERIS PLC | $839.6M |
XLKTECHNOLOGY SELECT SECTORSPDR ETF | $836.2M |
BABOEING COMPANY | $825.8M |
ATOMATOMERA INC | $823.2M |
BRK/BBERKSHIRE HATHAWAY | $815.6M |
WMTWALMART INC | $809.0M |
FUMBFIRST TRUST | $804.0M |
TAXFAMERICAN CENTURY | $802.5M |
IDIINTERDIGITAL INC | $792.2M |
JNJJOHNSON & JOHNSON | $773.8M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $755.0M |
XLFSELECT STR FINANCIAL SELECT SPDR ETF | $743.6M |
LRCXLAM RESEARCH | $739.8M |
AMDADVANCED MICRO DEVIC | $730.8M |
HTRBHARTFORD TOTAL | $729.9M |
SNOXXSCHWAB TREASURY OBLIG MONEY INV | $705.6M |
CGGRCAPITAL GROUP | $696.9M |
SOXXISHARES SEMICONDUCTOR | $685.8M |
HEMIHARTFORD MUN | $676.8M |
ASMLASML HOLDING | $667.6M |
TCAFT ROWE | $633.1M |
JNKSPDR BLOOMBERG | $632.3M |
COSTCOSTCO WHSL CORP NEW | $625.1M |
7HPHP INC | $624.2M |
SMMUPIMCO SHORT TERM MUNI BOND ACTV ETF | $615.1M |
SNOWSNOWFLAKE INC CLASS A | $608.6M |
DLXDELUXE CORP | $607.9M |
CGDGCAPITAL GROUP | $607.4M |
TLTISHARES 20 PLUS | $589.2M |
COSTCOSTCO WHOLESALE | $583.0M |
4I1PHILIP MORRIS | $568.2M |
SPYSPDR S&P 500 ETF | $560.2M |
JPSTJPMORGAN ULTRA SHORT INCOME ETF | $557.7M |
AIQGLOBAL X | $556.4M |
RSPINVESCO S&P | $553.8M |
GDXVANECK GOLD | $551.6M |
DISWALT DISNEY | $543.7M |
XLVSELECT SECTOR HEALTH CARE SPDR ETF | $542.7M |
IVVISHARES CORE | $527.5M |
PAAAPGIM AAA | $523.5M |
VUGVANGUARD GROWTH | $522.3M |
GILDGILEAD SCIENCES INC | $518.6M |
LMTLOCKHEED MARTIN | $511.8M |
XBISPDR SERIES | $510.0M |
AXBIXAMERICAN CENTURY INTERMTRM TX-FR BD I | $508.5M |
VCADXVANGUARD CA INTERM-TERM TAX-EXEMPT ADM | $507.9M |
VYMVANGUARD WHITEHALL FDS INC HIGH DIV | $506.6M |
ROKROCKWELL AUTOMATION | $498.3M |
RTXRTX CORP | $498.1M |
BACBANK OF AMERICA CORP | $450.6M |
IYY*ISHARES DOW | $448.1M |
STXSEAGATE TECHNOLOGY | $447.4M |
IHYFINVESCO HIGH | $446.2M |
AORISHARES CORE | $443.9M |
THMIXTHORNBURG INTERMEDIATE MUNICIPAL INST | $443.3M |
BONDPIMCO ACTIVE BOND ETF | $440.1M |
HDHOME DEPOT | $437.9M |
NEARISHARES U S TR BLACKROCK ST MAT | $434.4M |
PFEPFIZER INC | $431.0M |
VBVANGUARD SMALL CAP ETF | $429.6M |
JPMJPMORGAN CHASE & CO | $426.8M |
PLSFXARISTOTLE STRATEGIC INCOME I-2 | $426.1M |
CVXCHEVRON CORP | $421.1M |
GRMNGARMIN LTD | $417.4M |
NEARISHARES SHORT | $413.9M |