Westside Investment Management, Inc. Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$539.2M
Holdings
1,287
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,287 positions)
| Stock | Value |
|---|---|
VGTVANGUARD INFORMATION | $412K |
SMCISUPER MICRO COMPUTER INC | $411K |
AVUVAVANTIS US SMALL CAP VALUE ETF | $407K |
FIXDFIRST TRUST SMITH OPPRTNISTIC FI ETF | $404K |
CGDGCAPITAL GROUP | $399K |
TEAFXAMERICAN FUNDS TAX-EXEMPT BOND F2 | $396K |
DBIVXDWS GLOBAL MACRO S | $388K |
PRUPRUDENTIAL FINANCIAL | $387K |
GEGE AEROSPACE | $386K |
HEMIHARTFORD MUNICIPAL OPPORTNITS ETF | $383K |
FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | $383K |
JEPQJ P MORGAN NASDAQ EQT PRM INC ETF | $380K |
XOMEXXON MOBIL | $371K |
FMBFIRST TRUST MANAGED MUNICIPAL ETF | $362K |
FCXFREEPORT-MCMORAN INC | $360K |
IUSBISHARES CORE TOTAL USD BOND MARK ETF | $356K |
VTEBVANGUARD MUNICIPAL | $346K |
PGPROCTER & GAMBLE | $344K |
EQINCOLUMBIA TR | $336K |
PEPPEPSICO INC | $335K |
—PUTNAM CA TAX EXEMPT INCOME Y | $329K |
MCDMCDONALDS CORP | $329K |
ABTABBOTT LABORATORIES | $329K |
BIIBBIOGEN INC | $329K |
XLEENERGY SELECT SECTOR SPDR ETF | $317K |
BABOEING CO | $317K |
SPYMSPDR PORTFOLIO | $314K |
XLYCONSUMER DISCRETIONARY | $314K |
TX EAMSCD 4 08/15/2032EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 | $311K |
JGROJPMORGAN ACTIVE GROWTH ETF | $308K |
IEFISHARES 7-10YR | $307K |
JAVAJPMORGAN ACTIVE VALUE ETF | $307K |
EVLVEVOLV TECHNOLOGIES | $306K |
CATCATERPILLAR INC | $305K |
HABDXHARBOR CORE PLUS INSTITUTIONAL | $304K |
PANWPALO ALTO | $303K |
VOVANGUARD MID | $303K |
IGMISHARES EXPANDED | $303K |
CFLTCONFLUENT INC | $298K |
QUALISHARES MSCI USA QLTY FACT ETF | $297K |
CVSCVS HEALTH CORP | $295K |
VOOVANGUARD S&P | $295K |
FCXFREEPORT MCMORAN | $295K |
CRSPCRISPR THERAPEUTICS | $293K |
CHDCHURCH & DWIGHT | $288K |
IGEISHARES NORTH | $281K |
DFQTXDFA US CORE EQUITY 2 I | $278K |
XLIINDUSTRIAL SELECT | $271K |
QQQMINVESCO NASDAQ 100 ETF | $267K |
DEDEERE & CO | $265K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $265K |
KOCOCA COLA COMPANY | $263K |
AGGISHARES CORE US AGGREGATE BOND ETF | $260K |
SGIIXFIRST EAGLE GLOBAL I | $259K |
WA TACPOL 5 12/01/2026TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 | $258K |
OK OKSGEN 5 12/01/2025OKLAHOMA CNTY OKLA 5 25LEAS SCH DUE 12/01/25XTRO | $252K |
ETRENTERGY CORP NEW | $251K |
VHTVANGUARD HEALTH CARE ETF | $251K |
SOSOUTHERN COMPANY | $246K |
RIVRIVERNORTH OPPORTUNITIES | $245K |
NOWSERVICENOW INC | $245K |
NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF | $244K |
IMCGISHARES MORNINGSTAR | $241K |
FMHIFIRST TRUST | $234K |
IYWISHARES US TECHNOLOGY ETF | $232K |
RDVYFIRST TRUST | $232K |
VVISA INC | $231K |
BMYBRISTOL MYERS | $229K |
AWMSKYWORKS SOLUTIONS | $228K |
PGPROCTER AND GAMBLE CO | $223K |
EBAEBAY INC | $223K |
NXPINXP SEMICONDUCTORS N V F | $221K |
MUSTCOLUMBIA MULTI SECTOR MUNIC INCM ETF | $221K |
AMLPALERIAN MLP ETF | $219K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $215K |
HQIIXHARTFORD EQUITY INCOME I | $214K |
MOALTRIA GROUP | $214K |
DONSPDR DOW | $214K |
DGROISHARES CORE | $211K |
EFAISHARES MSCI | $210K |
MRKMERCK & COMPANY | $209K |
PPHVANECK PHARMACEUTICAL ETF | $208K |
IYJISHARES U S | $208K |
ETRENTERGY CORP | $208K |
OREALTY INCOME | $205K |
BACBANK AMER CORP | $203K |
OLCYXINVESCO LIMITED TERM CA MUNICIPAL Y | $203K |
XLFISPDR FUND CONSUMER STAPLES ETF | $201K |
TBILRBB FD INC US TREAS 3 | $200K |
MACMXBLACKROCK CALIFORNIA MUNI OPPS INSTL | $200K |
PSXPHILLIPS 66 | $199K |
MPCMARATHON PETROLEUM | $198K |
XLUSELECT SECTOR UTI SELECTSPDR ETF | $194K |
TOTLSPDR DOUBLELINE | $193K |
GEVGE VERNOVA | $186K |
TAT&T INC | $183K |
WDAYWORKDAY INC | $182K |
IMCGISHARES MORGSTAR MID CAPGRO ETF | $180K |
SMCISUPER MICRO | $179K |
LMTLOCKHEED MARTIN CORP | $179K |