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 |
|---|---|
VDCVANGUARD CONSUMER STAPLES ETF | $177K |
WELLWELLTOWER INC REIT | $177K |
GSGOLDMAN SACHS | $177K |
IBMINTL BUSINESS | $176K |
—BALANCED POOL | $176K |
LOWLOWES COMPANIES | $176K |
PENNPENN ENTERTAINMENT | $176K |
NKENIKE INC | $173K |
IQDGWISDOMTREE INTERNATIONALQUALITY ETF | $173K |
WHRWHIRLPOOL CORP | $172K |
MCKMCKESSON CORP | $171K |
XLYSPDR FUND CONSUMER DISCRE SELECT ETF | $171K |
DFUSXDFA US LARGE COMPANY I | $170K |
GMGENERAL MOTORS | $169K |
AIQGLOBAL X FUND GLB X ART INTL TGY ETF | $168K |
SPYGSPDR S&P 500 GROWTH ETF | $167K |
VVISA INC CLASS A | $166K |
AXPAMERICAN EXPRESS CO | $166K |
EOGEOG RESOURCES | $165K |
AVEMAVANTIS EMERGING | $163K |
HEDJWISDOMTREE EUROPE | $161K |
NKENIKE INC CLASS B | $160K |
USMVISHARES MSCI | $160K |
XCEMCOLUMBIA EM | $158K |
MDLZMONDELEZ INTERNATIONAL | $158K |
DSIISHARES ESG | $157K |
KOTHE COCA-COLA CO | $155K |
VBVANGUARD INDEX FDS SMALL CP | $154K |
TBCHTURTLE BEACH | $152K |
MSGSMADISON SQUARE | $150K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $150K |
MO KAN 5 02/01/2031KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | $150K |
AGGISHARES TR CORE US AGGBD | $149K |
IWNISHARES RUSSELL | $148K |
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $148K |
AEPAMERICAN ELECTRIC | $148K |
HSICHENRY SCHEIN | $146K |
IWBISHARES RUSSELL | $146K |
ONEQFIDELITY NASDAQ | $144K |
ARKTARK NEXT | $144K |
BMNIXBAIRD CORE INTERMEDIATE MUNICPL BD INSTL | $144K |
DFAPXDFA INVESTMENT GRADE I | $143K |
AXONAXON ENTERPRISE INC | $142K |
XLVSELECT SECTOR SPDR TR SBI HEALTHCARE | $140K |
LLYELI LILLY AND CO | $140K |
AWCAMERICAN WATER | $139K |
FTSMFIRST TRUST | $138K |
VWOBVANGUARD WHITEHALL FDS EMERG MKT BD | $137K |
MUSTCOLUMBIA MULTI | $137K |
EOGEOG RES INC | $136K |
DYHTARGET CORP | $136K |
SPSBSPDR PORTFOLIO | $136K |
COPCONOCOPHILLIPS | $136K |
DASHDOORDASH INC | $136K |
GLWCORNING INC | $135K |
TX LGNWTR 5 03/01/2027LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | $135K |
DBAINVESCO DB | $133K |
IBBISHARES BIOTECHNOLOGY ETF | $133K |
ME AUB 4 11/01/2030AUBURN ME 4 30GO UTX DUE 11/01/30 | $132K |
GOOGLALPHABET INC CAP STK | $132K |
RYROYAL BANK | $132K |
FCVAXFIDELITY ADVISOR SMALL CAP VALUE A | $131K |
CDNSCADENCE DESIGN SYS INC | $131K |
MDYSPDR S&P | $130K |
NEENEXTERA ENERGY | $130K |
AQLTISHARES CORE MSCI EAFE ETF | $130K |
TX DEE 4 03/15/2032DEER PK TEX 4 32DB LTX DUE 03/15/32 | $130K |
SWPPXSCHWAB S&P 500 INDEX | $129K |
PGPROCTER & GAMBLE CO | $128K |
VTVVANGUARD VALUE | $128K |
MDYSPDR S&P MIDCAP 400 ETF | $126K |
TX FSCSCD 4 02/15/2031FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | $126K |
XOMEXXON MOBIL CORP | $126K |
SNSXXSCHWAB US TREASURY MONEY INVESTOR | $125K |
MAMASTERCARD INC CLASS A | $124K |
NVONOVO NORDISK | $123K |
OGEOGE ENERGY CORP | $122K |
SMHVANECK SEMICONDUCTOR ETF | $121K |
SPDWSPDR DEVELOPED | $121K |
FXAIXFIDELITY 500 INDEX | $121K |
FLOTISHARES FLOATING | $120K |
VLOVALERO ENERGY | $120K |
FDNFIRST TRUST INTERNET INDEX CF ETF | $120K |
RISNINSPIRE TACTICAL | $119K |
SMIZZACKS SMALL MID CAP ETF | $119K |
WMTWAL-MART STORES INC | $117K |
—DFA US LARGE CAP VALUE I | $117K |
SYKSTRYKER CORP | $116K |
BSCTINVSC BLTSHRS 2029 CORP BND ETF | $116K |
AIQGLOBAL X FDS ARTIFICIAL | $116K |
ANIXANIXA BIOSCIENCES | $116K |
BKRBAKER HUGHES | $115K |
PRHSXT ROWE PRICE HEALTH SCIENCES | $113K |
LTRNLANTERN PHARMA | $113K |
PYPLPAYPAL HLDGS INC | $113K |
BOXXEA SERIES TRUST ALPHA ARCH | $113K |
INTCINTEL CORP | $110K |
HYMBSPDR NUVEEN | $110K |
REXREX AMERICAN | $110K |
UPSTUPSTART HLDGS INC | $109K |