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 |
|---|---|
TIMUXTRANSAMERICA INTERMEDIATE MUNI I | $107K |
COINCOINBASE GLOBAL | $107K |
PANWPALO ALTO NETWORKS INC | $107K |
DISDISNEY WALT CO | $107K |
PHOINVESCO WATER | $106K |
IJSISHARES S&P | $105K |
TMAPXTOUCHSTONE MID CAP A | $105K |
XLUUTILITIES SELECT | $104K |
EWZISHARES MSCI | $103K |
JEPIJ P MORGAN EXCHANGE-TRADED F EQUITY | $102K |
PTLCPACER TRENDPILOT | $102K |
VAWVANGUARD MATERIALS | $101K |
GQ9SPDR GOLD SHARES ETF | $100K |
NULCNUVEEN ESG | $98K |
DDDUPONT DE | $97K |
HCAHCA HEALTHCARE | $97K |
BCCCGLOBAL X | $96K |
GSIMXGOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | $95K |
CFAVICTORYSHARES US | $95K |
EWEDWARDS LIFESCIENCES | $94K |
UPSTUPSTART HOLDINGS | $94K |
AXPAMERICAN EXPRESS | $93K |
ONON SEMICONDUCTOR | $92K |
QUALISHARES MSCI | $91K |
DGRWWISDOMTREE US QLT DIV GRW ETF | $89K |
DUKDUKE ENERGY | $89K |
LENLENNAR CORP | $88K |
HDHOME DEPOT INC | $88K |
IBMINTERNATIONAL BUSINESS MACHS | $88K |
EVRGEVERGY INC | $88K |
VWOBVANGUARD EMERGING | $88K |
LULULULULEMON ATHLETICA | $88K |
AFRMAFFIRM HOLDINGS | $88K |
IWMISHARES RUSSELL | $86K |
XLISELECT SECTOR INDUSTRIALSPDR ETF | $86K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $85K |
COFCAPITAL ONE | $85K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $85K |
UPSUNITED PARCEL | $84K |
DBLTXDOUBLELINE TOTAL RETURN BOND I | $84K |
TEVATEVA PHARMACEUTICAL INDS LTD | $84K |
XLFSELECT SECTOR SPDR TR SBI INT-FINL | $84K |
WOBDXJPMORGAN CORE BOND I | $83K |
GDGENERAL DYNAMICS | $83K |
MIGAMICROSTRATEGY INC | $83K |
T7DTRANSDIGM GROUP INC | $83K |
MTUMISHARES MSCI | $83K |
AXONAXON ENTERPRISE | $83K |
SPYDSPDR SER TR PRTFLO S&P500 | $83K |
IGEISHARES NORTH AMER NATL RES ETF | $82K |
MUNIPIMCO INTRMEDIATE MUNI BOND ACTV ETF | $82K |
LINLINDE PLC F | $79K |
IJHISHARES CORE | $78K |
PLTRPALANTIR TECHNOLOGIES INCLASS A | $78K |
CSCOCISCO SYS INC | $78K |
VTVANGUARD TOTAL | $77K |
FFORD MOTOR | $77K |
USMVISHARES MSCI USA MIN VOLFCTR ETF | $76K |
TIPISHARES TIPS | $76K |
CRKCOMSTOCK RES INC | $76K |
BAC 6 PERP GGBANK OF AMERICA 6 PFDPFD SER GG | $76K |
PWRQUANTA SERVICES | $76K |
SAPSAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $75K |
PFFISHARES PFD | $75K |
AQLTISHARES TR CORE MSCI | $75K |
CMGCHIPOTLE MEXICAN GRILL I | $75K |
SCHASCHWAB US | $75K |
AZOAUTOZONE INC | $74K |
ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $74K |
FBAOXFIDELITY ADVISOR BALANCED FD A | $74K |
VEGIISHARES MSCI | $74K |
TTWOTAKE-TWO INTERACTIVE | $74K |
MUBISHARES NATIONAL MUNI BOND ETF | $73K |
DIALCOLUMBIA DIVERSIFIED | $73K |
AIVSXAMERICAN FUNDS INVMT CO OF AMER A | $72K |
HONHONEYWELL INTL | $72K |
ISRGINTUITIVE SURGICAL INC | $72K |
VTVVANGUARD VALUE ETF | $71K |
ANETARISTA NETWORKS INC | $71K |
MVCAXMFS MID CAP VALUE A | $71K |
DFSVXDFA US SMALL CAP VALUE I | $71K |
PPAINVESCO AEROSPACE | $71K |
TCEHYTENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $71K |
GQGIXGQG PARTNERS EMERGING MARKETS EQUITYINST | $71K |
ETNEATON CORP PLC F | $70K |
JAAAJANUS HENDERSON | $70K |
ULUNILEVER PLC | $69K |
ALBALBEMARLE CORP | $68K |
FISVFISERV INC | $68K |
MIGFXMFS MASSACHUSETTS INV GR STK A | $68K |
TDOCTELADOC HEALTH INC | $68K |
WWJDINSPIRE INTL | $67K |
IWDISHARES RUSSELL | $67K |
XYZBLOCK INC | $66K |
PLDPROLOGIS INC | $66K |
AMATAPPLIED MATLS INC | $65K |
OKEONEOK INC | $65K |
TMSLT ROWE | $64K |
FINSXFIDELITY ADVISOR NEW INSIGHTS I | $64K |
FFORD MTR CO DEL | $64K |