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)

StockValue
MNSTMONSTER BEVERAGE
$40K
ACNACCENTURE PLC IRELAND FCLASS A
$40K
AQLTISHARES SELECT
$40K
AIVLWISDOMTREE US AI ENHNCD VALUE ETF
$40K
NUENUCOR CORP
$40K
BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
$40K
VCSHVANGUARD SHORT TERM COR BD ETF
$40K
WMWASTE MANAGEMENT
$40K
NEENEXTERA ENERGY INC
$39K
DALDELTA AIRLINES
$39K
JBLJABIL INC
$39K
IBNICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$39K
HCAHCA HEALTHCARE INC
$39K
EFAVISHARES MSCI
$38K
ENBENBRIDGE INC
$38K
UBSUBS GROUP AG F
$38K
XLCCOMMUNICAT SVS SLCT SEC SPDR ETF
$38K
TMUST-MOBILE US
$38K
CMICUMMINS INC
$38K
TMOTHERMO FISHER SCIENTIFIC
$38K
BBSIBARRETT BUSINESS
$38K
HOPEHOPE BANCORP
$38K
TBILU S TREASURY
$37K
HTABHARTFORD SCHRODERS
$37K
TJXTJX COS
$37K
XARSPDR S&P
$37K
BACVERIZON COMMUNICATIONS I
$37K
SIGSIGNET JEWELERS
$37K
SONYSONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$36K
MPCMARATHON PETE CORP
$36K
SMGSCOTTS MIRACLE-GRO
$36K
AYIACUITY INC
$36K
CFCF INDS HLDGS INC
$36K
NPSNYNASPERS LTD FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS
$36K
ITWILLINOIS TOOL
$35K
RDYDR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$35K
WESWESTERN MIDSTREAM
$35K
RCLROYAL CARIBBEAN
$34K
BUDANHEUSER BUSCH
$34K
VNMVANECK VECTORS ETF TR VIETNAM
$34K
PGRPROGRESSIVE CORP OH
$34K
DFPFLAHERTY & CRUMRINE
$34K
TRITHOMSON REUTERS CORP F
$34K
DFSTXDFA US SMALL CAP I
$34K
ALLYALLY FINL INC
$34K
SCHDSCHWAB US
$34K
HLTHILTON WORLDWIDE HLDGS I
$34K
CCDCALAMOS DYNAMIC
$34K
PNCPNC FINANCIAL
$34K
CHTCHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS
$34K
BNDVANGUARD TOTAL BOND MARKET ETF
$33K
IGPTINVESCO NEXT
$33K
DALDELTA AIR LINES INC DEL
$33K
UNHUNITEDHEALTH GROUP INC
$33K
ABJAABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$33K
TBCHTURTLE BEACH CORP
$33K
LRCXLAM RESH CORP
$33K
FXLFIRST TRUST
$33K
XBMNXBLACKROCK 2037
$33K
AZNASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS
$33K
IDUISHARES U S
$32K
GEVGE VERNOVA INC
$32K
GWREGUIDEWIRE SOFTWARE INC
$32K
DBSDYDBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS
$32K
CSQCALAMOS STRATEGIC
$32K
VSSVGRD FTSE ALL WRLD EX USSML CAP ETF
$32K
SCHWSCHWAB CHARLES
$32K
KBIAKB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$32K
TMTOYOTA MOTOR
$32K
SPMDSPDR PORTFOLIO
$32K
DORMDORMAN PRODUCTS
$32K
CA SDGEDU 5.25 07/01/2027SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27
$32K
SUREADVISORSHARES INSIDER
$31K
PAYXPAYCHEX INC
$31K
ISNPYINTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD SHS
$31K
TXNTEXAS INSTRUMENTS
$31K
ITWILLINOIS TOOL WKS INC
$31K
URIUNITED RENTALS INC
$31K
A4SAMERIPRISE FINANCIAL
$31K
SCHWCHARLES SCHWAB CORP
$31K
HLTHILTON WORLDWIDE
$31K
WELLWELLTOWER INC
$31K
HBC2HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
$31K
TTENTOTALENERGIES SE
$31K
NSRGYNESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$31K
NEARISHARES SHORT DURATN BNDACTV ETF
$31K
FGBPXFIDELITY ADVISOR INVESTMENT GR BD I
$31K
DRIDARDEN RESTAURANTS INC
$30K
MRSHMARSH & MCLENNAN COS INC
$30K
TSLATESLA MTRS INC
$30K
SANBANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$30K
TSCOTRACTOR SUPPLY
$30K
DC4DEXCOM INC
$30K
XMHQINVESCO S AND P MIDCAP QUALTY ETF
$30K
NVSNNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$30K
SIMOSILICON MOTION
$30K
PPGPPG INDUSTRIES
$30K
CITCINTAS CORP
$30K
RNAAVIDITY BIOSCIENCES INC
$29K
HILIXHARTFORD INTERNATIONAL VALUE I
$29K
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