Westside Investment Management, Inc. Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$625.1M
Holdings
1,495
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,495 positions)
| Stock | Value |
|---|---|
BIIBBIOGEN INC | $443K |
NEARISHARES U S TR BLACKROCK ST MAT | $434K |
PLSFXARISTOTLE STRATEGIC INCOME I-2 | $432K |
CVXCHEVRON CORP | $431K |
BONDPIMCO ACTIVE BOND ETF | $430K |
XOMEXXON MOBIL | $426K |
HDHOME DEPOT | $422K |
PFEPFIZER INC | $411K |
JEPQJ P MORGAN NASDAQ EQT PRM INC ETF | $410K |
DBIVXDWS GLOBAL MACRO S | $409K |
TEAFXAMERICAN FUNDS TAX-EXEMPT BOND F2 | $406K |
EQINCOLUMBIA TR | $405K |
GRMNGARMIN LTD | $405K |
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $401K |
HEMIHARTFORD MUNICIPAL OPPORTNITS ETF | $391K |
SBNDCOLUMBIA SHORT | $390K |
PEPPEPSICO INC | $384K |
MCDMCDONALDS CORP | $384K |
BABOEING CO | $382K |
IUSBISHARES CORE UNIVERSAL USD BOND ETF | $382K |
PRUPRUDENTIAL FINANCIAL | $372K |
FMBFIRST TRUST MANAGED MUNICIPAL ETF | $371K |
SPMDST STRET SPDR PRTFL S&P 400 M ETF IV | $370K |
FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | $369K |
—GROWTH POOL | $363K |
CVSCVS HEALTH CORP | $357K |
BDXBECTON DICKINSON | $357K |
PANWPALO ALTO | $354K |
FCXFREEPORT MCMORAN | $354K |
SPYMSTATE STREET | $351K |
EVLVEVOLV TECHNOLOGIES | $351K |
XLESTATE STRET ENRGY SLECT SEC SPDR ETF | $347K |
FTCAFRANKLIN CALIFORNIA MUNICPL INCM ETF | $341K |
JAVAJPMORGAN ACTIVE VALUE ETF | $336K |
IGEISHARES NORTH | $333K |
ATOMATOMERA INC | $330K |
JGROJPMORGAN ACTIVE GROWTH ETF | $326K |
LLYELI LILLY AND CO | $324K |
QUALISHARES MSCI USA QLTY FACT ETF | $322K |
FIXDFIRST TRUST SMITH OPPRTNISTIC FI ETF | $318K |
VOVANGUARD MID | $314K |
IGMISHARES EXPANDED | $309K |
ABTABBOTT LABORATORIES | $309K |
VOOVANGUARD S&P | $306K |
HABDXHARBOR CORE PLUS INSTITUTIONAL | $305K |
PGPROCTER & GAMBLE | $303K |
MO KAN 5 02/01/2031KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | $301K |
XLISTATE STREET | $300K |
IEFISHARES 7-10YR | $294K |
ETRENTERGY CORP NEW | $293K |
BMYBRISTOL MYERS | $292K |
VHTVANGUARD HEALTH CARE ETF | $288K |
MRKMERCK & COMPANY | $288K |
CWGIXAMERICAN FUNDS CAPITAL WORLD GR&INC A | $287K |
SGIIXFIRST EAGLE GLOBAL I | $285K |
SMCISUPER MICRO COMPUTER INC | $284K |
VTEBVANGUARD MUNICIPAL | $282K |
KOCOCA COLA COMPANY | $282K |
QQQMINVESCO NASDAQ 100 ETF | $281K |
EBAEBAY INC | $279K |
AGGISHARES CORE US AGGREGATE BOND ETF | $276K |
VTEBVANGUARD MUNI BND TAX EXEMPT ETF | $273K |
VVISA INC CLASS CLASS A | $271K |
IYWISHARES US TECHNOLOGY ETF | $271K |
CRSPCRISPR THERAPEUTICS | $271K |
ME AUB 4 11/01/2030AUBURN ME 4 30GO UTX DUE 11/01/30 | $267K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $267K |
TX LGNWTR 5 03/01/2027LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | $266K |
SPYSPDR S&P 500 ETF | $264K |
TX DEE 4 03/15/2032DEER PK TEX 4 32DB LTX DUE 03/15/32 | $264K |
AMRMXAMERICAN FUNDS AMERICAN MUTUAL A | $264K |
DEDEERE & CO | $261K |
DGROISHARES CORE | $259K |
XOMEXXON MOBIL CORP | $257K |
RDVYFIRST TRUST | $257K |
TX FSCSCD 4 02/15/2031FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | $253K |
NOWSERVICENOW INC | $253K |
CHDCHURCH & DWIGHT | $251K |
WELLWELLTOWER INC REIT | $250K |
TBILRBB FD INC US TREAS 3 | $249K |
NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF | $248K |
INTCINTEL CORP | $248K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $248K |
CFLTCONFLUENT INC | $245K |
PPHVANECK PHARMACEUTICAL ETF | $243K |
GLWCORNING INC | $242K |
PSXPHILLIPS 66 | $241K |
IMCGISHARES MORNINGSTAR | $239K |
BACBANK AMER CORP | $236K |
RIVRIVERNORTH OPPORTUNITIES | $234K |
SOSOUTHERN COMPANY | $234K |
FMHIFIRST TRUST | $234K |
SUBISHARES SHORT TERM NTNL MUN BND ETF | $231K |
ETRENTERGY CORP | $229K |
MAMASTERCARD INC CLASS CLASS A | $229K |
AXPAMERICAN EXPRESS CO | $228K |
MUSTCOLUMBIA MULTI SECTOR MUNIC INCM ETF | $227K |
EFAISHARES MSCI | $225K |
VVISA INC | $225K |
ANWPXAMERICAN FUNDS NEW PERSPECTIVE A | $224K |