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)

StockValue
AIQGLOBAL X FDS ARTIFICIAL
$134K
FXAIXFIDELITY 500 INDEX
$133K
WMTWAL-MART STORES INC
$133K
LINLINDE PLC F
$132K
SPDWSPDR DEVELOPED
$132K
PA LWDSCD 5 09/15/2038LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38
$132K
SMIZZACKS SMALL MID CAP ETF
$131K
TX AUSPWR 5 11/15/2036AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36
$131K
SWTSXSCHWAB TOTAL STOCK MARKET INDEX
$131K
CDNSCADENCE DESIGN SYS INC
$130K
FCVAXFIDELITY ADVISOR SMALL CAP VALUE A
$129K
GQ9SPDR GOLD SHARES ETF
$129K
DFA US LARGE CAP VALUE I
$129K
COFCAPITAL ONE FINL CORP
$128K
MDLZMONDELEZ INTERNATIONAL
$127K
DISDISNEY WALT CO
$127K
RISNINSPIRE CAPITAL
$126K
TMSLT ROWE
$126K
FTSMFIRST TRUST
$125K
AIQGLOBAL X FUND GLB X ART INTL TGY ETF
$123K
PRHSXT ROWE PRICE HEALTH SCIENCES
$122K
GMGENERAL MOTORS
$121K
CSCOCISCO SYS INC
$121K
FLOTISHARES FLOATING
$119K
FDNFIRST TRUST INTERNET INDEX CF ETF
$119K
SAPSAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$118K
AXPAMERICAN EXPRESS
$118K
AZ LKHUTL 5 07/01/2034LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34
$117K
TJXTJX COS INC NEW
$117K
OGEOGE ENERGY CORP
$117K
RNAAVIDITY BIOSCIENCES INC
$117K
SCZISHARES MSCI EAFE SMALL CAP ETF
$117K
TX ASDSCD 5 02/15/2035ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35
$117K
IGAAXAMERICAN FUNDS INTL GR AND INC A
$116K
BSCTINVSC BLTSHRS 2029 CORP BND ETF
$116K
ONON SEMICONDUCTOR
$116K
FL TALPWR 5 10/01/2033TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33
$115K
JEPIJ P MORGAN EXCHANGE-TRADED F EQUITY
$114K
ETNEATON CORP PLC F
$113K
LRCXLAM RESH CORP
$112K
PTLCPACER TRENDPILOT
$111K
GSGOLDMAN SACHS GROUP INC
$111K
SHGSHINHAN FINL GROUP CO FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$111K
MUSTCOLUMBIA MULTI
$111K
TIMUXTRANSAMERICA INTERMEDIATE MUNI I
$110K
HYMBSTATE STREET
$110K
LTRNLANTERN PHARMA
$108K
XLUSTATE STREET
$108K
TX BAS 5 08/01/2029BASTROP TEX 5 29DB LTX DUE 08/01/29
$107K
VAWVANGUARD MATERIALS
$107K
IEMGISHARES CORE MSCI EMERGING ETF
$107K
PHOINVESCO WATER
$106K
TMAPXTOUCHSTONE MID CAP A
$106K
DASHDOORDASH INC
$105K
BCCCGLOBAL X
$105K
ZBHZIMMER BIOMET
$105K
CGICCAPITAL GROUP
$105K
DBLTXDOUBLELINE TOTAL RETURN BOND I
$104K
BOXXEA SERIES TRUST ALPHA ARCH
$103K
EVRGEVERGY INC
$100K
IBMIBM CORP
$100K
ABTABBOTT LABS
$100K
COFCAPITAL ONE
$99K
SNVXXSCHWAB GOVERNMENT MONEY INV
$99K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$98K
UBSUBS GROUP AG F
$98K
NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$96K
MDYSPDR S&P
$96K
TTTRANE TECHNOLOGIES PLC F
$95K
NULCNUVEEN ESG
$95K
4I1PHILIP MORRIS INTL INC
$95K
GSIMXGOLDMAN SACHS GQG PTNRS INTL OPPS INSTL
$95K
QUALISHARES MSCI
$94K
DGRWWISDOMTREE US QLT DIV GRW ETF
$94K
IGEISHARES NORTH AMER NATL RES ETF
$94K
FFORD MOTOR
$93K
SPYMSTATE STREET SPDR PORTFLS&P 500 ETF
$93K
DALDELTA AIR LINES INC DEL
$93K
GDGENERAL DYNAMICS
$92K
AZOAUTOZONE INC
$92K
ADBEADOBE INC
$92K
XLISTATE STRT INDSTL SLCT SCTR SPDR ETF
$91K
BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
$90K
VWOBVANGUARD EMERGING
$90K
VDEVANGUARD ENERGY ETF
$90K
IBMINTL BUSINESS
$89K
WOBDXJPMORGAN CORE BOND I
$89K
TSMTAIWAN SEMICONDUCTOR
$89K
IBMINTERNATIONAL BUSINESS MACHS
$88K
SANBANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$87K
XLFSELECT SECTOR SPDR TR SBI INT-FINL
$87K
CBCHUBB LTD F
$87K
AFRMAFFIRM HOLDINGS
$87K
PYPLPAYPAL HLDGS INC
$87K
DUKDUKE ENERGY
$86K
TBCHTURTLE BEACH
$86K
MTUMISHARES MSCI
$86K
FIGFIGMA INC
$85K
SPYDSPDR SER TR PRTFLO S&P500
$84K
IJHISHARES CORE
$84K
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