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
SPYDSPDR SER TR PRTFLO S&P500
$84K
VTVANGUARD TOTAL
$84K
IJHISHARES CORE
$84K
ABJAABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$83K
SCHASCHWAB US
$83K
AZNASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS
$83K
HTHIYHITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$82K
HBC2HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
$82K
XLRESTATE SRT REL EST SLCT SCTR SPDR ETF
$82K
JBLJABIL INC
$81K
SPYVSTATE STREET
$81K
TTWOTAKE-TWO INTERACTIVE
$80K
AQLTISHARES TR CORE MSCI
$80K
PLDPROLOGIS INC
$80K
VRTXVERTEX PHARMACEUTICALS I
$79K
AIVSXAMERICAN FUNDS INVMT CO OF AMER A
$79K
AMCPXAMERICAN FUNDS AMCAP A
$79K
DBSDYDBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS
$79K
ATOATMOS ENERGY CORP
$79K
MUNIPIMCO INTRMEDIATE MUNI BOND ACTV ETF
$78K
PPAINVESCO AEROSPACE
$78K
VTVVANGUARD VALUE ETF
$77K
NPSNYNASPERS LTD FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS
$77K
FBAOXFIDELITY ADVISOR BALANCED FD A
$77K
DFSVXDFA US SMALL CAP VALUE I
$77K
PFFISHARES PFD
$76K
ISNPYINTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD SHS
$76K
MUBISHARES NATIONAL MUNI BOND ETF
$75K
TIPISHARES TIPS
$75K
USMVISHARES MSCI USA MIN VOLFCTR ETF
$75K
OTCFXT ROWE PRICE SMALL-CAP STOCK
$75K
HCAHCA HEALTHCARE INC
$75K
TMUST-MOBILE US INC
$74K
SONYSONY GROUP CORP FTRADES WITH DUE BILLS
$74K
RYROYAL BANK OF CANADA F
$74K
GEVGE VERNOVA INC
$74K
SPGIS&P GLOBAL INC
$74K
HLTHILTON WORLDWIDE HLDGS I
$73K
UPSTUPSTART HLDGS INC
$73K
JETSU S GLOBAL
$73K
DIALCOLUMBIA DIVERSIFIED
$73K
IWDISHARES RUSSELL
$72K
GQGIXGQG PARTNERS EMERGING MARKETS EQUITYINST
$72K
CMWAYCOMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$72K
EAELECTRONIC ARTS
$72K
BSXBOSTON SCIENTIFIC CORP
$71K
NEENEXTERA ENERGY INC
$71K
MIGFXMFS MASSACHUSETTS INV GR STK A
$71K
WWJDINSPIRE INTL
$71K
COINCOINBASE GLOBAL INC CLASS CLASS A
$71K
DFIEXDFA INTERNATIONAL CORE EQUITY 2 I
$71K
DYDYCOM INDUSTRIES
$70K
VEGIISHARES MSCI
$70K
NWFFXAMERICAN FUNDS NEW WORLD F1
$70K
CRKCOMSTOCK RES INC
$70K
CRBNISHARES LOW
$69K
MVCAXMFS MID CAP VALUE A
$69K
IBNICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$69K
AZNASTRAZENECA PLC
$68K
IWFISHARES RUSSELL
$68K
IVWISHARES S&P
$68K
SOFISOFI TECHNOLOGIES INC
$68K
ACNACCENTURE PLC IRELAND FCLASS CLASS A
$68K
SCHWCHARLES SCHWAB CORP
$68K
BACVERIZON COMMUNICATIONS I
$68K
FTCAPUTNAM FRANKLIN
$67K
EADSYAIRBUS SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS
$67K
NVSNNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$67K
URIUNITED RENTALS INC
$67K
EIS*ISHARES MSCI
$66K
KBIAKB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$66K
IMOSCHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS
$66K
CRWDCROWDSTRIKE HLDGS INC CLASS A
$65K
ULUNILEVER PLC
$65K
UNPUNION PACIFIC CORP
$65K
SCCOSOUTHERN COPPER CORP
$64K
BMYBRISTOL MYERS SQUIBB CO
$64K
TWTIXAMERICAN CENTURY INTERMTRM TX-FR BD INV
$64K
REGNREGENERON PHARMACEUTICAL
$63K
HIGHARTFORD INSURANCE
$63K
VEAVANGUARD FTSE
$63K
WHRWHIRLPOOL CORP
$63K
COINCOINBASE GLOBAL
$63K
MLIMUELLER INDS
$63K
RDYDR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$63K
FINSXFIDELITY ADVISOR NEW INSIGHTS I
$62K
LENLENNAR CORP
$62K
HONHONEYWELL INTL
$62K
MARMARRIOTT INTL INC NEW CLASS CLASS A
$62K
SMIZZACKS TR
$62K
ROSTROSS STORES INC
$61K
DFCEXDFA EMERGING MARKETS CORE EQUITY 2 I
$61K
CHTCHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS
$60K
WFWOORI FINL GROUP INC FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS
$60K
OTIIXT ROWE PRICE SMALL-CAP STOCK I
$60K
ITWILLINOIS TOOL WKS INC
$60K
ULTAULTA BEAUTY
$60K
VEUVANGUARD FTSE
$59K
MOOVANECK AGRIBUSINESS
$59K
PNQIINVESCO NASDAQ
$59K
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