Westside Investment Management, Inc. Top Holdings and 13F Report (2025) About Westside Investment Management, Inc.Investment ActivityWestside Investment Management, Inc. has $474.50 million in total holdings as of December 31, 2024.Westside Investment Management, Inc. owns shares of 1,176 different stocks, but just 119 companies or ETFs make up 80% of its holdings.Approximately 44.52% of the portfolio was purchased this quarter.About 12.67% of the portfolio was sold this quarter.This quarter, Westside Investment Management, Inc. has purchased 1,178 new stocks and bought additional shares in 317 stocks.Westside Investment Management, Inc. sold shares of 157 stocks and completely divested from 73 stocks this quarter.Largest Holdings Apple $21,732,223Vanguard Total Stock Market ETF $16,793,806Vanguard High Dividend Yield ETF $16,500,609Invesco QQQ $14,776,611Microsoft $10,473,873 Largest New Holdings this Quarter LAM COMEARCH $548,948 HoldingEvolv Technologies $193,947 HoldingSUPER MICRO COMPUTER INC $184,404 HoldingBALANCED POOL $164,051 HoldingVANGUARD WELLINGTON INV $104,982 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 57,932 shares (about $16.79M)Vanguard High Dividend Yield ETF 126,425 shares (about $16.13M)Invesco QQQ 27,459 shares (about $14.04M)iShares Core MSCI EAFE ETF 110,517 shares (about $7.77M)Eton Pharmaceuticals 574,222 shares (about $7.65M) Largest Sales this Quarter Alphabet 42,215 shares (about $7.99M)Vanguard Consumer Discretionary ETF 19,219 shares (about $7.21M)Alphabet 38,016 shares (about $7.20M)Vanguard Dividend Appreciation ETF 29,992 shares (about $5.87M)Alphabet 21,495 shares (about $4.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestside Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,732,223$806,613 ▼-3.6%86,7824.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$16,793,806$16,789,459 ▲386,213.3%57,9473.5%ETFVYMVanguard High Dividend Yield ETF$16,500,609$16,130,597 ▲4,359.5%129,3253.5%ETFQQQInvesco QQQ$14,776,611$14,037,883 ▲1,900.3%28,9043.1%FinanceMSFTMicrosoft$10,473,873$9,273 ▲0.1%24,8482.2%Computer and TechnologyAMZNAmazon.com$8,342,331$4,946,163 ▲145.6%38,0251.8%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$7,823,406$7,767,182 ▲13,814.6%111,3171.6%ETFETONEton Pharmaceuticals$7,655,304$7,648,644 ▲114,844.4%574,7221.6%MedicalGOOGLAlphabet$7,334,803$722,008 ▼-9.0%38,7461.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$7,175,728$7,134,060 ▲17,121.4%74,0521.5%FinanceMETAMeta Platforms$7,078,609$5,920,994 ▲511.5%12,0891.5%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$7,070,914$1,109,664 ▼-13.6%18,8361.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,526,437$6,260,535 ▲2,354.5%65,0431.4%ETFUBERUber Technologies$6,358,150$4,982,673 ▲362.3%105,4071.3%Computer and TechnologyTPCTutor Perini$6,001,672$5,996,832 ▲123,901.5%248,0031.3%ConstructionVIGVanguard Dividend Appreciation ETF$5,905,941$485,471 ▼-7.6%30,1581.2%ETFAVGOBroadcom$5,841,057$143,975 ▼-2.4%25,1941.2%Computer and TechnologyHROWHarrow$5,486,824$80,621 ▼-1.4%163,5411.2%MedicalJPSTJPMorgan Ultra-Short Income ETF$5,226,847$3,944,980 ▲307.8%103,7691.1%ETFGLDSPDR Gold Shares$5,222,997$5,150,358 ▲7,090.3%21,5711.1%FinanceIUSBiShares Core Total USD Bond Market ETF$5,070,689$4,768,029 ▲1,575.4%112,1831.1%ManufacturingNVDANVIDIA$4,601,449$341,768 ▼-6.9%34,2651.0%Computer and TechnologyPBIPitney Bowes$4,531,799$22,444 ▲0.5%625,9391.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$4,350,063$3,462,983 ▲390.4%18,7080.9%ETFSDYSPDR S&P Dividend ETF$4,297,695$75,827 ▼-1.7%32,5330.9%ETFFCALFirst Trust California Municipal High Income ETF$4,173,247$3,580,807 ▲604.4%84,5300.9%ETFGOOGAlphabet$4,042,409$2,167,277 ▼-34.9%21,2260.9%Computer and TechnologyURIUnited Rentals$3,642,655$19,020 ▲0.5%5,1710.8%ConstructionQCOMQUALCOMM$3,565,151$23,504 ▼-0.7%23,2070.8%Computer and TechnologyAMZNAmazon.com$3,396,1560.0%15,4800.7%Retail/WholesaleSHOPShopify$3,388,738$2,399,869 ▲242.7%31,8700.7%Computer and TechnologySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$3,243,537$2,705,265 ▲502.6%65,0790.7%ETFSCHWAB MUNICIPAL MONEY INV$3,194,377$2,657,306 ▲494.8%3,194,3770.7%ETFABBVAbbVie$3,077,291$3,732 ▲0.1%17,3170.6%MedicalXLFFinancial Select Sector SPDR Fund$3,076,628$3,008,965 ▲4,447.0%63,6580.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,027,861$2,991,307 ▲8,183.1%57,9820.6%ETFMUBiShares National Muni Bond ETF$2,942,090$2,867,504 ▲3,844.6%27,6120.6%ETFSPYSPDR S&P 500 ETF Trust$2,918,578$2,399,811 ▲462.6%4,9790.6%FinanceBCOBrink's$2,843,727$21,523 ▲0.8%30,6530.6%Business ServicesAVUVAvantis U.S. Small Cap Value ETF$2,820,327$2,598,307 ▲1,170.3%29,2170.6%ETFFMBFirst Trust Managed Municipal ETF$2,811,177$2,452,473 ▲683.7%55,1100.6%ManufacturingCOHRCoherent$2,754,729$7,294 ▼-0.3%29,0790.6%Business ServicesCAPITAL GROUP$2,726,643$815,498 ▲42.7%87,1960.6%ETFXLVHealth Care Select Sector SPDR Fund$2,681,667$2,403,774 ▲865.0%19,4930.6%ETFAMGNAmgen$2,618,772$261 ▲0.0%10,0470.6%MedicalIJRiShares Core S&P Small-Cap ETF$2,567,980$2,565,676 ▲111,335.0%22,2870.5%ETFVHTVanguard Health Care ETF$2,561,753$2,315,650 ▲940.9%10,0970.5%ETFNOCNorthrop Grumman$2,552,468$1,028,684 ▲67.5%5,4390.5%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$2,529,018$492 ▲0.0%30,8490.5%ManufacturingORCLOracle$2,493,2320.0%14,9610.5%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,432,666$236,254 ▲10.8%41,2800.5%ETFCMFiShares California Muni Bond ETF$2,410,588$2,353,308 ▲4,108.4%42,0840.5%ETFQQQMInvesco NASDAQ 100 ETF$2,242,350$2,128,707 ▲1,873.1%10,6550.5%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$2,178,235$1,825,881 ▲518.2%50,6920.5%ManufacturingGOOGAlphabet$2,115,978$4,093,506 ▼-65.9%11,1110.4%Computer and TechnologyVDCVanguard Consumer Staples ETF$2,115,701$160,649 ▼-7.1%10,0090.4%ETFIBBiShares Biotechnology ETF$2,086,561$161,298 ▼-7.2%15,7820.4%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,055,995$62,645 ▲3.1%28,7830.4%ETFGILDGilead Sciences$2,008,633$1,491,349 ▲288.3%21,7450.4%MedicalBXBlackstone$2,002,659$6,035 ▼-0.3%11,6150.4%FinanceCVSCVS Health$1,978,912$1,740,992 ▲731.8%44,0830.4%MedicalFDNFirst Trust Dow Jones Internet Index Fund$1,847,611$1,738,184 ▲1,588.4%7,5980.4%ETFBNDVanguard Total Bond Market ETF$1,818,702$1,795,978 ▲7,903.5%25,2910.4%ETFVBVanguard Small-Cap ETF$1,791,447$1,684,513 ▲1,575.3%7,4550.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,744,220$2,830 ▼-0.2%13,5610.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,722,246$1,618,835 ▲1,565.4%33,2920.4%ETFSMHVanEck Semiconductor ETF$1,716,9860.0%7,0900.4%ManufacturingCRWDCrowdStrike$1,694,462$1,681,459 ▲12,931.6%4,9520.4%Computer and TechnologyDKNGDraftKings$1,678,418$10,714 ▲0.6%45,1180.4%Consumer DiscretionaryBNDXVanguard Total International Bond ETF$1,669,675$38,848 ▲2.4%34,0400.4%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$1,615,168$98,744 ▼-5.8%15,1630.3%FinanceSNOWSnowflake$1,606,796$299,248 ▼-15.7%10,4060.3%Computer and TechnologyCRMSalesforce$1,603,787$1,672 ▲0.1%4,7970.3%Computer and TechnologyRVTYRevvity$1,603,140$12,055 ▲0.8%14,3630.3%MedicalUNHUnitedHealth Group$1,602,564$1,581,318 ▲7,442.9%3,1680.3%MedicalNOCNorthrop Grumman$1,558,512$34,727 ▲2.3%3,3210.3%AerospaceGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,553,886$308,359 ▲24.8%15,5510.3%ETFCOLUMBIA TR I$1,519,6220.0%51,7900.3%ETFLLYEli Lilly and Company$1,510,032$1,504,628 ▲27,842.9%1,9560.3%MedicalVWOVanguard FTSE Emerging Markets ETF$1,498,261$1,469,635 ▲5,133.8%34,0200.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,479,143$1,478,357 ▲188,060.0%18,8160.3%ETFMDTMedtronic$1,475,705$71,093 ▲5.1%18,4740.3%MedicalSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,456,468$161,746 ▼-10.0%30,7330.3%FinanceTRMBTrimble$1,452,243$17,453 ▲1.2%20,5520.3%IndustrialsATOMAtomera$1,432,739$90,619 ▲6.8%123,5120.3%Computer and TechnologyFIDELITY ADVISOR INTERM MUNI INC I$1,424,936$256,574 ▲22.0%141,5030.3%ETFCIThe Cigna Group$1,424,748$1,420,882 ▲36,750.0%5,1590.3%MedicalCHTRCharter Communications$1,388,047$59,307 ▼-4.1%4,0490.3%Consumer DiscretionaryFDXFedEx$1,380,911$13,787 ▲1.0%4,9080.3%TransportationMSIMotorola Solutions$1,369,590$2,773 ▲0.2%2,9630.3%Computer and TechnologyUBERUber Technologies$1,363,412$12,064 ▼-0.9%22,6030.3%Computer and TechnologyHYDVanEck High Yield Muni ETF$1,354,812$153,967 ▲12.8%26,0990.3%ETFHPEHewlett Packard Enterprise$1,334,871$10,141 ▲0.8%62,5230.3%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$1,330,016$980,896 ▲281.0%30,4770.3%ETFMLNVanEck Long Muni ETF$1,320,050$325,989 ▲32.8%73,8280.3%ETFAMLPAlerian MLP ETF$1,319,879$12,859 ▼-1.0%27,4060.3%ETFBACBank of America$1,318,107$1,129,122 ▲597.5%29,9910.3%FinancePYPLPayPal$1,317,450$1,283,308 ▲3,758.8%15,4350.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,262,554$1,214,612 ▲2,533.5%5,2670.3%FinanceMUMicron Technology$1,201,219$799,691 ▲199.2%14,2730.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
