Westside Investment Management, Inc. Top Holdings and 13F Report (2025)

About Westside Investment Management, Inc.

Investment Activity

Westside Investment Management, Inc. has $469.44 million in total holdings as of March 31, 2025.
Westside Investment Management, Inc. owns shares of 1,176 different stocks, but just 123 companies or ETFs make up 80% of its holdings.
Approximately 52.04% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Westside Investment Management, Inc. has purchased 1,177 new stocks and bought additional shares in 349 stocks.
Westside Investment Management, Inc. sold shares of 121 stocks and completely divested from 55 stocks this quarter.

Largest Holdings

Apple: $18,491,587
Vanguard High Dividend Yield ETF: $18,401,085
Vanguard Total Stock Market ETF: $15,913,487
Invesco QQQ: $14,715,184
Microsoft: $9,502,249

Largest New Holdings this Quarter

92189F601 - VanEck Uranium+Nuclear Energy ETF: $280,253 Holding
921935201 - VANGUARD WELLINGTON ADMIRAL: $157,268 Holding
19761L854 - COLUMBIA TR: $115,773 Holding
78464A284 - SPDR Nuveen Bloomberg High Yield Municipal Bond ETF: $111,952 Holding
464286400 - iShares MSCI Brazil ETF: $76,258 Holding

Largest Purchases this Quarter

Vanguard High Dividend Yield ETF: 139,688 shares (about $18.01M)
Vanguard Total Stock Market ETF: 57,863 shares (about $15.90M)
Invesco QQQ: 30,006 shares (about $14.07M)
iShares Core MSCI EAFE ETF: 112,658 shares (about $8.52M)
iShares Core U.S. Aggregate Bond ETF: 74,126 shares (about $7.33M)

Largest Sales this Quarter

SCHWAB MUNICIPAL MONEY INV: 2,520,115 shares (about $2.52M)
VanEck Semiconductor ETF: 6,800 shares (about $1.44M)
JPMorgan Ultra-Short Income ETF: 22,049 shares (about $1.11M)
Apple: 3,700 shares (about $823.51K)
Inspire Tactical Balanced ETF: 29,660 shares (about $766.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$18,491,587	$823,510 ▼	-4.3%	83,082	3.9%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$18,401,085	$18,014,204 ▲	4,656.3%	142,688	3.9%	ETF
VTI Vanguard Total Stock Market ETF	$15,913,487	$15,903,318 ▲	156,386.5%	57,900	3.4%	ETF
QQQ Invesco QQQ	$14,715,184	$14,070,419 ▲	2,182.3%	31,381	3.1%	Finance
MSFT Microsoft	$9,502,249	$151,283 ▲	1.6%	25,250	2.0%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$8,583,112	$8,522,592 ▲	14,082.3%	113,458	1.8%	ETF
UBER Uber Technologies	$7,703,271	$6,056,416 ▲	367.8%	105,727	1.6%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$7,478,955	$7,332,553 ▲	5,008.5%	75,606	1.6%	Finance
AMZN Amazon.com	$7,335,485	$4,390,256 ▲	149.1%	38,555	1.6%	Retail/Wholesale
META Meta Platforms	$6,985,880	$5,823,296 ▲	500.9%	12,120	1.5%	Computer and Technology
ETON Eton Pharmaceuticals	$6,401,094	$6,394,604 ▲	98,530.0%	493,150	1.4%	Medical
GOOGL Alphabet	$6,189,809	$6,136,458 ▲	11,502.0%	40,027	1.3%	Computer and Technology
VCR Vanguard Consumer Discretionary ETF	$6,171,145	$5,333,591 ▲	636.8%	18,958	1.3%	ETF
GLD SPDR Gold Shares	$6,109,011	$6,022,567 ▲	6,967.0%	21,201	1.3%	Finance
TPC Tutor Perini	$5,969,501	$5,964,865 ▲	128,664.0%	257,528	1.3%	Construction
VIG Vanguard Dividend Appreciation ETF	$5,802,670	$5,289,563 ▲	1,030.9%	29,912	1.2%	ETF
PBI Pitney Bowes	$5,505,020	$159,733 ▼	-2.8%	608,289	1.2%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$5,392,677	$5,035,740 ▲	1,410.8%	117,028	1.1%	Manufacturing
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$5,295,829	$5,205,269 ▲	5,747.9%	52,631	1.1%	ETF
HROW Harrow	$4,624,583	$274,380 ▲	6.3%	173,856	1.0%	Medical
SDY SPDR S&P Dividend ETF	$4,620,013	$205,831 ▲	4.7%	34,050	1.0%	ETF
AVGO Broadcom	$4,241,537	$10,077 ▲	0.2%	25,254	0.9%	Computer and Technology
FCAL First Trust California Municipal High Income ETF	$4,205,263	$3,409,207 ▲	428.3%	86,635	0.9%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,918,767	$2,751,795 ▲	235.8%	77,400	0.8%	ETF
NVDA NVIDIA	$3,867,863	$113,938 ▲	3.0%	35,305	0.8%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$3,769,705	$3,002,632 ▲	391.4%	18,257	0.8%	ETF
ABBV AbbVie	$3,591,892	$30,963 ▼	-0.9%	17,169	0.8%	Medical
QCOM QUALCOMM	$3,531,144	$30,851 ▼	-0.9%	23,006	0.8%	Computer and Technology
AVUV Avantis U.S. Small Cap Value ETF	$3,482,798	$3,282,307 ▲	1,637.1%	39,954	0.7%	ETF
URI United Rentals	$3,443,095	$202,424 ▲	6.2%	5,494	0.7%	Construction
GOOG Alphabet	$3,320,660	$1,584,711 ▲	91.3%	21,254	0.7%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$3,291,370	$2,996,429 ▲	1,015.9%	22,542	0.7%	ETF
MUB iShares National Muni Bond ETF	$3,248,135	$3,174,326 ▲	4,300.7%	30,805	0.7%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$3,167,617	$2,527,361 ▲	394.7%	63,327	0.7%	ETF
AMGN Amgen	$3,143,618	$22,059 ▲	0.7%	10,118	0.7%	Medical
XLF Financial Select Sector SPDR Fund	$3,141,784	$3,067,069 ▲	4,105.0%	63,075	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,106,451	$3,068,671 ▲	8,122.6%	57,558	0.7%	ETF
CAPITAL GROUP	$3,083,660	$382,298 ▲	14.2%	99,536	0.7%	ETF
CVS CVS Health	$3,040,860	$2,702,106 ▲	797.7%	44,883	0.6%	Medical
AMZN Amazon.com	$2,988,732	$15,366 ▲	0.5%	15,560	0.6%	Retail/Wholesale
SHOP Shopify	$2,972,955	$2,104,451 ▲	242.3%	31,150	0.6%	Computer and Technology
FMB First Trust Managed Municipal ETF	$2,939,293	$2,588,048 ▲	736.8%	58,293	0.6%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$2,832,443	$2,438,038 ▲	618.2%	5,063	0.6%	Finance
VHT Vanguard Health Care ETF	$2,791,112	$2,534,318 ▲	986.9%	10,543	0.6%	ETF
NOC Northrop Grumman	$2,790,750	$1,086,745 ▲	63.8%	5,439	0.6%	Aerospace
VXUS Vanguard Total International Stock ETF	$2,689,580	$126,064 ▲	4.9%	43,310	0.6%	ETF
BCO Brink's	$2,641,107		0.0%	30,653	0.6%	Business Services
QQQM Invesco NASDAQ 100 ETF	$2,598,823	$2,494,592 ▲	2,393.3%	13,464	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,527,247	$24,902 ▼	-1.0%	30,548	0.5%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$2,435,721	$2,433,630 ▲	116,360.0%	23,292	0.5%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$2,387,393	$2,014,753 ▲	540.7%	54,457	0.5%	Manufacturing
COHR Coherent	$2,341,203	$452,772 ▲	24.0%	36,051	0.5%	Business Services
CMF iShares California Muni Bond ETF	$2,292,170	$2,235,889 ▲	3,972.7%	40,727	0.5%	ETF
GILD Gilead Sciences	$2,257,480	$1,629,998 ▲	259.8%	20,147	0.5%	Medical
VDC Vanguard Consumer Staples ETF	$2,231,310	$2,056,254 ▲	1,174.6%	10,197	0.5%	ETF
IBB iShares Biotechnology ETF	$2,224,223	$2,074,577 ▲	1,386.3%	17,390	0.5%	Finance
XLE Energy Select Sector SPDR Fund	$2,218,124	$2,142,426 ▲	2,830.2%	23,735	0.5%	ETF
ORCL Oracle	$2,127,647	$32,490 ▲	1.6%	15,193	0.5%	Computer and Technology
AIVL WisdomTree U.S. AI Enhanced Value Fund	$2,073,385	$408,462 ▲	24.5%	18,883	0.4%	Finance
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,957,644	$68 ▲	0.0%	28,784	0.4%	ETF
FIDELITY ADVISOR INTERM MUNI INC I	$1,952,066	$529,958 ▲	37.3%	194,235	0.4%	BOND
BND Vanguard Total Bond Market ETF	$1,838,062	$1,808,314 ▲	6,078.8%	25,024	0.4%	ETF
NOC Northrop Grumman	$1,832,484	$132,099 ▲	7.8%	3,579	0.4%	Aerospace
UNH UnitedHealth Group	$1,772,900	$1,750,902 ▲	7,959.5%	3,385	0.4%	Medical
GOOG Alphabet	$1,765,315		0.0%	11,111	0.4%	Computer and Technology
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$1,760,359	$202,375 ▲	13.0%	17,571	0.4%	ETF
SMH VanEck Semiconductor ETF	$1,757,319	$257,994 ▲	17.2%	8,310	0.4%	Manufacturing
FDN First Trust Dow Jones Internet Index Fund	$1,733,446	$1,633,478 ▲	1,634.0%	7,803	0.4%	ETF
CI The Cigna Group	$1,697,147	$1,692,541 ▲	36,742.9%	5,158	0.4%	Medical
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,695,634	$1,592,586 ▲	1,545.5%	32,893	0.4%	ETF
CRWD CrowdStrike	$1,669,554	$1,656,155 ▲	12,360.5%	4,735	0.4%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$1,665,279	$1,664,462 ▲	203,800.0%	20,390	0.4%	ETF
UBER Uber Technologies	$1,649,617		0.0%	22,603	0.4%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,639,996	$1,539,090 ▲	1,525.3%	7,395	0.3%	ETF
BX Blackstone	$1,623,544		0.0%	11,615	0.3%	Finance
MLN VanEck Long Muni ETF	$1,623,111	$339,230 ▲	26.4%	93,335	0.3%	ETF
LLY Eli Lilly and Company	$1,608,871	$1,603,090 ▲	27,728.6%	1,948	0.3%	Medical
MDT Medtronic	$1,607,512	$52,568 ▼	-3.2%	17,889	0.3%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$1,590,593	$1,394,841 ▲	712.6%	35,143	0.3%	ETF
COLUMBIA INTL	$1,568,475	$110,205 ▼	-6.6%	48,390	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,567,290	$87,363 ▼	-5.3%	12,845	0.3%	ETF
SNOW Snowflake	$1,561,866	$1,244,991 ▲	392.9%	10,686	0.3%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$1,559,199	$1,547,335 ▲	13,042.8%	31,937	0.3%	ETF
RVTY Revvity	$1,519,685		0.0%	14,363	0.3%	Medical
DKNG DraftKings	$1,503,715	$5,314 ▲	0.4%	45,278	0.3%	Consumer Discretionary
HYD VanEck High Yield Muni ETF	$1,467,711	$131,944 ▲	9.9%	28,677	0.3%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$1,462,540	$381 ▼	0.0%	30,725	0.3%	Finance
SCHWAB VALUE ADVANTAGE MONEY ULTRA	$1,417,144	$915,059 ▲	182.3%	1,417,144	0.3%	ETF
CHTR Charter Communications	$1,406,498	$85,879 ▼	-5.8%	3,816	0.3%	Consumer Discretionary
MU Micron Technology	$1,404,726	$156,460 ▲	12.5%	16,062	0.3%	Computer and Technology
AMLP Alerian MLP ETF	$1,383,237	$40,254 ▼	-2.8%	26,631	0.3%	ETF
FVD First Trust Value Line Dividend Index Fund	$1,371,811	$1,015,091 ▲	284.6%	30,765	0.3%	ETF
TRMB Trimble	$1,349,278		0.0%	20,552	0.3%	Industrials
SBUX Starbucks	$1,327,906	$135,637 ▲	11.4%	13,530	0.3%	Retail/Wholesale
MSI Motorola Solutions	$1,292,853	$4,378 ▼	-0.3%	2,953	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,282,183	$1,096,000 ▲	588.7%	5,227	0.3%	Finance
CRM Salesforce	$1,262,366	$26,876 ▼	-2.1%	4,697	0.3%	Computer and Technology
BAC Bank of America	$1,251,526	$1,072,087 ▲	597.5%	29,991	0.3%	Finance
IAU iShares Gold Trust	$1,200,897	$1,189,105 ▲	10,084.0%	20,368	0.3%	Finance
FDX FedEx	$1,196,596		0.0%	4,908	0.3%	Transportation

Showing largest 100 holdings. View all holdings.

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Westside Investment Management, Inc. Top Holdings and 13F Report (2025)

About Westside Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Westside Investment Management, Inc. Top Holdings and 13F Report (2025)

About Westside Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestside Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools