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

About Westside Investment Management, Inc.

Investment Activity

Westside Investment Management, Inc. has $539.21 million in total holdings as of June 30, 2025.
Westside Investment Management, Inc. owns shares of 1,573 different stocks, but just 134 companies or ETFs make up 80% of its holdings.
Approximately 53.78% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Westside Investment Management, Inc. has purchased 1,264 new stocks and bought additional shares in 480 stocks.
Westside Investment Management, Inc. sold shares of 178 stocks and completely divested from 63 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $19,333,355
Vanguard Total Stock Market ETF: $17,597,833
Apple: $17,261,453
Invesco QQQ: $16,130,397
Microsoft: $13,062,412

Largest New Holdings this Quarter

808515621 - SCHWAB TREASURY OBLIG MONEY INV: $705,603 Holding
69344A834 - PGIM AAA: $523,504 Holding
464289867 - iShares Core 60/40 Balanced Allocation ETF: $443,922 Holding
885215673 - THORNBURG INTERMEDIATE MUNICIPAL INST: $443,295 Holding
269696PX2 - EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32: $311,454 Holding

Largest Purchases this Quarter

Vanguard High Dividend Yield ETF: 144,425 shares (about $19.25M)
Vanguard Total Stock Market ETF: 57,863 shares (about $17.59M)
Invesco QQQ: 29,180 shares (about $16.10M)
Tutor Perini: 238,417 shares (about $11.15M)
iShares Core MSCI EAFE ETF: 112,306 shares (about $9.38M)

Largest Sales this Quarter

United Rentals: 5,454 shares (about $4.22M)
WisdomTree U.S. AI Enhanced Value Fund: 18,533 shares (about $2.11M)
Cigna Group: 5,073 shares (about $1.70M)
Charter Communications: 3,783 shares (about $1.58M)
Medtronic: 17,675 shares (about $1.57M)

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
VYM Vanguard High Dividend Yield ETF	$19,333,355	$19,253,369 ▲	24,070.8%	145,025	3.6%	ETF
VTI Vanguard Total Stock Market ETF	$17,597,833	$17,586,587 ▲	156,386.5%	57,900	3.3%	ETF
AAPL Apple	$17,261,453	$117,414 ▲	0.7%	83,651	3.2%	Computer and Technology
QQQ Invesco QQQ	$16,130,397	$16,097,298 ▲	48,633.3%	29,240	3.0%	Finance
MSFT Microsoft	$13,062,412	$527,223 ▲	4.2%	26,312	2.4%	Computer and Technology
TPC Tutor Perini	$11,162,505	$11,153,149 ▲	119,208.5%	238,617	2.1%	Construction
UBER Uber Technologies	$9,497,661	$7,388,801 ▲	350.4%	101,797	1.8%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$9,442,098	$9,375,314 ▲	14,038.3%	113,106	1.8%	ETF
META Meta Platforms	$9,220,777	$7,731,960 ▲	519.3%	12,492	1.7%	Computer and Technology
AMZN Amazon.com	$8,198,192	$4,784,473 ▲	140.2%	37,368	1.5%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$7,607,724	$7,460,907 ▲	5,081.8%	76,690	1.4%	Finance
VCR Vanguard Consumer Discretionary ETF	$6,975,866	$6,043,601 ▲	648.3%	19,253	1.3%	ETF
AVGO Broadcom	$6,924,744	$97,059 ▲	1.4%	25,613	1.3%	Computer and Technology
GOOGL Alphabet	$6,848,060	$6,795,190 ▲	12,852.7%	38,858	1.3%	Computer and Technology
ETON Eton Pharmaceuticals	$6,730,145	$6,723,020 ▲	94,358.0%	472,290	1.2%	Medical
PBI Pitney Bowes	$6,636,439		0.0%	608,289	1.2%	Computer and Technology
NVDA NVIDIA	$6,365,636	$903,918 ▲	16.6%	41,148	1.2%	Computer and Technology
GLD SPDR Gold Shares	$6,235,432	$6,136,360 ▲	6,193.8%	20,455	1.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$6,060,935	$5,519,579 ▲	1,019.6%	29,613	1.1%	ETF
HROW Harrow	$5,529,469	$219,889 ▲	4.1%	181,056	1.0%	Medical
IUSB iShares Core Total USD Bond Market ETF	$5,460,169	$5,089,125 ▲	1,371.6%	118,108	1.0%	Manufacturing
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$5,017,972	$4,997,865 ▲	24,856.0%	49,912	0.9%	ETF
SDY SPDR S&P Dividend ETF	$4,774,443	$152,701 ▲	3.3%	35,175	0.9%	ETF
XLK Technology Select Sector SPDR Fund	$4,552,331	$3,611,578 ▲	383.9%	17,977	0.8%	ETF
URI United Rentals	$4,157,263	$18,082 ▲	0.4%	5,518	0.8%	Construction
FCAL First Trust California Municipal High Income ETF	$4,125,180	$3,338,472 ▲	424.4%	85,995	0.8%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$4,043,847	$3,720,441 ▲	1,150.4%	44,389	0.7%	ETF
AMZN Amazon.com	$3,900,677	$471,026 ▲	13.7%	17,697	0.7%	Retail/Wholesale
GOOG Alphabet	$3,810,369	$1,839,372 ▲	93.3%	21,480	0.7%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$3,742,459	$3,234,299 ▲	636.5%	27,765	0.7%	ETF
QCOM QUALCOMM	$3,726,552	$61,807 ▲	1.7%	23,394	0.7%	Computer and Technology
CAPITAL GROUP	$3,613,804	$285,311 ▲	8.6%	108,068	0.7%	ETF
SHOP Shopify	$3,578,735	$2,529,050 ▲	240.9%	31,025	0.7%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$3,573,652	$3,451,018 ▲	2,814.1%	15,736	0.7%	ETF
MUB iShares National Muni Bond ETF	$3,482,797	$3,409,660 ▲	4,662.0%	33,334	0.6%	ETF
ORCL Oracle	$3,466,089	$143,673 ▲	4.3%	15,850	0.6%	Computer and Technology
COHR Coherent	$3,307,172	$90,996 ▲	2.8%	37,071	0.6%	Business Services
XLF Financial Select Sector SPDR Fund	$3,303,259	$3,219,466 ▲	3,842.2%	63,075	0.6%	ETF
ABBV AbbVie	$3,210,834	$16,188 ▲	0.5%	17,256	0.6%	Medical
JPST JPMorgan Ultra-Short Income ETF	$3,170,945	$3,120,265 ▲	6,156.8%	62,568	0.6%	ETF
CVS CVS Health	$3,053,634	$2,743,221 ▲	883.7%	44,268	0.6%	Medical
FMB First Trust Managed Municipal ETF	$3,043,686	$2,696,636 ▲	777.0%	61,093	0.6%	Manufacturing
VXUS Vanguard Total International Stock ETF	$2,979,192	$13,127 ▼	-0.4%	43,120	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,971,975	$2,929,954 ▲	6,972.6%	49,508	0.6%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$2,877,149	$2,272,601 ▲	375.9%	57,348	0.5%	ETF
SCHWAB PRIME ADVANTAGE MONEY INVESTOR	$2,851,226	$2,327,305 ▲	444.2%	2,851,226	0.5%	TREASURY
AMGN Amgen	$2,847,488	$1,690 ▼	-0.1%	10,112	0.5%	Medical
SMH VanEck Semiconductor ETF	$2,772,066	$2,691,191 ▲	3,327.6%	9,940	0.5%	Manufacturing
BCO Brink's	$2,732,587	$4,465 ▼	-0.2%	30,603	0.5%	Business Services
NOC Northrop Grumman	$2,714,530	$912,396 ▲	50.6%	5,391	0.5%	Aerospace
VHT Vanguard Health Care ETF	$2,673,383	$2,449,877 ▲	1,096.1%	10,765	0.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,619,880	$88,661 ▲	3.5%	31,618	0.5%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$2,618,339	$2,616,153 ▲	119,685.0%	23,957	0.5%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$2,513,801	$2,426,021 ▲	2,763.8%	57,275	0.5%	Manufacturing
SNOW Snowflake	$2,467,291	$1,903,837 ▲	337.9%	11,026	0.5%	Computer and Technology
CRWD CrowdStrike	$2,313,413	$2,294,058 ▲	11,852.6%	4,542	0.4%	Computer and Technology
AIVL WisdomTree U.S. AI Enhanced Value Fund	$2,305,749	$170,729 ▲	8.0%	20,393	0.4%	Finance
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$2,266,186	$110,538 ▲	5.1%	30,260	0.4%	ETF
IBB iShares Biotechnology ETF	$2,214,989	$2,083,416 ▲	1,583.5%	17,508	0.4%	Finance
GILD Gilead Sciences	$2,211,270	$1,734,512 ▲	363.8%	19,944	0.4%	Medical
VDC Vanguard Consumer Staples ETF	$2,204,673	$2,029,473 ▲	1,158.4%	10,067	0.4%	ETF
CMF iShares California Muni Bond ETF	$2,194,644	$2,138,903 ▲	3,837.2%	39,372	0.4%	ETF
MLN VanEck Long Muni ETF	$2,155,400	$578,960 ▲	36.7%	127,613	0.4%	ETF
FDN First Trust Dow Jones Internet Index Fund	$2,098,895	$2,085,428 ▲	15,486.0%	7,793	0.4%	ETF
MU Micron Technology	$2,057,792	$90,630 ▲	4.6%	16,802	0.4%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$2,048,774	$1,780,772 ▲	664.5%	24,157	0.4%	ETF
UBER Uber Technologies	$2,043,904	$38,510 ▼	-1.8%	22,185	0.4%	Computer and Technology
FIDELITY ADVISOR INTERM MUNI INC I	$2,015,222	$67,041 ▲	3.4%	200,919	0.4%	BOND
DKNG DraftKings	$2,010,635	$68,625 ▲	3.5%	46,878	0.4%	Consumer Discretionary
GOOG Alphabet	$1,960,339	$5,307 ▼	-0.3%	11,081	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,903,498	$1,789,165 ▲	1,564.9%	3,080	0.4%	Finance
META Meta Platforms	$1,815,310	$364,644 ▲	25.1%	2,524	0.3%	Computer and Technology
NOC Northrop Grumman	$1,807,927	$18,499 ▲	1.0%	3,616	0.3%	Aerospace
TRMB Trimble	$1,786,864	$225,286 ▲	14.4%	23,517	0.3%	Industrials
XLP Consumer Staples Select Sector SPDR Fund	$1,783,400	$1,782,590 ▲	220,150.0%	22,025	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,760,644	$25,930 ▲	1.5%	13,037	0.3%	ETF
BX Blackstone	$1,759,064	$21,246 ▲	1.2%	11,757	0.3%	Finance
BND Vanguard Total Bond Market ETF	$1,755,755	$1,722,179 ▲	5,129.2%	23,845	0.3%	ETF
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$1,742,937	$16,825 ▼	-1.0%	17,403	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,724,047	$1,510,130 ▲	705.9%	34,857	0.3%	ETF
COLUMBIA INTL	$1,705,217	$10,638 ▼	-0.6%	48,090	0.3%	ETF
CI Cigna Group	$1,701,664	$3,637 ▼	-0.2%	5,147	0.3%	Medical
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,689,384	$1,586,715 ▲	1,545.5%	32,893	0.3%	ETF
VB Vanguard Small-Cap ETF	$1,601,668	$1,591,003 ▲	14,917.8%	6,758	0.3%	ETF
BNDX Vanguard Total International Bond ETF	$1,571,172	$1,564,785 ▲	24,500.0%	31,734	0.3%	ETF
MDT Medtronic	$1,560,695	$1,308 ▲	0.1%	17,904	0.3%	Medical
CHTR Charter Communications	$1,523,838	$36,389 ▼	-2.3%	3,727	0.3%	Consumer Discretionary
LLY Eli Lilly and Company	$1,512,288	$1,496,697 ▲	9,600.0%	1,940	0.3%	Medical
RVTY Revvity	$1,510,977	$121,594 ▲	8.8%	15,620	0.3%	Medical
SBUX Starbucks	$1,478,707	$223,254 ▲	17.8%	15,936	0.3%	Retail/Wholesale
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$1,447,418	$22,194 ▼	-1.5%	30,261	0.3%	Finance
HPE Hewlett Packard Enterprise	$1,437,046	$24,745 ▼	-1.7%	70,271	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,429,838	$1,209,796 ▲	549.8%	4,932	0.3%	Finance
BAC Bank of America	$1,400,246	$1,196,770 ▲	588.2%	29,591	0.3%	Finance
FVD First Trust Value Line Dividend Index Fund	$1,397,904	$1,040,304 ▲	290.9%	31,273	0.3%	ETF
HYD VanEck High Yield Muni ETF	$1,395,020	$44,889 ▼	-3.1%	27,783	0.3%	ETF
AMLP Alerian MLP ETF	$1,372,734	$71,532 ▲	5.5%	28,095	0.3%	ETF
FDVV Fidelity High Dividend ETF	$1,351,184	$182,592 ▲	15.6%	25,974	0.3%	ETF
CRM Salesforce	$1,332,471	$52,590 ▲	4.1%	4,890	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$1,305,300	$875,912 ▲	204.0%	2,666	0.2%	Finance

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