Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $470 Billion
  • Q3 2024

Westside Investment Management, Inc. has filed its 13F form on November 20, 2024 for Q3 2024 where it was disclosed a total value porftolio of $470 Billion distributed in 1745 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.4B, Vanguard Whitehall Fds (Vangua with a value of $17.5B, Vanguard Total Stock Market Et with a value of $16.4B, Invesco Qqq Trust, Series 1 with a value of $14.9B, and Microsoft Corp with a value of $10.6B.

Examining the 13F form we can see an increase of $32.7B in the current position value, from $437B to 470B. Also it can be appreciated an additional of 49 stocks purchases and 1 closed positions.

Below you can find more details about Westside Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $470 Billion
ETFs: $234 Billion
Technology: $78.8 Billion
Healthcare: $41 Billion
Industrials: $30.6 Billion
Communication Services: $25.5 Billion
Consumer Cyclical: $18.3 Billion
Financial Services: $10.6 Billion
Consumer Defensive: $4.95 Billion
Other: $5.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15T
$20.4 Billion 4.35% of portfolio
90,003
Q3 2024 Reduced 0.99%
$0
$17.5 Billion 3.73% of portfolio
137,257
Q3 2024 Added 6.19%
$0
$16.4 Billion 3.49% of portfolio
57,959
Q3 2024 Added 3.85%
$0
$14.9 Billion 3.17% of portfolio
30,585
Q3 2024 Reduced 3.05%
$3.27T
$10.6 Billion 2.27% of portfolio
24,826
Q3 2024 Added 0.07%
$2.33T
$10 Billion 2.14% of portfolio
54,073
Q3 2024 Added 1.18%
$122B
$9.53 Billion 2.03% of portfolio
130,928
Q3 2024 Reduced 4.55%
$0
$8.98 Billion 1.91% of portfolio
115,234
Q3 2024 Added 2.92%
$1.37T
$7.97 Billion 1.7% of portfolio
14,172
Q3 2024 Added 0.04%
$0
$7.52 Billion 1.6% of portfolio
74,342
Q3 2024 Added 0.92%
$921M
$7.45 Billion 1.59% of portfolio
165,944
Q3 2024 Reduced 20.96%
$0
$7.35 Billion 1.57% of portfolio
21,792
Q3 2024 Reduced 0.05%
$1.17T
$7.08 Billion 1.51% of portfolio
42,560
Q3 2024 Reduced 0.5%
$1.29B
$6.89 Billion 1.47% of portfolio
253,748
Q3 2024 Reduced 3.41%
$0
$6.7 Billion 1.43% of portfolio
132,275
Q3 2024 Reduced 5.73%
$0
$6.44 Billion 1.37% of portfolio
32,637
Q3 2024 Reduced 3.09%
$0
$5.56 Billion 1.18% of portfolio
118,079
Q3 2024 Reduced 0.54%
$1.2T
$5.51 Billion 1.17% of portfolio
32,606
Q3 2024 Added 0.74%
$83.3B
$5.41 Billion 1.15% of portfolio
22,281
Q3 2024 Reduced 0.11%
$0
$5.21 Billion 1.11% of portfolio
23,312
Q3 2024 Reduced 2.99%
$72.5B
$5.01 Billion 1.07% of portfolio
9,917
Q3 2024 Reduced 0.79%
$0
$4.7 Billion 1.0% of portfolio
33,107
Q3 2024 Added 1.33%
$0
$4.55 Billion 0.97% of portfolio
90,830
Q3 2024 Added 1.0%
$1.26B
$4.44 Billion 0.95% of portfolio
622,839
Q3 2024 Reduced 0.75%
$50.4B
$4.17 Billion 0.89% of portfolio
5,144
Q3 2024 Reduced 0.17%
$349B
$4.17 Billion 0.89% of portfolio
36,810
Q3 2024 Reduced 1.58%
$97.1B
$4.14 Billion 0.88% of portfolio
25,815
Q3 2024 Added 895.56%
$0
$4.03 Billion 0.86% of portfolio
79,829
Q3 2024 Added 3.34%
$58.1B
$4.04 Billion 0.86% of portfolio
64,517
Q3 2024 Added 4.63%
$179B
$3.94 Billion 0.84% of portfolio
23,360
Q3 2024 Added 0.23%
$315M
$3.71 Billion 0.79% of portfolio
618,675
Q3 2024 Added 5.68%
$0
$3.57 Billion 0.76% of portfolio
79,683
Q3 2024 Reduced 2.58%
$4.19B
$3.52 Billion 0.75% of portfolio
30,421
Q3 2024 Reduced 0.26%
$0
$3.38 Billion 0.72% of portfolio
58,894
Q3 2024 Added 6.52%
$318B
$3.4 Billion 0.72% of portfolio
17,296
Q3 2024 Added 1.0%
$0
$3.33 Billion 0.71% of portfolio
21,675
Q3 2024 Added 6.93%
$0
$3.29 Billion 0.7% of portfolio
63,442
Q3 2024 Added 0.54%
$0
$3.23 Billion 0.69% of portfolio
5,672
Q3 2024 Reduced 1.72%
$141B
$3.26 Billion 0.69% of portfolio
10,046
Q3 2024 Reduced 0.62%
$131B
$3.19 Billion 0.68% of portfolio
42,320
Q3 2024 Reduced 2.76%
$0
$3.1 Billion 0.66% of portfolio
11,013
Q3 2024 Added 2.53%
$0
$2.88 Billion 0.61% of portfolio
30,047
Q3 2024 Added 39.16%
$0
$2.61 Billion 0.56% of portfolio
22,357
Q3 2024 Added 1.82%
$0
$2.56 Billion 0.55% of portfolio
30,843
Q3 2024 Added 1.9%
Coherent Corp
-
$2.59 Billion 0.55% of portfolio
-
Q3 2024 Reduced 0.82%
$0
$2.54 Billion 0.54% of portfolio
56,346
Q3 2024 Added 1.2%
$0
$2.48 Billion 0.53% of portfolio
17,002
Q3 2024 Added 1.21%
$462B
$2.5 Billion 0.53% of portfolio
14,961
Q3 2024 Added 0.58%
$0
$2.49 Billion 0.53% of portfolio
22,895
Q3 2024 Added 0.33%

Summary

  • Portfolio
  • No. of Stocks 1,745
  • Current Value $470 Billion
  • Prior Value $437 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 20, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 49 stocks
  • Additional Purchases 167 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 149 stocks
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