Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

Westside Investment Management, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $475 Billion distributed in 1250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.7B, Vanguard Whitehall Fds (Vangua with a value of $17.6B, Vanguard Total Stock Market Et with a value of $16.8B, Invesco Qqq Trust, Series 1 with a value of $15.5B, and Amazon Com Inc with a value of $11.7B.

Examining the 13F form we can see an increase of $4.88B in the current position value, from $470B to 475B.

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

Portfolio value $475 Billion
ETFs: $233 Billion
Technology: $81.6 Billion
Healthcare: $38.1 Billion
Communication Services: $28 Billion
Industrials: $27.7 Billion
Consumer Cyclical: $19.9 Billion
Financial Services: $11.6 Billion
Consumer Defensive: $4.82 Billion
Other: $5.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$21.7 Billion 4.58% of portfolio
86,782
Q4 2024 Reduced 3.58%
$0
$17.6 Billion 3.71% of portfolio
138,149
Q4 2024 Added 0.65%
$0
$16.8 Billion 3.54% of portfolio
57,984
Q4 2024 Added 0.04%
$0
$15.5 Billion 3.26% of portfolio
30,279
Q4 2024 Reduced 1.0%
$2.39T
$11.7 Billion 2.47% of portfolio
53,505
Q4 2024 Reduced 1.05%
$3.31T
$10.5 Billion 2.21% of portfolio
24,848
Q4 2024 Added 0.09%
$1.2T
$8.26 Billion 1.74% of portfolio
43,635
Q4 2024 Added 2.53%
$1.46T
$8.26 Billion 1.74% of portfolio
14,106
Q4 2024 Reduced 0.47%
$0
$8.04 Billion 1.69% of portfolio
21,409
Q4 2024 Reduced 1.76%
$0
$7.97 Billion 1.68% of portfolio
113,472
Q4 2024 Reduced 1.53%
$136B
$7.72 Billion 1.63% of portfolio
128,010
Q4 2024 Reduced 2.23%
$422M
$7.66 Billion 1.61% of portfolio
575,222
Q4 2024 Reduced 7.02%
$0
$7.47 Billion 1.58% of portfolio
77,132
Q4 2024 Added 3.75%
$0
$6.62 Billion 1.39% of portfolio
65,943
Q4 2024 Added 12.65%
$0
$6.42 Billion 1.35% of portfolio
32,803
Q4 2024 Added 0.51%
$0
$6.39 Billion 1.35% of portfolio
126,818
Q4 2024 Reduced 4.13%
$1.34B
$6.01 Billion 1.27% of portfolio
248,203
Q4 2024 Reduced 2.19%
$99.1B
$5.84 Billion 1.23% of portfolio
25,194
Q4 2024 Reduced 2.41%
$901M
$5.49 Billion 1.16% of portfolio
163,541
Q4 2024 Reduced 1.45%
$0
$5.42 Billion 1.14% of portfolio
119,929
Q4 2024 Added 1.57%
$88.2B
$5.3 Billion 1.12% of portfolio
21,871
Q4 2024 Reduced 1.84%
$0
$5.21 Billion 1.1% of portfolio
22,423
Q4 2024 Reduced 3.81%
$0
$4.98 Billion 1.05% of portfolio
100,930
Q4 2024 Added 11.12%
$355B
$4.6 Billion 0.97% of portfolio
34,265
Q4 2024 Reduced 6.91%
$1.47B
$4.53 Billion 0.96% of portfolio
625,939
Q4 2024 Added 0.5%
$128B
$4.36 Billion 0.92% of portfolio
40,970
Q4 2024 Reduced 3.19%
$0
$4.3 Billion 0.91% of portfolio
32,533
Q4 2024 Reduced 1.73%
$76.5B
$4.11 Billion 0.87% of portfolio
8,760
Q4 2024 Reduced 11.67%
$0
$3.88 Billion 0.82% of portfolio
77,879
Q4 2024 Reduced 2.44%
$0
$3.83 Billion 0.81% of portfolio
79,279
Q4 2024 Reduced 0.51%
$54.7B
$3.64 Billion 0.77% of portfolio
5,171
Q4 2024 Added 0.52%
$193B
$3.57 Billion 0.75% of portfolio
23,207
Q4 2024 Reduced 0.65%
$0
$3.33 Billion 0.7% of portfolio
5,684
Q4 2024 Added 0.21%
$0
$3.17 Billion 0.67% of portfolio
62,076
Q4 2024 Reduced 2.15%
Schwab Municipal Money Inv
-
$3.19 Billion 0.67% of portfolio
-
Q4 2024 Added 494.78%
$0
$3.06 Billion 0.65% of portfolio
58,682
Q4 2024 Reduced 0.36%
$301B
$3.08 Billion 0.65% of portfolio
17,317
Q4 2024 Added 0.12%
$0
$3.02 Billion 0.64% of portfolio
28,312
Q4 2024 Added 23.66%
$0
$3.04 Billion 0.64% of portfolio
31,517
Q4 2024 Added 4.89%
$0
$2.96 Billion 0.62% of portfolio
21,513
Q4 2024 Reduced 0.75%
$4.34B
$2.84 Billion 0.6% of portfolio
30,653
Q4 2024 Added 0.76%
$0
$2.81 Billion 0.59% of portfolio
11,067
Q4 2024 Added 0.49%
Coherent Corp
-
$2.75 Billion 0.58% of portfolio
-
Q4 2024 Reduced 0.26%
Capital Group
-
$2.73 Billion 0.57% of portfolio
-
Q4 2024 Added 42.67%
$147B
$2.62 Billion 0.55% of portfolio
10,047
Q4 2024 Added 0.01%
$0
$2.57 Billion 0.54% of portfolio
22,307
Q4 2024 Reduced 0.22%
$0
$2.54 Billion 0.54% of portfolio
59,192
Q4 2024 Added 5.05%
$0
$2.53 Billion 0.53% of portfolio
30,849
Q4 2024 Added 0.02%
$495B
$2.49 Billion 0.53% of portfolio
14,961
Q3 2024 Added 0.58%

Summary

  • Portfolio
  • No. of Stocks 1,250
  • Current Value $475 Billion
  • Prior Value $470 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 66 stocks
  • Additional Purchases 181 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 157 stocks
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