Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $626 Billion
  • Q3 2025

Westside Investment Management, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $626 Billion distributed in 1763 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.9B, Vanguard Whitehall Fds (Vangua with a value of $21.7B, Vanguard Total Stock Market Et with a value of $19.2B, Invesco Qqq Trust, Series 1 with a value of $18.4B, and Tutor Perini Corp with a value of $15.1B.

Examining the 13F form we can see an increase of $86.7B in the current position value, from $539B to 626B.

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

Portfolio value $626 Billion
ETFs: $275 Billion
Technology: $110 Billion
Healthcare: $49.2 Billion
Industrials: $45.9 Billion
Communication Services: $37.3 Billion
Consumer Cyclical: $23 Billion
Financial Services: $17.3 Billion
Consumer Defensive: $6.24 Billion
Other: $9.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$21.9 Billion 3.49% of portfolio
85,723
Q3 2025 Added 2.48%
$0
$21.7 Billion 3.47% of portfolio
154,025
Q3 2025 Reduced 1.43%
$0
$19.2 Billion 3.07% of portfolio
58,476
Q3 2025 Added 0.93%
$0
$18.4 Billion 2.94% of portfolio
30,688
Q3 2025 Reduced 1.04%
$3.03B
$15.1 Billion 2.41% of portfolio
230,212
Q3 2025 Reduced 3.52%
$3.78T
$14.3 Billion 2.28% of portfolio
27,531
Q3 2025 Added 4.63%
$2.39T
$12.3 Billion 1.96% of portfolio
55,866
Q3 2025 Added 1.45%
$181B
$11.8 Billion 1.88% of portfolio
120,254
Q3 2025 Reduced 3.01%
$1.65T
$11.6 Billion 1.86% of portfolio
47,715
Q3 2025 Added 1.65%
$1.37T
$11.1 Billion 1.78% of portfolio
15,198
Q3 2025 Added 1.21%
$428M
$10.3 Billion 1.64% of portfolio
472,540
Q3 2025 Reduced 0.05%
$0
$10.2 Billion 1.63% of portfolio
116,708
Q3 2025 Added 0.99%
$0
$8.76 Billion 1.4% of portfolio
87,372
Q3 2025 Added 8.11%
$139B
$8.63 Billion 1.38% of portfolio
26,006
Q3 2025 Added 1.53%
$1.1B
$8.65 Billion 1.38% of portfolio
179,576
Q3 2025 Reduced 0.82%
$465B
$8.49 Billion 1.36% of portfolio
45,381
Q3 2025 Added 10.29%
Schwab Municipal Money Ultra
-
$7.99 Billion 1.28% of portfolio
-
Q3 2025 New
$1.74T
$7.95 Billion 1.27% of portfolio
32,567
Q3 2025 Added 0.02%
$130B
$7.42 Billion 1.19% of portfolio
20,883
Q3 2025 Added 0.5%
$0
$7.11 Billion 1.14% of portfolio
32,912
Q3 2025 Reduced 1.1%
$1.59B
$6.93 Billion 1.11% of portfolio
607,564
Q3 2025 Reduced 0.12%
$174B
$6.08 Billion 0.97% of portfolio
40,821
Q3 2025 Reduced 2.03%
$0
$5.89 Billion 0.94% of portfolio
126,124
Q3 2025 Added 0.23%
$0
$5.89 Billion 0.94% of portfolio
20,853
Q3 2025 Reduced 2.14%
$0
$5.39 Billion 0.86% of portfolio
110,445
Q3 2025 Added 0.32%
$55.9B
$5.33 Billion 0.85% of portfolio
5,585
Q3 2025 Added 0.49%
$86.7B
$5.12 Billion 0.82% of portfolio
8,441
Q3 2025 Reduced 6.28%
$0
$5.1 Billion 0.81% of portfolio
50,624
Q3 2025 Added 0.22%
$0
$5.01 Billion 0.8% of portfolio
35,753
Q3 2025 Added 1.64%
$0
$4.82 Billion 0.77% of portfolio
48,385
Q3 2025 Reduced 0.78%
$0
$4.56 Billion 0.73% of portfolio
32,618
Q3 2025 Reduced 0.48%
$593B
$4.58 Billion 0.73% of portfolio
16,211
Q3 2025 Added 2.28%
Schwab Prime Advantage Money Investor
-
$4.43 Billion 0.71% of portfolio
-
Q3 2025 Added 55.38%
$0
$4.25 Billion 0.68% of portfolio
78,969
Q3 2025 Added 0.22%
$0
$4.21 Billion 0.67% of portfolio
17,038
Q3 2025 Reduced 0.77%
Capital Group
-
$4.14 Billion 0.66% of portfolio
-
Q3 2025 Added 10.3%
$414B
$3.96 Billion 0.63% of portfolio
16,972
Q3 2025 Reduced 1.65%
$187B
$3.86 Billion 0.62% of portfolio
23,169
Q3 2025 Reduced 0.96%
Coherent Corp
-
$3.84 Billion 0.61% of portfolio
-
Q3 2025 Reduced 3.72%
$0
$3.79 Billion 0.6% of portfolio
35,559
Q3 2025 Added 4.48%
$0
$3.76 Billion 0.6% of portfolio
74,055
Q3 2025 Added 0.59%
$5.17B
$3.57 Billion 0.57% of portfolio
30,548
Q3 2025 Reduced 0.18%
$103B
$3.59 Billion 0.57% of portfolio
47,508
Q3 2025 Reduced 2.07%
$0
$3.49 Billion 0.56% of portfolio
68,859
Q3 2025 Added 0.73%
$0
$3.52 Billion 0.56% of portfolio
69,628
Q2 2025 Reduced 7.63%
$0
$3.39 Billion 0.54% of portfolio
51,405
Q3 2025 Added 2.38%
$0
$3.38 Billion 0.54% of portfolio
10,340
Q3 2025 Reduced 0.39%
$0
$3.17 Billion 0.51% of portfolio
43,211
Q3 2025 Added 0.21%
$82.2B
$3.09 Billion 0.49% of portfolio
13,631
Q3 2025 Reduced 1.54%

Summary

  • Portfolio
  • No. of Stocks 1,763
  • Current Value $626 Billion
  • Prior Value $539 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 155 stocks
  • Additional Purchases 593 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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