Westside Investment Management, Inc. Incresed Positions in Q4 2025

Westside Investment Management, Inc.

  • $625 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
10.8K
+ 30.31%
$106.36 - $107.61 $1.15M - $1.16M
46.3K $4.96B
Capital Group
27.1K
+ 22.71%
N/A
146K $5.17B
MLN
Vaneck Long Muni ETF

ETFs
51.8K
+ 32.03%
$17.45 - $17.76 $904K - $921K
214K $3.75B
AMZN
Amazon Com Inc

Consumer Cyclical
595
+ 1.07%
$213.04 - $254.0 $127K - $151K
56.5K $13B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.76K
+ 1.14%
$137.47 - $143.13 $242K - $252K
156K $22.4B
Schwab Municipal Money Inv
648K
+ 49.62%
N/A
1.95M $1.95B
XLV
Select Sector Spdr Fund Health

ETFs
943
+ 2.89%
$141.95 - $152.82 $134K - $144K
33.6K $5.2B
IBB
Ishares Biotechnology ETF

ETFs
87
+ 0.49%
$148.51 - $164.96 $12.9K - $14.4K
18K $3.03B
AVUV
American Centy ETF Tr Avantis

ETFs
3.1K
+ 6.4%
$95.19 - $100.66 $295K - $312K
51.5K $5.26B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
20.4K
+ 31.45%
$22.7 - $23.59 $462K - $480K
85.1K $1.92B
ICF
Ishares Tr

ETFs
7.29K
+ 45.72%
$59.89 - $62.73 $436K - $457K
23.2K $1.39B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
55
+ 0.53%
$325.34 - $368.61 $17.9K - $20.3K
10.4K $3.75B
Aeluma Inc
17.2K
+ 51.8%
N/A
50.3K $864M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.08K
+ 34.06%
$43.04 - $45.68 $305K - $323K
27.8K $1.24B
Lam Research
40
+ 0.49%
N/A
8.25K $1.42B
Pgim Aaa
5.33K
+ 32.88%
N/A
21.5K $1.1B
SBUX
Starbucks Corp

Consumer Cyclical
3.02K
+ 18.84%
$78.46 - $87.26 $237K - $263K
19K $1.6B
FDVV
Fidelity High Dividend ETF

ETFs
3.86K
+ 13.97%
$54.66 - $56.68 $211K - $219K
31.5K $1.79B
HROW
Harrow Health, Inc.

Healthcare
1.78K
+ 0.99%
$33.12 - $48.37 $58.8K - $85.9K
181K $8.89B
AOR
Ishares Tr Core Growth Allocat

ETFs
3.37K
+ 35.93%
$63.43 - $65.6 $213K - $221K
12.7K $828M
CGDV
Capital Group Divid Value ETF

ETFs
4.32K
+ 20.66%
$41.33 - $43.47 $179K - $188K
25.3K $1.1B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.12K
+ 8.2%
$44.38 - $44.96 $227K - $230K
67.6K $3B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.75K
+ 4.9%
$136.06 - $140.64 $238K - $246K
37.5K $5.22B
VNQ
Vanguard Specialized Funds Van

ETFs
2.69K
+ 23.91%
$88.13 - $92.69 $237K - $250K
14K $1.24B
FCX
Freeport Mcmoran Inc

Basic Materials
101
+ 0.63%
$38.65 - $43.31 $3.9K - $4.37K
16.1K $828M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.25K
+ 2.58%
$99.87 - $101.27 $225K - $228K
89.6K $8.95B
NVDA
Nvidia Corp

Technology
672
+ 1.48%
$179.83 - $207.04 $121K - $139K
46.1K $8.67B
C
Citigroup Inc

Financial Services
72
+ 0.7%
$93.93 - $102.87 $6.76K - $7.41K
10.3K $1.21B
CI
Cigna Corp

Healthcare
869
+ 16.32%
$244.41 - $311.0 $212K - $270K
6.19K $1.71B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
915
+ 2.12%
$72.17 - $75.74 $66K - $69.3K
44.1K $3.33B
RSP
Invesco S&P 500 Equal Weight E

ETFs
776
+ 25.22%
$185.12 - $192.11 $144K - $149K
3.85K $738M
SPY
Spdr S&P 500 ETF Trust

ETFs
138
+ 3.96%
$653.02 - $687.39 $90.1K - $94.9K
3.62K $2.47B
CAT
Caterpillar Inc

Industrials
76
+ 8.21%
$480.82 - $585.49 $36.5K - $44.5K
1K $589M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.48K
+ 1355.96%
$88.9 - $93.29 $131K - $138K
1.59K $147M
CMF
Ishares California Muni Bond E

ETFs
1.86K
+ 4.71%
$56.96 - $57.62 $106K - $107K
41.4K $2.38B
LITE
Lumentum Holdings Inc.

Technology
16
+ 2.85%
$149.61 - $259.89 $2.39K - $4.16K
578 $213M
IEMG
Ishares Inc

ETFs
763
+ 1.48%
N/A
52.2K $3.51B
HPE
Hewlett Packard Enterprise CO

Technology
6.56K
+ 9.29%
$22.5 - $26.25 $148K - $172K
77.2K $1.85B
NEAR
Blackrock Short Maturity Bond

ETFs
1.9K
+ 9.69%
$51.08 - $51.37 $97.1K - $97.6K
21.5K $1.1B
XLY
Select Sector Spdr Consumer Di

ETFs
3.09K
+ 133.84%
$228.75 - $242.18 $706K - $747K
5.39K $642M
NEM
Newmont Corp

Basic Materials
764
+ 132.18%
$78.63 - $98.27 $60.1K - $75.1K
1.34K $136M
BIIB
Biogen Inc.

Healthcare
32
+ 1.29%
$142.26 - $167.55 $4.55K - $5.36K
2.51K $444M
F
Ford Motor CO

Consumer Cyclical
5K
+ 38.56%
$11.41 - $13.84 $57.1K - $69.2K
18K $237M
NVO
Novo Nordisk A S

Healthcare
1.8K
+ 63.6%
$45.68 - $59.65 $82.2K - $107K
4.63K $238M
XLE
Energy Sector Spdr

ETFs
28.8K
+ 105.56%
$85.22 - $92.02 $2.46M - $2.65M
56.1K $2.52B
BMY
Bristol Myers Squibb CO

Healthcare
429
+ 6.93%
$42.6 - $49.08 $18.3K - $21.1K
6.62K $357M
MRK
Merck & Co., Inc.

Healthcare
93
+ 3.05%
$82.49 - $92.93 $7.67K - $8.64K
3.14K $331M
RTX
Raytheon Technologies Corp

Industrials
27
+ 0.74%
$157.0 - $179.44 $4.24K - $4.84K
3.69K $683M
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 9.31%
$656.2 - $690.71 $51.8K - $54.6K
928 $636M
Activity Summary
Buys All Purchases 545 New Holdings 188 Increased Positions 357 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 0
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