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 Companies Only

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%
$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%
$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%
$1.23T
$6.16 Billion 1.3% of portfolio
32,337
Q4 2024 Reduced 0.83%
$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%
$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%
$76.5B
$4.11 Billion 0.87% of portfolio
8,760
Q4 2024 Reduced 11.67%
$54.7B
$3.64 Billion 0.77% of portfolio
5,171
Q4 2024 Added 0.52%
$301B
$3.08 Billion 0.65% of portfolio
17,317
Q4 2024 Added 0.12%
$4.34B
$2.84 Billion 0.6% of portfolio
30,653
Q4 2024 Added 0.76%
$147B
$2.62 Billion 0.55% of portfolio
10,047
Q4 2024 Added 0.01%
$495B
$2.49 Billion 0.53% of portfolio
14,961
Q3 2024 Added 0.58%
$117B
$2.53 Billion 0.53% of portfolio
27,345
Q4 2024 Reduced 0.36%
$71.6B
$2.2 Billion 0.46% of portfolio
49,083
Q4 2024 Reduced 23.92%
$132B
$2 Billion 0.42% of portfolio
11,615
Q4 2024 Reduced 0.3%
$55.7B
$1.94 Billion 0.41% of portfolio
12,574
Q4 2024 Added 1.86%
$373B
$1.85 Billion 0.39% of portfolio
42,042
Q4 2024 Reduced 1.18%
$80.5B
$1.71 Billion 0.36% of portfolio
4,990
Q4 2024 Added 0.04%
$18.5B
$1.68 Billion 0.35% of portfolio
45,118
Q4 2024 Added 0.64%
$334B
$1.6 Billion 0.34% of portfolio
4,797
Q4 2024 Added 0.1%
$15.3B
$1.6 Billion 0.34% of portfolio
14,363
Q4 2024 Added 0.76%
$498B
$1.62 Billion 0.34% of portfolio
3,210
Q4 2024 Added 16.35%
$746B
$1.52 Billion 0.32% of portfolio
1,963
Q4 2024 Reduced 5.08%
$19.2B
$1.45 Billion 0.31% of portfolio
20,552
Q4 2024 Added 1.22%
$603B
$1.46 Billion 0.31% of portfolio
3,215
Q4 2024 Reduced 2.31%
$120B
$1.48 Billion 0.31% of portfolio
18,474
Q4 2024 Added 5.06%
$777B
$1.44 Billion 0.3% of portfolio
6,026
Q4 2024 Added 2.4%
$103B
$1.43 Billion 0.3% of portfolio
16,785
Q4 2024 Added 0.44%
$262M
$1.43 Billion 0.3% of portfolio
123,512
Q4 2024 Added 6.75%
$89.6B
$1.43 Billion 0.3% of portfolio
5,173
Q4 2024 Added 5.04%
$59.1B
$1.39 Billion 0.29% of portfolio
4,049
Q4 2024 Reduced 4.1%
$80B
$1.37 Billion 0.29% of portfolio
2,963
Q4 2024 Added 0.2%
$71.1B
$1.38 Billion 0.29% of portfolio
4,908
Q4 2024 Added 1.01%
$31.4B
$1.33 Billion 0.28% of portfolio
62,523
Q4 2024 Added 0.77%
$112B
$1.2 Billion 0.25% of portfolio
14,273
Q4 2024 Reduced 4.22%
$952M
$1.09 Billion 0.23% of portfolio
48,420
Q4 2024 Reduced 0.59%
$256B
$1.07 Billion 0.23% of portfolio
18,123
Q4 2024 Reduced 0.54%
$113B
$1.11 Billion 0.23% of portfolio
12,148
Q4 2024 Reduced 4.41%
$1.28T
$1.03 Billion 0.22% of portfolio
2,552
Q4 2024 Reduced 2.11%
$161B
$1.03 Billion 0.22% of portfolio
6,328
Q2 2024 Reduced 0.11%
$416B
$1.03 Billion 0.22% of portfolio
1,126
Q3 2024 Reduced 0.53%

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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