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
$1.65B
$13.3 Million 0.0% of portfolio
1,020
Q3 2023 Reduced 2.39%
$47B
$17.7 Million 0.0% of portfolio
100
Q4 2020 Reduced 89.47%
$167B
$14.4 Million 0.0% of portfolio
359
Q3 2024 Reduced 21.79%
$33.8B
$20.5 Million 0.0% of portfolio
264
Q4 2024 Reduced 12.29%
$698M
$306,000 0.0% of portfolio
36
Q2 2021 New
$13.2B
$6.04 Million 0.0% of portfolio
485
Q3 2024 Reduced 2.41%
$2.83B
$626,000 0.0% of portfolio
62
Q2 2018 Reduced 52.67%
$22.5B
$786,000 0.0% of portfolio
24
Q3 2021 Reduced 95.76%
$40.7M
$2.55 Million 0.0% of portfolio
700
Q4 2020 Reduced 50.0%
$480M
$4.24 Million 0.0% of portfolio
1,000
Q4 2024 Reduced 33.33%
$19.4B
$4.5 Million 0.0% of portfolio
50
Q4 2024 Added 25.0%
$10.1B
$7.11 Million 0.0% of portfolio
77
Q1 2018 New
$75.5B
$12.4 Million 0.0% of portfolio
100
Q3 2022 Reduced 60.0%
$87.3M
$1.97 Million 0.0% of portfolio
1,550
Q2 2024 Reduced 16.22%
$70.9B
$18.7 Million 0.0% of portfolio
80
Q2 2022 Reduced 20.79%
$0
$10.6 Million 0.0% of portfolio
1,020
Q4 2024 New
$5.2B
$1.36 Million 0.0% of portfolio
68
Q1 2022 Reduced 50.0%
$709M
$1.4 Million 0.0% of portfolio
60
Q4 2024 New
$27.1B
$6.5 Million 0.0% of portfolio
162
Q2 2024 Reduced 88.78%
$16.6B
$3.75 Million 0.0% of portfolio
50
Q4 2018 New
$22.6B
$1.43 Million 0.0% of portfolio
168
Q1 2024 Reduced 50.15%
$16.7B
$5.39 Million 0.0% of portfolio
111
Q1 2023 Reduced 95.75%
$476M
$354,000 0.0% of portfolio
35
Q2 2020 New
$1.43B
$22.7 Million 0.0% of portfolio
509
Q3 2024 New
$46.9B
$20 Million 0.0% of portfolio
700
Q2 2024 New
$4.81B
$1.36 Million 0.0% of portfolio
35
Q1 2024 Reduced 22.22%
$320M
$1.99 Million 0.0% of portfolio
3,000
Q4 2023 New
$54.1B
$5.55 Million 0.0% of portfolio
75
Q4 2024 Reduced 25.0%
$2.45B
$3.04 Million 0.0% of portfolio
337
Q1 2024 Reduced 41.39%
$38.7B
$4.13 Million 0.0% of portfolio
10
Q3 2020 Reduced 50.0%
$6.13M
$514,000 0.0% of portfolio
2,000
Q4 2024 Reduced 83.33%
$15.8B
$5.39 Million 0.0% of portfolio
500
Q1 2023 Reduced 8.93%
$2.46B
$992,000 0.0% of portfolio
50
Q4 2024 New
$19.2B
$21.5 Million 0.0% of portfolio
400
Q4 2022 Reduced 55.56%
$18.3B
$13.5 Million 0.0% of portfolio
402
Q4 2024 Reduced 67.24%
$21.8B
$13.4 Million 0.0% of portfolio
158
Q4 2023 Reduced 98.05%
$2.87B
$19.8 Million 0.0% of portfolio
256
Q4 2017 Added 100.0%
$2.84B
$21.9 Million 0.0% of portfolio
199
Q3 2024 New
$3.35B
$844,000 0.0% of portfolio
10
Q1 2020 New
$734M
$5.87 Million 0.0% of portfolio
804
Q3 2023 New
$16.6B
$6.89 Million 0.0% of portfolio
59
Q3 2024 Reduced 28.92%
$17.7B
$6.53 Million 0.0% of portfolio
100
Q1 2024 Reduced 50.0%
$35B
$10.8 Million 0.0% of portfolio
170
Q2 2024 Reduced 37.04%
$9.1B
$3.88 Million 0.0% of portfolio
25
Q4 2024 New
$0
$15.8 Million 0.0% of portfolio
1,865
Q4 2023 Reduced 29.62%
$487M
$321,000 0.0% of portfolio
98
Q2 2019 Reduced 98.03%
$15.9B
$7.65 Million 0.0% of portfolio
100
Q1 2020 New
$227B
$18.7 Million 0.0% of portfolio
36
Q2 2024 Added 100.0%
$12.7B
$3.65 Million 0.0% of portfolio
100
Q3 2023 New

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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