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
$105B
$986 Million 0.21% of portfolio
5,571
Q4 2024 Reduced 14.24%
$673M
$960 Million 0.2% of portfolio
55,121
Q4 2024 Added 0.23%
$33.8B
$938 Million 0.2% of portfolio
28,757
Q4 2024 Added 0.89%
$202B
$953 Million 0.2% of portfolio
2,142
Q2 2024 Added 1.71%
$5.24B
$897 Million 0.19% of portfolio
4,628
Q4 2024 Reduced 3.64%
$236B
$739 Million 0.16% of portfolio
8,714
Q4 2024 Reduced 14.15%
$257B
$760 Million 0.16% of portfolio
8,410
Q4 2024 Reduced 1.18%
$21.7B
$718 Million 0.15% of portfolio
3,495
Q3 2024 Reduced 0.43%
$198B
$710 Million 0.15% of portfolio
5,874
Q4 2024 Added 8.64%
$384B
$703 Million 0.15% of portfolio
4,859
Q4 2024 Added 13.29%
$158B
$728 Million 0.15% of portfolio
10,346
Q4 2024 Reduced 1.43%
$389B
$691 Million 0.15% of portfolio
4,122
Q4 2024 Reduced 4.07%
$130B
$711 Million 0.15% of portfolio
1,463
Q4 2024 Reduced 0.81%
$32M
$619 Million 0.13% of portfolio
205,025
Q4 2024 Added 131.99%
$204B
$543 Million 0.11% of portfolio
4,874
Q4 2024 Reduced 20.35%
$424B
$506 Million 0.11% of portfolio
1,301
Q3 2024 Reduced 1.66%
$127B
$425 Million 0.09% of portfolio
7,506
Q4 2024 Added 0.08%
$43.6B
$439 Million 0.09% of portfolio
3,700
Q1 2024 Reduced 7.5%
$305B
$448 Million 0.09% of portfolio
3,091
Q4 2024 Reduced 9.22%
$41.1B
$413 Million 0.09% of portfolio
2,000
Q2 2017 New
$453B
$421 Million 0.09% of portfolio
3,917
Q4 2024 Reduced 9.62%
$33.3B
$429 Million 0.09% of portfolio
1,500
Q4 2018 Reduced 8.42%
$149M
$420 Million 0.09% of portfolio
89,975
Q4 2024 Added 26.17%
$197B
$403 Million 0.08% of portfolio
3,350
Q3 2020 Reduced 3.74%
$3.2B
$393 Million 0.08% of portfolio
19,849
Q4 2024 Added 3.22%
$205B
$381 Million 0.08% of portfolio
2,505
Q4 2024 Added 10.79%
$146B
$368 Million 0.08% of portfolio
13,862
Q4 2024 Reduced 1.04%
$184B
$370 Million 0.08% of portfolio
3,201
Q4 2024 Reduced 8.57%
$25.8B
$314 Million 0.07% of portfolio
3,000
Q2 2017 New
$4.06B
$337 Million 0.07% of portfolio
12,053
Q4 2024 Reduced 1.63%
$268B
$328 Million 0.07% of portfolio
5,271
Q4 2024 Added 20.26%
-
$294 Million 0.06% of portfolio
-
Q4 2024 Reduced 5.03%
$310M
$292 Million 0.06% of portfolio
16,850
Q4 2024 Reduced 25.28%
$7.19B
$268 Million 0.06% of portfolio
2,345
Q3 2024 Added 4.45%
$215B
$272 Million 0.06% of portfolio
749
Q1 2024 Reduced 5.07%
$242B
$273 Million 0.06% of portfolio
2,740
Q4 2024 Reduced 8.27%
$54B
$308 Million 0.06% of portfolio
8,087
Q4 2024 Added 2.8%
$216B
$289 Million 0.06% of portfolio
998
Q4 2024 Added 61.49%
$22.3B
$268 Million 0.06% of portfolio
3,100
Q4 2024 Reduced 0.8%
$92.7B
$278 Million 0.06% of portfolio
3,678
Q4 2024 Reduced 0.11%
$14.6B
$271 Million 0.06% of portfolio
3,055
Q3 2023 Reduced 1.64%
$219B
$295 Million 0.06% of portfolio
2,610
Q4 2024 Added 0.97%
$540B
$257 Million 0.05% of portfolio
813
Q4 2024 Added 2.26%
$63.5B
$226 Million 0.05% of portfolio
1,673
Q4 2024 Reduced 0.65%
$51.9B
$254 Million 0.05% of portfolio
984
Q2 2024 Reduced 1.99%
$0
$230 Million 0.05% of portfolio
20,000
Q4 2024 Reduced 5.66%
$3.39B
$242 Million 0.05% of portfolio
6,152
Q4 2024 Reduced 4.5%
$77.3B
$226 Million 0.05% of portfolio
1,840
Q3 2024 Added 15.72%
-
$239 Million 0.05% of portfolio
-
Q4 2024 Added 15.66%

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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