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
$56.2B
$227 Million 0.05% of portfolio
1,248
Q4 2024 Added 97.47%
$90.9B
$221 Million 0.05% of portfolio
2,682
Q4 2024 Added 9.34%
$93.3B
$191 Million 0.04% of portfolio
3,650
Q1 2024 Reduced 14.12%
$78.7B
$177 Million 0.04% of portfolio
2,958
Q4 2024 Reduced 8.87%
$75.6B
$183 Million 0.04% of portfolio
1,311
Q1 2024 Added 10.08%
$227B
$192 Million 0.04% of portfolio
181
Q2 2024 Added 3.43%
$21.1B
$206 Million 0.04% of portfolio
1,350
Q4 2024 Reduced 44.08%
$215B
$208 Million 0.04% of portfolio
1,248
Q4 2024 Added 0.24%
$163B
$199 Million 0.04% of portfolio
804
Q4 2024 Added 0.12%
$76.6B
$183 Million 0.04% of portfolio
3,428
Q1 2024 Reduced 18.92%
$35.6B
$174 Million 0.04% of portfolio
2,816
Q4 2024 Added 0.04%
$5.49B
$188 Million 0.04% of portfolio
3,050
Q4 2024 Reduced 16.44%
$601M
$194 Million 0.04% of portfolio
49,100
Q4 2024 New
$201B
$202 Million 0.04% of portfolio
919
Q3 2024 Added 12.21%
$58.6B
$168 Million 0.04% of portfolio
1,471
Q1 2024 Reduced 6.37%
$33.6B
$191 Million 0.04% of portfolio
3,580
Q4 2024 Added 0.03%
$16.8B
$190 Million 0.04% of portfolio
2,502
Q4 2024 Added 100.0%
$240B
$211 Million 0.04% of portfolio
712
Q2 2024 Added 2.74%
$145B
$211 Million 0.04% of portfolio
496
Q2 2024 Added 0.2%
$217B
$143 Million 0.03% of portfolio
250
Q1 2020 Reduced 54.55%
$4.35B
$162 Million 0.03% of portfolio
719
Q2 2017 New
$143B
$148 Million 0.03% of portfolio
2,070
Q3 2024 Reduced 2.31%
$10.2B
$138 Million 0.03% of portfolio
2,000
Q2 2019 New
$85.5B
$166 Million 0.03% of portfolio
8,261
Q4 2024 Reduced 20.38%
$199B
$157 Million 0.03% of portfolio
1,826
Q2 2024 Added 27.87%
$48.9B
$134 Million 0.03% of portfolio
350
Q4 2024 Added 16.67%
$171B
$121 Million 0.03% of portfolio
1,000
Q2 2017 New
$32.7B
$152 Million 0.03% of portfolio
1,335
Q4 2024 Reduced 39.32%
$10.4B
$134 Million 0.03% of portfolio
1,560
Q4 2024 Added 16.42%
$40B
$125 Million 0.03% of portfolio
12,578
Q4 2024 Added 1.44%
$50.5B
$131 Million 0.03% of portfolio
1,422
Q4 2024 Added 8.72%
$130B
$153 Million 0.03% of portfolio
1,539
Q2 2024 Added 2.6%
$22.1B
$124 Million 0.03% of portfolio
1,000
Q1 2022 New
$63.4B
$151 Million 0.03% of portfolio
1,200
Q4 2020 New
$87.9B
$120 Million 0.03% of portfolio
400
Q1 2024 New
$43.4B
$160 Million 0.03% of portfolio
270
Q1 2024 Added 170.0%
$45.6B
$123 Million 0.03% of portfolio
3,000
Q1 2020 Reduced 25.0%
$56B
$130 Million 0.03% of portfolio
624
Q2 2024 Added 13.45%
$45.9B
$113 Million 0.02% of portfolio
2,368
Q3 2024 Added 3.5%
-
$75.5 Million 0.02% of portfolio
-
Q4 2022 New
$24.1B
$110 Million 0.02% of portfolio
5,000
Q3 2024 Reduced 4.49%
$42.3B
$76 Million 0.02% of portfolio
306
Q1 2024 Reduced 36.38%
$46.7B
$80.3 Million 0.02% of portfolio
800
Q1 2022 New
$51.2B
$76.2 Million 0.02% of portfolio
241
Q2 2024 Added 20.5%
$162B
$115 Million 0.02% of portfolio
5,062
Q4 2024 Reduced 43.09%
$8.65B
$114 Million 0.02% of portfolio
2,760
Q1 2023 Reduced 26.6%
$86.5M
$81.2 Million 0.02% of portfolio
35,000
Q3 2024 Added 151.8%
$45.9B
$76.8 Million 0.02% of portfolio
1,555
Q4 2024 Added 223.96%
$724M
$93.8 Million 0.02% of portfolio
2,250
Q1 2023 Reduced 16.67%

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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