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
$77.7B
$71.3 Million 0.02% of portfolio
400
Q2 2020 Reduced 50.0%
$11.5B
$86.1 Million 0.02% of portfolio
1,310
Q3 2024 Added 8.26%
$47.4B
$90.3 Million 0.02% of portfolio
1,063
Q4 2024 Reduced 4.58%
$979M
$77 Million 0.02% of portfolio
7,915
Q4 2024 Added 422.44%
$53.8B
$83.7 Million 0.02% of portfolio
683
Q4 2024 Added 0.59%
$99.4B
$105 Million 0.02% of portfolio
836
Q3 2024 Reduced 2.34%
$89.9B
$86.7 Million 0.02% of portfolio
289
Q2 2024 Added 14.68%
$30.9B
$97.6 Million 0.02% of portfolio
530
Q4 2023 Added 5.16%
$73.1B
$81.2 Million 0.02% of portfolio
308
Q4 2024 Reduced 2.84%
$149B
$84.7 Million 0.02% of portfolio
375
Q3 2024 Added 15.38%
$51.5B
$72.3 Million 0.02% of portfolio
550
Q4 2024 Reduced 15.38%
$58.5M
$97.8 Million 0.02% of portfolio
30,650
Q3 2024 Added 166.52%
$12.8B
$84.7 Million 0.02% of portfolio
1,391
Q3 2024 Reduced 15.23%
$33.7B
$109 Million 0.02% of portfolio
800
Q4 2024 Reduced 28.64%
$1.64B
$83.6 Million 0.02% of portfolio
9,200
Q4 2024 Added 43.75%
$14.6B
$72.3 Million 0.02% of portfolio
1,174
Q1 2022 Added 7,726.67%
$65.6B
$101 Million 0.02% of portfolio
600
Q2 2024 Reduced 7.69%
$29.5B
$91.4 Million 0.02% of portfolio
793
Q4 2024 Reduced 45.98%
$149B
$73.1 Million 0.02% of portfolio
203
Q1 2021 Reduced 12.88%
$10.3B
$109 Million 0.02% of portfolio
11,720
Q4 2024 Added 1.15%
$84.6B
$81.9 Million 0.02% of portfolio
760
Q4 2024 Added 13.26%
$38.7B
$110 Million 0.02% of portfolio
1,444
Q4 2024 Reduced 6.66%
$42.7B
$88.8 Million 0.02% of portfolio
1,200
Q2 2020 Added 200.0%
$85B
$117 Million 0.02% of portfolio
205
Q2 2024 Added 2.5%
$8.46B
$31 Million 0.01% of portfolio
990
Q2 2024 New
$63.3B
$38.4 Million 0.01% of portfolio
12
Q1 2021 New
$59.2B
$31.1 Million 0.01% of portfolio
135
Q4 2024 Reduced 20.59%
$1.57B
$60.3 Million 0.01% of portfolio
1,000
Q2 2024 Added 4,900.0%
$155B
$60.7 Million 0.01% of portfolio
803
Q4 2024 Reduced 33.08%
$17.6B
$25.6 Million 0.01% of portfolio
300
Q1 2024 New
$1.19B
$51.9 Million 0.01% of portfolio
2,895
Q2 2023 Added 7.42%
$31.4B
$35 Million 0.01% of portfolio
300
Q1 2024 Added 50.0%
$72.8B
$63.4 Million 0.01% of portfolio
50
Q1 2024 New
$25.4B
$33.5 Million 0.01% of portfolio
638
Q1 2023 Added 100.0%
$23.6B
$59.3 Million 0.01% of portfolio
940
Q3 2024 Added 67.86%
$3.3B
$59.7 Million 0.01% of portfolio
206
Q4 2024 New
$4.6B
$44 Million 0.01% of portfolio
554
Q3 2024 New
$56.7B
$36.6 Million 0.01% of portfolio
152
Q1 2024 Reduced 47.77%
$21.4B
$36.1 Million 0.01% of portfolio
83
Q3 2024 Added 151.52%
$143B
$63.7 Million 0.01% of portfolio
1,123
Q4 2022 New
$153B
$60.4 Million 0.01% of portfolio
265
Q3 2023 Reduced 8.62%
$14.3B
$50.8 Million 0.01% of portfolio
3,300
Q4 2024 Reduced 5.71%
$2.8B
$37.1 Million 0.01% of portfolio
460
Q3 2023 Reduced 54.81%
$4.68B
$38.9 Million 0.01% of portfolio
300
Q2 2018 Added 566.67%
$6.43B
$29.9 Million 0.01% of portfolio
563
Q4 2024 Added 402.68%
$255B
$36 Million 0.01% of portfolio
185
Q3 2024 Reduced 2.12%
$275B
$53.6 Million 0.01% of portfolio
243
Q2 2024 Added 39.66%
$997B
$24.1 Million 0.01% of portfolio
122
Q2 2024 Added 79.41%
$177B
$28.1 Million 0.01% of portfolio
150
Q1 2024 Reduced 53.42%

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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