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
$697M
$24.1 Million 0.01% of portfolio
18,150
Q4 2024 Reduced 10.81%
$142B
$52.1 Million 0.01% of portfolio
431
Q2 2024 Added 43.67%
$173B
$38.2 Million 0.01% of portfolio
700
Q4 2024 Added 24.56%
$0
$41 Million 0.01% of portfolio
1,867
Q4 2024 New
$4.09B
$38.1 Million 0.01% of portfolio
574
Q2 2024 Added 4.36%
$4.78B
$54.7 Million 0.01% of portfolio
3,000
Q1 2024 Added 50.0%
$28.9B
$30.7 Million 0.01% of portfolio
257
Q4 2024 Added 0.39%
$80.6B
$44.4 Million 0.01% of portfolio
230
Q1 2024 Added 22.99%
$2.28B
$29.1 Million 0.01% of portfolio
2,100
Q1 2024 New
$16.4B
$34.6 Million 0.01% of portfolio
900
Q2 2019 New
$0
$60.7 Million 0.01% of portfolio
3,308
Q4 2024 Reduced 54.17%
$110B
$70 Million 0.01% of portfolio
662
Q4 2024 Reduced 7.67%
$689M
$25.3 Million 0.01% of portfolio
464
Q3 2024 New
$86B
$49.7 Million 0.01% of portfolio
246
Q4 2024 Added 0.41%
$16B
$26.2 Million 0.01% of portfolio
200
Q2 2023 Reduced 2.44%
$36.7B
$50.3 Million 0.01% of portfolio
219
Q1 2021 Added 0.46%
$309M
$39.4 Million 0.01% of portfolio
907
Q3 2024 New
$13.4B
$31.1 Million 0.01% of portfolio
301
Q4 2022 New
$5.15B
$25.1 Million 0.01% of portfolio
154
Q3 2024 New
$98.7B
$54.1 Million 0.01% of portfolio
1,081
Q4 2024 Reduced 15.61%
$59.9B
$30.9 Million 0.01% of portfolio
58
Q1 2024 Reduced 43.14%
$5.67B
$27.8 Million 0.01% of portfolio
279
Q3 2024 New
$10.4B
$49.8 Million 0.01% of portfolio
500
Q4 2024 Reduced 3.85%
$79.5B
$68 Million 0.01% of portfolio
331
Q4 2024 Reduced 5.7%
$8.31B
$27.3 Million 0.01% of portfolio
400
Q2 2023 Reduced 16.84%
$19.5B
$41.8 Million 0.01% of portfolio
300
Q1 2022 New
$0
$40.5 Million 0.01% of portfolio
1,667
Q4 2024 New
$0
$31.1 Million 0.01% of portfolio
1,754
Q4 2022 Reduced 45.76%
$51.8B
$45.3 Million 0.01% of portfolio
130
Q2 2020 Reduced 79.37%
$79.8B
$36.3 Million 0.01% of portfolio
143
Q4 2024 Reduced 20.11%
$0
$25.6 Million 0.01% of portfolio
700
Q4 2024 Reduced 30.0%
$35.5B
$50.3 Million 0.01% of portfolio
460
Q1 2024 Reduced 27.79%
$4.33B
$30.9 Million 0.01% of portfolio
335
Q3 2024 New
$41.4B
$24.9 Million 0.01% of portfolio
324
Q3 2017 New
$35.9B
$23.9 Million 0.01% of portfolio
779
Q1 2021 Reduced 89.3%
$4.18B
$33.6 Million 0.01% of portfolio
259
Q3 2024 New
$0
$37.8 Million 0.01% of portfolio
1,834
Q4 2024 New
$146B
$55.8 Million 0.01% of portfolio
625
Q2 2024 Added 8.7%
$0
$31.1 Million 0.01% of portfolio
267
Q2 2017 New
$1.45B
$43 Million 0.01% of portfolio
3,500
Q2 2017 New
$10.6B
$35.3 Million 0.01% of portfolio
121
Q3 2024 New
$7.05B
$38.8 Million 0.01% of portfolio
330
Q3 2024 New
$67B
$28.7 Million 0.01% of portfolio
116
Q1 2024 Reduced 22.15%
$17.1B
$33 Million 0.01% of portfolio
421
Q2 2018 New
$235B
$48.9 Million 0.01% of portfolio
139
Q2 2024 Reduced 13.13%
$6.52B
$47.2 Million 0.01% of portfolio
562
Q4 2022 Added 246.91%
$0
$56.9 Million 0.01% of portfolio
4,700
Q4 2021 New
$6.11B
$37.4 Million 0.01% of portfolio
700
Q1 2024 Reduced 12.5%
$5.68B
$36.6 Million 0.01% of portfolio
210
Q3 2024 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
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email