Westside Investment Management, Inc. Portfolio Holdings

Westside Investment Management, Inc.

  • $626 Billion
  • Q3 2025

Westside Investment Management, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $626 Billion distributed in 1763 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.9B, Vanguard Whitehall Fds (Vangua with a value of $21.7B, Vanguard Total Stock Market Et with a value of $19.2B, Invesco Qqq Trust, Series 1 with a value of $18.4B, and Tutor Perini Corp with a value of $15.1B.

Examining the 13F form we can see an increase of $86.7B in the current position value, from $539B to 626B.

Below you can find more details about Westside Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $626 Billion
ETFs: $275 Billion
Technology: $110 Billion
Healthcare: $49.2 Billion
Industrials: $45.9 Billion
Communication Services: $37.3 Billion
Consumer Cyclical: $23 Billion
Financial Services: $17.3 Billion
Consumer Defensive: $6.24 Billion
Other: $9.11 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.7 Billion 3.47% of portfolio
154,025
Q3 2025 Reduced 1.43%
$0
$19.2 Billion 3.07% of portfolio
58,476
Q3 2025 Added 0.93%
$0
$18.4 Billion 2.94% of portfolio
30,688
Q3 2025 Reduced 1.04%
$0
$10.2 Billion 1.63% of portfolio
116,708
Q3 2025 Added 0.99%
$0
$8.76 Billion 1.4% of portfolio
87,372
Q3 2025 Added 8.11%
$0
$8.48 Billion 1.36% of portfolio
21,396
Q3 2025 Reduced 1.97%
$130B
$7.42 Billion 1.19% of portfolio
20,883
Q3 2025 Added 0.5%
$0
$7.11 Billion 1.14% of portfolio
32,912
Q3 2025 Reduced 1.1%
$0
$5.89 Billion 0.94% of portfolio
126,124
Q3 2025 Added 0.23%
$0
$5.89 Billion 0.94% of portfolio
20,853
Q3 2025 Reduced 2.14%
$0
$5.39 Billion 0.86% of portfolio
110,445
Q3 2025 Added 0.32%
$0
$5.1 Billion 0.81% of portfolio
50,624
Q3 2025 Added 0.22%
$0
$5.01 Billion 0.8% of portfolio
35,753
Q3 2025 Added 1.64%
$0
$4.82 Billion 0.77% of portfolio
48,385
Q3 2025 Reduced 0.78%
$0
$4.56 Billion 0.73% of portfolio
32,618
Q3 2025 Reduced 0.48%
$0
$4.25 Billion 0.68% of portfolio
78,969
Q3 2025 Added 0.22%
$0
$3.79 Billion 0.6% of portfolio
35,559
Q3 2025 Added 4.48%
$0
$3.76 Billion 0.6% of portfolio
74,055
Q3 2025 Added 0.59%
$0
$3.49 Billion 0.56% of portfolio
68,859
Q3 2025 Added 0.73%
$0
$3.52 Billion 0.56% of portfolio
69,628
Q2 2025 Reduced 7.63%
$0
$3.39 Billion 0.54% of portfolio
51,405
Q3 2025 Added 2.38%
$0
$3.38 Billion 0.54% of portfolio
10,340
Q3 2025 Reduced 0.39%
$0
$3.17 Billion 0.51% of portfolio
43,211
Q3 2025 Added 0.21%
$0
$3.05 Billion 0.49% of portfolio
11,715
Q3 2025 Reduced 0.42%
$0
$2.89 Billion 0.46% of portfolio
24,360
Q3 2025 Added 1.6%
$0
$2.83 Billion 0.45% of portfolio
161,796
Q3 2025 Added 26.79%
$0
$2.78 Billion 0.44% of portfolio
62,475
Q3 2025 Reduced 6.02%
$0
$2.76 Billion 0.44% of portfolio
33,293
Q3 2025 Added 5.3%
$0
$2.59 Billion 0.41% of portfolio
17,883
Q3 2025 Reduced 3.59%
$0
$2.44 Billion 0.39% of portfolio
27,303
Q3 2025 Reduced 2.02%
$0
$2.47 Billion 0.39% of portfolio
30,605
Q3 2025 Added 1.14%
$0
$2.38 Billion 0.38% of portfolio
20,796
Q3 2025 Added 0.26%
$0
$2.3 Billion 0.37% of portfolio
8,223
Q3 2025 Reduced 0.24%
$0
$2.32 Billion 0.37% of portfolio
3,484
Q3 2025 Reduced 12.62%
$0
$2.32 Billion 0.37% of portfolio
10,867
Q2 2025 Reduced 1.18%
$0
$2.31 Billion 0.37% of portfolio
9,065
Q3 2025 Reduced 1.49%
$0
$2.25 Billion 0.36% of portfolio
39,525
Q3 2025 Reduced 1.85%
$0
$2.14 Billion 0.34% of portfolio
46,231
Q3 2025 Added 16.38%
$0
$2.16 Billion 0.34% of portfolio
39,763
Q3 2025 Added 1.48%
$0
$1.93 Billion 0.31% of portfolio
24,638
Q3 2025 Added 0.64%
$0
$1.89 Billion 0.3% of portfolio
13,003
Q3 2025 Reduced 0.26%
$0
$1.8 Billion 0.29% of portfolio
34,392
Q3 2025 Reduced 0.29%
$0
$1.82 Billion 0.29% of portfolio
24,451
Q3 2025 Added 0.62%
$0
$1.73 Billion 0.28% of portfolio
17,272
Q3 2025 Reduced 0.75%
$0
$1.55 Billion 0.25% of portfolio
33,009
Q3 2025 Added 1.21%
$0
$1.54 Billion 0.25% of portfolio
27,648
Q3 2025 Added 6.44%
$0
$1.56 Billion 0.25% of portfolio
31,575
Q3 2025 Reduced 0.9%
$65.3B
$1.5 Billion 0.24% of portfolio
20,568
Q4 2024 Reduced 2.83%
$0
$1.51 Billion 0.24% of portfolio
31,382
Q3 2025 Added 3.7%

Summary

  • Portfolio
  • No. of Stocks 1,763
  • Current Value $626 Billion
  • Prior Value $539 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 155 stocks
  • Additional Purchases 593 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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