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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.6 Billion 3.71% of portfolio
138,149
Q4 2024 Added 0.65%
$0
$16.8 Billion 3.54% of portfolio
57,984
Q4 2024 Added 0.04%
$0
$15.5 Billion 3.26% of portfolio
30,279
Q4 2024 Reduced 1.0%
$0
$8.04 Billion 1.69% of portfolio
21,409
Q4 2024 Reduced 1.76%
$0
$7.97 Billion 1.68% of portfolio
113,472
Q4 2024 Reduced 1.53%
$0
$7.47 Billion 1.58% of portfolio
77,132
Q4 2024 Added 3.75%
$0
$6.62 Billion 1.39% of portfolio
65,943
Q4 2024 Added 12.65%
$0
$6.42 Billion 1.35% of portfolio
32,803
Q4 2024 Added 0.51%
$0
$6.39 Billion 1.35% of portfolio
126,818
Q4 2024 Reduced 4.13%
$0
$5.42 Billion 1.14% of portfolio
119,929
Q4 2024 Added 1.57%
$88.2B
$5.3 Billion 1.12% of portfolio
21,871
Q4 2024 Reduced 1.84%
$0
$5.21 Billion 1.1% of portfolio
22,423
Q4 2024 Reduced 3.81%
$0
$4.98 Billion 1.05% of portfolio
100,930
Q4 2024 Added 11.12%
$0
$4.3 Billion 0.91% of portfolio
32,533
Q4 2024 Reduced 1.73%
$0
$3.88 Billion 0.82% of portfolio
77,879
Q4 2024 Reduced 2.44%
$0
$3.83 Billion 0.81% of portfolio
79,279
Q4 2024 Reduced 0.51%
$0
$3.17 Billion 0.67% of portfolio
62,076
Q4 2024 Reduced 2.15%
$0
$3.06 Billion 0.65% of portfolio
58,682
Q4 2024 Reduced 0.36%
$0
$3.02 Billion 0.64% of portfolio
28,312
Q4 2024 Added 23.66%
$0
$3.04 Billion 0.64% of portfolio
31,517
Q4 2024 Added 4.89%
$0
$2.96 Billion 0.62% of portfolio
21,513
Q4 2024 Reduced 0.75%
$0
$2.81 Billion 0.59% of portfolio
11,067
Q4 2024 Added 0.49%
$0
$2.57 Billion 0.54% of portfolio
22,307
Q4 2024 Reduced 0.22%
$0
$2.54 Billion 0.54% of portfolio
59,192
Q4 2024 Added 5.05%
$0
$2.53 Billion 0.53% of portfolio
30,849
Q4 2024 Added 0.02%
$0
$2.47 Billion 0.52% of portfolio
43,084
Q4 2024 Added 5.55%
$0
$2.43 Billion 0.51% of portfolio
41,280
Q4 2024 Added 10.76%
$0
$2.36 Billion 0.5% of portfolio
11,195
Q4 2024 Reduced 1.22%
$0
$2.32 Billion 0.49% of portfolio
9,637
Q4 2024 Added 0.1%
$0
$2.28 Billion 0.48% of portfolio
10,809
Q4 2024 Added 0.37%
$0
$2.24 Billion 0.47% of portfolio
16,952
Q4 2024 Reduced 0.29%
$0
$2.06 Billion 0.43% of portfolio
28,783
Q4 2024 Added 3.14%
$0
$1.96 Billion 0.41% of portfolio
8,048
Q4 2024 Reduced 0.25%
$0
$1.85 Billion 0.39% of portfolio
25,696
Q4 2024 Added 0.35%
$0
$1.83 Billion 0.38% of portfolio
35,291
Q3 2024 Reduced 3.02%
$0
$1.74 Billion 0.37% of portfolio
13,561
Q4 2024 Reduced 0.16%
$0
$1.72 Billion 0.36% of portfolio
7,090
Q3 2024 Added 0.65%
$0
$1.69 Billion 0.36% of portfolio
38,345
Q4 2024 Reduced 8.81%
$0
$1.68 Billion 0.35% of portfolio
38,477
Q3 2024 Added 13.76%
$0
$1.64 Billion 0.35% of portfolio
32,450
Q4 2024 Added 5.02%
$0
$1.68 Billion 0.35% of portfolio
34,283
Q4 2024 Added 3.11%
$0
$1.62 Billion 0.34% of portfolio
15,163
Q4 2024 Reduced 5.76%
$0
$1.55 Billion 0.33% of portfolio
15,551
Q4 2024 Added 24.76%
$0
$1.46 Billion 0.31% of portfolio
30,733
Q4 2024 Reduced 10.0%
$0
$1.48 Billion 0.31% of portfolio
18,826
Q4 2024 Reduced 0.22%
$0
$1.35 Billion 0.29% of portfolio
26,099
Q4 2024 Added 12.82%
$0
$1.32 Billion 0.28% of portfolio
27,406
Q4 2024 Reduced 0.96%
$0
$1.32 Billion 0.28% of portfolio
73,828
Q4 2024 Added 32.79%
$0
$1.26 Billion 0.27% of portfolio
13,981
Q4 2024 Reduced 4.77%

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