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
$1.18 Billion 0.25% of portfolio
30,559
Q4 2024 Reduced 0.97%
$0
$1.18 Billion 0.25% of portfolio
13,738
Q4 2024 Added 5.06%
$0
$1.14 Billion 0.24% of portfolio
66,735
Q4 2024 Added 0.23%
$0
$1.1 Billion 0.23% of portfolio
20,968
Q4 2024 Reduced 0.23%
$0
$1.1 Billion 0.23% of portfolio
6,901
Q3 2024 Added 1.71%
$0
$1 Billion 0.21% of portfolio
50,000
Q2 2023 New
$0
$975 Million 0.21% of portfolio
8,022
Q4 2024 Reduced 1.76%
$45.5B
$1.02 Billion 0.21% of portfolio
20,568
Q4 2024 Reduced 2.83%
$0
$927 Million 0.2% of portfolio
18,563
Q4 2024 Added 30.16%
$0
$950 Million 0.2% of portfolio
15,680
Q4 2024 Reduced 2.15%
$0
$950 Million 0.2% of portfolio
20,603
Q4 2024 Added 9.15%
$0
$885 Million 0.19% of portfolio
7,492
Q3 2024 Added 0.21%
$0
$892 Million 0.19% of portfolio
26,750
Q4 2024 Added 4.7%
$0
$900 Million 0.19% of portfolio
34,000
Q4 2024 Reduced 31.29%
$0
$742 Million 0.16% of portfolio
14,800
Q4 2023 Added 34.55%
$0
$660 Million 0.14% of portfolio
7,408
Q4 2024 Added 1.65%
$0
$611 Million 0.13% of portfolio
6,400
Q4 2024 Reduced 5.07%
$0
$599 Million 0.13% of portfolio
2,778
Q1 2024 Added 197.11%
$0
$582 Million 0.12% of portfolio
9,166
Q4 2024 Added 472.88%
$0
$556 Million 0.12% of portfolio
6,170
Q3 2024 Added 3.35%
$0
$532 Million 0.11% of portfolio
7,039
Q4 2024 Reduced 3.93%
$0
$512 Million 0.11% of portfolio
823
Q4 2024 Added 1.23%
$0
$491 Million 0.1% of portfolio
1,195
Q4 2024 Reduced 1.81%
$0
$489 Million 0.1% of portfolio
830
Q4 2024 Added 30.91%
$0
$441 Million 0.09% of portfolio
818
Q4 2024 Reduced 9.71%
$0
$443 Million 0.09% of portfolio
19,700
Q4 2024 Reduced 9.22%
$0
$444 Million 0.09% of portfolio
5,087
Q4 2024 Reduced 69.99%
$0
$365 Million 0.08% of portfolio
6,171
Q4 2022 Added 32.11%
$0
$400 Million 0.08% of portfolio
2,795
Q4 2024 Added 19.19%
$0
$394 Million 0.08% of portfolio
5,715
Q4 2024 Reduced 1.52%
$0
$386 Million 0.08% of portfolio
4,176
Q4 2024 Reduced 4.55%
$0
$314 Million 0.07% of portfolio
9,248
Q4 2024 Reduced 15.31%
$0
$325 Million 0.07% of portfolio
1,231
Q4 2024 Added 3.36%
$0
$353 Million 0.07% of portfolio
15,887
Q4 2024 Added 88.61%
$0
$315 Million 0.07% of portfolio
15,500
Q4 2024 Added 34.78%
$0
$289 Million 0.06% of portfolio
2,832
Q1 2024 Added 500.0%
$0
$303 Million 0.06% of portfolio
1,351
Q3 2024 Added 13.24%
$0
$285 Million 0.06% of portfolio
3,211
Q4 2024 Added 0.09%
$0
$282 Million 0.06% of portfolio
5,616
Q4 2022 New
$2.48B
$245 Million 0.05% of portfolio
9,199
Q4 2024 Added 8.05%
$0
$237 Million 0.05% of portfolio
2,788
Q3 2021 Added 62.95%
$0
$241 Million 0.05% of portfolio
5,000
Q4 2024 Added 100.0%
$0
$254 Million 0.05% of portfolio
4,005
Q2 2024 Added 7.34%
$0
$250 Million 0.05% of portfolio
4,073
Q4 2024 Reduced 2.33%
$0
$256 Million 0.05% of portfolio
450
Q4 2018 Added 350.0%
$0
$225 Million 0.05% of portfolio
1,286
Q3 2024 Added 157.2%
$0
$177 Million 0.04% of portfolio
2,342
Q4 2024 Added 0.09%
$0
$190 Million 0.04% of portfolio
1,122
Q4 2024 Added 10.43%
$0
$209 Million 0.04% of portfolio
1,927
Q4 2024 Added 5.65%

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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