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
$173 Million 0.04% of portfolio
2,900
Q4 2024 Reduced 32.42%
$0
$183 Million 0.04% of portfolio
2,905
Q4 2024 Added 26.03%
$0
$189 Million 0.04% of portfolio
4,800
Q4 2023 Reduced 44.19%
$0
$198 Million 0.04% of portfolio
465
Q3 2024 Added 75.47%
$0
$181 Million 0.04% of portfolio
4,875
Q4 2024 Added 650.0%
$0
$195 Million 0.04% of portfolio
1,460
Q3 2023 Reduced 6.41%
$0
$138 Million 0.03% of portfolio
839
Q3 2024 Added 4.22%
$0
$126 Million 0.03% of portfolio
1,186
Q4 2024 Reduced 4.05%
$0
$149 Million 0.03% of portfolio
1,355
Q3 2024 Reduced 26.76%
$0
$123 Million 0.03% of portfolio
1,620
Q4 2024 Reduced 90.19%
$0
$139 Million 0.03% of portfolio
430
Q4 2018 New
$0
$120 Million 0.03% of portfolio
2,353
Q2 2017 Added 1,207.22%
$0
$138 Million 0.03% of portfolio
3,900
Q4 2024 Added 1,595.65%
$0
$137 Million 0.03% of portfolio
1,800
Q3 2023 Added 800.0%
$0
$147 Million 0.03% of portfolio
3,356
Q4 2024 Reduced 26.34%
$0
$120 Million 0.03% of portfolio
1,223
Q2 2024 Added 7.19%
$0
$104 Million 0.02% of portfolio
1,800
Q4 2024 Added 12.5%
$0
$81.8 Million 0.02% of portfolio
1,800
Q4 2024 Added 35.85%
$0
$85.1 Million 0.02% of portfolio
453
Q4 2024 Added 2.49%
$0
$99.6 Million 0.02% of portfolio
1,514
Q4 2024 Reduced 28.65%
$0
$84.8 Million 0.02% of portfolio
476
Q3 2023 Added 72.46%
$0
$77.3 Million 0.02% of portfolio
2,458
Q2 2024 Reduced 9.23%
$0
$74.1 Million 0.02% of portfolio
737
Q4 2018 New
$0
$88.9 Million 0.02% of portfolio
1,427
Q4 2024 Added 0.07%
$0
$107 Million 0.02% of portfolio
2,000
Q4 2024 Reduced 33.33%
$0
$115 Million 0.02% of portfolio
5,903
Q2 2024 Added 15.38%
$0
$102 Million 0.02% of portfolio
1,303
Q2 2024 New
$0
$114 Million 0.02% of portfolio
6,208
Q2 2024 Added 15.39%
$0
$88.4 Million 0.02% of portfolio
400
Q1 2024 Added 6.67%
$0
$74.8 Million 0.02% of portfolio
568
Q4 2024 Reduced 26.52%
$0
$97.8 Million 0.02% of portfolio
2,865
Q3 2024 Reduced 4.28%
$0
$113 Million 0.02% of portfolio
3,800
Q3 2024 Added 10.14%
$0
$72.6 Million 0.02% of portfolio
617
Q4 2024 Added 2.83%
$0
$108 Million 0.02% of portfolio
2,800
Q4 2024 Reduced 29.11%
$0
$79.7 Million 0.02% of portfolio
1,973
Q4 2024 Added 5.34%
$0
$107 Million 0.02% of portfolio
3,688
Q3 2024 New
$0
$34.5 Million 0.01% of portfolio
356
Q1 2021 New
$0
$36.2 Million 0.01% of portfolio
1,800
Q2 2024 Reduced 10.0%
$0
$45.8 Million 0.01% of portfolio
834
Q2 2023 New
$0
$26.5 Million 0.01% of portfolio
200
Q4 2020 Reduced 52.94%
$0
$49.4 Million 0.01% of portfolio
766
Q4 2024 Added 0.52%
$0
$46.1 Million 0.01% of portfolio
803
Q3 2024 Reduced 11.66%
$0
$38.6 Million 0.01% of portfolio
143
Q1 2024 Added 21.19%
$0
$25.2 Million 0.01% of portfolio
300
Q4 2024 Reduced 14.29%
$0
$56.4 Million 0.01% of portfolio
1,103
Q3 2024 Reduced 12.25%
$0
$40.4 Million 0.01% of portfolio
840
Q4 2024 Added 55.56%
$0
$29 Million 0.01% of portfolio
175
Q2 2024 New
$0
$35.2 Million 0.01% of portfolio
644
Q2 2023 Reduced 22.13%
$0
$51.7 Million 0.01% of portfolio
2,069
Q3 2023 Reduced 3.72%

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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