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
$9.19 Million 0.0% of portfolio
200
Q4 2024 New
$0
$18.9 Million 0.0% of portfolio
1,300
Q1 2024 New
$0
$6.67 Million 0.0% of portfolio
180
Q2 2023 Reduced 52.0%
$0
$1.07 Million 0.0% of portfolio
39
Q4 2024 New
$0
$12.4 Million 0.0% of portfolio
96
Q2 2024 New
$0
$22 Million 0.0% of portfolio
76
Q2 2022 Reduced 15.56%
$0
$13.4 Million 0.0% of portfolio
176
Q4 2024 Added 0.57%
$0
$18.2 Million 0.0% of portfolio
224
Q3 2024 Added 0.45%
$0
$5.79 Million 0.0% of portfolio
65
Q4 2022 Reduced 90.91%
$0
$7.2 Million 0.0% of portfolio
85
Q3 2021 New
$0
$3.4 Million 0.0% of portfolio
150
Q4 2024 Reduced 40.0%
$0
$16.8 Million 0.0% of portfolio
260
Q2 2024 New
$0
$2.73 Million 0.0% of portfolio
47
Q3 2023 Reduced 72.67%
$0
$11.8 Million 0.0% of portfolio
126
Q1 2021 New
$0
$17.7 Million 0.0% of portfolio
200
Q3 2024 Reduced 12.28%
$0
$15.3 Million 0.0% of portfolio
145
Q1 2021 New
$0
$21.1 Million 0.0% of portfolio
400
Q2 2024 Added 100.0%
$0
$2.49 Million 0.0% of portfolio
41
Q2 2020 New
$0
$10.2 Million 0.0% of portfolio
245
Q4 2024 Reduced 71.01%
$0
$1.08 Million 0.0% of portfolio
20
Q4 2024 New
$0
$6.74 Million 0.0% of portfolio
180
Q3 2023 Added 900.0%
$0
$20.8 Million 0.0% of portfolio
505
Q3 2023 Added 400.0%
$0
$8.12 Million 0.0% of portfolio
704
Q1 2022 Added 0.14%
$0
$21.3 Million 0.0% of portfolio
1,000
Q3 2023 Reduced 20.32%
$0
$2.31 Million 0.0% of portfolio
200
Q1 2023 New
$0
$19.5 Million 0.0% of portfolio
279
Q4 2022 Added 37.44%
$0
$3.92 Million 0.0% of portfolio
198
Q1 2021 New
$0
$16.2 Million 0.0% of portfolio
405
Q4 2024 Reduced 27.03%
$0
$9.06 Million 0.0% of portfolio
430
Q1 2024 Reduced 17.31%
$0
$19.1 Million 0.0% of portfolio
823
Q4 2024 Added 414.38%
$0
$2.25 Million 0.0% of portfolio
48
Q2 2023 New
$0
$20.7 Million 0.0% of portfolio
400
Q1 2020 Reduced 75.12%
$0
$19.2 Million 0.0% of portfolio
578
Q4 2024 Added 0.17%
$0
$9.71 Million 0.0% of portfolio
461
Q2 2024 Reduced 5.34%
$0
$8.6 Million 0.0% of portfolio
323
Q3 2024 Reduced 17.81%
$0
$8.4 Million 0.0% of portfolio
454
Q4 2024 Added 100.0%
$0
$7.27 Million 0.0% of portfolio
302
Q4 2024 Added 100.0%
$0
$9.51 Million 0.0% of portfolio
279
Q1 2022 Added 0.36%
$0
$20.8 Million 0.0% of portfolio
160
Q4 2022 New
$0
$4.33 Million 0.0% of portfolio
95
Q2 2020 Reduced 44.12%
$0
$2.01 Million 0.0% of portfolio
75
Q3 2023 Reduced 75.0%
$14.6B
$10.5 Million 0.0% of portfolio
400
Q2 2021 Reduced 50.0%
$0
$19.3 Million 0.0% of portfolio
330
Q1 2022 Added 10.0%
$0
$4.55 Million 0.0% of portfolio
142
Q1 2021 New
$0
$3.66 Million 0.0% of portfolio
92
Q1 2021 New
$0
$6.39 Million 0.0% of portfolio
107
Q1 2021 New
$0
$7.24 Million 0.0% of portfolio
104
Q1 2021 New
$0
$22.7 Million 0.0% of portfolio
265
Q3 2024 Reduced 11.67%
$0
$10.5 Million 0.0% of portfolio
250
Q1 2023 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
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