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
$16.2 Million 0.0% of portfolio
300
Q1 2024 Reduced 17.58%
$0
$8.14 Million 0.0% of portfolio
127
Q3 2024 Reduced 16.45%
$0
$10.3 Million 0.0% of portfolio
65
Q3 2023 New
$0
$15.5 Million 0.0% of portfolio
100
Q3 2017 New
$0
$5.63 Million 0.0% of portfolio
100
Q4 2024 New
$0
$3.03 Million 0.0% of portfolio
25
Q4 2024 New
$0
$15.9 Million 0.0% of portfolio
213
Q3 2024 Reduced 20.52%
$0
$15.8 Million 0.0% of portfolio
549
Q2 2022 New
$0
$5.23 Million 0.0% of portfolio
92
Q3 2023 Reduced 68.6%
$5.67B
$12.2 Million 0.0% of portfolio
162
Q4 2024 Reduced 58.14%
$0
$14.3 Million 0.0% of portfolio
300
Q2 2024 Reduced 33.33%
$0
$1.63 Million 0.0% of portfolio
10
Q4 2024 New
$0
$16.5 Million 0.0% of portfolio
363
Q2 2024 New
$0
$10 Million 0.0% of portfolio
130
Q3 2022 New
$0
$1.78 Million 0.0% of portfolio
9
Q4 2024 New
$0
$15.5 Million 0.0% of portfolio
346
Q3 2024 Reduced 48.89%
$0
$20.6 Million 0.0% of portfolio
228
Q3 2024 Added 11.22%
$0
$10.3 Million 0.0% of portfolio
118
Q1 2024 Added 22.92%
$0
$9.47 Million 0.0% of portfolio
109
Q4 2022 New
$0
$11.5 Million 0.0% of portfolio
100
Q2 2019 New
$379M
$1.89 Million 0.0% of portfolio
100
Q3 2021 New
$0
$8.93 Million 0.0% of portfolio
214
Q2 2024 Reduced 5.73%
$0
$4.18 Million 0.0% of portfolio
214
Q1 2021 New
$0
$3.47 Million 0.0% of portfolio
38
Q3 2023 Reduced 99.02%
$0
$276,000 0.0% of portfolio
12
Q3 2022 Reduced 95.16%
$0
$7.81 Million 0.0% of portfolio
158
Q1 2021 New
$0
$6.39 Million 0.0% of portfolio
200
Q3 2022 Added 100.0%
$0
$4.59 Million 0.0% of portfolio
200
Q3 2023 Added 100.0%

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