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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$106B
$425 Million 0.09% of portfolio
7,506
Q4 2024 Added 0.08%
American Funds Tax Exempt Bond F2
-
$404 Million 0.09% of portfolio
-
Q4 2023 Added 0.51%
$37.3B
$439 Million 0.09% of portfolio
3,700
Q1 2024 Reduced 7.5%
$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%
$269B
$448 Million 0.09% of portfolio
3,091
Q4 2024 Reduced 9.22%
Transamerica Intermediate Muni I
-
$450 Million 0.09% of portfolio
-
Q4 2024 Added 0.34%
$36.7B
$413 Million 0.09% of portfolio
2,000
Q2 2017 New
$451B
$421 Million 0.09% of portfolio
3,917
Q4 2024 Reduced 9.62%
$0
$444 Million 0.09% of portfolio
5,087
Q4 2024 Reduced 69.99%
$27.1B
$429 Million 0.09% of portfolio
1,500
Q4 2018 Reduced 8.42%
$131M
$420 Million 0.09% of portfolio
89,975
Q4 2024 Added 26.17%
Dws Global Macro S
-
$362 Million 0.08% of portfolio
-
Q4 2024 Added 0.06%
$254B
$403 Million 0.08% of portfolio
3,350
Q3 2020 Reduced 3.74%
$0
$400 Million 0.08% of portfolio
2,795
Q4 2024 Added 19.19%
$2.38B
$393 Million 0.08% of portfolio
19,849
Q4 2024 Added 3.22%
$198B
$381 Million 0.08% of portfolio
2,505
Q4 2024 Added 10.79%
$126B
$368 Million 0.08% of portfolio
13,862
Q4 2024 Reduced 1.04%
Fidelity Advisor New Insights I
-
$371 Million 0.08% of portfolio
-
Q4 2024 Added 0.58%
$167B
$370 Million 0.08% of portfolio
3,201
Q4 2024 Reduced 8.57%
$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%
$25.2B
$314 Million 0.07% of portfolio
3,000
Q2 2017 New
Putnam Ca Tax Exempt Income Y
-
$335 Million 0.07% of portfolio
-
Q4 2024 Added 1.44%
$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%
$2.91B
$337 Million 0.07% of portfolio
12,053
Q4 2024 Reduced 1.63%
$0
$353 Million 0.07% of portfolio
15,887
Q4 2024 Added 88.61%
American Century Intermtrm Tx Fr Bd I
-
$336 Million 0.07% of portfolio
-
Q4 2024 Added 1.45%
$320B
$328 Million 0.07% of portfolio
5,271
Q4 2024 Added 20.26%
$0
$315 Million 0.07% of portfolio
15,500
Q4 2024 Added 34.78%
-
$294 Million 0.06% of portfolio
-
Q4 2024 Reduced 5.03%
$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%
Invesco Limited Term Ca Municipal Y
-
$274 Million 0.06% of portfolio
-
Q4 2024 Added 0.52%
$224M
$292 Million 0.06% of portfolio
16,850
Q4 2024 Reduced 25.28%
$4.21B
$268 Million 0.06% of portfolio
2,345
Q3 2024 Added 4.45%
ETF Ca Municipal Bond A
-
$269 Million 0.06% of portfolio
-
Q4 2024 Added 1.43%
$154B
$272 Million 0.06% of portfolio
749
Q1 2024 Reduced 5.07%
$200B
$273 Million 0.06% of portfolio
2,740
Q4 2024 Reduced 8.27%
$48.7B
$308 Million 0.06% of portfolio
8,087
Q4 2024 Added 2.8%
$235B
$289 Million 0.06% of portfolio
998
Q4 2024 Added 61.49%
$15.6B
$268 Million 0.06% of portfolio
3,100
Q4 2024 Reduced 0.8%
$0
$285 Million 0.06% of portfolio
3,211
Q4 2024 Added 0.09%
$71.9B
$278 Million 0.06% of portfolio
3,678
Q4 2024 Reduced 0.11%
$9.27B
$271 Million 0.06% of portfolio
3,055
Q3 2023 Reduced 1.64%
$231B
$295 Million 0.06% of portfolio
2,610
Q4 2024 Added 0.97%

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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