13F Filings for Westside Investment Management, Inc. (CIK: 1538383)
View the most recent portfolio holdings disclosed by Westside Investment Management, Inc. in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
VYM - VANGUARD HIGH DIVIDEND YIELD ETF(Class: ETF) | 156.26K | $20.84M | 3.86% | Increased | 3.48K (2.0%, $1.14M) |
VTI - VANGUARD TOTAL STOCK MARKET ETF(Class: ETF) | 57.94K | $17.61M | 3.27% | Unchanged | |
AAPL - APPLE INC(Class: COM) | 83.65K | $17.26M | 3.20% | Increased | 569 (0.0%, $1.23M) |
QQQ - INVESCO QQQ TRUST(Class: ETF) | 31.01K | $17.10M | 3.17% | Decreased | 2.09K (6.0%, $1.57M) |
MSFT - MICROSOFT CORP(Class: COM) | 26.31K | $13.06M | 2.42% | Increased | 1.06K (4.0%, $3.56M) |
AMZN - AMAZON COM INC(Class: COM) | 55.06K | $12.10M | 2.24% | Increased | 950 (1.0%, $1.77M) |
UBER - UBER TECHNOLOGIES INC(Class: COM) | 123.98K | $11.54M | 2.14% | Decreased | 4.35K (3.0%, $2.19M) |
TPC - TUTOR PERINI(Class: COM) | 238.62K | $11.16M | 2.07% | Decreased | 19.11K (7.0%, $5.19M) |
META - META PLATFORMS INC CLASS A(Class: COM) | 15.02K | $11.04M | 2.05% | Increased | 879 (6.0%, $2.87M) |
N/A - ISHARES CORE MSCI EAFE ETF(Class: ETF) | 115.56K | $9.65M | 1.79% | Decreased | 52 (0.0%, $900.38K) |
GOOGL - ALPHABET INC CLASS A(Class: COM) | 46.94K | $8.27M | 1.53% | Increased | 1.94K (4.0%, $1.30M) |
AGG - ISHARES CORE US AGGREGATE BOND ETF(Class: ETF) | 80.82K | $8.02M | 1.49% | Increased | 2.13K (2.0%, $232.36K) |
VCR - VANGUARD CONSUMER DISCRETIONARY ETF(Class: ETF) | 21.83K | $7.91M | 1.47% | Increased | 295 (1.0%, $894.78K) |
AVGO - BROADCOM INC(Class: COM) | 25.61K | $6.92M | 1.28% | Increased | 359 (1.0%, $2.68M) |
VIG - VANGUARD DIVIDEND APPRECIATION ETF(Class: ETF) | 33.28K | $6.82M | 1.26% | Increased | 720 (2.0%, $501.10K) |
ETON - ETON PHARMACEUTICALS INC(Class: COM) | 472.79K | $6.74M | 1.25% | Decreased | 20.86K (4.0%, $329.68K) |
PBI - PITNEY BOWES(Class: COM) | 608.29K | $6.64M | 1.23% | Unchanged | |
NVDA - NVIDIA CORP(Class: COM) | 41.15K | $6.37M | 1.18% | Increased | 5.84K (16.0%, $2.50M) |
GLD - SPDR GOLD SHARES ETF(Class: ETF) | 20.78K | $6.34M | 1.17% | Decreased | 746 (3.0%, $132.91K) |
IUSB - ISHARES CORE TOTAL USD BOND MARK ETF(Class: ETF) | 125.83K | $5.82M | 1.08% | Increased | 780 (0.0%, $53.83K) |
GOOG - ALPHABET INC CLASS C(Class: COM) | 32.56K | $5.77M | 1.07% | Increased | 196 (0.0%, $684.73K) |
HROW - HARROW INC(Class: COM) | 181.06K | $5.53M | 1.03% | Increased | 7.20K (4.0%, $904.89K) |
XLK - TECHNOLOGY SELECT SECTORSPDR ETF(Class: ETF) | 21.31K | $5.39M | 1.00% | Decreased | 663 (3.0%, $846.18K) |
FCAL - FRST TR CLFRNA MNCPL HGHINCM ETF(Class: ETF) | 110.09K | $5.28M | 0.98% | Increased | 7.06K (6.0%, $273.53K) |
MINT - PIMCO ENHANCED SHRT MATURTY ACTV ETF(Class: ETF) | 50.51K | $5.08M | 0.94% | Decreased | 2.72K (5.0%, $277.91K) |