Westside Investment Management, Inc. Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$469.4B
Holdings
980
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (980 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 83,082 | $18.5B | 3.94% | |
| 2 | VYMVANGUARD HIGH | 142,688 | $18.4B | 3.92% | |
| 3 | VTIVANGUARD TOTAL | 57,900 | $15.9B | 3.39% | |
| 4 | NDQINVESCO QQQ | 31,381 | $14.7B | 3.13% | |
| 5 | MSFTMICROSOFT CORP | 25,250 | $9.5B | 2.02% | |
| 6 | AQLTISHARES CORE | 113,458 | $8.6B | 1.83% | |
| 7 | UBERUBER TECHNOLOGIES | 105,727 | $7.7B | 1.64% | |
| 8 | AGGISHARES CORE | 75,606 | $7.5B | 1.59% | |
| 9 | AMZNAMAZON COM | 38,555 | $7.3B | 1.56% | |
| 10 | METAMETA PLATFORMS | 12,120 | $7.0B | 1.49% | |
| 11 | ETONETON PHARMACEUTICALS | 493,150 | $6.4B | 1.36% | |
| 12 | GOOGLALPHABET INC | 40,027 | $6.2B | 1.32% | |
| 13 | VCRVANGUARD CONSUMER | 18,958 | $6.2B | 1.31% | |
| 14 | GQ9SPDR GOLD | 21,201 | $6.1B | 1.30% | |
| 15 | TPCTUTOR PERINI | 257,528 | $6.0B | 1.27% | |
| 16 | VIGVANGUARD DIVIDEND | 29,912 | $5.8B | 1.24% | |
| 17 | PBIPITNEY BOWES | 608,289 | $5.5B | 1.17% | |
| 18 | IUSBISHARES CORE | 117,028 | $5.4B | 1.15% | |
| 19 | MINTPIMCO EHNANCED | 52,631 | $5.3B | 1.13% | |
| 20 | HROWHARROW INC | 173,856 | $4.6B | 0.99% | |
| 21 | SDYSPDR SERIES | 34,050 | $4.6B | 0.98% | |
| 22 | AVGOBROADCOM INC | 25,254 | $4.2B | 0.90% | |
| 23 | FCALFIRST TRUST | 86,635 | $4.2B | 0.90% | |
| 24 | JPSTJPMORGAN | 77,400 | $3.9B | 0.83% | |
| 25 | NVDANVIDIA CORP | 35,305 | $3.9B | 0.82% | |
| 26 | XLKTECHNOLOGY SELECT | 18,257 | $3.8B | 0.80% | |
| 27 | ABBVABBVIE INC | 17,169 | $3.6B | 0.77% | |
| 28 | QCOMQUALCOMM INC | 23,006 | $3.5B | 0.75% | |
| 29 | AVUVAVANTIS U S | 39,954 | $3.5B | 0.74% | |
| 30 | URIUNITED RENTALS | 5,494 | $3.4B | 0.73% | |
| 31 | GOOGALPHABET INC | 21,254 | $3.3B | 0.71% | |
| 32 | XLVHEALTHCARE SELECT | 22,542 | $3.3B | 0.70% | |
| 33 | MUBISHARES NATIONAL | 30,805 | $3.2B | 0.69% | |
| 34 | SMMUPIMCO SHORT | 63,327 | $3.2B | 0.67% | |
| 35 | AMGNAMGEN INC | 10,118 | $3.1B | 0.67% | |
| 36 | XLFFINANCIAL SELECT | 63,075 | $3.1B | 0.67% | |
| 37 | IEMGISHARES CORE | 57,558 | $3.1B | 0.66% | |
| 38 | CGBLCAPITAL GROUP | 99,536 | $3.1B | 0.66% | |
| 39 | CVSCVS HEALTH | 44,883 | $3.0B | 0.65% | |
| 40 | AMZNAMAZON COM INC | 15,560 | $3.0B | 0.64% | |
| 41 | SHOPSHOPIFY INC | 31,150 | $3.0B | 0.63% | |
| 42 | FMBFIRST TRUST | 58,293 | $2.9B | 0.63% | |
| 43 | SPYSPDR S&P | 5,063 | $2.8B | 0.60% | |
| 44 | VHTVANGUARD HEALTH | 10,543 | $2.8B | 0.59% | |
| 45 | NOCNORTHROP GRUMMAN CORP | 5,439 | $2.8B | 0.59% | |
| 46 | VXUSVANGUARD TOTAL | 43,310 | $2.7B | 0.57% | |
| 47 | BCOBRINKS COMPANY | 30,653 | $2.6B | 0.56% | |
| 48 | QQQMINVESCO NASDAQ | 13,464 | $2.6B | 0.55% | |
| 49 | SHYISHARES 1-3YR | 30,548 | $2.5B | 0.54% | |
| 50 | IJRISHARES CORE | 23,292 | $2.4B | 0.52% | |
| 51 | FIXDFIRST TRUST | 54,457 | $2.4B | 0.51% | |
| 52 | COHRCOHERENT CORP | 36,051 | $2.3B | 0.50% | |
| 53 | CMFISHARES CALIFORNIA | 40,727 | $2.3B | 0.49% | |
| 54 | GILDGILEAD SCIENCES | 20,147 | $2.3B | 0.48% | |
| 55 | VDCVANGUARD CONSUMER | 10,197 | $2.2B | 0.48% | |
| 56 | IBBISHARES BIOTECHNOLOGY | 17,390 | $2.2B | 0.47% | |
| 57 | XLEENERGY SELECT | 23,735 | $2.2B | 0.47% | |
| 58 | ORCLORACLE CORP | 15,193 | $2.1B | 0.45% | |
| 59 | AIVLWISDOMTREE U S | 18,883 | $2.1B | 0.44% | |
| 60 | SPTMSPDR PORTFOLIO | 28,784 | $2.0B | 0.42% | |
| 61 | FZIIXFIDELITY ADVISOR INTERM MUNI INC I | 194,235 | $2.0B | 0.42% | |
| 62 | BNDVANGUARD TOTAL | 25,024 | $1.8B | 0.39% | |
| 63 | NOCNORTHROP GRUMMAN | 3,579 | $1.8B | 0.39% | |
| 64 | UNHUNITEDHEALTH GROUP | 3,385 | $1.8B | 0.38% | |
| 65 | GOOGALPHABET INC CLASS C | 11,111 | $1.8B | 0.38% | |
| 66 | GBILGOLDMAN SACHS | 17,571 | $1.8B | 0.37% | |
| 67 | SMHVANECK SEMICONDUCTOR | 8,310 | $1.8B | 0.37% | |
| 68 | FDNFIRST TRUST | 7,803 | $1.7B | 0.37% | |
| 69 | CICIGNA GROUP | 5,158 | $1.7B | 0.36% | |
| 70 | MUNIPIMCO INTERMEDIATE | 32,893 | $1.7B | 0.36% | |
| 71 | CRWDCROWDSTRIKE HOLDINGS | 4,735 | $1.7B | 0.36% | |
| 72 | XLFISECTOR CONSUMER | 20,390 | $1.7B | 0.35% | |
| 73 | UBERUBER TECHNOLOGIES INC | 22,603 | $1.6B | 0.35% | |
| 74 | VBVANGUARD SMALL | 7,395 | $1.6B | 0.35% | |
| 75 | BXBLACKSTONE INC | 11,615 | $1.6B | 0.35% | |
| 76 | MLNVANECK LONG | 93,335 | $1.6B | 0.35% | |
| 77 | LLYELI LILLY | 1,948 | $1.6B | 0.34% | |
| 78 | MDTMEDTRONIC PLC | 17,889 | $1.6B | 0.34% | |
| 79 | VWOVANGUARD FSTE | 35,143 | $1.6B | 0.34% | |
| 80 | INEQCOLUMBIA INTL | 48,390 | $1.6B | 0.33% | |
| 81 | ITOTISHARES CORE | 12,845 | $1.6B | 0.33% | |
| 82 | SNOWSNOWFLAKE INC | 10,686 | $1.6B | 0.33% | |
| 83 | BNDXVANGUARD TOTAL | 31,937 | $1.6B | 0.33% | |
| 84 | PKNREVVITY INC | 14,363 | $1.5B | 0.32% | |
| 85 | DKNGDRAFTKINGS INC | 45,278 | $1.5B | 0.32% | |
| 86 | HYDVANECK HIGH | 28,677 | $1.5B | 0.31% | |
| 87 | SHMSPDR NUVEEN | 30,725 | $1.5B | 0.31% | |
| 88 | SNAXXSCHWAB VALUE ADVANTAGE MONEY ULTRA | 1,417,144 | $1.4B | 0.30% | |
| 89 | CHTRCHARTER COMMUNICATIONS | 3,816 | $1.4B | 0.30% | |
| 90 | MUMICRON TECHNOLOGY INC | 16,062 | $1.4B | 0.30% | |
| 91 | AMLPALERIAN MLP | 26,631 | $1.4B | 0.29% | |
| 92 | FVDFIRST TRUST | 30,765 | $1.4B | 0.29% | |
| 93 | TRMBTRIMBLE INC | 20,552 | $1.3B | 0.29% | |
| 94 | SBUXSTARBUCKS CORP | 13,530 | $1.3B | 0.28% | |
| 95 | MSIMOTOROLA SOLUTIONS | 2,953 | $1.3B | 0.28% | |
| 96 | JPMJPMORGAN CHASE | 5,227 | $1.3B | 0.27% | |
| 97 | CRMSALESFORCE INC | 4,697 | $1.3B | 0.27% | |
| 98 | BACBANK AMERICA | 29,991 | $1.3B | 0.27% | |
| 99 | IAU*ISHARES GOLD | 20,368 | $1.2B | 0.26% | |
| 100 | FDXFEDEX CORP | 4,908 | $1.2B | 0.25% |
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