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 |
|---|---|---|---|---|---|
| 101 | METAMETA PLATFORMS INC CLASS A | 2,017 | $1.2B | 0.25% | |
| 102 | EFVISHARES MSCI | 19,582 | $1.2B | 0.25% | |
| 103 | SMBVANECK SHORT | 67,003 | $1.1B | 0.24% | |
| 104 | BRK/BBERKSHIRE HATHAWAY | 2,111 | $1.1B | 0.24% | |
| 105 | FDVVFIDELITY HIGH | 22,464 | $1.1B | 0.24% | |
| 106 | HPEHEWLETT PACKARD | 71,481 | $1.1B | 0.23% | |
| 107 | BABAALIBABA GROUP | 7,896 | $1.0B | 0.22% | |
| 108 | NEARISHARES SHORT | 19,950 | $1.0B | 0.22% | |
| 109 | PYPLPAYPAL HOLDINGS | 15,405 | $1.0B | 0.21% | |
| 110 | FUMBFIRST TRUST | 50,000 | $1.0B | 0.21% | |
| 111 | ITMVANECK INTERMEDIATE | 21,376 | $972.8M | 0.21% | |
| 112 | AMATAPPLIED MATERIALS | 6,514 | $945.3M | 0.20% | |
| 113 | PLSEPULSE BIOSCIENCES | 58,155 | $935.7M | 0.20% | |
| 114 | CSCOCISCO SYSTEMS | 14,595 | $900.7M | 0.19% | |
| 115 | FDLOFIDELITY LOW | 14,730 | $892.9M | 0.19% | |
| 116 | SHOPSHOPIFY INC FCLASS A | 9,100 | $888.5M | 0.19% | |
| 117 | ADBEADOBE INC | 2,294 | $879.8M | 0.19% | |
| 118 | VFHVANGUARD FINANCIALS | 7,360 | $879.3M | 0.19% | |
| 119 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 6,591 | $848.1M | 0.18% | |
| 120 | VCRVANGUARD CONSUMER DISCRETIONARY ETF | 2,573 | $846.7M | 0.18% | |
| 121 | JNJJOHNSON & JOHNSON | 5,102 | $833.2M | 0.18% | |
| 122 | SUSAISHARES MSCI | 7,227 | $830.2M | 0.18% | |
| 123 | BONDPIMCO ACTIVE | 8,767 | $810.7M | 0.17% | |
| 124 | VGKVANGUARD FTSE | 11,506 | $807.9M | 0.17% | |
| 125 | FCALFRST TR CLFRNA MNCPL HGHINCM ETF | 16,400 | $802.9M | 0.17% | |
| 126 | 7HPHP INC | 28,757 | $796.3M | 0.17% | |
| 127 | STESTERIS PLC | 3,495 | $792.1M | 0.17% | |
| 128 | HEMIHARTFORD MUN | 20,559 | $790.5M | 0.17% | |
| 129 | TSLATESLA INC | 2,973 | $773.4M | 0.16% | |
| 130 | IYWISHARES TECHNOLOGY | 5,502 | $772.7M | 0.16% | |
| 131 | XLKTECHNOLOGY SELECT SECTORSPDR ETF | 3,715 | $772.7M | 0.16% | |
| 132 | TAXFAMERICAN CENTURY | 15,600 | $771.9M | 0.16% | |
| 133 | ICFISHARES COHEN | 12,128 | $746.3M | 0.16% | |
| 134 | VNQVANGUARD REAL | 8,128 | $736.0M | 0.16% | |
| 135 | GOOGLALPHABET INC CLASS A | 4,670 | $733.5M | 0.16% | |
| 136 | IDIINTERDIGITAL INC | 3,533 | $730.4M | 0.16% | |
| 137 | TRVCCITIGROUP INC | 10,289 | $730.1M | 0.16% | |
| 138 | HTRBHARTFORD TOTAL | 21,550 | $729.7M | 0.16% | |
| 139 | XLFSELECT STR FINANCIAL SELECT SPDR ETF | 14,121 | $702.5M | 0.15% | |
| 140 | DLXDELUXE CORP | 44,370 | $701.5M | 0.15% | |
| 141 | INMBINMUNE BIO | 89,200 | $696.7M | 0.15% | |
| 142 | BABOEING COMPANY | 4,021 | $685.8M | 0.15% | |
| 143 | NVNOENVVENO MED | 259,050 | $681.3M | 0.15% | |
| 144 | ATOMATOMERA INC | 169,147 | $676.6M | 0.14% | |
| 145 | SWTXXSCHWAB MUNICIPAL MONEY INV | 674,262 | $674.3M | 0.14% | |
| 146 | AMDADVANCED MICRO | 6,250 | $642.1M | 0.14% | |
| 147 | WMTWALMART INC | 7,210 | $633.5M | 0.13% | |
| 148 | NDQINVESCO QQQ TRUST | 1,335 | $631.1M | 0.13% | |
| 149 | JNKSPDR BLOOMBERG | 6,400 | $610.0M | 0.13% | |
| 150 | SMMUPIMCO SHORT TERM MUNI BOND ACTV ETF | 12,050 | $602.1M | 0.13% | |
| 151 | TLTISHARES 20 PLUS | 6,479 | $589.8M | 0.13% | |
| 152 | COSTCOSTCO WHOLESALE | 594 | $562.5M | 0.12% | |
| 153 | SPLBSPDR PORTFOLIO | 24,864 | $561.2M | 0.12% | |
| 154 | TCAFT ROWE | 17,325 | $559.3M | 0.12% | |
| 155 | JPSTJPMORGAN ULTRA SHORT INCOME ETF | 11,050 | $557.5M | 0.12% | |
| 156 | LRCXLAM RESEARCH | 7,600 | $552.5M | 0.12% | |
| 157 | NEARISHARES U S TR BLACKROCK ST MAT | 10,700 | $544.3M | 0.12% | |
| 158 | VCADXVANGUARD CA INTERM-TERM TAX-EXEMPT ADM | 47,845 | $540.7M | 0.12% | |
| 159 | XLVSELECT SECTOR HEALTH CARE SPDR ETF | 3,770 | $540.4M | 0.12% | |
| 160 | SOXXISHARES SEMICONDUCTOR | 2,818 | $530.3M | 0.11% | |
| 161 | RSPINVESCO S&P | 3,047 | $527.8M | 0.11% | |
| 162 | COSTCOSTCO WHSL CORP NEW | 550 | $524.9M | 0.11% | |
| 163 | SWVXXSCHWAB VALUE ADVANTAGE MONEY INV | 523,921 | $523.9M | 0.11% | |
| 164 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 2,645 | $512.2M | 0.11% | |
| 165 | LMTLOCKHEED MARTIN | 1,143 | $510.6M | 0.11% | |
| 166 | AXBIXAMERICAN CENTURY INTERMTRM TX-FR BD I | 47,671 | $507.7M | 0.11% | |
| 167 | XBISPDR SERIES | 6,170 | $500.4M | 0.11% | |
| 168 | 4I1PHILIP MORRIS | 3,120 | $495.2M | 0.11% | |
| 169 | CVXCHEVRON CORP | 2,941 | $492.0M | 0.10% | |
| 170 | GILDGILEAD SCIENCES INC | 4,300 | $478.5M | 0.10% | |
| 171 | IVVISHARES CORE | 849 | $477.3M | 0.10% | |
| 172 | NFLXNETFLIX INC | 509 | $473.9M | 0.10% | |
| 173 | BRK/BBERKSHIRE HATHAWAY CLASS B | 877 | $467.4M | 0.10% | |
| 174 | ASMLASML HOLDING | 687 | $455.2M | 0.10% | |
| 175 | HDHOME DEPOT | 1,238 | $454.0M | 0.10% | |
| 176 | VYMVANGUARD WHITEHALL FDS INC HIGH DIV | 3,500 | $451.4M | 0.10% | |
| 177 | TIMUXTRANSAMERICA INTERMEDIATE MUNI I | 42,090 | $446.6M | 0.10% | |
| 178 | BMYBRISTOL MYERS | 7,311 | $445.9M | 0.09% | |
| 179 | BONDPIMCO ACTIVE BOND ETF | 4,799 | $443.3M | 0.09% | |
| 180 | IHYFINVESCO HIGH | 19,700 | $440.1M | 0.09% | |
| 181 | AIQGLOBAL X | 12,044 | $438.2M | 0.09% | |
| 182 | DISWALT DISNEY | 4,434 | $437.7M | 0.09% | |
| 183 | VUGVANGUARD GROWTH | 1,177 | $436.8M | 0.09% | |
| 184 | GRMNGARMIN LTD | 2,000 | $434.3M | 0.09% | |
| 185 | CGGRCAPITAL GROUP | 12,600 | $431.6M | 0.09% | |
| 186 | RTXRTX CORP | 3,201 | $424.5M | 0.09% | |
| 187 | GDXVANECK GOLD | 9,148 | $420.6M | 0.09% | |
| 188 | PFEPFIZER INC | 16,509 | $417.7M | 0.09% | |
| 189 | XOMEXXON MOBIL | 3,440 | $409.1M | 0.09% | |
| 190 | AMDADVANCED MICRO DEVIC | 3,940 | $405.0M | 0.09% | |
| 191 | PRUPRUDENTIAL FINANCIAL | 3,600 | $402.0M | 0.09% | |
| 192 | TEAFXAMERICAN FUNDS TAX-EXEMPT BOND F2 | 32,571 | $401.3M | 0.09% | |
| 193 | VBVANGUARD SMALL CAP ETF | 1,794 | $399.1M | 0.09% | |
| 194 | SPYSPDR S&P 500 ETF | 705 | $395.5M | 0.08% | |
| 195 | IYY*ISHARES DOW | 2,895 | $394.0M | 0.08% | |
| 196 | ROKROCKWELL AUTOMATION | 1,500 | $387.6M | 0.08% | |
| 197 | HEMIHARTFORD MUNICIPAL OPPORTNITS ETF | 10,000 | $385.5M | 0.08% | |
| 198 | FIXDFIRST TRUST TCW OPPORTUNISTIC FI ETF | 8,700 | $382.5M | 0.08% | |
| 199 | VOOVANGUARD S&P | 737 | $378.8M | 0.08% | |
| 200 | SNOWSNOWFLAKE INC CLASS A | 2,518 | $376.5M | 0.08% |