Westside Investment Management, Inc. Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$539.2B
Holdings
1,287
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VYMVANGUARD HIGH | 145,025 | $19.3B | 3.59% | |
| 2 | VTIVANGUARD TOTAL | 57,900 | $17.6B | 3.26% | |
| 3 | AAPLAPPLE INC | 83,651 | $17.3B | 3.20% | |
| 4 | NDQINVESCO QQQ | 29,240 | $16.1B | 2.99% | |
| 5 | MSFTMICROSOFT CORP | 26,312 | $13.1B | 2.42% | |
| 6 | TPCTUTOR PERINI | 238,617 | $11.2B | 2.07% | |
| 7 | UBERUBER TECHNOLOGIES | 101,797 | $9.5B | 1.76% | |
| 8 | AQLTISHARES CORE | 113,106 | $9.4B | 1.75% | |
| 9 | METAMETA PLATFORMS | 12,492 | $9.2B | 1.71% | |
| 10 | AMZNAMAZON COM | 37,368 | $8.2B | 1.52% | |
| 11 | AGGISHARES CORE | 76,690 | $7.6B | 1.41% | |
| 12 | VCRVANGUARD CONSUMER | 19,253 | $7.0B | 1.29% | |
| 13 | AVGOBROADCOM INC | 25,613 | $6.9B | 1.28% | |
| 14 | GOOGLALPHABET INC | 38,858 | $6.8B | 1.27% | |
| 15 | ETONETON PHARMACEUTICALS | 472,290 | $6.7B | 1.25% | |
| 16 | PBIPITNEY BOWES | 608,289 | $6.6B | 1.23% | |
| 17 | NVDANVIDIA CORP | 41,148 | $6.4B | 1.18% | |
| 18 | GQ9SPDR GOLD | 20,455 | $6.2B | 1.16% | |
| 19 | VIGVANGUARD DIVIDEND | 29,613 | $6.1B | 1.12% | |
| 20 | HROWHARROW INC | 181,056 | $5.5B | 1.03% | |
| 21 | IUSBISHARES CORE | 118,108 | $5.5B | 1.01% | |
| 22 | MINTPIMCO EHNANCED | 49,912 | $5.0B | 0.93% | |
| 23 | SDYSPDR SERIES | 35,175 | $4.8B | 0.89% | |
| 24 | XLKTECHNOLOGY SELECT | 17,977 | $4.6B | 0.84% | |
| 25 | URIUNITED RENTALS | 5,518 | $4.2B | 0.77% | |
| 26 | FCALFIRST TRUST | 85,995 | $4.1B | 0.77% | |
| 27 | AVUVAVANTIS U S | 44,389 | $4.0B | 0.75% | |
| 28 | AMZNAMAZON COM INC | 17,697 | $3.9B | 0.72% | |
| 29 | GOOGALPHABET INC | 21,480 | $3.8B | 0.71% | |
| 30 | XLVHEALTHCARE SELECT | 27,765 | $3.7B | 0.69% | |
| 31 | QCOMQUALCOMM INC | 23,394 | $3.7B | 0.69% | |
| 32 | CGBLCAPITAL GROUP | 108,068 | $3.6B | 0.67% | |
| 33 | SHOPSHOPIFY INC | 31,025 | $3.6B | 0.66% | |
| 34 | QQQMINVESCO NASDAQ | 15,736 | $3.6B | 0.66% | |
| 35 | MUBISHARES NATIONAL | 33,334 | $3.5B | 0.65% | |
| 36 | ORCLORACLE CORP | 15,850 | $3.5B | 0.64% | |
| 37 | COHRCOHERENT CORP | 37,071 | $3.3B | 0.61% | |
| 38 | XLFFINANCIAL SELECT | 63,075 | $3.3B | 0.61% | |
| 39 | ABBVABBVIE INC | 17,256 | $3.2B | 0.60% | |
| 40 | JPSTJPMORGAN | 62,568 | $3.2B | 0.59% | |
| 41 | CVSCVS HEALTH | 44,268 | $3.1B | 0.57% | |
| 42 | FMBFIRST TRUST | 61,093 | $3.0B | 0.56% | |
| 43 | VXUSVANGUARD TOTAL | 43,120 | $3.0B | 0.55% | |
| 44 | IEMGISHARES CORE | 49,508 | $3.0B | 0.55% | |
| 45 | SMMUPIMCO SHORT | 57,348 | $2.9B | 0.53% | |
| 46 | SWVXXSCHWAB PRIME ADVANTAGE MONEY INVESTOR | 2,851,226 | $2.9B | 0.53% | |
| 47 | AMGNAMGEN INC | 10,112 | $2.8B | 0.53% | |
| 48 | SMHVANECK SEMICONDUCTOR | 9,940 | $2.8B | 0.51% | |
| 49 | BCOBRINKS COMPANY | 30,603 | $2.7B | 0.51% | |
| 50 | NOCNORTHROP GRUMMAN CORP | 5,391 | $2.7B | 0.50% | |
| 51 | VHTVANGUARD HEALTH | 10,765 | $2.7B | 0.50% | |
| 52 | SHYISHARES 1-3YR | 31,618 | $2.6B | 0.49% | |
| 53 | IJRISHARES CORE | 23,957 | $2.6B | 0.49% | |
| 54 | FIXDFIRST TRUST | 57,275 | $2.5B | 0.47% | |
| 55 | SNOWSNOWFLAKE INC | 11,026 | $2.5B | 0.46% | |
| 56 | CRWDCROWDSTRIKE HOLDINGS | 4,542 | $2.3B | 0.43% | |
| 57 | AIVLWISDOMTREE U S | 20,393 | $2.3B | 0.43% | |
| 58 | SPTMSPDR PORTFOLIO | 30,260 | $2.3B | 0.42% | |
| 59 | IBBISHARES BIOTECHNOLOGY | 17,508 | $2.2B | 0.41% | |
| 60 | GILDGILEAD SCIENCES | 19,944 | $2.2B | 0.41% | |
| 61 | VDCVANGUARD CONSUMER | 10,067 | $2.2B | 0.41% | |
| 62 | CMFISHARES CALIFORNIA | 39,372 | $2.2B | 0.41% | |
| 63 | MLNVANECK LONG | 127,613 | $2.2B | 0.40% | |
| 64 | FDNFIRST TRUST | 7,793 | $2.1B | 0.39% | |
| 65 | MUMICRON TECHNOLOGY INC | 16,802 | $2.1B | 0.38% | |
| 66 | XLEENERGY SELECT | 24,157 | $2.0B | 0.38% | |
| 67 | UBERUBER TECHNOLOGIES INC | 22,185 | $2.0B | 0.38% | |
| 68 | FZIIXFIDELITY ADVISOR INTERM MUNI INC I | 200,919 | $2.0B | 0.37% | |
| 69 | DKNGDRAFTKINGS INC | 46,878 | $2.0B | 0.37% | |
| 70 | GOOGALPHABET INC CLASS C | 11,081 | $2.0B | 0.36% | |
| 71 | SPYSPDR S&P | 3,080 | $1.9B | 0.35% | |
| 72 | METAMETA PLATFORMS INC CLASS A | 2,524 | $1.8B | 0.34% | |
| 73 | NOCNORTHROP GRUMMAN | 3,616 | $1.8B | 0.34% | |
| 74 | TRMBTRIMBLE INC | 23,517 | $1.8B | 0.33% | |
| 75 | XLFISECTOR CONSUMER | 22,025 | $1.8B | 0.33% | |
| 76 | ITOTISHARES CORE | 13,037 | $1.8B | 0.33% | |
| 77 | BXBLACKSTONE INC | 11,757 | $1.8B | 0.33% | |
| 78 | BNDVANGUARD TOTAL | 23,845 | $1.8B | 0.33% | |
| 79 | GBILGOLDMAN SACHS | 17,403 | $1.7B | 0.32% | |
| 80 | VWOVANGUARD FSTE | 34,857 | $1.7B | 0.32% | |
| 81 | INEQCOLUMBIA INTL | 48,090 | $1.7B | 0.32% | |
| 82 | CICIGNA GROUP | 5,147 | $1.7B | 0.32% | |
| 83 | MUNIPIMCO INTERMEDIATE | 32,893 | $1.7B | 0.31% | |
| 84 | VBVANGUARD SMALL | 6,758 | $1.6B | 0.30% | |
| 85 | BNDXVANGUARD TOTAL | 31,734 | $1.6B | 0.29% | |
| 86 | MDTMEDTRONIC PLC | 17,904 | $1.6B | 0.29% | |
| 87 | CHTRCHARTER COMMUNICATIONS | 3,727 | $1.5B | 0.28% | |
| 88 | LLYELI LILLY | 1,940 | $1.5B | 0.28% | |
| 89 | PKNREVVITY INC | 15,620 | $1.5B | 0.28% | |
| 90 | SBUXSTARBUCKS CORP | 15,936 | $1.5B | 0.27% | |
| 91 | SHMSPDR NUVEEN | 30,261 | $1.4B | 0.27% | |
| 92 | HPEHEWLETT PACKARD | 70,271 | $1.4B | 0.27% | |
| 93 | JPMJPMORGAN CHASE | 4,932 | $1.4B | 0.27% | |
| 94 | BACBANK AMERICA | 29,591 | $1.4B | 0.26% | |
| 95 | FVDFIRST TRUST | 31,273 | $1.4B | 0.26% | |
| 96 | HYDVANECK HIGH | 27,783 | $1.4B | 0.26% | |
| 97 | AMLPALERIAN MLP | 28,095 | $1.4B | 0.25% | |
| 98 | FDVVFIDELITY HIGH | 25,974 | $1.4B | 0.25% | |
| 99 | CRMSALESFORCE INC | 4,890 | $1.3B | 0.25% | |
| 100 | BRK/BBERKSHIRE HATHAWAY CLASS B | 2,666 | $1.3B | 0.24% |
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