Westside Investment Management, Inc. Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$625.1M
Holdings
1,495
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,495 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BIIBBIOGEN INC | 2,512 | $443K | 0.07% | |
| 202 | NEARISHARES U S TR BLACKROCK ST MAT | 8,500 | $434K | 0.07% | |
| 203 | PLSFXARISTOTLE STRATEGIC INCOME I-2 | 40,629 | $432K | 0.07% | |
| 204 | CVXCHEVRON CORP | 2,829 | $431K | 0.07% | |
| 205 | BONDPIMCO ACTIVE BOND ETF | 4,629 | $430K | 0.07% | |
| 206 | XOMEXXON MOBIL | 3,544 | $426K | 0.07% | |
| 207 | HDHOME DEPOT | 1,228 | $422K | 0.07% | |
| 208 | PFEPFIZER INC | 16,558 | $411K | 0.07% | |
| 209 | JEPQJ P MORGAN NASDAQ EQT PRM INC ETF | 7,060 | $410K | 0.07% | |
| 210 | DBIVXDWS GLOBAL MACRO S | 36,099 | $409K | 0.07% | |
| 211 | TEAFXAMERICAN FUNDS TAX-EXEMPT BOND F2 | 32,571 | $406K | 0.06% | |
| 212 | EQINCOLUMBIA TR | 8,529 | $405K | 0.06% | |
| 213 | GRMNGARMIN LTD | 2,000 | $405K | 0.06% | |
| 214 | TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 1,256 | $401K | 0.06% | |
| 215 | HEMIHARTFORD MUNICIPAL OPPORTNITS ETF | 10,000 | $391K | 0.06% | |
| 216 | SBNDCOLUMBIA SHORT | 20,650 | $390K | 0.06% | |
| 217 | MCDMCDONALDS CORP | 1,261 | $384K | 0.06% | |
| 218 | PEPPEPSICO INC | 2,684 | $384K | 0.06% | |
| 219 | BABOEING CO | 1,710 | $382K | 0.06% | |
| 220 | IUSBISHARES CORE UNIVERSAL USD BOND ETF | 8,226 | $382K | 0.06% | |
| 221 | PRUPRUDENTIAL FINANCIAL | 3,300 | $372K | 0.06% | |
| 222 | FMBFIRST TRUST MANAGED MUNICIPAL ETF | 7,266 | $371K | 0.06% | |
| 223 | SPMDST STRET SPDR PRTFL S&P 400 M ETF IV | 6,320 | $370K | 0.06% | |
| 224 | FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | 8,000 | $369K | 0.06% | |
| 225 | —GROWTH POOL | 4,451 | $363K | 0.06% | |
| 226 | CVSCVS HEALTH CORP | 4,465 | $357K | 0.06% | |
| 227 | BDXBECTON DICKINSON | 1,842 | $357K | 0.06% | |
| 228 | PANWPALO ALTO | 1,923 | $354K | 0.06% | |
| 229 | FCXFREEPORT MCMORAN | 6,976 | $354K | 0.06% | |
| 230 | SPYMSTATE STREET | 4,377 | $351K | 0.06% | |
| 231 | EVLVEVOLV TECHNOLOGIES | 49,100 | $351K | 0.06% | |
| 232 | XLESTATE STRET ENRGY SLECT SEC SPDR ETF | 7,620 | $347K | 0.06% | |
| 233 | FTCAFRANKLIN CALIFORNIA MUNICPL INCM ETF | 46,577 | $341K | 0.05% | |
| 234 | JAVAJPMORGAN ACTIVE VALUE ETF | 4,631 | $336K | 0.05% | |
| 235 | IGEISHARES NORTH | 6,645 | $333K | 0.05% | |
| 236 | ATOMATOMERA INC | 149,447 | $330K | 0.05% | |
| 237 | JGROJPMORGAN ACTIVE GROWTH ETF | 3,517 | $326K | 0.05% | |
| 238 | LLYELI LILLY AND CO | 300 | $324K | 0.05% | |
| 239 | QUALISHARES MSCI USA QLTY FACT ETF | 1,620 | $322K | 0.05% | |
| 240 | FIXDFIRST TRUST SMITH OPPRTNISTIC FI ETF | 7,200 | $318K | 0.05% | |
| 241 | VOVANGUARD MID | 1,084 | $314K | 0.05% | |
| 242 | ABTABBOTT LABORATORIES | 2,471 | $309K | 0.05% | |
| 243 | IGMISHARES EXPANDED | 2,400 | $309K | 0.05% | |
| 244 | VOOVANGUARD S&P | 489 | $306K | 0.05% | |
| 245 | HABDXHARBOR CORE PLUS INSTITUTIONAL | 29,818 | $305K | 0.05% | |
| 246 | PGPROCTER & GAMBLE | 2,116 | $303K | 0.05% | |
| 247 | MO KAN 5 02/01/2031KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | 270,000 | $301K | 0.05% | |
| 248 | XLISTATE STREET | 1,936 | $300K | 0.05% | |
| 249 | IEFISHARES 7-10YR | 3,066 | $294K | 0.05% | |
| 250 | ETRENTERGY CORP NEW | 3,128 | $293K | 0.05% | |
| 251 | BMYBRISTOL MYERS | 5,413 | $292K | 0.05% | |
| 252 | VHTVANGUARD HEALTH CARE ETF | 1,000 | $288K | 0.05% | |
| 253 | MRKMERCK & COMPANY | 2,740 | $288K | 0.05% | |
| 254 | CWGIXAMERICAN FUNDS CAPITAL WORLD GR&INC A | 3,971 | $287K | 0.05% | |
| 255 | SGIIXFIRST EAGLE GLOBAL I | 3,503 | $285K | 0.05% | |
| 256 | SMCISUPER MICRO COMPUTER INC | 9,200 | $284K | 0.05% | |
| 257 | KOCOCA COLA COMPANY | 4,047 | $282K | 0.05% | |
| 258 | VTEBVANGUARD MUNICIPAL | 5,616 | $282K | 0.05% | |
| 259 | QQQMINVESCO NASDAQ 100 ETF | 1,115 | $281K | 0.04% | |
| 260 | EBAEBAY INC | 3,216 | $279K | 0.04% | |
| 261 | AGGISHARES CORE US AGGREGATE BOND ETF | 2,774 | $276K | 0.04% | |
| 262 | VTEBVANGUARD MUNI BND TAX EXEMPT ETF | 5,421 | $273K | 0.04% | |
| 263 | VVISA INC CLASS CLASS A | 784 | $271K | 0.04% | |
| 264 | IYWISHARES US TECHNOLOGY ETF | 1,356 | $271K | 0.04% | |
| 265 | CRSPCRISPR THERAPEUTICS | 5,180 | $271K | 0.04% | |
| 266 | ME AUB 4 11/01/2030AUBURN ME 4 30GO UTX DUE 11/01/30 | 250,000 | $267K | 0.04% | |
| 267 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 4,670 | $267K | 0.04% | |
| 268 | TX LGNWTR 5 03/01/2027LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | 260,000 | $266K | 0.04% | |
| 269 | SPYSPDR S&P 500 ETF | 387 | $264K | 0.04% | |
| 270 | AMRMXAMERICAN FUNDS AMERICAN MUTUAL A | 4,414 | $264K | 0.04% | |
| 271 | TX DEE 4 03/15/2032DEER PK TEX 4 32DB LTX DUE 03/15/32 | 250,000 | $264K | 0.04% | |
| 272 | DEDEERE & CO | 561 | $261K | 0.04% | |
| 273 | DGROISHARES CORE | 3,743 | $259K | 0.04% | |
| 274 | XOMEXXON MOBIL CORP | 2,098 | $257K | 0.04% | |
| 275 | RDVYFIRST TRUST | 3,700 | $257K | 0.04% | |
| 276 | TX FSCSCD 4 02/15/2031FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | 240,000 | $253K | 0.04% | |
| 277 | NOWSERVICENOW INC | 1,715 | $253K | 0.04% | |
| 278 | CHDCHURCH & DWIGHT | 3,000 | $251K | 0.04% | |
| 279 | WELLWELLTOWER INC REIT | 1,338 | $250K | 0.04% | |
| 280 | TBILRBB FD INC US TREAS 3 | 5,000 | $249K | 0.04% | |
| 281 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 4,526 | $248K | 0.04% | |
| 282 | NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF | 2,380 | $248K | 0.04% | |
| 283 | INTCINTEL CORP | 6,626 | $248K | 0.04% | |
| 284 | CFLTCONFLUENT INC | 8,119 | $245K | 0.04% | |
| 285 | PPHVANECK PHARMACEUTICAL ETF | 2,351 | $243K | 0.04% | |
| 286 | GLWCORNING INC | 2,762 | $242K | 0.04% | |
| 287 | PSXPHILLIPS 66 | 1,868 | $241K | 0.04% | |
| 288 | IMCGISHARES MORNINGSTAR | 3,000 | $239K | 0.04% | |
| 289 | BACBANK AMER CORP | 4,300 | $236K | 0.04% | |
| 290 | SOSOUTHERN COMPANY | 2,691 | $234K | 0.04% | |
| 291 | FMHIFIRST TRUST | 4,900 | $234K | 0.04% | |
| 292 | RIVRIVERNORTH OPPORTUNITIES | 20,000 | $234K | 0.04% | |
| 293 | SUBISHARES SHORT TERM NTNL MUN BND ETF | 2,172 | $231K | 0.04% | |
| 294 | ETRENTERGY CORP | 2,487 | $229K | 0.04% | |
| 295 | MAMASTERCARD INC CLASS CLASS A | 407 | $229K | 0.04% | |
| 296 | AXPAMERICAN EXPRESS CO | 619 | $228K | 0.04% | |
| 297 | MUSTCOLUMBIA MULTI SECTOR MUNIC INCM ETF | 11,000 | $227K | 0.04% | |
| 298 | VVISA INC | 642 | $225K | 0.04% | |
| 299 | EFAISHARES MSCI | 2,347 | $225K | 0.04% | |
| 300 | ANWPXAMERICAN FUNDS NEW PERSPECTIVE A | 3,166 | $224K | 0.04% |