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 | Value |
|---|---|
LMTLOCKHEED MARTIN CORP | $222K |
MCKMCKESSON CORP | $222K |
NXPINXP SEMICONDUCTORS N V F | $221K |
DONSPDR DOW | $218K |
MOALTRIA GROUP | $215K |
PGPROCTER AND GAMBLE CO | $214K |
AMLPALPS ALERIAN MLP ETF | $214K |
LITELUMENTUM HOLDINGS | $213K |
KZIAKAZIA THERAPEUTICS | $212K |
GSGOLDMAN SACHS | $212K |
GEVGE VERNOVA | $211K |
OLCYXINVESCO LIMITED TERM CA MUNICIPAL Y | $208K |
HQIIXHARTFORD EQUITY INCOME I | $205K |
MACMXBLACKROCK CALIFORNIA MUNI OPPS INSTL | $204K |
XLUSTATE STRT UTLTES SLET SCTR SPDR ETF | $204K |
GOOGLALPHABET INC CAP STK | $203K |
AWSHXAMERICAN FUNDS WASHINGTON MUTUAL A | $203K |
IYJISHARES U S | $201K |
DFQTXDFA US CORE EQUITY 2 I | $201K |
KOTHE COCA-COLA CO | $200K |
DBAINVESCO DB | $197K |
AVEMAVANTIS EMERGING | $196K |
LOWLOWES COMPANIES | $196K |
AWMSKYWORKS SOLUTIONS | $193K |
MPCMARATHON PETROLEUM | $193K |
TOTLSTATE STREET | $193K |
XLFISTE SRT CNSR STPLS SLCT SEC SPDR ETF | $190K |
XLYSTATE STRT CONS DSRY SLTSE SP ETF IV | $189K |
TAT&T INC | $189K |
SPYGST STRT SPDR PRTL S&P 500 GRW ETF IV | $189K |
DFUSXDFA US LARGE COMPANY I | $187K |
—BALANCED POOL | $187K |
MSGSMADISON SQUARE | $185K |
IQDGWISDOMTREE INTL QLTY DIVGWTH ETF | $183K |
IMCGISHARES MORGSTAR MID CAPGRO ETF | $181K |
TN DICPWR 5 07/01/2037DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37 | $181K |
SMCISUPER MICRO | $179K |
ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $179K |
XCEMCOLUMBIA EM | $179K |
HEDJWISDOMTREE EUROPE | $178K |
XLVSELECT SECTOR SPDR TR SBI HEALTHCARE | $176K |
TCEHYTENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $176K |
AGTHXAMERICAN FUNDS GROWTH FUND OF AMER A | $175K |
DSIISHARES ESG | $174K |
AGGISHARES TR CORE US AGGBD | $174K |
IN LAWUTL 5 01/01/2028LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28 | $171K |
RYROYAL BANK | $170K |
IWNISHARES RUSSELL | $170K |
IBBISHARES BIOTECHNOLOGY ETF | $169K |
INMBINMUNE BIO | $169K |
VDCVANGUARD CONSUMER STAPLES ETF | $168K |
PGPROCTER & GAMBLE CO | $168K |
PLTRPALANTIR TECHNOLOGIES INCLASS CLASS A | $167K |
SMHVANECK SEMICONDUCTOR ETF | $167K |
ATEYYADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $165K |
AEPAMERICAN ELECTRIC | $165K |
ONEQFIDELITY NASDAQ | $164K |
APHAMPHENOL CORP NEW CLASS CLASS A | $164K |
WDAYWORKDAY INC | $163K |
IWBISHARES RUSSELL | $160K |
HDHOME DEPOT INC | $160K |
VBVANGUARD INDEX FDS SMALL CP | $159K |
SMCWXAMERICAN FUNDS SMALLCAP WORLD A | $158K |
TEVATEVA PHARMACEUTICAL INDS LTD | $156K |
NKENIKE INC | $156K |
NKENIKE INC CLASS B | $155K |
USMVISHARES MSCI | $153K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $153K |
PANWPALO ALTO NETWORKS INC | $153K |
NEENEXTERA ENERGY | $153K |
ANETARISTA NETWORKS INC | $152K |
SWPPXSCHWAB S&P 500 INDEX | $152K |
HSICHENRY SCHEIN | $151K |
BMNIXBAIRD CORE INTERMEDIATE MUNICPL BD INSTL | $147K |
VLOVALERO ENERGY | $146K |
MDYGSTATE STREET | $146K |
REXREX AMERICAN | $145K |
COPCONOCOPHILLIPS | $145K |
ARKTARK NEXT | $144K |
ISRGINTUITIVE SURGICAL INC | $144K |
EOGEOG RES INC | $144K |
DFAPXDFA INVESTMENT GRADE I | $143K |
NEWFXAMERICAN FUNDS NEW WORLD A | $143K |
VTVVANGUARD VALUE | $143K |
FFORD MTR CO DEL | $143K |
PSAPUBLIC STORAGE REIT | $141K |
VWOBVANGUARD WHITEHALL FDS EMERG MKT BD | $141K |
NVONOVO NORDISK | $141K |
AQLTISHARES CORE MSCI EAFE ETF | $140K |
WFCWELLS FARGO & CO | $140K |
SPSBSTATE STREET | $138K |
IJSISHARES S&P | $138K |
DYHTARGET CORP | $137K |
ANIXANIXA BIOSCIENCES | $137K |
AMATAPPLIED MATLS INC | $137K |
CFAVICTORYSHARES US | $136K |
BKRBAKER HUGHES | $136K |
SYKSTRYKER CORP | $136K |
NEMNEWMONT CORP | $135K |
MDYSPDR S&P MIDCAP 400 ETF | $134K |