Westside Investment Management, Inc.
CIK Number: 0001538383
Main Sectors:
Top Industries:
Filing Date: Apr 25, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High D... | 139.14 | -0.09% | 152.78K | +10.59% | 19.7M | 101.54 | 4.20% | Share |
| 2 | AAPL | Apple Inc. | 232.14 | -0.18% | 83.08K | -4.26% | 18.49M | 64.83 | 3.94% | Share |
| 3 | VTI | Vanguard Total ... | 318.18 | -0.6% | 57.94K | -0.08% | 15.92M | 165.97 | 3.39% | Share |
| 4 | QQQ | Invesco QQQ Tru... | 570.40 | -1.16% | 33.1K | +9.32% | 15.53M | 245.1 | 3.31% | Share |
| 5 | AMZN | Amazon.com, Inc... | 229.00 | -1.12% | 54.12K | +1.14% | 10.32M | 110.83 | 2.20% | Share |
| 6 | MSFT | Microsoft Corpo... | 506.69 | -0.58% | 25.25K | +1.62% | 9.5M | 184.78 | 2.02% | Share |
| 7 | UBER | Uber Technologi... | 93.83 | -2.22% | 128.33K | +0.25% | 9.35M | 29.39 | 1.99% | Share |
| 8 | IEFA | iShares Core MS... | 85.52 | -0.6% | 115.61K | +1.89% | 8.75M | 57.08 | 1.86% | Share |
| 9 | META | Meta Platforms,... | 738.70 | -1.65% | 14.14K | +0.22% | 8.17M | 199.7 | 1.74% | Share |
| 10 | AGG | iShares Core U.... | 99.48 | -0.11% | 78.69K | +2.01% | 7.78M | 111.24 | 1.66% | Share |
| 11 | VCR | Vanguard Consum... | 385.67 | -1.12% | 21.53K | +0.57% | 7.02M | 187.4 | 1.49% | Share |
| 12 | GOOGL | Alphabet Inc. | 212.91 | +0.60% | 45K | +3.12% | 6.97M | 83.68 | 1.48% | Share |
| 13 | ETON | Eton Pharmaceut... | 17.31 | +0.17% | 493.65K | -14.18% | 6.41M | 3.62 | 1.36% | Share |
| 14 | VIG | Vanguard Divide... | 211.02 | -0.26% | 32.56K | -0.75% | 6.31M | 111.32 | 1.35% | Share |
| 15 | GLD | SPDR Gold Share... | 318.05 | +0.96% | 21.53K | -1.58% | 6.2M | 154.45 | 1.32% | Share |
| 16 | TPC | Tutor Perini Co... | 58.95 | -1.64% | 257.73K | +3.84% | 5.97M | 8.52 | 1.27% | Share |
| 17 | IUSB | iShares Core To... | 46.39 | -0.09% | 125.05K | +4.27% | 5.76M | 51.41 | 1.23% | Share |
| 18 | PBI | Pitney Bowes In... | 12.13 | +0.79% | 608.29K | -2.82% | 5.51M | 2.85 | 1.17% | Share |
| 19 | MINT | PIMCO Enhanced ... | 100.70 | +0.03% | 53.23K | -19.28% | 5.36M | 99.95 | 1.14% | Share |
| 20 | GOOG | Alphabet Inc. | 213.53 | +0.55% | 32.37K | +0.09% | 5.09M | 60.14 | 1.08% | Share |
| 21 | FCAL | First Trust Cal... | 47.71 | -0.07% | 103.03K | +2.09% | 5.01M | 48.27 | 1.07% | Share |
| 22 | HROW | Harrow Health, ... | 39.00 | +0.03% | 173.86K | +6.31% | 4.62M | 9.92 | 0.99% | Share |
| 23 | NOC | Northrop Grumma... | 589.71 | +0.31% | 9.02K | +2.95% | 4.62M | 317 | 0.98% | Share |
| 24 | SDY | SPDR S&P Divide... | 141.31 | +0.20% | 34.05K | +4.66% | 4.62M | 111.71 | 0.98% | Share |
| 25 | XLK | Technology Sele... | 262.47 | -1.53% | 21.97K | -2.01% | 4.54M | 89.7 | 0.97% | Share |
| 26 | JPST | JPMorgan Ultra-... | 50.73 | +0.04% | 88.45K | -30.25% | 4.48M | 50.19 | 0.95% | Share |
| 27 | AVGO | Broadcom Inc. | 297.39 | -3.65% | 25.25K | +0.24% | 4.24M | 41 | 0.90% | Share |
| 28 | XLF | Financial Selec... | 53.99 | +0.26% | 78.8K | -0.61% | 3.92M | 22.17 | 0.84% | Share |
| 29 | NVDA | NVIDIA Corporat... | 174.24 | -3.29% | 35.3K | +3.04% | 3.87M | 44.77 | 0.82% | Share |
| 30 | SHOP | Shopify Inc. | 141.28 | -0.18% | 40.25K | -1.76% | 3.86M | 43.79 | 0.82% | Share |
| 31 | XLV | Health Care Sel... | 137.46 | +0.75% | 26.31K | +22.31% | 3.83M | 122.52 | 0.82% | Share |
| 32 | AVUV | Avantis U.S. Sm... | 99.77 | -0.28% | 43.5K | +38.03% | 3.79M | 88.73 | 0.81% | Share |
| 33 | SMMU | PIMCO Short Ter... | 50.48 | +0.08% | 75.38K | -3.21% | 3.77M | 49.71 | 0.80% | Share |
| 34 | ABBV | AbbVie Inc. | 210.39 | +1.19% | 17.17K | -0.85% | 3.59M | 85.08 | 0.77% | Share |
| 35 | QCOM | QUALCOMM Incorp... | 160.73 | -0.04% | 23.01K | -0.87% | 3.53M | 87.74 | 0.75% | Share |
| 36 | URI | United Rentals,... | 956.88 | +0.17% | 5.49K | +6.25% | 3.44M | 156.98 | 0.73% | Share |
| 37 | CVS | CVS Health Corp... | 73.13 | +1.37% | 49.38K | +0.61% | 3.35M | 62.04 | 0.71% | Share |
| 38 | MUB | iShares Nationa... | 104.47 | -0.07% | 31.5K | +11.28% | 3.32M | 110.7 | 0.71% | Share |
| 39 | FMB | First Trust Man... | 49.76 | +0.02% | 65.26K | +5.13% | 3.29M | 49.63 | 0.70% | Share |
| 40 | SPY | SPDR S&P 500 ET... | 645.07 | -0.59% | 5.77K | +1.48% | 3.23M | 422.55 | 0.69% | Share |
| 41 | IEMG | iShares Core MS... | 62.08 | -0.49% | 58.26K | -0.72% | 3.14M | 48.56 | 0.67% | Share |
| 42 | AMGN | Amgen Inc. | 287.71 | +0.74% | 10.12K | +0.71% | 3.14M | 217.02 | 0.67% | Share |
| 43 | CGBL | Capital Group C... | 34.07 | -0.47% | 99.54K | +14.15% | 3.08M | 30.33 | 0.66% | Share |
| 44 | VHT | Vanguard Health... | 255.07 | +0.60% | 11.44K | +3.40% | 3.03M | 221.4 | 0.64% | Share |
| 45 | FIXD | First Trust TCW... | 43.97 | -0.18% | 63.16K | +6.70% | 2.77M | 43.84 | 0.59% | Share |
| 46 | GILD | Gilead Sciences... | 112.97 | +0.36% | 24.45K | -10.6% | 2.74M | 68.06 | 0.58% | Share |
| 47 | QQQM | Invesco NASDAQ ... | 234.81 | -1.17% | 14K | +25.09% | 2.7M | 158.18 | 0.58% | Share |
| 48 | VXUS | Vanguard Total ... | 71.37 | -0.45% | 43.31K | +4.92% | 2.69M | 52.96 | 0.57% | Share |
| 49 | BCO | The Brink's Com... | 112.04 | -0.03% | 30.65K | 0.00% | 2.64M | 55.37 | 0.56% | Share |
| 50 | SHY | iShares 1-3 Yea... | 82.98 | +0.08% | 30.55K | -0.98% | 2.53M | 85.88 | 0.54% | Share |
| 51 | XLE | Energy Select S... | 90.38 | +0.53% | 26.89K | +95.77% | 2.52M | 86.18 | 0.54% | Share |
| 52 | IJR | iShares Core S&... | 118.07 | -0.39% | 23.31K | +4.51% | 2.44M | 81.06 | 0.52% | Share |
| 53 | VDC | Vanguard Consum... | 219.11 | +0.64% | 11K | +1.74% | 2.41M | 184.54 | 0.51% | Share |
| 54 | IBB | iShares Biotech... | 138.22 | +0.01% | 18.43K | +8.72% | 2.35M | 124.85 | 0.50% | Share |
| 55 | CMF | iShares Califor... | 55.81 | +0.02% | 41.73K | -3.15% | 2.35M | 57.18 | 0.50% | Share |
| 56 | COHR | Coherent, Inc. | 90.53 | -4.91% | 36.05K | +23.98% | 2.34M | 41.19 | 0.50% | Share |
| 57 | VB | Vanguard Small ... | 252.54 | -0.39% | 9.84K | +2.10% | 2.18M | 135.71 | 0.47% | Share |
| 58 | ORCL | Oracle Corporat... | 226.16 | -5.89% | 15.19K | +1.55% | 2.13M | 52.64 | 0.45% | Share |
| 59 | AIVL | WisdomTree U.S.... | 114.59 | -0.03% | 18.88K | +24.53% | 2.07M | 78.11 | 0.44% | Share |
| 60 | SPTM | SPDR Portfolio ... | 78.23 | -0.63% | 28.78K | +0.00% | 1.96M | 42.59 | 0.42% | Share |
| 61 | SNOW | Snowflake Inc. | 238.68 | -0.96% | 13.2K | +5.01% | 1.94M | 143.86 | 0.41% | Share |
| 62 | BND | Vanguard Total ... | 73.80 | -0.12% | 25.48K | -0.84% | 1.87M | 76.29 | 0.40% | Share |
| 63 | FDN | First Trust Dow... | 276.43 | -0.7% | 8.3K | +3.17% | 1.85M | 161.91 | 0.39% | Share |
| 64 | SMH | VanEck Semicond... | 290.29 | -2.87% | 8.6K | +21.30% | 1.82M | 138.32 | 0.39% | Share |
| 65 | MUNI | PIMCO Intermedi... | 51.46 | -0.04% | 34.89K | -1.13% | 1.8M | 51.39 | 0.38% | Share |
| 66 | UNH | UnitedHealth Gr... | 309.83 | +2.49% | 3.43K | +6.76% | 1.79M | 358.48 | 0.38% | Share |
| 67 | VWO | Vanguard Emergi... | 51.52 | -0.31% | 39.47K | +2.93% | 1.79M | 35.91 | 0.38% | Share |
| 68 | GBIL | Goldman Sachs A... | 100.20 | +0.04% | 17.57K | +12.99% | 1.76M | 100.07 | 0.38% | Share |
| 69 | BAC | Bank of America... | 50.76 | +0.53% | 42.19K | +0.35% | 1.76M | 24.76 | 0.37% | Share |
| 70 | FVD | First Trust Val... | 46.42 | +0.28% | 38.77K | +0.75% | 1.73M | 40.53 | 0.37% | Share |
| 71 | CI | The Cigna Group | 301.04 | +0.68% | 5.16K | -0.29% | 1.7M | 195.2 | 0.36% | Share |
| 72 | CRWD | CrowdStrike Hol... | 423.70 | -4.14% | 4.77K | -4.35% | 1.68M | 160.68 | 0.36% | Share |
| 73 | XLP | Consumer Staple... | 80.78 | +0.65% | 20.4K | +8.36% | 1.67M | 72.25 | 0.35% | Share |
| 74 | LLY | Eli Lilly and C... | 732.52 | +0.08% | 1.97K | +0.25% | 1.62M | 260.57 | 0.35% | Share |
| 75 | BX | Blackstone Inc. | 171.41 | -0.35% | 11.62K | 0.00% | 1.62M | 46.64 | 0.35% | Share |
| 76 | MLN | VanEck Long Mun... | 16.86 | -0.03% | 93.33K | +26.42% | 1.62M | 17.91 | 0.35% | Share |
| 77 | NEAR | iShares Short M... | 51.27 | +0.03% | 31.65K | -2.47% | 1.61M | 49.89 | 0.34% | Share |
| 78 | MDT | Medtronic plc | 92.82 | +0.94% | 17.89K | -3.17% | 1.61M | 88.48 | 0.34% | Share |
| 79 | BRK-B | Berkshire Hatha... | 503.29 | +0.69% | 2.99K | -7.06% | 1.59M | 234.91 | 0.34% | Share |
| 80 | INEQ | Columbia Thread... | 37.23 | -0.33% | 48.39K | -6.57% | 1.57M | 30.68 | 0.33% | Share |
| 81 | ITOT | iShares Core S&... | 141.32 | -0.6% | 12.85K | -5.28% | 1.57M | 76.86 | 0.33% | Share |
| 82 | BNDX | Vanguard Total ... | 49.31 | -0.02% | 32.07K | -6.47% | 1.57M | 51.99 | 0.33% | Share |
| 83 | RVTY | Revvity, Inc. | 90.13 | +1.00% | 14.36K | 0.00% | 1.52M | 88.54 | 0.32% | Share |
| 84 | DKNG | DraftKings Inc. | 47.98 | -0.52% | 45.28K | +0.35% | 1.5M | 17.58 | 0.32% | Share |
| 85 | HYD | VanEck High Yie... | 49.49 | +0.04% | 28.68K | +9.88% | 1.47M | 51.35 | 0.31% | Share |
| 86 | JPM | JPMorgan Chase ... | 301.45 | +0.13% | 5.99K | -0.66% | 1.47M | 124 | 0.31% | Share |
| 87 | SHM | SPDR Nuveen Blo... | 48.24 | +0.02% | 30.73K | -0.03% | 1.46M | 48.2 | 0.31% | Share |
| 88 | CHTR | Charter Communi... | 265.58 | +0.74% | 3.82K | -5.75% | 1.41M | 364.44 | 0.30% | Share |
| 89 | MU | Micron Technolo... | 119.01 | -2.45% | 16.06K | +12.53% | 1.4M | 56.64 | 0.30% | Share |
| 90 | AMLP | Alerian MLP ETF | 48.70 | +0.40% | 26.63K | -2.83% | 1.38M | 38.44 | 0.29% | Share |
| 91 | TRMB | Trimble Inc. | 80.82 | -1.69% | 20.55K | 0.00% | 1.35M | 53.41 | 0.29% | Share |
| 92 | SBUX | Starbucks Corpo... | 88.19 | +0.19% | 13.53K | +11.38% | 1.33M | 74.5 | 0.28% | Share |
| 93 | MSI | Motorola Soluti... | 472.26 | +0.46% | 2.95K | -0.34% | 1.29M | 157.43 | 0.28% | Share |
| 94 | CRM | Salesforce, Inc... | 256.28 | +0.69% | 4.7K | -2.08% | 1.26M | 181.04 | 0.27% | Share |
| 95 | BOND | PIMCO Active Bo... | 92.56 | -0.13% | 13.57K | -2.97% | 1.25M | 91.47 | 0.27% | Share |
| 96 | IAU | iShares Gold Tr... | 65.09 | +0.93% | 20.57K | 0.00% | 1.21M | 34.15 | 0.26% | Share |
| 97 | FDX | FedEx Corporati... | 231.00 | -0.12% | 4.91K | 0.00% | 1.2M | 136.82 | 0.25% | Share |
| 98 | HMOP | Hartford Munici... | 38.23 | -0.31% | 30.56K | 0.00% | 1.18M | 37.64 | 0.25% | Share |
| 99 | EFV | iShares MSCI EA... | 66.99 | -0.34% | 19.58K | -6.61% | 1.15M | 46.07 | 0.25% | Share |
| 100 | SMB | VanEck Short Mu... | 17.36 | +0.12% | 67K | +0.40% | 1.15M | 17.06 | 0.24% | Share |
| 101 | FDVV | Fidelity High D... | 55.19 | -0.08% | 22.46K | +21.01% | 1.11M | 43.43 | 0.24% | Share |
| 102 | HPE | Hewlett Packard... | 22.59 | -2.46% | 71.48K | +14.33% | 1.1M | 12.39 | 0.23% | Share |
| 103 | PYPL | PayPal Holdings... | 70.19 | +0.19% | 16.75K | -0.18% | 1.09M | 111.36 | 0.23% | Share |
| 104 | COST | Costco Wholesal... | 943.32 | -0.17% | 1.14K | +1.60% | 1.09M | 524.18 | 0.23% | Share |
| 105 | AMD | Advanced Micro ... | 162.63 | -3.53% | 10.19K | +73.48% | 1.05M | 90.56 | 0.22% | Share |
| 106 | BABA | Alibaba Group H... | 135.04 | +12.94% | 7.92K | -9.16% | 1.05M | 194.77 | 0.22% | Share |
| 107 | FUMB | First Trust Ult... | 20.12 | +0.05% | 50K | 0.00% | 1M | 19.98 | 0.21% | Share |
| 108 | ITM | VanEck Intermed... | 45.71 | +0.03% | 21.38K | +3.75% | 972.85K | 45.66 | 0.21% | Share |
| 109 | IYW | iShares U.S. Te... | 181.69 | -1.55% | 6.89K | -0.1% | 970.19K | 57.41 | 0.21% | Share |
| 110 | AMAT | Applied Materia... | 160.76 | -2.73% | 6.56K | +3.73% | 952.6K | 58.21 | 0.20% | Share |
| 111 | PLSE | Pulse Bioscienc... | 15.54 | -0.13% | 58.16K | +5.50% | 935.71K | 8.18 | 0.20% | Share |
| 112 | CSCO | Cisco Systems, ... | 69.09 | -0.49% | 15.1K | -16.71% | 931.56K | 39.53 | 0.20% | Share |
| 113 | BA | The Boeing Comp... | 234.75 | -0.6% | 5.36K | -3.77% | 912.56K | 174.81 | 0.19% | Share |
| 114 | FDLO | Fidelity Low Vo... | 64.73 | -0.15% | 14.73K | -6.06% | 892.93K | 47.49 | 0.19% | Share |
| 115 | VFH | Vanguard Financ... | 131.97 | +0.19% | 7.38K | -1.55% | 881.21K | 60.95 | 0.19% | Share |
| 116 | ADBE | Adobe Inc. | 356.70 | +0.77% | 2.29K | +7.10% | 879.81K | 336.71 | 0.19% | Share |
| 117 | JNJ | Johnson & Johns... | 177.19 | +0.99% | 5.1K | +5.00% | 833.16K | 144.17 | 0.18% | Share |
| 118 | SUSA | iShares MSCI US... | 131.70 | -0.54% | 7.23K | -9.91% | 830.23K | 55.58 | 0.18% | Share |
| 119 | VGK | Vanguard Europe... | 78.50 | -0.44% | 11.51K | +25.53% | 807.89K | 65.9 | 0.17% | Share |
| 120 | HPQ | HP Inc. | 28.54 | +0.67% | 28.76K | 0.00% | 796.28K | 17.8 | 0.17% | Share |
| 121 | TSLA | Tesla, Inc. | 333.98 | -3.47% | 3.05K | +19.63% | 794.15K | 138.39 | 0.17% | Share |
| 122 | STE | STERIS plc | 245.10 | +0.13% | 3.5K | 0.00% | 792.14K | 142.83 | 0.17% | Share |
| 123 | HTRB | Hartford Total ... | 33.99 | -0.11% | 23.2K | -13.27% | 785.72K | 32.44 | 0.17% | Share |
| 124 | TAXF | American Centur... | 49.08 | +0.25% | 15.6K | +5.41% | 771.89K | 49.45 | 0.16% | Share |
| 125 | VNQ | Vanguard Real E... | 92.23 | +0.53% | 8.33K | +12.42% | 754.06K | 77.16 | 0.16% | Share |
| 126 | ICF | iShares Cohen &... | 61.68 | +0.64% | 12.13K | +11.69% | 746.29K | 53.67 | 0.16% | Share |
| 127 | WMT | Walmart Inc. | 97.01 | +0.94% | 8.41K | 0.00% | 738.87K | 43.64 | 0.16% | Share |
| 128 | IDCC | InterDigital, I... | 271.71 | -0.66% | 3.53K | -23.66% | 730.45K | 45.37 | 0.16% | Share |
| 129 | C | Citigroup Inc. | 96.60 | -0.23% | 10.29K | -0.55% | 730.13K | 47.2 | 0.16% | Share |
| 130 | DLX | Deluxe Corporat... | 19.66 | +1.39% | 44.37K | -8.36% | 701.5K | 26.44 | 0.15% | Share |
| 131 | INMB | INmune Bio, Inc... | 2.03 | -2.87% | 89.2K | -0.86% | 696.66K | 6.82 | 0.15% | Share |
| 132 | NVNO | enVVeno Medical... | 0.80 | -8.1% | 259.05K | +26.35% | 681.31K | 3.32 | 0.15% | Share |
| 133 | ATOM | Atomera Incorpo... | 3.28 | -1.5% | 169.15K | +36.95% | 676.59K | 7.9 | 0.14% | Share |
| 134 | PG | The Procter & G... | 157.10 | +0.93% | 3.92K | -4.95% | 667.75K | 117.22 | 0.14% | Share |
| 135 | LMT | Lockheed Martin... | 455.44 | -0.16% | 1.46K | 0.00% | 654.15K | 360.33 | 0.14% | Share |
| 136 | AIQ | Global X Artifi... | 45.08 | -0.99% | 17.89K | +539.07% | 652.14K | 35.89 | 0.14% | Share |
| 137 | JNK | SPDR Bloomberg ... | 97.52 | -0.16% | 6.4K | 0.00% | 609.97K | 98.53 | 0.13% | Share |
| 138 | TLT | iShares 20+ Yea... | 86.60 | -0.71% | 6.48K | +27.36% | 589.81K | 132.27 | 0.13% | Share |
| 139 | SPLB | SPDR Portfolio ... | 22.48 | -0.68% | 24.86K | +56.51% | 561.2K | 22.83 | 0.12% | Share |
| 140 | TCAF | T. Rowe Price E... | 36.76 | -0.46% | 17.32K | +10.53% | 559.25K | 31.91 | 0.12% | Share |
| 141 | LRCX | Lam Research Co... | 100.15 | -3.79% | 7.67K | 0.00% | 557.62K | 72.23 | 0.12% | Share |
| 142 | FCX | Freeport-McMoRa... | 44.41 | +0.09% | 14.47K | +78.97% | 549.99K | 36.29 | 0.12% | Share |
| 143 | SOXX | iShares Semicon... | 245.20 | -2.91% | 2.82K | +1.44% | 530.26K | 108.17 | 0.11% | Share |
| 144 | RSP | Invesco S&P 500... | 188.60 | -0.08% | 3.05K | +136.94% | 527.83K | 169.63 | 0.11% | Share |
| 145 | CVX | Chevron Corpora... | 160.71 | +0.87% | 3.14K | +1.62% | 525.71K | 119.48 | 0.11% | Share |
| 146 | DIS | The Walt Disney... | 118.42 | +0.66% | 5.13K | +5.33% | 506.69K | 102.42 | 0.11% | Share |
| 147 | XBI | SPDR S&P Biotec... | 89.87 | -0.47% | 6.17K | 0.00% | 500.39K | 80.67 | 0.11% | Share |
| 148 | PM | Philip Morris I... | 167.19 | +0.86% | 3.12K | -6.87% | 495.24K | 72.96 | 0.11% | Share |
| 149 | ASML | ASML Holding N.... | 742.62 | -2.73% | 721 | +3.5K% | 477.92K | 671.38 | 0.10% | Share |
| 150 | IVV | iShares Core S&... | 648.30 | -0.59% | 849 | +2.29% | 477.33K | 437.71 | 0.10% | Share |