Westside Investment Management, Inc.

CIK Number: 0001538383

469.44M
Market Value
847
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
196.58
+0.48% 86.78K -3.58% 21.73M 64.83 4.58%
2 VYM Vanguard High D...
130.28
+0.16% 138.15K +0.65% 17.63M 98.64 3.71%
3 VTI Vanguard Total ...
294.11
+0.04% 57.98K +0.04% 16.8M 165.97 3.54%
4 QQQ Invesco QQQ Tru...
528.99
-0.02% 30.28K -1% 15.48M 224.24 3.26%
5 AMZN Amazon.com, Inc...
212.52
-1.07% 53.51K -1.05% 11.74M 109.92 2.47%
6 MSFT Microsoft Corpo...
480.24
+0.46% 24.85K +0.09% 10.47M 181.69 2.21%
7 GOOGL Alphabet Inc.
173.32
-1.49% 43.63K +2.53% 8.26M 81.47 1.74%
8 META Meta Platforms,...
695.77
-0.21% 14.11K -0.47% 8.26M 198.87 1.74%
9 VCR Vanguard Consum...
351.28
+0.06% 21.41K -1.76% 8.04M 186.62 1.69%
10 IEFA iShares Core MS...
81.09
+0.22% 113.47K -1.53% 7.97M 56.73 1.68%
11 UBER Uber Technologi...
83.44
-1.56% 128.01K -2.23% 7.72M 29.28 1.63%
12 ETON Eton Pharmaceut...
13.70
+0.66% 575.22K -7.02% 7.66M 3.62 1.61%
13 AGG iShares Core U....
98.13
+0.07% 77.13K +3.75% 7.47M 111.48 1.58%
14 MINT PIMCO Enhanced ...
100.38
+0.02% 65.94K +12.65% 6.62M 99.95 1.39%
15 VIG Vanguard Divide...
199.14
-0.2% 32.8K +0.51% 6.42M 111.32 1.35%
16 JPST JPMorgan Ultra-...
50.55
+0.02% 126.82K -4.13% 6.39M 50.19 1.35%
17 GOOG Alphabet Inc.
173.98
-1.83% 32.34K -0.82% 6.16M 60.05 1.30%
18 TPC Tutor Perini Co...
41.98
+0.21% 248.2K -2.19% 6.01M 7.95 1.27%
19 AVGO Broadcom Inc.
251.26
+0.76% 25.19K -2.41% 5.84M 40.7 1.23%
20 HROW Harrow Health, ...
31.52
+3.65% 163.54K -1.45% 5.49M 8.87 1.16%
21 IUSB iShares Core To...
45.72
+0.04% 119.93K +1.57% 5.42M 51.64 1.14%
22 GLD SPDR Gold Share...
310.26
-0.54% 21.87K -1.84% 5.3M 154.45 1.12%
23 XLK Technology Sele...
241.61
+0.12% 22.42K -3.81% 5.21M 89.7 1.10%
24 FCAL First Trust Cal...
47.91
-0.15% 100.93K +11.12% 4.98M 48.26 1.05%
25 NVDA NVIDIA Corporat...
145.48
+0.94% 34.27K -6.91% 4.6M 42.84 0.97%
26 PBI Pitney Bowes In...
10.39
+0.97% 625.94K +0.50% 4.53M 2.85 0.96%
27 SHOP Shopify Inc.
105.97
-0.53% 40.97K -3.19% 4.36M 43.79 0.92%
28 SDY SPDR S&P Divide...
133.98
-0.09% 32.53K -1.73% 4.3M 110.6 0.91%
29 NOC Northrop Grumma...
494.65
-1.85% 8.76K -11.67% 4.11M 311.26 0.87%
30 SMMU PIMCO Short Ter...
50.05
-0.02% 77.88K -2.44% 3.88M 49.71 0.82%
31 XLF Financial Selec...
50.22
-0.04% 79.28K -0.51% 3.83M 22.17 0.81%
32 URI United Rentals,...
698.67
+0.53% 5.17K +0.52% 3.64M 127.64 0.77%
33 QCOM QUALCOMM Incorp...
153.63
-0.54% 23.21K -0.66% 3.57M 87.74 0.75%
34 SPY SPDR S&P 500 ET...
597.44
-0.02% 5.68K +0.21% 3.33M 420.52 0.70%
35 FMB First Trust Man...
49.76
-0.11% 62.08K -2.15% 3.17M 49.59 0.67%
36 ABBV AbbVie Inc.
185.49
+0.01% 17.32K +0.12% 3.08M 85.08 0.65%
37 IEMG iShares Core MS...
57.94
+0.05% 58.68K -0.36% 3.06M 48.56 0.65%
38 AVUV Avantis U.S. Sm...
89.59
+0.17% 31.52K +4.89% 3.04M 89.32 0.64%
39 MUB iShares Nationa...
103.97
-0.1% 28.31K +23.66% 3.02M 111.29 0.64%
40 XLV Health Care Sel...
133.24
-0.17% 21.51K -0.75% 2.96M 117.28 0.62%
41 BCO The Brink's Com...
87.10
+1.39% 30.65K +0.76% 2.84M 55.37 0.60%
42 VHT Vanguard Health...
245.45
-0.09% 11.07K +0.49% 2.81M 219.93 0.59%
43 COHR Coherent, Inc.
82.29
+3.16% 29.08K -0.26% 2.75M 35.5 0.58%
44 CGBL Capital Group C...
32.63
-0.06% 87.2K +42.67% 2.73M 30.24 0.57%
45 AMGN Amgen Inc.
289.63
-0.14% 10.05K +0.01% 2.62M 216.35 0.55%
46 IJR iShares Core S&...
106.29
+0.42% 22.31K -0.22% 2.57M 80 0.54%
47 FIXD First Trust TCW...
43.60
+0.05% 59.19K +5.05% 2.54M 43.84 0.54%
48 SHY iShares 1-3 Yea...
82.48
+0.05% 30.85K +0.02% 2.53M 85.88 0.53%
49 GILD Gilead Sciences...
108.00
0.00% 27.34K -0.36% 2.53M 68.06 0.53%
50 ORCL Oracle Corporat...
210.87
+1.29% 14.96K 0.00% 2.49M 51.28 0.53%
51 CMF iShares Califor...
55.46
-0.14% 43.08K +5.55% 2.47M 57.18 0.52%
52 VXUS Vanguard Total ...
67.63
+0.12% 41.28K +10.76% 2.43M 52.51 0.51%
53 QQQM Invesco NASDAQ ...
217.80
-0.01% 11.2K -1.22% 2.36M 149.44 0.50%
54 VB Vanguard Small ...
231.32
+0.50% 9.64K +0.10% 2.32M 133.91 0.49%
55 VDC Vanguard Consum...
217.32
-0.15% 10.81K +0.37% 2.28M 183.95 0.48%
56 IBB iShares Biotech...
125.77
+0.36% 16.95K -0.29% 2.24M 124.58 0.47%
57 CVS CVS Health Corp...
66.84
-0.37% 49.08K -23.92% 2.2M 62.01 0.46%
58 SPTM SPDR Portfolio ...
72.49
+0.03% 28.78K +3.14% 2.06M 42.59 0.43%
59 BX Blackstone Inc.
137.49
+1.33% 11.62K -0.3% 2M 46.64 0.42%
60 FDN First Trust Dow...
255.74
-0.29% 8.05K -0.25% 1.96M 160 0.41%
61 SNOW Snowflake Inc.
212.08
+1.26% 12.57K +1.86% 1.94M 143.74 0.41%
62 BND Vanguard Total ...
72.83
+0.05% 25.7K +0.35% 1.85M 76.29 0.39%
63 BAC Bank of America...
45.06
+1.88% 42.04K -1.18% 1.85M 24.7 0.39%
64 MUNI PIMCO Intermedi...
51.12
-0.04% 35.29K 0.00% 1.83M 51.39 0.38%
65 ITOT iShares Core S&...
130.20
+0.05% 13.56K -0.16% 1.74M 76.86 0.37%
66 SMH VanEck Semicond...
262.59
+0.38% 7.09K 0.00% 1.72M 122.74 0.36%
67 CRWD CrowdStrike Hol...
485.16
-1.4% 4.99K +0.04% 1.71M 160.68 0.36%
68 VWO Vanguard Emergi...
48.15
-0.27% 38.34K -8.81% 1.69M 35.64 0.36%
69 BNDX Vanguard Total ...
49.42
+0.18% 34.28K +3.11% 1.68M 51.99 0.35%
70 FVD First Trust Val...
44.22
-0.18% 38.48K 0.00% 1.68M 40.5 0.35%
71 DKNG DraftKings Inc.
39.60
+3.88% 45.12K +0.64% 1.68M 17.52 0.35%
72 NEAR iShares Short M...
50.79
-0.04% 32.45K +5.02% 1.64M 49.89 0.35%
73 UNH UnitedHealth Gr...
307.20
-0.54% 3.21K +16.35% 1.62M 347.3 0.34%
74 AIVL WisdomTree U.S....
110.46
+0.03% 15.16K -5.76% 1.62M 70.34 0.34%
75 CRM Salesforce, Inc...
259.50
-1.24% 4.8K +0.10% 1.6M 181.04 0.34%
76 GBIL Goldman Sachs A...
100.02
+0.02% 15.55K +24.76% 1.55M 100.05 0.33%
77 INEQ Columbia Intern...
34.99
+0.11% 51.79K 0.00% 1.52M 30.68 0.32%
78 LLY Eli Lilly and C...
785.03
-0.78% 1.96K -5.08% 1.52M 259.13 0.32%
79 XLP Consumer Staple...
80.43
-0.12% 18.83K -0.22% 1.48M 71.47 0.31%
80 MDT Medtronic plc
85.73
-0.51% 18.47K +5.06% 1.48M 88.48 0.31%
81 BRK-B Berkshire Hatha...
485.14
+0.34% 3.21K -2.31% 1.46M 234.91 0.31%
82 SHM SPDR Nuveen Blo...
47.64
-0.04% 30.73K -10% 1.46M 48.2 0.31%
83 TRMB Trimble Inc.
71.70
-0.08% 20.55K +1.22% 1.45M 53.41 0.31%
84 JPM JPMorgan Chase ...
273.96
+1.65% 6.03K +2.40% 1.44M 124 0.30%
85 ATOM Atomera Incorpo...
5.06
0.00% 123.51K +6.75% 1.43M 9.34 0.30%
86 PYPL PayPal Holdings...
68.57
-2.97% 16.79K +0.44% 1.43M 111.36 0.30%
87 CI Cigna Corporati...
314.40
+0.60% 5.17K +5.04% 1.43M 195.2 0.30%
88 CHTR Charter Communi...
377.43
+1.02% 4.05K -4.1% 1.39M 364.44 0.29%
89 FDX FedEx Corporati...
223.30
+0.35% 4.91K +1.01% 1.38M 136.82 0.29%
90 MSI Motorola Soluti...
404.74
-0.41% 2.96K +0.20% 1.37M 157.43 0.29%
91 HYD VanEck High Yie...
49.84
-0.07% 26.1K +12.82% 1.35M 51.37 0.29%
92 HPE Hewlett Packard...
17.78
-0.67% 62.52K +0.77% 1.33M 11.96 0.28%
93 MLN VanEck Long Mun...
16.86
+0.18% 73.83K +32.79% 1.32M 18.04 0.28%
94 AMLP Alerian MLP ETF
48.73
+0.29% 27.41K -0.96% 1.32M 38.44 0.28%
95 BOND PIMCO Active Bo...
91.14
+0.09% 13.98K -4.77% 1.26M 91.47 0.27%
96 MU Micron Technolo...
121.82
+1.23% 14.27K -4.22% 1.2M 52.85 0.25%
97 HMOP Hartford Munici...
38.12
-0.34% 30.56K -0.97% 1.18M 37.64 0.25%
98 XLE Energy Select S...
88.08
-0.65% 13.74K +5.06% 1.18M 79.21 0.25%
99 SMB VanEck Short Mu...
17.20
+0.09% 66.73K +0.23% 1.14M 17.06 0.24%
100 SBUX Starbucks Corpo...
92.28
+0.75% 12.15K -4.41% 1.11M 71.81 0.23%
101 IYW iShares U.S. Te...
165.14
+0.15% 6.9K 0.00% 1.1M 57.41 0.23%
102 EFV iShares MSCI EA...
62.14
+0.34% 20.97K -0.23% 1.1M 46.07 0.23%
103 DLX Deluxe Corporat...
14.75
-0.34% 48.42K -0.59% 1.09M 26.44 0.23%
104 CSCO Cisco Systems, ...
65.84
+0.78% 18.12K -0.54% 1.07M 39.53 0.23%
105 COST Costco Wholesal...
974.90
-0.29% 1.13K 0.00% 1.03M 517.44 0.22%
106 TSLA Tesla, Inc.
322.05
+1.80% 2.55K -2.11% 1.03M 114.68 0.22%
107 AMAT Applied Materia...
172.84
-0.72% 6.33K 0.00% 1.03M 54.97 0.22%
108 IAU iShares Gold Tr...
63.48
-0.53% 20.57K -2.83% 1.02M 34.15 0.21%
109 FUMB First Trust Ult...
20.11
+0.05% 50K 0.00% 1M 19.98 0.21%
110 BA The Boeing Comp...
197.68
-1.29% 5.57K -14.24% 986.07K 174.81 0.21%
111 SUSA iShares MSCI US...
122.35
-0.12% 8.02K -1.76% 975.49K 55.58 0.21%
112 PLSE Pulse Bioscienc...
15.05
+0.07% 55.12K +0.23% 959.66K 7.74 0.20%
113 ADBE Adobe Inc.
378.04
-1.21% 2.14K 0.00% 952.5K 333.39 0.20%
114 FDLO Fidelity Low Vo...
61.37
-0.15% 15.68K -2.15% 950.06K 47.49 0.20%
115 ITM VanEck Intermed...
45.27
-0.07% 20.6K +9.15% 949.83K 45.66 0.20%
116 HPQ HP Inc.
24.18
-0.45% 28.76K +0.89% 938.34K 17.8 0.20%
117 FDVV Fidelity High D...
51.14
+0.16% 18.56K +30.16% 927.07K 42.14 0.20%
118 IDCC InterDigital, I...
224.80
+1.31% 4.63K -3.64% 896.54K 45.37 0.19%
119 HTRB Hartford Total ...
33.59
+0.09% 26.75K +4.70% 891.58K 32.44 0.19%
120 VFH Vanguard Financ...
121.76
+0.19% 7.49K 0.00% 884.66K 60.95 0.19%
121 WMT Walmart Inc.
95.09
+0.89% 8.41K -1.18% 759.87K 43.64 0.16%
122 TAXF American Centur...
48.88
-0.15% 14.8K 0.00% 742.07K 49.45 0.16%
123 BABA Alibaba Group H...
113.49
-1.34% 8.71K -14.15% 738.89K 194.77 0.16%
124 C Citigroup Inc.
78.35
+1.28% 10.35K -1.43% 728.26K 47.2 0.15%
125 STE STERIS plc
236.23
-0.36% 3.5K 0.00% 718.43K 142.83 0.15%
126 LMT Lockheed Martin...
468.60
-2.24% 1.46K -0.81% 710.93K 360.33 0.15%
127 AMD Advanced Micro ...
126.79
-0.24% 5.87K +8.64% 709.52K 81.61 0.15%
128 JNJ Johnson & Johns...
150.73
-1.08% 4.86K +13.29% 702.76K 143.08 0.15%
129 PG The Procter & G...
158.02
-0.32% 4.12K -4.07% 691.06K 117.22 0.15%
130 VNQ Vanguard Real E...
89.89
+0.35% 7.41K +1.65% 659.94K 75.5 0.14%
131 ICF iShares Cohen &...
61.45
+0.31% 10.86K +11.40% 654.42K 52.75 0.14%
132 NVNO enVVeno Medical...
4.13
-3.73% 205.03K +131.99% 619.18K 3.5 0.13%
133 JNK SPDR Bloomberg ...
95.94
+0.16% 6.4K -5.07% 611.06K 98.53 0.13%
134 SOXX iShares Semicon...
226.56
+0.41% 2.78K 0.00% 598.63K 107.02 0.13%
135 VGK Vanguard Europe...
76.34
-0.07% 9.17K +472.88% 581.82K 64.8 0.12%
136 XBI SPDR S&P Biotec...
82.66
+0.68% 6.17K 0.00% 555.67K 80.67 0.12%
137 LRCX Lam Research Co...
92.24
-0.45% 7.67K +100.00% 554K 72.23 0.12%
138 DIS The Walt Disney...
117.86
-0.23% 4.87K -20.35% 542.73K 102.61 0.11%
139 IMCG iShares Morning...
77.52
+0.25% 7.04K -3.93% 531.68K 55.9 0.11%
140 TCAF T. Rowe Price E...
34.15
-0.15% 15.68K +52.55% 521.51K 31.87 0.11%
141 VGT Vanguard Inform...
631.19
+0.32% 823 +1.23% 511.83K 253.85 0.11%
142 HD The Home Depot,...
347.03
-0.5% 1.3K 0.00% 506.27K 227.3 0.11%
143 VUG Vanguard Growth...
419.60
-0.16% 1.2K -1.81% 490.73K 220.83 0.10%
144 IVV iShares Core S&...
598.62
-0.02% 830 +30.91% 488.83K 434.87 0.10%
145 NFLX Netflix, Inc.
1222.29
+0.13% 509 0.00% 453.68K 292.19 0.10%
146 CVX Chevron Corpora...
148.19
-0.44% 3.09K -9.22% 447.7K 118.7 0.09%
147 TLT iShares 20+ Yea...
86.65
+0.17% 5.09K -69.99% 444.33K 143.56 0.09%
148 IHYF Invesco High Yi...
22.50
+0.25% 19.7K -9.22% 443.45K 21.04 0.09%
149 VOO Vanguard 500 In...
549.24
-0.02% 818 -9.71% 441.08K 353.02 0.09%
150 PRU Prudential Fina...
104.11
+0.70% 3.7K 0.00% 438.56K 60.4 0.09%