Westside Investment Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WI Westside Investment Management, Inc. | Institutional Filer | ▲ 4.41% | $652.7M | 1477 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1477)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD HIGH | — | 162K | $24.0M | 3.68% |
| 2 | AAPL | Apple Inc. | Technology | 92K | $23.5M | 3.60% |
| 3 | VTI | VANGUARD TOTAL | — | 58K | $18.5M | 2.84% |
| 4 | QQQ | Invesco QQQ Trust | — | 31K | $17.7M | 2.71% |
| 5 | TPC | Tutor Perini Corporation | Industrials | 219K | $16.9M | 2.59% |
| 6 | GOOGL | Alphabet Inc. | Technology | 47K | $13.6M | 2.09% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 60K | $12.4M | 1.91% |
| 8 | ETON | Eton Pharmaceuticals, Inc. | Healthcare | 468K | $11.5M | 1.77% |
| 9 | IEFA | ISHARES CORE | — | 116K | $10.5M | 1.61% |
| 10 | MSFT | Microsoft Corporation | Technology | 28K | $10.5M | 1.61% |
| 11 | GOOG | Alphabet Inc. | Technology | 32K | $9.2M | 1.41% |
| 12 | AGG | ISHARES CORE | — | 92K | $9.1M | 1.40% |
| 13 | META | Meta Platforms, Inc. | Technology | 16K | $8.9M | 1.36% |
| 14 | UBER | Uber Technologies, Inc. | Technology | 118K | $8.5M | 1.30% |
| 15 | NVDA | NVIDIA Corporation | Technology | 47K | $8.2M | 1.26% |
Showing 1 to 15 of 1000 holdings