Westside Investment Management, Inc. 13F Holdings

CIK 0001538383

As of Sep 30, 2025, Westside Investment Management, Inc. reported 1,763 positions worth $528.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology84,083$21.4M4.06%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—150,025$21.1M4.00%
VANGUARD TOTAL STOCK MKT ETFVTI—58,389 9.2M3.63%
INVESCO QQQ TRUST SERIES 1QQQ—30,688 8.4M3.49%
TUTOR PERINI CORPTPCIndustrials230,212 5.1M2.86%
MICROSOFT CORPMSFTTechnology27,516 4.3M2.70%
AMAZON.COM INCAMZNEquity55,040 2.1M2.29%
UBER TECHNOLOGIES INCUBERTechnology120,254 1.8M2.23%
ALPHABET INCGOOGLEquity46,965 1.4M2.16%
META PLATFORMS INCMETACommunication Services15,198 1.1M2.10%
ETON PHARMACEUTICALS INCETONHealthcare472,040 0.3M1.94%
ISHARES CORE MSCI EAFE ETFIEFA—114,253 0.0M1.89%
HARROW INCHROWHealthcare179,576$8.7M1.64%
BROADCOM INCAVGOTechnology26,006$8.6M1.63%
NVIDIA CORPNVDATechnology45,381$8.5M1.61%
VANGUARD CONSUMER DISCRETIONARY INDEX FUNDVCR—21,396$8.5M1.61%
ISHARES CORE US AGGREGATE BOND ETFAGG—83,098$8.3M1.58%
SCHWAB CHARLES FAMIL MUNI MONEYSWOXX—7,989,838$8.0M1.51%
ALPHABET INCGOOGEquity32,567$8.0M1.51%
SPDR GOLD TRUSTGQ9—20,558$7.3M1.38%
VANGUARD DIVIDEND APPREC ETFVIG—32,912$7.1M1.35%
PITNEY BOWES INCPBIIndustrials607,564$6.9M1.31%
SHOPIFY INCSHOPTechnology40,821$6.1M1.15%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—20,853$5.9M1.11%
ISHARES CORE TOTAL USD BOND MARKET ETFIUSB—118,398$5.5M1.05%