Westside Investment Management, Inc.
CIK Number: 0001538383
Main Sectors:
Top Industries:
Filing Date: Aug 5, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High D... | 140.88 | -0.14% | 156.26K | +2.28% | 20.84M | 102.25 | 3.86% | Share |
| 2 | VTI | Vanguard Total ... | 329.77 | +0.14% | 57.94K | 0.00% | 17.61M | 165.97 | 3.27% | Share |
| 3 | AAPL | Apple Inc. | 257.13 | +0.66% | 83.65K | +0.68% | 17.26M | 65.78 | 3.20% | Share |
| 4 | QQQ | Invesco QQQ Tru... | 605.72 | +0.41% | 31.01K | -6.32% | 17.1M | 245.1 | 3.17% | Share |
| 5 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 26.31K | +4.21% | 13.06M | 197.4 | 2.42% | Share |
| 6 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 55.06K | +1.76% | 12.1M | 112.7 | 2.24% | Share |
| 7 | UBER | Uber Technologi... | 96.58 | -0.03% | 123.98K | -3.39% | 11.54M | 29.39 | 2.14% | Share |
| 8 | TPC | Tutor Perini Co... | 62.09 | -2.6% | 238.62K | -7.42% | 11.16M | 8.52 | 2.07% | Share |
| 9 | META | Meta Platforms,... | 727.05 | +1.35% | 15.02K | +6.22% | 11.04M | 231.22 | 2.05% | Share |
| 10 | IEFA | iShares Core MS... | 88.08 | +0.20% | 115.56K | -0.04% | 9.65M | 57.08 | 1.79% | Share |
| 11 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 46.94K | +4.32% | 8.27M | 87.51 | 1.53% | Share |
| 12 | AGG | iShares Core U.... | 100.29 | +0.11% | 80.82K | +2.71% | 8.02M | 110.92 | 1.49% | Share |
| 13 | VCR | Vanguard Consum... | 396.38 | -0.56% | 21.83K | +1.37% | 7.91M | 189.77 | 1.47% | Share |
| 14 | AVGO | Broadcom Inc. | 338.18 | +1.44% | 25.61K | +1.42% | 6.92M | 44.29 | 1.28% | Share |
| 15 | VIG | Vanguard Divide... | 216.92 | 0.00% | 33.28K | +2.21% | 6.82M | 113.34 | 1.26% | Share |
| 16 | ETON | Eton Pharmaceut... | 19.80 | -2.27% | 472.79K | -4.23% | 6.74M | 3.62 | 1.25% | Share |
| 17 | PBI | Pitney Bowes In... | 11.27 | -0.84% | 608.29K | 0.00% | 6.64M | 2.85 | 1.23% | Share |
| 18 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 41.15K | +16.55% | 6.37M | 60.85 | 1.18% | Share |
| 19 | GLD | SPDR Gold Share... | 354.76 | -0.36% | 20.78K | -3.47% | 6.34M | 154.45 | 1.17% | Share |
| 20 | IUSB | iShares Core To... | 46.71 | +0.13% | 125.83K | +0.62% | 5.82M | 51.38 | 1.08% | Share |
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