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Westside Investment Management, Inc.

2444 WILSHIRE BLVD STE 303, SANTA MONICA, CA 90403 • 310-315-9400

Q3 2025 · Filed 2025-11-04
Market Value
$603M
+14.1%
Holdings
1,339
+84
New Purchases
133
Added To
559
Closed
50
Reduced
111
Top 10 Concentration
26.1%
Turnover
13.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ETON 1.70% 1.28% +0.43% $10M
TPC 2.51% 2.11% +0.39% $15M
HROW 1.44% 1.05% +0.39% $9M
GOOGL 1.93% 1.57% +0.36% $12M
AAPL 3.63% 3.27% +0.36% $22M
ANCFX 0.25% 0.00% +0.25% $2M
GOOG 1.32% 1.09% +0.23% $8M
NVDA 1.41% 1.21% +0.20% $8M
SWVXX 0.74% 0.54% +0.20% $4M
AMECX 0.15% 0.00% +0.15% $887K
AVGO 1.43% 1.31% +0.12% $9M
SHOP 1.01% 0.90% +0.10% $6M
ORCL 0.76% 0.66% +0.10% $5M
CAIBX 0.10% 0.00% +0.10% $603K
MU 0.48% 0.39% +0.09% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VYM 3.60% 3.95% -0.34% $22M
AMZN 2.04% 2.29% -0.25% $12M
META 1.84% 2.09% -0.25% $11M
UBER 1.95% 2.19% -0.24% $12M
QQQ 3.06% 3.24% -0.18% $18M
NVNO 0.03% 0.21% -0.18% $193K
VTI 3.18% 3.34% -0.15% $19M
IEFA 1.69% 1.83% -0.14% $10M
IUSB 0.98% 1.10% -0.12% $6M
CHTR 0.17% 0.29% -0.12% $1M
MINT 0.85% 0.96% -0.12% $5M
VIG 1.18% 1.29% -0.11% $7M
PBI 1.15% 1.26% -0.11% $7M
FCAL 0.89% 1.00% -0.11% $5M
MSFT 2.37% 2.47% -0.11% $14M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 54.0%
Technology 18.5%
Healthcare 7.8%
Industrials 7.7%
Communication Services 5.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 88 $199M 33.1%
Large Cap 750 $266M 44.2%
Mid Cap 291 $85M 14.1%
Small Cap 156 $42M 6.9%
Micro Cap 54 $10M 1.7%

Portfolio Analytics

Avg Market Cap
$80.8B
Median Market Cap
$19.1B
Avg P/E
30.8
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
937
# ETFs / Funds
402

Top Holdings (1,339 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.63% 85,723 $22M $255.02 $5M +2,072 +2.5%
2 VYM 3.60% 154,025 $22M $140.96 $871K -2,231 -1.4%
3 VTI 3.18% 58,476 $19M $328.18 $2M +539 +0.9%
4 QQQ 3.06% 30,688 $18M $600.54 $1M -321 -1.0%
5 TPC 2.51% 230,212 $15M $65.59 $4M -8,405 -3.5%
6 MSFT 2.37% 27,531 $14M $518.36 $1M +1,219 +4.6%
7 AMZN 2.04% 55,866 $12M $219.92 $187K +801 +1.4%
8 UBER 1.95% 120,254 $12M $97.72 $210K -3,728 -3.0%
9 GOOGL 1.93% 47,715 $12M $243.45 $3M +776 +1.6%
10 META 1.84% 15,198 $11M $731.31 $78K +182 +1.2%
11 ETON 1.70% 472,540 $10M $21.73 $4M -250 -0.1%
12 IEFA 1.69% 116,708 $10M $87.32 $544K +1,147 +1.0%
13 AGG 1.45% 87,372 $9M $100.25 $743K +6,555 +8.1%
14 HROW 1.44% 179,576 $9M $48.18 $3M -1,480 -0.8%
15 AVGO 1.43% 26,006 $9M $331.70 $2M +393 +1.5%
16 NVDA 1.41% 45,381 $8M $187.06 $2M +4,233 +10.3%
17 VCR 1.41% 21,396 $8M $396.45 $570K -430 -2.0%
18 GOOG 1.32% 32,567 $8M $244.23 $2M +6 +0.0%
19 GLD 1.23% 20,883 $7M $355.49 $1M +103 +0.5%
20 VIG 1.18% 32,912 $7M $215.92 $290K -365 -1.1%
21 PBI 1.15% 607,564 $7M $11.41 $296K -725 -0.1%
22 SHOP 1.01% 40,821 $6M $148.86 $1M -847 -2.0%
23 IUSB 0.98% 126,124 $6M $46.71 $75K +290 +0.2%
24 XLK 0.98% 20,853 $6M $282.30 $498K -456 -2.1%
25 FCAL 0.89% 110,445 $5M $48.79 $107K +350 +0.3%
26 URI 0.88% 5,585 $5M $954.78 $1M +27 +0.5%
27 NOC 0.85% 8,441 $5M $606.90 $600K -566 -6.3%
28 MINT 0.85% 50,624 $5M $100.69 $19K +112 +0.2%
29 SDY 0.83% 35,753 $5M $140.05 $233K +578 +1.6%
30 AVUV 0.80% 48,385 $5M $99.57 $367K -379 -0.8%
31 ORCL 0.76% 16,211 $5M $282.36 $1M +361 +2.3%
32 XLV 0.76% 32,618 $5M $139.69 $131K -157 -0.5%
33 SWVXX 0.74% 4,430,346 $4M $1.00 $2M +1,579,120 +55.4%
34 XLF 0.70% 78,969 $4M $53.78 $117K +173 +0.2%
35 QQQM 0.70% 17,038 $4M $247.20 $315K -133 -0.8%
36 CGBL 0.69% 119,195 $4M $34.72 $525K +11,127 +10.3%
37 ABBV 0.66% 16,972 $4M $233.10 $745K -284 -1.6%
38 QCOM 0.64% 23,169 $4M $166.40 $129K -225 -1.0%
39 COHR 0.64% 35,693 $4M $107.72 $538K -1,378 -3.7%
40 MUB 0.63% 35,559 $4M $106.49 $231K +1,525 +4.5%
41 JPST 0.62% 74,055 $4M $50.71 $27K +437 +0.6%
42 CVS 0.60% 47,508 $4M $75.53 $239K -1,006 -2.1%
43 BCO 0.59% 30,548 $4M $116.86 $837K -55 -0.2%
44 SMMU 0.58% 69,628 $4M $50.55 $28K
45 FMB 0.58% 68,859 $3M $50.71 $86K +500 +0.7%
46 IEMG 0.56% 51,405 $3M $65.94 $375K +1,197 +2.4%
47 SMH 0.56% 10,340 $3M $326.67 $484K -40 -0.4%
48 VXUS 0.53% 43,211 $3M $73.46 $195K +91 +0.2%
49 SNOW 0.51% 13,631 $3M $226.58 $13K -213 -1.5%
50 VHT 0.51% 11,715 $3M $260.21 $124K -50 -0.4%
51 MU 0.48% 16,901 $3M $172.43 $856K +99 +0.6%
52 IJR 0.48% 24,360 $3M $118.83 $274K +383 +1.6%
53 AMGN 0.47% 9,950 $3M $285.86 -$3K -162 -1.6%
54 MLN 0.47% 161,796 $3M $17.48 $673K +34,183 +26.8%
55 FIXD 0.46% 62,475 $3M $44.43 -$142K -4,000 -6.0%
56 SHY 0.46% 33,293 $3M $82.96 $142K +1,675 +5.3%
57 GILD 0.44% 24,054 $3M $111.03 -$59K -532 -2.2%
58 IBB 0.43% 17,883 $3M $144.61 $238K -665 -3.6%
59 SPTM 0.41% 30,605 $2M $80.65 $202K +345 +1.1%
60 XLE 0.40% 27,303 $2M $89.34 $73K -564 -2.0%
61 DTN 0.39% 20,796 $2M $114.28 $31K +53 +0.3%
62 BRK-B 0.39% 4,660 $2M $499.83 $208K +315 +7.2%
63 VDC 0.39% 10,867 $2M $213.69 -$60K
64 SPY 0.39% 3,484 $2M $666.49 -$142K -503 -12.6%
65 VB 0.38% 9,065 $2M $254.43 $121K -137 -1.5%
66 FDN 0.38% 8,223 $2M $279.76 $82K -20 -0.2%
67 CRWD 0.38% 4,680 $2M $490.70 -$62K +47 +1.0%
68 JPM 0.38% 7,305 $2M $314.15 $438K +903 +14.1%
69 CMF 0.37% 39,525 $2M $57.04 $10K -747 -1.9%
70 BAC 0.37% 43,307 $2M $51.37 $170K +58 +0.1%
71 VWO 0.36% 39,763 $2M $54.22 $217K +581 +1.5%
72 FVD 0.35% 46,231 $2M $46.22 $356K +6,507 +16.4%
73 AMD 0.35% 12,918 $2M $162.72 $251K -346 -2.6%
74 BX 0.34% 11,899 $2M $170.78 $273K +142 +1.2%
75 XLP 0.32% 24,638 $2M $78.36 -$54K +157 +0.6%
76 TRMB 0.32% 23,472 $2M $81.65 $130K -45 -0.2%
77 ITOT 0.31% 13,003 $2M $145.65 $133K -34 -0.3%
78 BND 0.30% 24,451 $2M $74.37 $29K +150 +0.6%
79 MUNI 0.30% 34,392 $2M $52.28 $27K -100 -0.3%
80 LLY 0.30% 2,318 $2M $772.20 $138K +198 +9.3%
81 INEQ 0.30% 47,640 $2M $37.34 $74K -450 -0.9%
82 MDT 0.29% 18,387 $2M $95.23 $171K +269 +1.5%
83 DKNG 0.29% 46,683 $2M $37.40 -$265K -195 -0.4%
84 HPE 0.29% 70,632 $2M $24.56 $298K +361 +0.5%
85 GBIL 0.29% 17,272 $2M $100.23 -$12K -131 -0.8%
86 UNH 0.28% 4,808 $2M $345.46 $407K +792 +19.7%
87 TSLA 0.26% 3,495 $2M $451.01 $581K +311 +9.8%
88 BNDX 0.26% 31,575 $2M $49.46 -$16K -288 -0.9%
89 AMLP 0.26% 33,009 $2M $46.92 -$42K +396 +1.2%
90 FDVV 0.26% 27,648 $2M $55.71 $189K +1,674 +6.4%
91 CI 0.25% 5,325 $2M $288.36 -$195K +93 +1.8%
92 SHM 0.25% 31,382 $2M $48.22 $66K +1,121 +3.7%
93 ANCFX 0.25% 15,979 $2M $94.11 +15,979 NEW
94 SPLB 0.25% 64,763 $1M $23.12 $400K +16,164 +33.3%
95 IAU 0.25% 20,568 $1M $72.77 $214K
96 HYD 0.25% 29,380 $1M $50.90 $100K +1,597 +5.8%
97 AMAT 0.24% 7,126 $1M $205.67 $189K +156 +2.2%
98 MSI 0.23% 3,060 $1M $457.28 $134K +51 +1.7%
99 PKI 0.23% 15,595 $1M $87.67 -$144K -25 -0.2%
100 BABA 0.23% 7,578 $1M $179.04 $436K -539 -6.6%

New Positions

SymbolValue% Port
ANCFX $2M 0.25%
AMECX $887K 0.15%
CAIBX $603K 0.10%
ALMU $533K 0.09%
CWGIX $275K 0.05%
SUB $232K 0.04%
ANWPX $222K 0.04%
AWSHX $199K 0.03%
AGTHX $175K 0.03%
SMCWX $158K 0.03%
NEWFX $141K 0.02%
SWTSX $130K 0.02%
IGAAX $110K 0.02%
XLRE $87K 0.01%
AMCPX $82K 0.01%

Sold Out Positions

SymbolValue% Port
ALSN —%
ACHR —%
AVTR —%
HP —%
BAX —%
JOBY —%
NOV —%
FTV —%
PATH —%
CNC —%
CHPT —%
MOH —%
HRL —%
RAL —%
IT —%
View SEC EDGAR Filings for Westside Investment Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms