Westside-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTLY",
  null,
  "PINS",
  "JOBY",
  "ARES",
  null,
  "MPWR",
  "MC",
  "PCOR",
  "IOSP",
  "RXO",
  "JAZZ",
  "QRVO",
  "KTOS",
  "GDX",
  "KAI",
  null,
  "MTW",
  "AGI.TO",
  "AES",
  "NBR",
  "MCHI",
  "AAL",
  null,
  null,
  "RBC",
  "LYFT",
  null,
  "MSGS",
  null,
  "ALSN",
  "SMCI",
  "HUBG",
  "ARM",
  "SNOW",
  "MU",
  "JXN",
  "FNDF",
  "FNDA",
  "ACN",
  "LEVI",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "PRCT",
  "VDE",
  null,
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  null,
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  null,
  "AXP",
  null,
  null,
  "AOUT",
  "ABG",
  null,
  null,
  "SCHH",
  null,
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  "T",
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  null,
  null,
  null,
  "AMRN",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "MUB",
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  null,
  null,
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  null,
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  null,
  "IVW",
  "PK",
  null,
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  "QUBT",
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  null,
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  "REX",
  "RUSHB",
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  null,
  "RGR",
  "TBCH",
  null,
  null,
  null,
  null,
  "ALAR",
  "BTT",
  null,
  null,
  null,
  "CYBN",
  "MGLD",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
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  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "BMN",
  null,
  "IPWR",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  "EQIX",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "DASH",
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "RY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
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  "O",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BP",
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
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  null,
  null,
  null,
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  "VV",
  "RCL",
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  "OGE",
  "MRNA",
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  "SCHW",
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  "PHIN",
  "GROW",
  "SILO",
  null,
  null,
  "IRBT",
  null,
  "VWO",
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  null,
  null,
  "AWI",
  null,
  "ACHR",
  null,
  null,
  null,
  null,
  "KYN",
  null,
  null,
  null,
  null,
  "DSL",
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  null,
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  null,
  "TTE",
  null,
  "BBSI",
  "TOST",
  "TXT",
  "TSCO",
  "ANIX",
  "BNPQY",
  "REFI",
  "CTM",
  null,
  "TDF",
  "ULTA",
  "XLB",
  "GT",
  "WY",
  null,
  "GNL",
  "DFH",
  "IWN",
  "PATH",
  null,
  "IEF",
  "WOOF",
  "VIAV",
  null,
  "TSM",
  "SMG",
  null,
  null,
  "RMD",
  null,
  "CHPT",
  null,
  "ETR",
  "VYM",
  null,
  "DD",
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  null,
  "EA",
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  "TT",
  "VRT",
  "MMS",
  "PRI",
  "LITE",
  "MLI",
  "PBF",
  "ATO",
  "SYNA",
  "AON",
  "SFM",
  "GM",
  null,
  "ALB",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "X",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  null,
  "WM",
  "IWR",
  "HSIC",
  "AIZ",
  "NCLH",
  null,
  null,
  null,
  null,
  "GSLC",
  "AEP",
  "BKR",
  "CMPS",
  "DORM",
  "FIGS",
  "EVLV",
  "FOXF",
  "HROW",
  "HOPE",
  null,
  "IDCC",
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  null,
  null,
  "PJT",
  null,
  "NVO",
  null,
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  null,
  null,
  "TTWO",
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  null,
  "IVE",
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  null,
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  null,
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  null,
  null,
  null,
  "PLUG",
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  null,
  null,
  "KD",
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  null,
  null,
  "CEF",
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  null,
  null,
  null,
  "PDD",
  null,
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  null,
  "VGT",
  null,
  "USB",
  null,
  "VUG",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "WYNN",
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  "SOLV",
  null,
  "DY",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "TTD",
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  null,
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  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SIG",
  null,
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  "DIA",
  "SHAK",
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  null,
  null,
  null,
  null,
  null,
  "MTUM",
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  null,
  null,
  "GEV",
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  "ZBH",
  "ZM",
  "DGRO",
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  null,
  null,
  null,
  "SPCE",
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  null,
  null,
  "WNS",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "CC",
  "CVX",
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  "CLX",
  "CME",
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  "COST",
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  null,
  null,
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  "MCO",
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  "NEE",
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  "MAR",
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  null,
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  "DIS",
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  "XOM",
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  "LLY",
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  "PLD",
  "MED",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 980
Total Value: 146450198
Accession Number: 0001538383-25-000002
Form Type: 13F-HR
CIK: westside-investment-management
Manager Name: Westside-Investment-Management

Data Enrichment

65% identified

637 identified343 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

980 positions • $146,450.198K total value

980 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 13 of 49

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464287655

IWM|464287655

Shares:400

Value:$79.8K

ONEOK INC /NEW/

OKE|682680103

Shares:800

Value:$79.4K

67092P862

Shares:1.8K

Value:$78.9K

464287507

IJH|464287507

Shares:1.3K

Value:$77.5K

921946406

VYM|921946406

Shares:600

Value:$77.2K

78464A854

SPLG|78464A854

Shares:1.2K

Value:$77.0K

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:5.0K

Value:$76.8K

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:1.6K

Value:$76.8K

464286400

Shares:3.0K

Value:$76.3K

46429B747

Shares:737

Value:$76.3K

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:360

Value:$76.2K

STRYKER CORP

SYK|863667101

Shares:203

Value:$75.6K

46429B697

USMV|46429B697

Shares:806

Value:$75.4K

BANK OF AMERICA CORP /DE/

BAC-PB|060505229

Shares:3.0K

Value:$75.0K

46432F396

MTUM|46432F396

Shares:371

Value:$75.0K

Prologis, Inc.

PLD|74340W103

Shares:662

Value:$74.0K

464288414

MUB|464288414

Shares:700

Value:$73.9K

Palo Alto Networks Inc

PANW|697435105

Shares:430

Value:$73.7K

Upstart Holdings, Inc.

UPST|91680M107

Shares:1.6K

Value:$73.6K

FISERV INC

FI|337738108

Shares:331

Value:$73.1K

Instrument	Shares		Other Manager	Value
(IWMcusip464287655)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$79.8K	QoQ -9.71% (-$8.6K) YoY -5.13% (-$4.3K)
ONEOK INC /NEW/(OKEcusip682680103)	800	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$79.4K	QoQ -1.17% (-$944) YoY +23.76% (+$15.2K)
(cusip67092P862)✕	1.8K	QoQ 0.00% (-0) YoY +35.84% (+475)	All Managers (Combined)	$78.9K	QoQ -3.50% (-$2.9K) YoY +37.95% (+$21.7K)
(IJHcusip464287507)	1.3K	QoQ -7.00% (-100) YoY -19.62% (-324)	All Managers (Combined)	$77.5K	QoQ -12.90% (-$11.5K) YoY -22.79% (-$22.9K)
(VYMcusip921946406)	600	QoQ -88.62% (-4.7K) YoY -79.66% (-2.4K)	All Managers (Combined)	$77.2K	QoQ -88.52% (-$595.7K) YoY -78.36% (-$279.7K)
(SPLGcusip78464A854)	1.2K	QoQ 0.00% (-0) YoY -74.82% (-3.5K)	All Managers (Combined)	$77.0K	QoQ -4.27% (-$3.4K) YoY -73.00% (-$208.2K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	5.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$76.8K	QoQ -30.26% (-$33.4K) YoY +8.92% (+$6.3K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	1.6K	QoQ 0.00% (-0) YoY +223.95% (+1.1K)	All Managers (Combined)	$76.8K	QoQ -0.10% (-$78) YoY +146.04% (+$45.6K)
(cusip464286400)✕	3.0K	QoQ NEW(+3.0K) YoY +2709.52% (+2.8K)	All Managers (Combined)	$76.3K	QoQ NEW(+$76.3K) YoY +2120.67% (+$72.8K)
(cusip46429B747)✕	737	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$76.3K	QoQ +2.85% (+$2.1K) YoY +4.06% (+$3.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	360	QoQ -4.00% (-15) YoY +10.76% (+35)	All Managers (Combined)	$76.2K	QoQ -10.00% (-$8.5K) YoY +14.27% (+$9.5K)
STRYKER CORP(SYKcusip863667101)	203	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$75.6K	QoQ +3.38% (+$2.5K) YoY +4.01% (+$2.9K)
(USMVcusip46429B697)	806	QoQ 0.00% (+0) YoY -77.51% (-2.8K)	All Managers (Combined)	$75.4K	QoQ +5.40% (+$3.9K) YoY -74.82% (-$224.3K)
BANK OF AMERICA CORP /DE/(BAC-PBcusip060505229)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$75.0K	QoQ -0.71% (-$540) YoY -0.79% (-$600)
(MTUMcusip46432F396)	371	QoQ +7.22% (+25) YoY +7.22% (+25)	All Managers (Combined)	$75.0K	QoQ +4.74% (+$3.4K) YoY +15.68% (+$10.2K)
Prologis, Inc.(PLDcusip74340W103)	662	QoQ 0.00% (+0) YoY -7.67% (-55)	All Managers (Combined)	$74.0K	QoQ +5.76% (+$4.0K) YoY -20.73% (-$19.4K)
(MUBcusip464288414)	700	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$73.9K	QoQ -0.97% (-$728) YoY -1.41% (-$1.1K)
Palo Alto Networks Inc(PANWcusip697435105)	430	QoQ +3.36% (-14) YoY +106.73% (+222)	All Managers (Combined)	$73.7K	QoQ -2.68% (-$2.0K) YoY +26.74% (+$15.5K)
Upstart Holdings, Inc.(UPSTcusip91680M107)	1.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$73.6K	QoQ -25.28% (-$24.9K) YoY +74.04% (+$31.3K)
FISERV INC(FIcusip337738108)	331	QoQ 0.00% (+0) YoY -5.69% (-20)	All Managers (Combined)	$73.1K	QoQ +7.50% (+$5.1K) YoY +30.30% (-$17.0K)