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,
  "RIG",
  null,
  "VTS",
  null,
  "AXP",
  null,
  null,
  "AOUT",
  "ABG",
  null,
  null,
  "SCHH",
  null,
  "AFRM",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "AYI",
  null,
  null,
  null,
  "AMRN",
  "CAT",
  "BUD",
  "AVGO",
  null,
  "LOW",
  "AVEM",
  null,
  "ABR",
  "CP.TO",
  null,
  "BIT",
  "HGV",
  "BUI",
  "BIDU",
  "GME",
  "BST",
  null,
  null,
  "BSX",
  "BHM",
  null,
  "CSQ",
  null,
  "UTF",
  "CRON",
  null,
  null,
  null,
  null,
  "LCII",
  null,
  "COF",
  "CMI",
  null,
  null,
  null,
  "DUK",
  "EIM",
  "D",
  null,
  null,
  "MARA",
  "EDIT",
  null,
  null,
  "RIV",
  "REZI",
  "EHC",
  "RDFN",
  "EBAY",
  null,
  "PDI",
  "PL",
  "PII",
  null,
  null,
  null,
  "SIMO",
  null,
  "SPB",
  null,
  "EOG",
  "EXPE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "DDD",
  null,
  "GD",
  "GILD",
  "GIS",
  "ATOM",
  "HLT",
  "ATAI",
  "HON",
  "BLDP",
  "HD",
  "BCLI",
  "CCD",
  "HPQ",
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FBIN",
  "DFP",
  "NVNO",
  null,
  "UNP",
  "QCOM",
  null,
  "SWBI",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "INAB",
  "HUBS",
  null,
  null,
  "HLI",
  null,
  "HMC",
  null,
  "LEN",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "NWL",
  null,
  "INMB",
  "KULR",
  "MUB",
  "META",
  null,
  null,
  "MNKD",
  "MXL",
  null,
  "OBE",
  null,
  "IVW",
  "PK",
  null,
  "IJH",
  "QUBT",
  "PLSE",
  null,
  "QNCX",
  "REX",
  "RUSHB",
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  null,
  "RGR",
  "TBCH",
  null,
  null,
  null,
  null,
  "ALAR",
  "BTT",
  null,
  null,
  null,
  "CYBN",
  "MGLD",
  null,
  "NKX",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "BMN",
  null,
  "IPWR",
  "MPC",
  null,
  "MDAI",
  null,
  "MMC",
  "TLRY",
  "SLF",
  null,
  null,
  "PWR",
  "MRVL",
  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  null,
  null,
  "APA",
  null,
  "BAC-PB",
  null,
  "MSFT",
  "MDLZ",
  "MUFG",
  "TMUS",
  "DXC",
  "DOCS",
  "ENPH",
  "NDAQ",
  "EQIX",
  "EVRG",
  "EXPO",
  "FL",
  null,
  "GE",
  "HE",
  "GPC",
  null,
  "HIG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TEVA",
  "OXY",
  null,
  "ODFL",
  null,
  "EMN",
  null,
  "ADM",
  "SMR",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MDB",
  "KIND",
  "AMGN",
  "ORA",
  "MSTR",
  "PARA",
  "PPG",
  null,
  "REGN",
  "FNDX",
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "LAZR",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "MBLY",
  "SCHW",
  "MNST",
  "PHIN",
  "GROW",
  "SILO",
  null,
  null,
  "IRBT",
  null,
  "VWO",
  "JBL",
  "VSS",
  null,
  null,
  "AWI",
  null,
  "ACHR",
  null,
  null,
  null,
  null,
  "KYN",
  null,
  null,
  null,
  null,
  "DSL",
  "GRRR",
  null,
  "VIG",
  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",
  "VRTX",
  null,
  "EA",
  "EW",
  "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",
  "IFF",
  "JBLU",
  "KALU",
  "NSP",
  "LTRN",
  "KW",
  null,
  null,
  "PJT",
  null,
  "NVO",
  null,
  "AMZN",
  "MSI",
  null,
  null,
  "TTWO",
  "CLF",
  null,
  "IVE",
  "HCA",
  null,
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "OVV",
  null,
  null,
  "KD",
  "AAON",
  null,
  null,
  "CEF",
  "NWSA",
  "ETON",
  null,
  null,
  null,
  "PDD",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  null,
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VYMI",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VSAT",
  "VTV",
  "VNCE",
  "VTRS",
  "V",
  null,
  "WFRD",
  "WBD",
  "WMT",
  "WBA",
  "WES",
  "WFC",
  "WELL",
  "WSM",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "WYNN",
  "XRX",
  "WW",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "Z",
  "FHB",
  "ZIMV",
  "SOLV",
  null,
  "DY",
  "GRMN",
  null,
  "FOXA",
  "MTB",
  null,
  "SCHD",
  "SOFI",
  "BIIB",
  "DVY",
  null,
  "SCHF",
  "IHG",
  "SCHA",
  "LW",
  "LVS",
  "LUMN",
  null,
  "JCI",
  "NXPI",
  "MGM",
  "NOV",
  null,
  "SO",
  null,
  "TTD",
  "ON",
  null,
  "TPC",
  "SPXC",
  "TRMB",
  "TDOC",
  "OKTA",
  "ONL",
  "PSX",
  "SFL",
  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SIG",
  null,
  "RDDT",
  "SYY",
  "DIA",
  "SHAK",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "LYB",
  "PBI",
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPCE",
  "PAAS",
  "SPYV",
  null,
  null,
  "WNS",
  "UPST",
  null,
  null,
  null,
  "NUE",
  null,
  "FDX",
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BCPC",
  "BALL",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BYND",
  "BTBT",
  "BCRX",
  "BNTX",
  "BMRN",
  null,
  "BA",
  null,
  "BWA",
  "BMY",
  "BCO",
  "BLDR",
  "CHRW",
  "CALM",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CBRE",
  "CRNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "COHR",
  "COIN",
  "CNS",
  "CMCSA",
  "CTSH",
  "CL",
  "CNDT",
  "COP",
  "CFLT",
  "CRK",
  "CPRT",
  "COST",
  "GLW",
  "CTVA",
  "CRDO",
  "CRSP",
  "CRWD",
  "CVS",
  "DDOG",
  "DELL",
  "DE",
  "DVN",
  "DAL",
  "DXCM",
  "DLX",
  "DCGO",
  "DLR",
  "DOCU",
  "DNOW",
  "RSP",
  null,
  null,
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "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 • $146.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 49

Sort by:

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:400

Value:$71.7K

% of Portfolio:0.0% ($71.7K/$146.5M)

19761L508

Shares:4.0K

Value:$71.5K

% of Portfolio:0.0% ($71.5K/$146.5M)

92189F601

Shares:975

Value:$71.4K

% of Portfolio:0.0% ($71.4K/$146.5M)

92204A702

VGT|92204A702

Shares:130

Value:$71.1K

% of Portfolio:0.0% ($71.1K/$146.5M)

TransDigm Group INC

TDG|893641100

Shares:50

Value:$69.9K

% of Portfolio:0.0% ($69.9K/$146.5M)

922908744

VTV|922908744

Shares:400

Value:$68.9K

% of Portfolio:0.0% ($68.9K/$146.5M)

464286350

Shares:1.8K

Value:$68.2K

% of Portfolio:0.0% ($68.2K/$146.5M)

55272P638

Shares:2.3K

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$146.5M)

00771X419

Shares:4.1K

Value:$66.9K

% of Portfolio:0.0% ($66.9K/$146.5M)

UNILEVER PLC

UL|904767704

Shares:1.1K

Value:$66.9K

% of Portfolio:0.0% ($66.9K/$146.5M)

233203819

Shares:1.5K

Value:$66.4K

% of Portfolio:0.0% ($66.4K/$146.5M)

37954Y632

Shares:1.8K

Value:$66.1K

% of Portfolio:0.0% ($66.1K/$146.5M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:3.3K

Value:$65.5K

% of Portfolio:0.0% ($65.5K/$146.5M)

464287598

IWD|464287598

Shares:344

Value:$64.7K

% of Portfolio:0.0% ($64.7K/$146.5M)

316345743

Shares:2.2K

Value:$63.9K

% of Portfolio:0.0% ($63.9K/$146.5M)

461308108

Shares:1.1K

Value:$63.9K

% of Portfolio:0.0% ($63.9K/$146.5M)

024934507

Shares:6.0K

Value:$63.8K

% of Portfolio:0.0% ($63.8K/$146.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:265

Value:$62.6K

% of Portfolio:0.0% ($62.6K/$146.5M)

575719109

Shares:1.6K

Value:$62.2K

% of Portfolio:0.0% ($62.2K/$146.5M)

Teladoc Health, Inc.

TDOC|87918A105

Shares:7.8K

Value:$61.7K

% of Portfolio:0.0% ($61.7K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$71.7K	0.0% ($71.7K/$146.5M)	QoQ +0.54% (+$392) YoY +20.42% (+$12.2K)
(cusip19761L508)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$71.5K	0.0% ($71.5K/$146.5M)	QoQ NEW(+$71.5K) YoY NEW(+$71.5K)
(cusip92189F601)✕	975	QoQ NEW(+975) YoY NEW(+975)	All Managers (Combined)	$71.4K	0.0% ($71.4K/$146.5M)	QoQ NEW(+$71.4K) YoY NEW(+$71.4K)
(VGTcusip92204A702)	130	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$71.1K	0.0% ($71.1K/$146.5M)	QoQ -12.03% (-$9.7K) YoY +4.09% (+$2.8K)
TransDigm Group INC(TDGcusip893641100)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$69.9K	0.0% ($69.9K/$146.5M)	QoQ +10.27% (+$6.5K) YoY +15.11% (+$9.2K)
(VTVcusip922908744)	400	QoQ 0.00% (+0) YoY +700.00% (+350)	All Managers (Combined)	$68.9K	0.0% ($68.9K/$146.5M)	QoQ +1.79% (+$1.2K) YoY +749.90% (+$60.8K)
(cusip464286350)✕	1.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$68.2K	0.0% ($68.2K/$146.5M)	QoQ +4.67% (+$3.0K) YoY -3.66% (-$2.6K)
(cusip55272P638)✕	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$68.1K	0.0% ($68.1K/$146.5M)	QoQ -2.54% (-$1.8K) YoY -7.25% (-$5.3K)
(cusip00771X419)✕	4.1K	QoQ 0.00% (-0) YoY +7.24% (+274)	All Managers (Combined)	$66.9K	0.0% ($66.9K/$146.5M)	QoQ -0.24% (-$162) YoY +0.56% (+$375)
UNILEVER PLC(ULcusip904767704)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$66.9K	0.0% ($66.9K/$146.5M)	QoQ +5.02% (+$3.2K) YoY +18.65% (+$10.5K)
(cusip233203819)✕	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$66.4K	0.0% ($66.4K/$146.5M)	QoQ -8.28% (-$6.0K) YoY -4.52% (-$3.2K)
(cusip37954Y632)✕	1.8K	QoQ +20.00% (+300) YoY +100.00% (+900)	All Managers (Combined)	$66.1K	0.0% ($66.1K/$146.5M)	QoQ +14.03% (+$8.1K) YoY +116.25% (+$35.5K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	3.3K	QoQ 0.00% (+0) YoY -54.17% (-3.9K)	All Managers (Combined)	$65.5K	0.0% ($65.5K/$146.5M)	QoQ +7.95% (+$4.8K) YoY -52.95% (-$73.7K)
(IWDcusip464287598)	344	QoQ 0.00% (+0) YoY -14.00% (-56)	All Managers (Combined)	$64.7K	0.0% ($64.7K/$146.5M)	QoQ +1.63% (+$1.0K) YoY -9.65% (-$6.9K)
(cusip316345743)✕	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$63.9K	0.0% ($63.9K/$146.5M)	QoQ -2.36% (-$1.6K) YoY NEW(+$63.9K)
(cusip461308108)✕	1.1K	QoQ +0.26% (-3) YoY +9.09% (+95)	All Managers (Combined)	$63.9K	0.0% ($63.9K/$146.5M)	QoQ -2.59% (-$1.7K) YoY +10.25% (+$5.9K)
(cusip024934507)✕	6.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$63.8K	0.0% ($63.8K/$146.5M)	QoQ -0.65% (-$419) YoY -1.38% (-$899)
UNION PACIFIC CORP(UNPcusip907818108)	265	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$62.6K	0.0% ($62.6K/$146.5M)	QoQ +3.59% (+$2.2K) YoY -3.93% (-$2.6K)
(cusip575719109)✕	1.6K	QoQ 0.00% (-0) YoY -8.06% (-136)	All Managers (Combined)	$62.2K	0.0% ($62.2K/$146.5M)	QoQ -4.79% (-$3.1K) YoY -13.09% (-$9.4K)
Teladoc Health, Inc.(TDOCcusip87918A105)	7.8K	QoQ +1837.50% (+7.3K) YoY +134.84% (+4.5K)	All Managers (Combined)	$61.7K	0.0% ($61.7K/$146.5M)	QoQ +1596.64% (+$58.1K) YoY +23.80% (+$11.9K)