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",
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  "GME",
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  null,
  null,
  "BSX",
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  null,
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  null,
  "UTF",
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  null,
  null,
  null,
  null,
  "LCII",
  null,
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  null,
  null,
  null,
  "DUK",
  "EIM",
  "D",
  null,
  null,
  "MARA",
  "EDIT",
  null,
  null,
  "RIV",
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  "EBAY",
  null,
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  null,
  null,
  null,
  "SIMO",
  null,
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  null,
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  "EXPE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "DDD",
  null,
  "GD",
  "GILD",
  "GIS",
  "ATOM",
  "HLT",
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  "HON",
  "BLDP",
  "HD",
  "BCLI",
  "CCD",
  "HPQ",
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  "FBIN",
  "DFP",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "INAB",
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  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",
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  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,
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  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",
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  null,
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
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  "ENB",
  "INTC",
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  "PRU",
  "PFE",
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  "MRK",
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  null,
  null,
  "MDB",
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  "MSTR",
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  null,
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  null,
  "ROK",
  null,
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  "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,
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  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",
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  "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",
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  "VNCE",
  "VTRS",
  "V",
  null,
  "WFRD",
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  "WMT",
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  "WELL",
  "WSM",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "WYNN",
  "XRX",
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  "XEL",
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  "YUMC",
  "YUM",
  "XPO",
  "Z",
  "FHB",
  "ZIMV",
  "SOLV",
  null,
  "DY",
  "GRMN",
  null,
  "FOXA",
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  null,
  "SCHD",
  "SOFI",
  "BIIB",
  "DVY",
  null,
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  "SCHA",
  "LW",
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  null,
  "JCI",
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  "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

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78464A508

SPYV|78464A508

Shares:1.0K

Value:$53.3K

% of Portfolio:0.0% ($53.3K/$146.5M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:306

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$146.5M)

CONOCOPHILLIPS

COP|20825C104

Shares:500

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$146.5M)

808524607

SCHA|808524607

Shares:2.2K

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$146.5M)

Workday, Inc.

WDAY|98138H101

Shares:224

Value:$52.5K

% of Portfolio:0.0% ($52.5K/$146.5M)

464287614

IWF|464287614

Shares:145

Value:$52.4K

% of Portfolio:0.0% ($52.4K/$146.5M)

VISA INC.

V|92826C839

Shares:150

Value:$52.0K

% of Portfolio:0.0% ($52.0K/$146.5M)

921943858

VEA|921943858

Shares:1.0K

Value:$51.7K

% of Portfolio:0.0% ($51.7K/$146.5M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:1.0K

Value:$51.7K

% of Portfolio:0.0% ($51.7K/$146.5M)

464287309

IVW|464287309

Shares:555

Value:$51.5K

% of Portfolio:0.0% ($51.5K/$146.5M)

00214Q401

Shares:540

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$146.5M)

543912794

Shares:5.0K

Value:$50.9K

% of Portfolio:0.0% ($50.9K/$146.5M)

46429B663

Shares:419

Value:$50.7K

% of Portfolio:0.0% ($50.7K/$146.5M)

46431W507

Shares:1.0K

Value:$50.7K

% of Portfolio:0.0% ($50.7K/$146.5M)

46641Q837

Shares:1.0K

Value:$50.5K

% of Portfolio:0.0% ($50.5K/$146.5M)

46137V530

Shares:1.1K

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$146.5M)

409902798

Shares:715

Value:$50.0K

% of Portfolio:0.0% ($50.0K/$146.5M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:616

Value:$49.7K

% of Portfolio:0.0% ($49.7K/$146.5M)

RESMED INC

RMD|761152107

Shares:219

Value:$49.2K

% of Portfolio:0.0% ($49.2K/$146.5M)

233203421

Shares:2.1K

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYVcusip78464A508)	1.0K	QoQ -5.34% (-59) YoY -16.94% (-213)	All Managers (Combined)	$53.3K	0.0% ($53.3K/$146.5M)	QoQ -5.47% (-$3.1K) YoY -15.33% (-$9.7K)
Coinbase Global, Inc.(COINcusip19260Q107)	306	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$52.7K	0.0% ($52.7K/$146.5M)	QoQ -30.63% (-$23.3K) YoY -35.03% (-$28.4K)
CONOCOPHILLIPS(COPcusip20825C104)	500	QoQ -7.23% (-39) YoY 0.00% (-0)	All Managers (Combined)	$52.7K	0.0% ($52.7K/$146.5M)	QoQ -1.41% (-$757) YoY -18.09% (-$11.6K)
(SCHAcusip808524607)	2.2K	QoQ 0.00% (-0) YoY +1046.93% (+2.1K)	All Managers (Combined)	$52.7K	0.0% ($52.7K/$146.5M)	QoQ -9.39% (-$5.5K) YoY +445.74% (+$43.0K)
Workday, Inc.(WDAYcusip98138H101)	224	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$52.5K	0.0% ($52.5K/$146.5M)	QoQ -9.10% (-$5.3K) YoY -13.91% (-$8.5K)
(IWFcusip464287614)	145	QoQ 0.00% (-0) YoY NEW(+145)	All Managers (Combined)	$52.4K	0.0% ($52.4K/$146.5M)	QoQ -10.08% (-$5.9K) YoY NEW(+$52.4K)
VISA INC.(Vcusip92826C839)	150	QoQ 0.00% (+0) YoY +200.00% (+100)	All Managers (Combined)	$52.0K	0.0% ($52.0K/$146.5M)	QoQ +9.58% (+$4.5K) YoY +273.37% (+$38.0K)
(VEAcusip921943858)	1.0K	QoQ +239.00% (+717) YoY +126.00% (+567)	All Managers (Combined)	$51.7K	0.0% ($51.7K/$146.5M)	QoQ +260.33% (+$37.3K) YoY +128.96% (+$29.1K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	1.0K	QoQ 0.00% (-0) YoY +4900.00% (-980)	All Managers (Combined)	$51.7K	0.0% ($51.7K/$146.5M)	QoQ -14.31% (-$8.6K) YoY -10.20% (-$5.9K)
(IVWcusip464287309)	555	QoQ +15.62% (+75) YoY +15.62% (+75)	All Managers (Combined)	$51.5K	0.0% ($51.5K/$146.5M)	QoQ +5.71% (+$2.8K) YoY +27.11% (+$11.0K)
(cusip00214Q401)✕	540	QoQ 0.00% (-0) YoY -5.26% (-30)	All Managers (Combined)	$51.1K	0.0% ($51.1K/$146.5M)	QoQ -12.32% (-$7.2K) YoY +7.66% (-$3.6K)
(cusip543912794)✕	5.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$50.9K	0.0% ($50.9K/$146.5M)	QoQ -0.48% (-$250) YoY -0.87% (-$451)
(cusip46429B663)✕	419	QoQ +41.07% (+122) YoY +121.69% (+230)	All Managers (Combined)	$50.7K	0.0% ($50.7K/$146.5M)	QoQ +52.21% (+$17.4K) YoY +143.63% (+$29.9K)
(cusip46431W507)✕	1.0K	QoQ 0.00% (+0) YoY -89.69% (-8.7K)	All Managers (Combined)	$50.7K	0.0% ($50.7K/$146.5M)	QoQ +0.39% (+$200) YoY -89.64% (-$438.8K)
(cusip46641Q837)✕	1.0K	QoQ -95.46% (-21.0K) YoY -95.42% (-20.8K)	All Managers (Combined)	$50.5K	0.0% ($50.5K/$146.5M)	QoQ -95.45% (-$1.1M) YoY -95.60% (-$1.1M)
(cusip46137V530)✕	1.1K	QoQ 0.00% (-0) YoY -12.30% (-160)	All Managers (Combined)	$50.3K	0.0% ($50.3K/$146.5M)	QoQ -5.48% (-$2.9K) YoY -2.98% (-$1.5K)
(cusip409902798)✕	715	QoQ 0.00% (-0) YoY NEW(+715)	All Managers (Combined)	$50.0K	0.0% ($50.0K/$146.5M)	QoQ -4.30% (-$2.2K) YoY NEW(+$50.0K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	616	QoQ +61500.00% (+615) YoY +57.54% (+225)	All Managers (Combined)	$49.7K	0.0% ($49.7K/$146.5M)	QoQ +63656.41% (+$49.7K) YoY +39.87% (+$14.2K)
RESMED INC(RMDcusip761152107)	219	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$49.2K	0.0% ($49.2K/$146.5M)	QoQ -2.11% (-$1.1K) YoY +13.03% (+$5.7K)
(cusip233203421)✕	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$48.8K	0.0% ($48.8K/$146.5M)	QoQ +1.54% (+$743) YoY +2.64% (+$1.3K)