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,
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  null,
  "AXP",
  null,
  null,
  "AOUT",
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  null,
  null,
  "SCHH",
  null,
  "AFRM",
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  "T",
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  "AYI",
  null,
  null,
  null,
  "AMRN",
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  null,
  "LOW",
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  null,
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  null,
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  "GME",
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "LCII",
  null,
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  null,
  null,
  null,
  "DUK",
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  "D",
  null,
  null,
  "MARA",
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "DDD",
  null,
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  "ATOM",
  "HLT",
  "ATAI",
  "HON",
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  "CCD",
  "HPQ",
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  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  "FBIN",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "ISRG",
  null,
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  null,
  null,
  "HLI",
  null,
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  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,
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  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,
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  null,
  null,
  null,
  null,
  "PANW",
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  null,
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  null,
  null,
  "PGR",
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  "NVDA",
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  "ENB",
  "INTC",
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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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  "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,
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  null,
  null,
  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,
  "IBM",
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  "TEL",
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  "TM",
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  "TRV",
  "TSN",
  "UBS",
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  "UAL",
  "UL",
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  "AA",
  "NEM",
  "LAZR",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "MBLY",
  "SCHW",
  "MNST",
  "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,
  "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",
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  "KW",
  null,
  null,
  "PJT",
  null,
  "NVO",
  null,
  "AMZN",
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  null,
  null,
  "TTWO",
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  null,
  "IVE",
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  null,
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "OVV",
  null,
  null,
  "KD",
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  null,
  null,
  "CEF",
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  "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",
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  "VT",
  "VB",
  "VOO",
  null,
  "VSAT",
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  "V",
  null,
  "WFRD",
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  "WELL",
  "WSM",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "WYNN",
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  "YUM",
  "XPO",
  "Z",
  "FHB",
  "ZIMV",
  "SOLV",
  null,
  "DY",
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  null,
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  null,
  "SCHD",
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  null,
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  "LW",
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  null,
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  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",
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  null,
  null,
  "WNS",
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  null,
  null,
  null,
  "NUE",
  null,
  "FDX",
  "ALLY",
  null,
  "STE",
  "KMB",
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  "ADP",
  "AZO",
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  "BK",
  "BRK-B",
  "BDX",
  "BYND",
  "BTBT",
  "BCRX",
  "BNTX",
  "BMRN",
  null,
  "BA",
  null,
  "BWA",
  "BMY",
  "BCO",
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  "CHRW",
  "CALM",
  "CNI",
  "CDNS",
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  "CCL",
  "CBRE",
  "CRNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
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  "CLX",
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  "COIN",
  "CNS",
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  "CL",
  "CNDT",
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  "CRK",
  "CPRT",
  "COST",
  "GLW",
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  "DDOG",
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  "DOCU",
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  null,
  null,
  "EFA",
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  "MCO",
  "VOD",
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
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  "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:

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MUELLER INDUSTRIES INC

MLI|624756102

Shares:554

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$146.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:100

Value:$42.0K

% of Portfolio:0.0% ($42.0K/$146.5M)

00039J830

Shares:1.2K

Value:$41.4K

% of Portfolio:0.0% ($41.4K/$146.5M)

091937573

Shares:644

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$146.5M)

NUSCALE POWER Corp

SMR|67079K100

Shares:2.9K

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$146.5M)

Doximity, Inc.

DOCS|26622P107

Shares:700

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$146.5M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:110

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$146.5M)

464287168

DVY|464287168

Shares:300

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$146.5M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:152

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$146.5M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:73

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$146.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:172

Value:$39.9K

% of Portfolio:0.0% ($39.9K/$146.5M)

78468R788

Shares:900

Value:$39.8K

% of Portfolio:0.0% ($39.8K/$146.5M)

46654Q203

Shares:767

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$146.5M)

ALBEMARLE CORP

ALB|012653101

Shares:550

Value:$39.5K

% of Portfolio:0.0% ($39.5K/$146.5M)

233203868

Shares:1.4K

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$146.5M)

464288810

Shares:650

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$146.5M)

464287762

Shares:640

Value:$39.0K

% of Portfolio:0.0% ($39.0K/$146.5M)

46436E536

Shares:1.3K

Value:$39.0K

% of Portfolio:0.0% ($39.0K/$146.5M)

BlackRock Municipal 2030 Target Term Trust

BTT|09257P105

Shares:1.8K

Value:$38.9K

% of Portfolio:0.0% ($38.9K/$146.5M)

AMAZON COM INC

AMZN|023135106

Shares:201

Value:$38.6K

% of Portfolio:0.0% ($38.6K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MUELLER INDUSTRIES INC(MLIcusip624756102)	554	QoQ 0.00% (-0) YoY NEW(+554)	All Managers (Combined)	$42.2K	0.0% ($42.2K/$146.5M)	QoQ -4.05% (-$1.8K) YoY NEW(+$42.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$42.0K	0.0% ($42.0K/$146.5M)	QoQ -1.38% (-$591) YoY +6.13% (+$2.4K)
(cusip00039J830)✕	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$41.4K	0.0% ($41.4K/$146.5M)	QoQ -0.36% (-$151) YoY NEW(+$41.4K)
(cusip091937573)✕	644	QoQ 0.00% (+0) YoY +160.72% (+397)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$146.5M)	QoQ +1.85% (+$747) YoY +135.15% (+$23.6K)
NUSCALE POWER Corp(SMRcusip67079K100)	2.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$146.5M)	QoQ -21.02% (-$10.9K) YoY +166.67% (+$25.6K)
Doximity, Inc.(DOCScusip26622P107)	700	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$146.5M)	QoQ +8.69% (+$3.2K) YoY +115.64% (+$21.8K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	110	QoQ +32.53% (+27) YoY +233.33% (+77)	All Managers (Combined)	$40.3K	0.0% ($40.3K/$146.5M)	QoQ +11.69% (+$4.2K) YoY +133.66% (+$23.1K)
(DVYcusip464287168)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.3K	0.0% ($40.3K/$146.5M)	QoQ +2.28% (+$900) YoY +9.01% (+$3.3K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	152	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.2K	0.0% ($40.2K/$146.5M)	QoQ +9.78% (+$3.6K) YoY +14.91% (+$5.2K)
Spotify Technology S.A.(SPOTcusipL8681T102)	73	QoQ NEW(+73) YoY NEW(+73)	All Managers (Combined)	$40.2K	0.0% ($40.2K/$146.5M)	QoQ NEW(+$40.2K) YoY NEW(+$40.2K)
WASTE MANAGEMENT INC(WMcusip94106L109)	172	QoQ -30.08% (-74) YoY -36.05% (-97)	All Managers (Combined)	$39.9K	0.0% ($39.9K/$146.5M)	QoQ -19.60% (-$9.7K) YoY -30.39% (-$17.4K)
(cusip78468R788)✕	900	QoQ NEW(+900) YoY NEW(+900)	All Managers (Combined)	$39.8K	0.0% ($39.8K/$146.5M)	QoQ NEW(+$39.8K) YoY NEW(+$39.8K)
(cusip46654Q203)✕	767	QoQ -2.29% (-18) YoY NEW(+767)	All Managers (Combined)	$39.7K	0.0% ($39.7K/$146.5M)	QoQ -10.26% (-$4.5K) YoY NEW(+$39.7K)
ALBEMARLE CORP(ALBcusip012653101)	550	QoQ 0.00% (-0) YoY +83.33% (+250)	All Managers (Combined)	$39.5K	0.0% ($39.5K/$146.5M)	QoQ -16.56% (-$7.8K) YoY +1.92% (+$747)
(cusip233203868)✕	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$39.3K	0.0% ($39.3K/$146.5M)	QoQ +7.36% (+$2.7K) YoY +3.87% (+$1.5K)
(cusip464288810)✕	650	QoQ +96.96% (+320) YoY +96.96% (+320)	All Managers (Combined)	$39.1K	0.0% ($39.1K/$146.5M)	QoQ +103.17% (+$19.9K) YoY +102.34% (+$19.8K)
(cusip464287762)✕	640	QoQ +8.47% (+50) YoY -0.15% (-1)	All Managers (Combined)	$39.0K	0.0% ($39.0K/$146.5M)	QoQ +13.42% (+$4.6K) YoY -1.72% (-$686)
(cusip46436E536)✕	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$39.0K	0.0% ($39.0K/$146.5M)	QoQ -7.61% (-$3.2K) YoY -2.00% (-$799)
BlackRock Municipal 2030 Target Term Trust(BTTcusip09257P105)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$38.9K	0.0% ($38.9K/$146.5M)	QoQ +3.10% (+$1.2K) YoY NEW(+$38.9K)
AMAZON COM INC(AMZNcusip023135106)	201	QoQ -98.61% (-14.4K) YoY -73.20% (-549)	All Managers (Combined)	$38.6K	0.0% ($38.6K/$146.5M)	QoQ -98.79% (-$3.2M) YoY -71.44% (-$96.7K)