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",
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  null,
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  null,
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  null,
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  null,
  null,
  "AOUT",
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  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,
  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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  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,
  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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  "NWL",
  null,
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  null,
  null,
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  null,
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  null,
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  "PK",
  null,
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  null,
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  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",
  "LRCX",
  "ICF",
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  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,
  "MDT",
  null,
  null,
  null,
  "APA",
  null,
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  null,
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  "MUFG",
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  "ENPH",
  "NDAQ",
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  "FL",
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TEVA",
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  null,
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  null,
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  null,
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  "BX",
  "AMP",
  "IJR",
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  "ANET",
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  "ORCL",
  "KHC",
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  "DASH",
  "PAYX",
  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,
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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,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "SCHX",
  null,
  null,
  null,
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  "NOW",
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  "O",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "BP",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
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  null,
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  "MRNA",
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  "SCHW",
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  "SILO",
  null,
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  "IRBT",
  null,
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  null,
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  null,
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  null,
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  "KYN",
  null,
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  null,
  "DSL",
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  null,
  "BBSI",
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  "TSCO",
  "ANIX",
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  "REFI",
  "CTM",
  null,
  "TDF",
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  "GT",
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  null,
  "GNL",
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  "IWN",
  "PATH",
  null,
  "IEF",
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  "VIAV",
  null,
  "TSM",
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  null,
  null,
  "RMD",
  null,
  "CHPT",
  null,
  "ETR",
  "VYM",
  null,
  "DD",
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  null,
  "EA",
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  "PRI",
  "LITE",
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  "ATO",
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  "AON",
  "SFM",
  "GM",
  null,
  "ALB",
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  "AMD",
  "X",
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  "FI",
  "DRI",
  "WAB",
  "TAP",
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  "IP",
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  "F",
  "GNRC",
  null,
  "WM",
  "IWR",
  "HSIC",
  "AIZ",
  "NCLH",
  null,
  null,
  null,
  null,
  "GSLC",
  "AEP",
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  "DORM",
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  "EVLV",
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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,
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  null,
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  null,
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  null,
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  "PLUG",
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  null,
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  "KD",
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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,
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  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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  "WYNN",
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  "Z",
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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,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "MTUM",
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  null,
  null,
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  "ZBH",
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  "STE",
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  null,
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  null,
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  null,
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  null,
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  "LLY",
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  "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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464288588

Shares:246

Value:$23.1K

% of Portfolio:0.0% ($23.1K/$146.5M)

INSPERITY, INC.

NSP|45778Q107

Shares:256

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$146.5M)

ASML HOLDING NV

ASML|N07059210

Shares:34

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$146.5M)

BlackRock Utilities, Infrastructure & Power Opportunities Trust

BUI|09248D104

Shares:1.0K

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$146.5M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:110

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$146.5M)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:421

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$146.5M)

GameStop Corp.

GME|36467W109

Shares:990

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$146.5M)

33734X143

Shares:216

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$146.5M)

471023572

Shares:1.0K

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$146.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:42

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$146.5M)

464287838

Shares:160

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$146.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:300

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$146.5M)

XPO, Inc.

XPO|983793100

Shares:200

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$146.5M)

46137V563

Shares:1.0K

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$146.5M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:400

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$146.5M)

921932505

VOOG|921932505

Shares:62

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$146.5M)

37960A669

Shares:1.0K

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$146.5M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:100

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$146.5M)

46138E354

Shares:279

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$146.5M)

67092P201

Shares:265

Value:$20.7K

% of Portfolio:0.0% ($20.7K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288588)✕	246	QoQ NEW(+246) YoY NEW(+246)	All Managers (Combined)	$23.1K	0.0% ($23.1K/$146.5M)	QoQ NEW(+$23.1K) YoY NEW(+$23.1K)
INSPERITY, INC.(NSPcusip45778Q107)	256	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$146.5M)	QoQ +15.11% (+$3.0K) YoY -18.59% (-$5.2K)
ASML HOLDING NV(ASMLcusipN07059210)	34	QoQ +70.00% (+14) YoY +750.00% (+30)	All Managers (Combined)	$22.7K	0.0% ($22.7K/$146.5M)	QoQ +63.68% (+$8.8K) YoY +471.36% (+$18.7K)
BlackRock Utilities, Infrastructure & Power Opportunities Trust(BUIcusip09248D104)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$146.5M)	QoQ -3.41% (-$800) YoY +4.91% (+$1.1K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	110	QoQ -18.51% (-25) YoY -35.29% (-60)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$146.5M)	QoQ -27.43% (-$8.5K) YoY -4.37% (-$1.0K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	421	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$146.5M)	QoQ -31.66% (-$10.5K) YoY +21.47% (+$4.0K)
GameStop Corp.(GMEcusip36467W109)	990	QoQ 0.00% (-0) YoY NEW(+990)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$146.5M)	QoQ -27.85% (-$8.6K) YoY NEW(+$22.4K)
(cusip33734X143)✕	216	QoQ -18.79% (-50) YoY -32.07% (-102)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$146.5M)	QoQ -19.21% (-$5.3K) YoY -35.79% (-$12.5K)
(cusip471023572)✕	1.0K	QoQ 0.00% (-0) YoY +10.52% (-98)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$146.5M)	QoQ -5.51% (-$1.3K) YoY -4.58% (-$1.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	42	QoQ 0.00% (+0) YoY -97.88% (-1.9K)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$146.5M)	QoQ +3.41% (+$725) YoY -97.76% (-$959.0K)
(cusip464287838)✕	160	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$21.6K	0.0% ($21.6K/$146.5M)	QoQ +3.74% (+$779) YoY -8.75% (-$2.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$146.5M)	QoQ +2.20% (+$465) YoY +23.86% (+$4.1K)
XPO, Inc.(XPOcusip983793100)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$146.5M)	QoQ -17.97% (-$4.7K) YoY -11.84% (-$2.9K)
(cusip46137V563)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$146.5M)	QoQ +0.98% (+$210) YoY +3.97% (+$820)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	400	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$146.5M)	QoQ -0.87% (-$188) YoY +36.72% (+$5.7K)
(VOOGcusip921932505)	62	QoQ 0.00% (-0) YoY NEW(+62)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$146.5M)	QoQ -7.94% (-$1.8K) YoY NEW(+$21.2K)
(cusip37960A669)✕	1.0K	QoQ +42.85% (+300) YoY +100.00% (+500)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$146.5M)	QoQ +45.28% (+$6.5K) YoY +93.71% (+$10.1K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$146.5M)	QoQ +12.23% (+$2.3K) YoY +25.29% (+$4.2K)
(cusip46138E354)✕	279	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.8K	0.0% ($20.8K/$146.5M)	QoQ +6.74% (+$1.3K) YoY +13.43% (+$2.5K)
(cusip67092P201)✕	265	QoQ 0.00% (-0) YoY -53.91% (-310)	All Managers (Combined)	$20.7K	0.0% ($20.7K/$146.5M)	QoQ -8.80% (-$2.0K) YoY -52.70% (-$23.1K)