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",
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  "GME",
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  null,
  null,
  "BSX",
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  null,
  "CSQ",
  null,
  "UTF",
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  null,
  null,
  null,
  null,
  "LCII",
  null,
  "COF",
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  null,
  null,
  null,
  "DUK",
  "EIM",
  "D",
  null,
  null,
  "MARA",
  "EDIT",
  null,
  null,
  "RIV",
  "REZI",
  "EHC",
  "RDFN",
  "EBAY",
  null,
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  "PL",
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  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",
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  "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",
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  null,
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  "IHG",
  "SCHA",
  "LW",
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  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",
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  "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:

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Warner Bros. Discovery, Inc.

WBD|934423104

Shares:982

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$146.5M)

Reddit, Inc.

RDDT|75734B100

Shares:100

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$146.5M)

SYNOPSYS INC

SNPS|871607107

Shares:24

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$146.5M)

922908769

VTI|922908769

Shares:37

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$146.5M)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:350

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$146.5M)

MCDONALDS CORP

MCD|580135101

Shares:33

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$146.5M)

46429B598

Shares:200

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$146.5M)

921937827

BSV|921937827

Shares:130

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$146.5M)

Eaton Vance Municipal Bond Fund

EIM|27827X101

Shares:1.0K

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$146.5M)

56167N720

Shares:279

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$146.5M)

922908751

VB|922908751

Shares:45

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$146.5M)

AES CORP

AES|00130H105

Shares:800

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$146.5M)

46138G698

Shares:100

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$146.5M)

STARBUCKS CORP

SBUX|855244109

Shares:100

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$146.5M)

Walt Disney Co

DIS|254687106

Shares:100

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$146.5M)

Allison Transmission Holdings Inc

ALSN|01973R101

Shares:100

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$146.5M)

67092P607

Shares:250

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$146.5M)

355148107

Shares:275

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$146.5M)

46138G508

Shares:461

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$146.5M)

464287408

IVE|464287408

Shares:50

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Warner Bros. Discovery, Inc.(WBDcusip934423104)	982	QoQ -6.38% (-67) YoY -3.72% (-38)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$146.5M)	QoQ -4.95% (-$550) YoY +18.32% (-$1.6K)
Reddit, Inc.(RDDTcusip75734B100)	100	QoQ 0.00% (-0) YoY -50.00% (-100)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$146.5M)	QoQ -35.81% (-$5.9K) YoY +6.34% (-$626)
SYNOPSYS INC(SNPScusip871607107)	24	QoQ 0.00% (-0) YoY +50.00% (+8)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$146.5M)	QoQ -10.18% (-$1.2K) YoY +13.34% (+$1.2K)
(VTIcusip922908769)	37	QoQ 0.00% (-0) YoY +146.66% (+22)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$146.5M)	QoQ -4.84% (-$532) YoY +168.21% (+$6.6K)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	350	QoQ 0.00% (+0) YoY +40.00% (+100)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$146.5M)	QoQ +12.55% (+$1.2K) YoY +126.15% (+$5.8K)
MCDONALDS CORP(MCDcusip580135101)	33	QoQ 0.00% (+0) YoY -94.62% (-581)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$146.5M)	QoQ +8.18% (+$783) YoY -94.03% (-$163.0K)
(cusip46429B598)✕	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$146.5M)	QoQ -3.02% (-$318) YoY -0.85% (-$88)
(BSVcusip921937827)	130	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$146.5M)	QoQ +1.30% (+$131) YoY +2.09% (+$209)
Eaton Vance Municipal Bond Fund(EIMcusip27827X101)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$146.5M)	QoQ -3.76% (-$398) YoY NEW(+$10.2K)
(cusip56167N720)✕	279	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$146.5M)	QoQ +6.69% (+$637) YoY +30.08% (+$2.3K)
(VBcusip922908751)	45	QoQ -97.32% (-1.6K) YoY -90.42% (-425)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$146.5M)	QoQ -97.52% (-$394.1K) YoY -90.68% (-$97.4K)
AES CORP(AEScusip00130H105)	800	QoQ -20.87% (-211) YoY +56.55% (+289)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$146.5M)	QoQ -23.63% (-$3.1K) YoY +8.44% (+$774)
(cusip46138G698)✕	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$146.5M)	QoQ NEW(+$9.9K) YoY NEW(+$9.9K)
STARBUCKS CORP(SBUXcusip855244109)	100	QoQ -97.96% (-4.8K) YoY -85.71% (-600)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$146.5M)	QoQ -97.81% (-$439.1K) YoY -84.64% (-$54.1K)
Walt Disney Co(DIScusip254687106)	100	QoQ 0.00% (-0) YoY -66.66% (-200)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$146.5M)	QoQ -12.27% (-$1.4K) YoY -73.20% (-$26.7K)
Allison Transmission Holdings Inc(ALSNcusip01973R101)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.7K	0.0% ($9.7K/$146.5M)	QoQ -9.91% (-$1.1K) YoY +20.43% (+$1.7K)
(cusip67092P607)✕	250	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$146.5M)	QoQ -8.46% (-$886) YoY -7.81% (-$813)
(cusip355148107)✕	275	QoQ 0.00% (+0) YoY +7.00% (+18)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$146.5M)	QoQ +0.11% (+$11) YoY +2.98% (+$277)
(cusip46138G508)✕	461	QoQ 0.00% (-0) YoY -5.33% (-26)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$146.5M)	QoQ -1.75% (-$170) YoY -7.34% (-$757)
(IVEcusip464287408)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$146.5M)	QoQ NEW(+$9.5K) YoY NEW(+$9.5K)