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",
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  "ASML",
  "T",
  "BLK",
  "AYI",
  null,
  null,
  null,
  "AMRN",
  "CAT",
  "BUD",
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  null,
  "LOW",
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  null,
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  "CP.TO",
  null,
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  "HGV",
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  "GME",
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  null,
  null,
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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",
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  "D",
  null,
  null,
  "MARA",
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  null,
  null,
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  null,
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  null,
  "SIMO",
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  null,
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  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",
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  null,
  null,
  null,
  "FBIN",
  "DFP",
  "NVNO",
  null,
  "UNP",
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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,
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  null,
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  null,
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  "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,
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  null,
  null,
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  "IEMG",
  "GSBD",
  "IJK",
  null,
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  null,
  null,
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  "UNH",
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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,
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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,
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  null,
  null,
  null,
  null,
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  null,
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  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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  "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",
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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",
  "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",
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  "VT",
  "VB",
  "VOO",
  null,
  "VSAT",
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  "VNCE",
  "VTRS",
  "V",
  null,
  "WFRD",
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  "WFC",
  "WELL",
  "WSM",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "WYNN",
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  "XEL",
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  "YUMC",
  "YUM",
  "XPO",
  "Z",
  "FHB",
  "ZIMV",
  "SOLV",
  null,
  "DY",
  "GRMN",
  null,
  "FOXA",
  "MTB",
  null,
  "SCHD",
  "SOFI",
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  null,
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  "LW",
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  null,
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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",
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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",
  "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",
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  "CL",
  "CNDT",
  "COP",
  "CFLT",
  "CRK",
  "CPRT",
  "COST",
  "GLW",
  "CTVA",
  "CRDO",
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  "CRWD",
  "CVS",
  "DDOG",
  "DELL",
  "DE",
  "DVN",
  "DAL",
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  "DLX",
  "DCGO",
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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 • $146,450.198K total value

980 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 36 of 49

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Planet Labs PBC

PL|72703X106

Shares:2.0K

Value:$6.9K

33734X846

Shares:107

Value:$6.8K

NOVO NORDISK A S

NVO|670100205

Shares:100

Value:$6.8K

Mondelez International, Inc.

MDLZ|609207105

Shares:100

Value:$6.8K

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:508

Value:$6.8K

WNS (HOLDINGS) LTD

WNS|G98196101

Shares:109

Value:$6.7K

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:39

Value:$6.6K

Global Net Lease, Inc.

GNL|379378201

Shares:804

Value:$6.5K

464287291

Shares:85

Value:$6.4K

Eton Pharmaceuticals, Inc.

ETON|29772L108

Shares:500

Value:$6.4K

CARRIER GLOBAL Corp

CARR|14448C104

Shares:100

Value:$6.3K

92203J407

BNDX|92203J407

Shares:129

Value:$6.3K

SYNAPTICS Inc

SYNA|87157D109

Shares:99

Value:$6.3K

808509830

Shares:257

Value:$6.3K

Fox Corp

FOXA|35137L105

Shares:111

Value:$6.3K

Zoom Communications, Inc.

ZM|98980L101

Shares:85

Value:$6.3K

PINTEREST, INC.

PINS|72352L106

Shares:200

Value:$6.2K

46137V282

Shares:180

Value:$6.2K

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:100

Value:$6.1K

47804J206

Shares:107

Value:$6.1K

Instrument	Shares		Other Manager	Value
Planet Labs PBC(PLcusip72703X106)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.9K	QoQ -15.09% (-$1.2K) YoY +52.44% (+$2.4K)
(cusip33734X846)✕	107	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.8K	QoQ +0.11% (+$8) YoY +13.46% (+$812)
NOVO NORDISK A S(NVOcusip670100205)	100	QoQ +138.09% (+58) YoY -92.99% (-1.3K)	All Managers (Combined)	$6.8K	QoQ +88.34% (+$3.2K) YoY -96.28% (-$176.6K)
Mondelez International, Inc.(MDLZcusip609207105)	100	QoQ +203.03% (+67) YoY -96.93% (-3.2K)	All Managers (Combined)	$6.8K	QoQ +243.22% (+$4.8K) YoY -97.03% (-$221.6K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	508	QoQ 0.00% (+0) YoY NEW(+508)	All Managers (Combined)	$6.8K	QoQ +13.48% (+$803) YoY NEW(+$6.8K)
WNS (HOLDINGS) LTD(WNScusipG98196101)	109	QoQ 0.00% (+0) YoY NEW(+109)	All Managers (Combined)	$6.7K	QoQ +29.73% (+$1.5K) YoY NEW(+$6.7K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	39	QoQ 0.00% (-0) YoY -42.64% (-29)	All Managers (Combined)	$6.6K	QoQ -14.61% (-$1.1K) YoY -28.91% (-$2.7K)
Global Net Lease, Inc.(GNLcusip379378201)	804	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.5K	QoQ +10.13% (+$595) YoY +3.47% (+$217)
(cusip464287291)✕	85	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	QoQ -10.63% (-$766) YoY +1.24% (+$79)
Eton Pharmaceuticals, Inc.(ETONcusip29772L108)	500	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	QoQ -4.20% (-$280) YoY +240.26% (+$4.5K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.3K	QoQ -7.11% (-$486) YoY +9.06% (+$527)
(BNDXcusip92203J407)	129	QoQ -46.91% (-114) YoY -99.45% (-23.7K)	All Managers (Combined)	$6.3K	QoQ -47.19% (-$5.6K) YoY -99.46% (-$1.2M)
SYNAPTICS Inc(SYNAcusip87157D109)	99	QoQ 0.00% (-0) YoY NEW(+99)	All Managers (Combined)	$6.3K	QoQ -16.51% (-$1.2K) YoY NEW(+$6.3K)
(cusip808509830)✕	257	QoQ 0.00% (+0) YoY NEW(+257)	All Managers (Combined)	$6.3K	QoQ +8.17% (+$475) YoY NEW(+$6.3K)
Fox Corp(FOXAcusip35137L105)	111	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.3K	QoQ +16.52% (+$891) YoY +81.01% (+$2.8K)
Zoom Communications, Inc.(ZMcusip98980L101)	85	QoQ 0.00% (-0) YoY -25.43% (-29)	All Managers (Combined)	$6.3K	QoQ -9.61% (-$667) YoY -15.87% (-$1.2K)
PINTEREST, INC.(PINScusip72352L106)	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$6.2K	QoQ +6.89% (+$400) YoY -12.23% (-$864)
(cusip46137V282)✕	180	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.2K	QoQ -8.61% (-$580) YoY -2.81% (-$178)
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$6.1K	QoQ NEW(+$6.1K) YoY NEW(+$6.1K)
(cusip47804J206)✕	107	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.1K	QoQ -4.06% (-$260) YoY -0.14% (-$9)