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",
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  null,
  null,
  "RBC",
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  null,
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  null,
  "ALSN",
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  "HUBG",
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  "MU",
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  "LEVI",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
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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,
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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,
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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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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "RGR",
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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,
  null,
  null,
  null,
  null,
  null,
  "IQ",
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  null,
  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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  null,
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  null,
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  null,
  null,
  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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  "DASH",
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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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  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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  "SCHX",
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  "NOW",
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  "O",
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  "BP",
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  "AMT",
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  null,
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  null,
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  null,
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  null,
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  "KYN",
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  null,
  "TDF",
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  null,
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  "PATH",
  null,
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  "VIAV",
  null,
  "TSM",
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  null,
  null,
  "RMD",
  null,
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  null,
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  "VYM",
  null,
  "DD",
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  null,
  "EA",
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  "GM",
  null,
  "ALB",
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  "THO",
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  "X",
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  "FI",
  "DRI",
  "WAB",
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  "IP",
  "DLTR",
  "F",
  "GNRC",
  null,
  "WM",
  "IWR",
  "HSIC",
  "AIZ",
  "NCLH",
  null,
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  null,
  null,
  "GSLC",
  "AEP",
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  "DORM",
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  "EVLV",
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  "HROW",
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  null,
  "IDCC",
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  null,
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  "PJT",
  null,
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  null,
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  "TTWO",
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  null,
  "IVE",
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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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  "ETON",
  null,
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  "PDD",
  null,
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  null,
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  null,
  "USB",
  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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  "Z",
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  "SOLV",
  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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  "SFL",
  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
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  "SIG",
  null,
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  "SHAK",
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  null,
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  null,
  "MTUM",
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  null,
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  "GEV",
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  "ZBH",
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  "DGRO",
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  null,
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  null,
  "SPCE",
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  null,
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  "WNS",
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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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  null,
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  "LLY",
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  "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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Kayne Anderson Energy Infrastructure Fund, Inc.

KYN|486606106

Shares:422

Value:$5.4K

78463X772

Shares:140

Value:$5.4K

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:21

Value:$5.3K

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:32

Value:$5.3K

ASSURANT, INC.

AIZ|04621X108

Shares:25

Value:$5.2K

MasterBrand, Inc.

MBC|57638P104

Shares:400

Value:$5.2K

BALL Corp

BALL|058498106

Shares:100

Value:$5.2K

25400Q105

Shares:265

Value:$5.2K

301505707

Shares:100

Value:$5.2K

AMERICAN EXPRESS CO

AXP|025816109

Shares:19

Value:$5.1K

LAM RESEARCH CORP

LRCX|512807306

Shares:70

Value:$5.1K

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:50

Value:$5.1K

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:33

Value:$5.0K

464288885

EFG|464288885

Shares:50

Value:$5.0K

47804J859

Shares:142

Value:$5.0K

DOW INC.

DOW|260557103

Shares:137

Value:$4.8K

00214Q104

Shares:100

Value:$4.8K

921932703

VOOV|921932703

Shares:25

Value:$4.7K

PLUG POWER INC

PLUG|72919P202

Shares:3.5K

Value:$4.7K

742935125

Shares:68

Value:$4.7K

Instrument	Shares		Other Manager	Value
Kayne Anderson Energy Infrastructure Fund, Inc.(KYNcusip486606106)	422	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	QoQ +0.93% (+$50) YoY +28.17% (+$1.2K)
(cusip78463X772)✕	140	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	QoQ +9.72% (+$476) YoY +9.12% (+$449)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	21	QoQ 0.00% (+0) YoY -93.00% (-279)	All Managers (Combined)	$5.3K	QoQ +13.88% (+$641) YoY -90.82% (-$52.0K)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	32	QoQ 0.00% (-0) YoY NEW(+32)	All Managers (Combined)	$5.3K	QoQ -5.50% (-$306) YoY NEW(+$5.3K)
ASSURANT, INC.(AIZcusip04621X108)	25	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.2K	QoQ -1.63% (-$87) YoY +11.43% (+$538)
MasterBrand, Inc.(MBCcusip57638P104)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.2K	QoQ -10.60% (-$620) YoY -30.30% (-$2.3K)
BALL Corp(BALLcusip058498106)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$5.2K	QoQ -5.55% (-$306) YoY NEW(+$5.2K)
(cusip25400Q105)✕	265	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.2K	QoQ -42.70% (-$3.9K) YoY -68.46% (-$11.2K)
(cusip301505707)✕	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$5.2K	QoQ -8.46% (-$476) YoY NEW(+$5.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	19	QoQ 0.00% (-0) YoY -95.25% (-381)	All Managers (Combined)	$5.1K	QoQ -8.86% (-$500) YoY -94.35% (-$85.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	70	QoQ 0.00% (+0) YoY NEW(+70)	All Managers (Combined)	$5.1K	QoQ +0.83% (+$42) YoY NEW(+$5.1K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	50	QoQ 0.00% (+0) YoY -91.30% (-525)	All Managers (Combined)	$5.1K	QoQ +13.34% (+$596) YoY -87.14% (-$34.3K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	33	QoQ NEW(+33) YoY -96.93% (-1.0K)	All Managers (Combined)	$5.0K	QoQ NEW(+$5.0K) YoY -92.73% (-$64.3K)
(EFGcusip464288885)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$5.0K	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)
(cusip47804J859)✕	142	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.0K	QoQ +8.98% (+$409) YoY +1.22% (+$60)
DOW INC.(DOWcusip260557103)	137	QoQ -15.43% (-25) YoY -90.51% (-1.3K)	All Managers (Combined)	$4.8K	QoQ -26.41% (-$1.7K) YoY -94.28% (-$78.9K)
(cusip00214Q104)✕	100	QoQ -84.73% (-555) YoY -82.75% (-480)	All Managers (Combined)	$4.8K	QoQ -87.14% (-$32.4K) YoY -83.54% (-$24.3K)
(VOOVcusip921932703)	25	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.7K	QoQ +0.12% (+$6) YoY +4.70% (+$213)
PLUG POWER INC(PLUGcusip72919P202)	3.5K	QoQ 0.00% (-0) YoY -22.82% (-1.0K)	All Managers (Combined)	$4.7K	QoQ -36.61% (-$2.7K) YoY -69.71% (-$10.9K)
(cusip742935125)✕	68	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.7K	QoQ +2.12% (+$98) YoY +7.62% (+$334)