Westside-Investment-Management
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Westside-Investment-Management
Data Enrichment
65% identified637 identified343 unidentified
Holdings
980 positions • $146.5M total value
Manager:
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Page 39 of 49
464287796
Shares:95
Value:$4.7K
% of Portfolio:0.0% ($4.7K/$146.5M)
92204A876
Shares:27
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$146.5M)
Shares:110
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$146.5M)
54211N101
Shares:116
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$146.5M)
78464A391
Shares:214
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$146.5M)
37954Y624
Shares:200
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$146.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1 | All Managers (Combined) | $4.7K | 0.0% ($4.7K/$146.5M) | |||
(cusip464287796)✕ | 95 | All Managers (Combined) | $4.7K | 0.0% ($4.7K/$146.5M) | YoY -0.19% (-$9) | |
| 50 | QoQ 0.00% (-0)YoY NEW(+50) | All Managers (Combined) | $4.7K | 0.0% ($4.7K/$146.5M) | YoY NEW(+$4.7K) | |
XCEL ENERGY INC(XELcusip98389B100) | 66 | QoQ 0.00% (+0) | All Managers (Combined) | $4.7K | 0.0% ($4.7K/$146.5M) | |
HUBSPOT INC(HUBScusip443573100) | 8 | All Managers (Combined) | $4.7K | 0.0% ($4.7K/$146.5M) | ||
| 200 | All Managers (Combined) | $4.6K | 0.0% ($4.6K/$146.5M) | |||
(cusip92204A876)✕ | 27 | YoY NEW(+27) | All Managers (Combined) | $4.6K | 0.0% ($4.6K/$146.5M) | YoY NEW(+$4.6K) |
Phillips 66(PSXcusip718546104) | 37 | All Managers (Combined) | $4.6K | 0.0% ($4.6K/$146.5M) | ||
| 110 | All Managers (Combined) | $4.6K | 0.0% ($4.6K/$146.5M) | |||
| 23 | QoQ 0.00% (-0)YoY +76.92% (+10) | All Managers (Combined) | $4.6K | 0.0% ($4.6K/$146.5M) | ||
| 31 | All Managers (Combined) | $4.6K | 0.0% ($4.6K/$146.5M) | |||
| 9 | QoQ 0.00% (-0)YoY NEW(+9) | All Managers (Combined) | $4.5K | 0.0% ($4.5K/$146.5M) | YoY NEW(+$4.5K) | |
| 166 | QoQ NEW(+166) YoY NEW(+166) | All Managers (Combined) | $4.4K | 0.0% ($4.4K/$146.5M) | QoQ NEW(+$4.4K) YoY NEW(+$4.4K) | |
| 50 | All Managers (Combined) | $4.4K | 0.0% ($4.4K/$146.5M) | |||
| 19 | YoY NEW(+19) | All Managers (Combined) | $4.4K | 0.0% ($4.4K/$146.5M) | YoY NEW(+$4.4K) | |
(cusip54211N101)✕ | 116 | QoQ 0.00% (+0)YoY NEW(+116) | All Managers (Combined) | $4.4K | 0.0% ($4.4K/$146.5M) | YoY NEW(+$4.4K) |
| 300 | YoY NEW(+300) | All Managers (Combined) | $4.3K | 0.0% ($4.3K/$146.5M) | YoY NEW(+$4.3K) | |
(cusip78464A391)✕ | 214 | All Managers (Combined) | $4.3K | 0.0% ($4.3K/$146.5M) | ||
(cusip37954Y624)✕ | 200 | All Managers (Combined) | $4.2K | 0.0% ($4.2K/$146.5M) | ||
Trade Desk, Inc.(TTDcusip88339J105) | 74 | QoQ 0.00% (-0)YoY +64.44% (+29) | All Managers (Combined) | $4.2K | 0.0% ($4.2K/$146.5M) |