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",
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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,
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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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]

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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464287432

Shares:6.5K

Value:$589.8K

78464A367

Shares:24.9K

Value:$561.2K

87283Q867

Shares:17.3K

Value:$559.3K

922021407

Shares:47.8K

Value:$540.7K

81369Y209

Shares:3.8K

Value:$540.4K

464287523

Shares:2.8K

Value:$530.3K

46137V357

RSP|46137V357

Shares:3.0K

Value:$527.8K

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:550

Value:$524.9K

921908844

VIG|921908844

Shares:2.6K

Value:$512.2K

024934846

Shares:47.7K

Value:$507.7K

78464A870

Shares:6.2K

Value:$500.4K

Philip Morris International Inc.

PM|718172109

Shares:3.1K

Value:$495.2K

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.3K

Value:$478.5K

464287200

IVV|464287200

Shares:849

Value:$477.3K

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:877

Value:$467.4K

89355J581

Shares:42.1K

Value:$446.6K

72201R775

Shares:4.8K

Value:$443.3K

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.0K

Value:$442.7K

46090A853

Shares:19.7K

Value:$440.1K

922908736

VUG|922908736

Shares:1.2K

Value:$436.8K

Instrument	Shares		Other Manager	Value
(cusip464287432)✕	6.5K	QoQ +27.36% (+1.4K) YoY -60.39% (-9.9K)	All Managers (Combined)	$589.8K	QoQ +32.74% (+$145.5K) YoY -61.89% (-$958.1K)
(cusip78464A367)✕	24.9K	QoQ +56.50% (+9.0K) YoY +524.40% (+20.9K)	All Managers (Combined)	$561.2K	QoQ +58.90% (+$208.0K) YoY +506.36% (+$468.7K)
(cusip87283Q867)✕	17.3K	QoQ +10.52% (+1.6K) YoY +600.00% (+14.8K)	All Managers (Combined)	$559.3K	QoQ +7.23% (+$37.7K) YoY +647.45% (+$484.4K)
(cusip922021407)✕	47.8K	QoQ -5.23% (-2.6K) YoY -22.67% (-14.0K)	All Managers (Combined)	$540.7K	QoQ -5.65% (-$32.4K) YoY -23.21% (-$163.5K)
(cusip81369Y209)✕	3.8K	QoQ +86.63% (+1.8K) YoY +89.44% (+1.8K)	All Managers (Combined)	$540.4K	QoQ +94.46% (+$262.5K) YoY +85.39% (+$248.9K)
(cusip464287523)✕	2.8K	QoQ +1.43% (-40) YoY +1.43% (-40)	All Managers (Combined)	$530.3K	QoQ -11.42% (-$68.4K) YoY -15.51% (-$97.3K)
(RSPcusip46137V357)	3.0K	QoQ +136.93% (+1.8K) YoY +509.40% (+2.5K)	All Managers (Combined)	$527.8K	QoQ +134.23% (+$302.5K) YoY +523.28% (+$443.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	550	QoQ -0.90% (-5) YoY +4.76% (+25)	All Managers (Combined)	$524.9K	QoQ +3.22% (-$16.4K) YoY +38.62% (+$146.3K)
(VIGcusip921908844)	2.6K	QoQ 0.00% (-0) YoY +3.76% (+96)	All Managers (Combined)	$512.2K	QoQ -1.11% (-$5.8K) YoY +10.69% (+$49.5K)
(cusip024934846)✕	47.7K	QoQ +51.96% (+16.3K) YoY +55.94% (+17.1K)	All Managers (Combined)	$507.7K	QoQ +51.11% (+$171.7K) YoY +53.77% (+$177.6K)
(cusip78464A870)✕	6.2K	QoQ 0.00% (-0) YoY +3.35% (-200)	All Managers (Combined)	$500.4K	QoQ -9.94% (-$55.3K) YoY -11.67% (-$66.1K)
Philip Morris International Inc.(PMcusip718172109)	3.1K	QoQ -6.86% (-230) YoY -6.86% (-230)	All Managers (Combined)	$495.2K	QoQ +22.83% (-$92.1K) YoY +61.35% (-$188.3K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	4.3K	QoQ 0.00% (+0) YoY +230.76% (+3.0K)	All Managers (Combined)	$478.5K	QoQ +20.47% (+$81.3K) YoY +402.49% (+$383.3K)
(IVVcusip464287200)	849	QoQ +2.28% (-19) YoY +21125.00% (+845)	All Managers (Combined)	$477.3K	QoQ -2.35% (-$11.5K) YoY +22641.06% (+$475.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	877	QoQ 0.00% (+0) YoY +3.17% (+27)	All Managers (Combined)	$467.4K	QoQ +17.58% (+$69.9K) YoY +30.87% (+$110.3K)
(cusip89355J581)✕	42.1K	QoQ +0.21% (-90) YoY +22.64% (+7.8K)	All Managers (Combined)	$446.6K	QoQ -0.71% (-$3.2K) YoY +21.27% (+$78.3K)
(cusip72201R775)✕	4.8K	QoQ 0.00% (+0) YoY +9.09% (+400)	All Managers (Combined)	$443.3K	QoQ +2.16% (+$9.4K) YoY +10.95% (+$43.8K)
MICRON TECHNOLOGY INC(MUcusip595112103)	5.0K	QoQ +4.59% (+219) YoY +399.00% (+4.0K)	All Managers (Combined)	$442.7K	QoQ +10.24% (+$41.1K) YoY +275.48% (+$324.8K)
(cusip46090A853)✕	19.7K	QoQ 0.00% (-0) YoY -9.21% (-2.0K)	All Managers (Combined)	$440.1K	QoQ -0.75% (-$3.3K) YoY -9.25% (-$44.9K)
(VUGcusip922908736)	1.2K	QoQ -1.50% (-18) YoY +5250.00% (+1.2K)	All Managers (Combined)	$436.8K	QoQ -10.99% (-$54.0K) YoY +5667.25% (+$429.2K)