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",
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  null,
  null,
  "SCHH",
  null,
  "AFRM",
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  "T",
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  null,
  null,
  null,
  "AMRN",
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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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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  "D",
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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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,
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  null,
  null,
  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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  "EMR",
  "BKNG",
  "NWL",
  null,
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  null,
  null,
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  null,
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  null,
  "IVW",
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  null,
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  "PLSE",
  null,
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  "REX",
  "RUSHB",
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  null,
  "RGR",
  "TBCH",
  null,
  null,
  null,
  null,
  "ALAR",
  "BTT",
  null,
  null,
  null,
  "CYBN",
  "MGLD",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "BMN",
  null,
  "IPWR",
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  null,
  "MDAI",
  null,
  "MMC",
  "TLRY",
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  null,
  null,
  "PWR",
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  null,
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  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  null,
  null,
  "APA",
  null,
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  null,
  "MSFT",
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  "NDAQ",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TEVA",
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  null,
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  null,
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  null,
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  "BX",
  "AMP",
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  "ANET",
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  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  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,
  null,
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  null,
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  null,
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  null,
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  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,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  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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  "SOUN",
  "VV",
  "RCL",
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  "OGE",
  "MRNA",
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  "SCHW",
  "MNST",
  "PHIN",
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  "SILO",
  null,
  null,
  "IRBT",
  null,
  "VWO",
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  null,
  null,
  "AWI",
  null,
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  null,
  null,
  null,
  null,
  "KYN",
  null,
  null,
  null,
  null,
  "DSL",
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  null,
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  null,
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  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",
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  "JBLU",
  "KALU",
  "NSP",
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  null,
  null,
  "PJT",
  null,
  "NVO",
  null,
  "AMZN",
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  null,
  null,
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  null,
  "IVE",
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  null,
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  null,
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  null,
  null,
  null,
  "PLUG",
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  null,
  null,
  "KD",
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  null,
  null,
  "CEF",
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  "ETON",
  null,
  null,
  null,
  "PDD",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  null,
  "VUG",
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  "VYMI",
  null,
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  null,
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  "VB",
  "VOO",
  null,
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  "V",
  null,
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  null,
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  null,
  "WYNN",
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  "Z",
  "FHB",
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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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  "ON",
  null,
  "TPC",
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  "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",
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  null,
  null,
  "WNS",
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  null,
  null,
  null,
  "NUE",
  null,
  "FDX",
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
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  "BRK-B",
  "BDX",
  "BYND",
  "BTBT",
  "BCRX",
  "BNTX",
  "BMRN",
  null,
  "BA",
  null,
  "BWA",
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  "BCO",
  "BLDR",
  "CHRW",
  "CALM",
  "CNI",
  "CDNS",
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  "CCL",
  "CBRE",
  "CRNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
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  "CLX",
  "CME",
  "KO",
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  "COIN",
  "CNS",
  "CMCSA",
  "CTSH",
  "CL",
  "CNDT",
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  "CFLT",
  "CRK",
  "CPRT",
  "COST",
  "GLW",
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  "DDOG",
  "DELL",
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  "DVN",
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  null,
  null,
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
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  "DIS",
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  "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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Page 4 of 49

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464287432

Shares:6.5K

Value:$589.8K

% of Portfolio:0.4% ($589.8K/$146.5M)

78464A367

Shares:24.9K

Value:$561.2K

% of Portfolio:0.4% ($561.2K/$146.5M)

87283Q867

Shares:17.3K

Value:$559.3K

% of Portfolio:0.4% ($559.3K/$146.5M)

922021407

Shares:47.8K

Value:$540.7K

% of Portfolio:0.4% ($540.7K/$146.5M)

81369Y209

Shares:3.8K

Value:$540.4K

% of Portfolio:0.4% ($540.4K/$146.5M)

464287523

Shares:2.8K

Value:$530.3K

% of Portfolio:0.4% ($530.3K/$146.5M)

46137V357

RSP|46137V357

Shares:3.0K

Value:$527.8K

% of Portfolio:0.4% ($527.8K/$146.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:550

Value:$524.9K

% of Portfolio:0.4% ($524.9K/$146.5M)

921908844

VIG|921908844

Shares:2.6K

Value:$512.2K

% of Portfolio:0.3% ($512.2K/$146.5M)

024934846

Shares:47.7K

Value:$507.7K

% of Portfolio:0.3% ($507.7K/$146.5M)

78464A870

Shares:6.2K

Value:$500.4K

% of Portfolio:0.3% ($500.4K/$146.5M)

Philip Morris International Inc.

PM|718172109

Shares:3.1K

Value:$495.2K

% of Portfolio:0.3% ($495.2K/$146.5M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.3K

Value:$478.5K

% of Portfolio:0.3% ($478.5K/$146.5M)

464287200

IVV|464287200

Shares:849

Value:$477.3K

% of Portfolio:0.3% ($477.3K/$146.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:877

Value:$467.4K

% of Portfolio:0.3% ($467.4K/$146.5M)

89355J581

Shares:42.1K

Value:$446.6K

% of Portfolio:0.3% ($446.6K/$146.5M)

72201R775

Shares:4.8K

Value:$443.3K

% of Portfolio:0.3% ($443.3K/$146.5M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.0K

Value:$442.7K

% of Portfolio:0.3% ($442.7K/$146.5M)

46090A853

Shares:19.7K

Value:$440.1K

% of Portfolio:0.3% ($440.1K/$146.5M)

922908736

VUG|922908736

Shares:1.2K

Value:$436.8K

% of Portfolio:0.3% ($436.8K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	6.5K	QoQ +27.36% (+1.4K) YoY -60.39% (-9.9K)	All Managers (Combined)	$589.8K	0.4% ($589.8K/$146.5M)	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	0.4% ($561.2K/$146.5M)	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	0.4% ($559.3K/$146.5M)	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	0.4% ($540.7K/$146.5M)	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	0.4% ($540.4K/$146.5M)	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	0.4% ($530.3K/$146.5M)	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	0.4% ($527.8K/$146.5M)	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	0.4% ($524.9K/$146.5M)	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	0.3% ($512.2K/$146.5M)	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	0.3% ($507.7K/$146.5M)	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	0.3% ($500.4K/$146.5M)	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	0.3% ($495.2K/$146.5M)	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	0.3% ($478.5K/$146.5M)	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	0.3% ($477.3K/$146.5M)	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	0.3% ($467.4K/$146.5M)	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	0.3% ($446.6K/$146.5M)	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	0.3% ($443.3K/$146.5M)	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	0.3% ($442.7K/$146.5M)	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	0.3% ($440.1K/$146.5M)	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	0.3% ($436.8K/$146.5M)	QoQ -10.99% (-$54.0K) YoY +5667.25% (+$429.2K)