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",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "AYI",
  null,
  null,
  null,
  "AMRN",
  "CAT",
  "BUD",
  "AVGO",
  null,
  "LOW",
  "AVEM",
  null,
  "ABR",
  "CP.TO",
  null,
  "BIT",
  "HGV",
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  "GME",
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  null,
  null,
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  null,
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  null,
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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,
  "RIV",
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  null,
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  null,
  null,
  null,
  "SIMO",
  null,
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  null,
  "EOG",
  "EXPE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "DDD",
  null,
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  "GIS",
  "ATOM",
  "HLT",
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  "HON",
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  "BCLI",
  "CCD",
  "HPQ",
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FBIN",
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  null,
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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,
  "ODFL",
  null,
  "EMN",
  null,
  "ADM",
  "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,
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
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  "PRU",
  "PFE",
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  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MDB",
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  "MSTR",
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  null,
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  null,
  "ROK",
  null,
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  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "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,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
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  "TXN",
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  "TM",
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  "TJX",
  "TDG",
  "TRV",
  "TSN",
  "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",
  "GRRR",
  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",
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  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",
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  "V",
  null,
  "WFRD",
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  "WELL",
  "WSM",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "WYNN",
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  "XEL",
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  "XPO",
  "Z",
  "FHB",
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  "SOLV",
  null,
  "DY",
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  null,
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  null,
  "SCHD",
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  null,
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  "LW",
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  null,
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  null,
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  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",
  "LULU",
  "ADP",
  "AZO",
  "BCPC",
  "BALL",
  "BAC",
  "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",
  "CTSH",
  "CL",
  "CNDT",
  "COP",
  "CFLT",
  "CRK",
  "CPRT",
  "COST",
  "GLW",
  "CTVA",
  "CRDO",
  "CRSP",
  "CRWD",
  "CVS",
  "DDOG",
  "DELL",
  "DE",
  "DVN",
  "DAL",
  "DXCM",
  "DLX",
  "DCGO",
  "DLR",
  "DOCU",
  "DNOW",
  "RSP",
  null,
  null,
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "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 • $146.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Page 6 of 49

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464287440

IEF|464287440

Shares:3.4K

Value:$320.2K

% of Portfolio:0.2% ($320.2K/$146.5M)

025072877

Shares:3.5K

Value:$310.7K

% of Portfolio:0.2% ($310.7K/$146.5M)

411511108

Shares:29.8K

Value:$304.1K

% of Portfolio:0.2% ($304.1K/$146.5M)

81369Y506

Shares:3.2K

Value:$297.0K

% of Portfolio:0.2% ($297.0K/$146.5M)

46641Q167

Shares:4.6K

Value:$293.9K

% of Portfolio:0.2% ($293.9K/$146.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:520

Value:$291.7K

% of Portfolio:0.2% ($291.7K/$146.5M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:7.5K

Value:$286.0K

% of Portfolio:0.2% ($286.0K/$146.5M)

CVS HEALTH Corp

CVS|126650100

Shares:4.1K

Value:$278.7K

% of Portfolio:0.2% ($278.7K/$146.5M)

Salesforce, Inc.

CRM|79466L302

Shares:1.0K

Value:$276.1K

% of Portfolio:0.2% ($276.1K/$146.5M)

00141W851

Shares:88.2K

Value:$273.6K

% of Portfolio:0.2% ($273.6K/$146.5M)

PENN Entertainment, Inc.

PENN|707569109

Shares:16.7K

Value:$272.4K

% of Portfolio:0.2% ($272.4K/$146.5M)

46654Q609

Shares:3.6K

Value:$269.3K

% of Portfolio:0.2% ($269.3K/$146.5M)

55273N590

Shares:48.6K

Value:$267.0K

% of Portfolio:0.2% ($267.0K/$146.5M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:3.1K

Value:$263.3K

% of Portfolio:0.2% ($263.3K/$146.5M)

464287549

Shares:2.8K

Value:$256.8K

% of Portfolio:0.2% ($256.8K/$146.5M)

233203397

Shares:6.9K

Value:$255.0K

% of Portfolio:0.2% ($255.0K/$146.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.2K

Value:$249.4K

% of Portfolio:0.2% ($249.4K/$146.5M)

SOUTHERN CO

SO|842587107

Shares:2.7K

Value:$246.6K

% of Portfolio:0.2% ($246.6K/$146.5M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:7.0K

Value:$245.3K

% of Portfolio:0.2% ($245.3K/$146.5M)

33739P301

Shares:5.0K

Value:$239.0K

% of Portfolio:0.2% ($239.0K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFcusip464287440)	3.4K	QoQ -19.61% (-819) YoY -23.44% (-1.0K)	All Managers (Combined)	$320.2K	0.2% ($320.2K/$146.5M)	QoQ -17.07% (-$65.9K) YoY -22.86% (-$94.9K)
(cusip025072877)✕	3.5K	QoQ +54.34% (+1.3K) YoY +57.77% (+1.3K)	All Managers (Combined)	$310.7K	0.2% ($310.7K/$146.5M)	QoQ +39.92% (+$88.6K) YoY +48.47% (+$101.4K)
(cusip411511108)✕	29.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$304.1K	0.2% ($304.1K/$146.5M)	QoQ +2.00% (+$6.0K) YoY +1.79% (+$5.4K)
(cusip81369Y506)✕	3.2K	QoQ +290.12% (+2.4K) YoY +290.12% (+2.4K)	All Managers (Combined)	$297.0K	0.2% ($297.0K/$146.5M)	QoQ +328.11% (+$227.7K) YoY +285.57% (+$220.0K)
(cusip46641Q167)✕	4.6K	QoQ +15.63% (+626) YoY +24.12% (+900)	All Managers (Combined)	$293.9K	0.2% ($293.9K/$146.5M)	QoQ +15.94% (+$40.4K) YoY +32.02% (+$71.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	520	QoQ +181.08% (+335) YoY +181.08% (+335)	All Managers (Combined)	$291.7K	0.2% ($291.7K/$146.5M)	QoQ +169.04% (+$183.3K) YoY +201.97% (+$195.1K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	7.5K	QoQ +127.27% (+4.2K) YoY +200.00% (+5.0K)	All Managers (Combined)	$286.0K	0.2% ($286.0K/$146.5M)	QoQ +127.57% (+$160.3K) YoY +141.68% (+$167.7K)
CVS HEALTH Corp(CVScusip126650100)	4.1K	QoQ 0.00% (+0) YoY +355.55% (+3.2K)	All Managers (Combined)	$278.7K	0.2% ($278.7K/$146.5M)	QoQ +51.43% (+$94.7K) YoY +288.27% (+$206.9K)
Salesforce, Inc.(CRMcusip79466L302)	1.0K	QoQ 0.00% (-0) YoY +10.84% (-100)	All Managers (Combined)	$276.1K	0.2% ($276.1K/$146.5M)	QoQ -19.18% (-$65.5K) YoY -0.91% (-$2.5K)
(cusip00141W851)✕	88.2K	QoQ +0.33% (-298) YoY -29.67% (-37.2K)	All Managers (Combined)	$273.6K	0.2% ($273.6K/$146.5M)	QoQ -0.30% (-$836) YoY -22.45% (-$79.2K)
PENN Entertainment, Inc.(PENNcusip707569109)	16.7K	QoQ -15.85% (-3.1K) YoY -3.31% (-572)	All Managers (Combined)	$272.4K	0.2% ($272.4K/$146.5M)	QoQ -30.75% (-$121.0K) YoY -13.39% (-$42.1K)
(cusip46654Q609)✕	3.6K	QoQ 0.00% (-0) YoY +4.55% (+158)	All Managers (Combined)	$269.3K	0.2% ($269.3K/$146.5M)	QoQ -8.35% (-$24.6K) YoY +10.31% (+$25.2K)
(cusip55273N590)✕	48.6K	QoQ +0.84% (-408) YoY NEW(+48.6K)	All Managers (Combined)	$267.0K	0.2% ($267.0K/$146.5M)	QoQ -0.60% (-$1.6K) YoY NEW(+$267.0K)
Seagate Technology Holdings plc(STXcusipG7997R103)	3.1K	QoQ 0.00% (-0) YoY +12300.00% (+3.1K)	All Managers (Combined)	$263.3K	0.2% ($263.3K/$146.5M)	QoQ -1.57% (-$4.2K) YoY +11379.72% (+$261.1K)
(cusip464287549)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$256.8K	0.2% ($256.8K/$146.5M)	QoQ -11.18% (-$32.3K) YoY +5.20% (+$12.7K)
(cusip233203397)✕	6.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$255.0K	0.2% ($255.0K/$146.5M)	QoQ -4.14% (-$11.0K) YoY +4.28% (+$10.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.2K	QoQ +41433.33% (+1.2K) YoY +6.04% (+71)	All Managers (Combined)	$249.4K	0.2% ($249.4K/$146.5M)	QoQ +49192.68% (+$248.9K) YoY +20.91% (+$43.1K)
SOUTHERN CO(SOcusip842587107)	2.7K	QoQ 0.00% (+0) YoY +9.33% (+229)	All Managers (Combined)	$246.6K	0.2% ($246.6K/$146.5M)	QoQ +11.69% (+$25.8K) YoY +40.13% (+$70.6K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	7.0K	QoQ +15.70% (+950) YoY NEW(+7.0K)	All Managers (Combined)	$245.3K	0.2% ($245.3K/$146.5M)	QoQ +33.05% (+$60.9K) YoY NEW(+$245.3K)
(cusip33739P301)✕	5.0K	QoQ 0.00% (-0) YoY +100.00% (+2.5K)	All Managers (Combined)	$239.0K	0.2% ($239.0K/$146.5M)	QoQ -1.00% (-$2.4K) YoY +98.44% (+$118.6K)