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,
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  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,
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  null,
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  null,
  null,
  null,
  "DUK",
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  "D",
  null,
  null,
  "MARA",
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  null,
  null,
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  null,
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  null,
  null,
  null,
  "SIMO",
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "DDD",
  null,
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  "GIS",
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  "HON",
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  "BCLI",
  "CCD",
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  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  "FBIN",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "ISRG",
  null,
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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",
  "MRVL",
  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",
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  null,
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  null,
  null,
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
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  null,
  null,
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  "UNH",
  "AAPL",
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  null,
  null,
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  null,
  "NVDA",
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  "INTC",
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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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  "RY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
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  "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,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
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  "TEL",
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  "TM",
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  "TJX",
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  "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",
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  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",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VSAT",
  "VTV",
  "VNCE",
  "VTRS",
  "V",
  null,
  "WFRD",
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  "WMT",
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  "WES",
  "WFC",
  "WELL",
  "WSM",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "WYNN",
  "XRX",
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  "XEL",
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  "YUMC",
  "YUM",
  "XPO",
  "Z",
  "FHB",
  "ZIMV",
  "SOLV",
  null,
  "DY",
  "GRMN",
  null,
  "FOXA",
  "MTB",
  null,
  "SCHD",
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  null,
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  "LW",
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  null,
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  "MGM",
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  null,
  "SO",
  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",
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  "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",
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  "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:

Search and click to pin securities to the top

Page 9 of 49

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464287226

Shares:1.5K

Value:$146.5K

% of Portfolio:0.1% ($146.5K/$146.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:320

Value:$143.6K

% of Portfolio:0.1% ($143.6K/$146.5M)

057071656

Shares:14.0K

Value:$143.0K

% of Portfolio:0.1% ($143.0K/$146.5M)

23320G448

Shares:14.1K

Value:$142.7K

% of Portfolio:0.1% ($142.7K/$146.5M)

Madison Square Garden Sports Corp.

MSGS|55825T103

Shares:719

Value:$140.0K

% of Portfolio:0.1% ($140.0K/$146.5M)

AT&T INC.

T|00206R102

Shares:4.9K

Value:$139.8K

% of Portfolio:0.1% ($139.8K/$146.5M)

464287879

Shares:1.4K

Value:$139.1K

% of Portfolio:0.1% ($139.1K/$146.5M)

464288570

Shares:1.4K

Value:$138.8K

% of Portfolio:0.1% ($138.8K/$146.5M)

33739Q408

Shares:2.3K

Value:$137.6K

% of Portfolio:0.1% ($137.6K/$146.5M)

HENRY SCHEIN INC

HSIC|806407102

Shares:2.0K

Value:$137.0K

% of Portfolio:0.1% ($137.0K/$146.5M)

464287630

IWN|464287630

Shares:905

Value:$136.6K

% of Portfolio:0.1% ($136.6K/$146.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:250

Value:$136.6K

% of Portfolio:0.1% ($136.6K/$146.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:559

Value:$136.2K

% of Portfolio:0.1% ($136.2K/$146.5M)

808515605

Shares:135.9K

Value:$135.9K

% of Portfolio:0.1% ($135.9K/$146.5M)

921946885

Shares:2.1K

Value:$134.8K

% of Portfolio:0.1% ($134.8K/$146.5M)

46140H106

Shares:5.1K

Value:$134.5K

% of Portfolio:0.1% ($134.5K/$146.5M)

02072L565

Shares:1.2K

Value:$133.8K

% of Portfolio:0.1% ($133.8K/$146.5M)

464287622

IWB|464287622

Shares:430

Value:$131.9K

% of Portfolio:0.1% ($131.9K/$146.5M)

Baker Hughes Co

BKR|05722G100

Shares:3.0K

Value:$131.8K

% of Portfolio:0.1% ($131.8K/$146.5M)

464287176

Shares:1.2K

Value:$131.8K

% of Portfolio:0.1% ($131.8K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	1.5K	QoQ 0.00% (+0) YoY -7.50% (-120)	All Managers (Combined)	$146.5K	0.1% ($146.5K/$146.5M)	QoQ +2.12% (+$3.0K) YoY -6.53% (-$10.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	320	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$143.6K	0.1% ($143.6K/$146.5M)	QoQ -7.67% (-$11.9K) YoY -0.91% (-$1.3K)
(cusip057071656)✕	14.0K	QoQ +0.88% (+123) YoY +3.49% (+473)	All Managers (Combined)	$143.0K	0.1% ($143.0K/$146.5M)	QoQ +0.69% (+$982) YoY +3.09% (+$4.3K)
(cusip23320G448)✕	14.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$142.7K	0.1% ($142.7K/$146.5M)	QoQ +2.43% (+$3.4K) YoY +1.71% (+$2.4K)
Madison Square Garden Sports Corp.(MSGScusip55825T103)	719	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$140.0K	0.1% ($140.0K/$146.5M)	QoQ -13.71% (-$22.3K) YoY +5.52% (+$7.3K)
AT&T INC.(Tcusip00206R102)	4.9K	QoQ -2.37% (-120) YoY +30.05% (+1.1K)	All Managers (Combined)	$139.8K	0.1% ($139.8K/$146.5M)	QoQ +21.25% (-$24.5K) YoY +108.99% (+$72.9K)
(cusip464287879)✕	1.4K	QoQ -25.99% (-501) YoY +738.82% (+1.3K)	All Managers (Combined)	$139.1K	0.1% ($139.1K/$146.5M)	QoQ -33.56% (-$70.3K) YoY +696.09% (+$121.6K)
(cusip464288570)✕	1.4K	QoQ 0.00% (-0) YoY -26.75% (-495)	All Managers (Combined)	$138.8K	0.1% ($138.8K/$146.5M)	QoQ -7.11% (-$10.6K) YoY -25.59% (-$47.7K)
(cusip33739Q408)✕	2.3K	QoQ -20.68% (-600) YoY -47.97% (-2.1K)	All Managers (Combined)	$137.6K	0.1% ($137.6K/$146.5M)	QoQ -20.59% (-$35.7K) YoY -47.78% (-$125.9K)
HENRY SCHEIN INC(HSICcusip806407102)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$137.0K	0.1% ($137.0K/$146.5M)	QoQ -1.02% (-$1.4K) YoY -9.30% (-$14.1K)
(IWNcusip464287630)	905	QoQ +7.86% (-66) YoY +61.60% (+345)	All Managers (Combined)	$136.6K	0.1% ($136.6K/$146.5M)	QoQ -0.79% (-$1.1K) YoY +53.63% (+$47.7K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	250	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$136.6K	0.1% ($136.6K/$146.5M)	QoQ -4.59% (-$6.6K) YoY +30.78% (+$32.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	559	QoQ 0.00% (+0) YoY +179.50% (+359)	All Managers (Combined)	$136.2K	0.1% ($136.2K/$146.5M)	QoQ +1.64% (+$2.2K) YoY +240.00% (+$96.1K)
(cusip808515605)✕	135.9K	QoQ -77.69% (-473.3K) YoY -62.78% (-229.2K)	All Managers (Combined)	$135.9K	0.1% ($135.9K/$146.5M)	QoQ -77.69% (-$473.3K) YoY -62.78% (-$229.2K)
(cusip921946885)✕	2.1K	QoQ +5.00% (+100) YoY +50.00% (+700)	All Managers (Combined)	$134.8K	0.1% ($134.8K/$146.5M)	QoQ +6.74% (+$8.5K) YoY +50.82% (+$45.4K)
(cusip46140H106)✕	5.1K	QoQ -44.51% (-4.1K) YoY -32.07% (-2.4K)	All Managers (Combined)	$134.5K	0.1% ($134.5K/$146.5M)	QoQ -45.03% (-$110.2K) YoY -27.73% (-$51.6K)
(cusip02072L565)✕	1.2K	QoQ +9.09% (+100) YoY NEW(+1.2K)	All Managers (Combined)	$133.8K	0.1% ($133.8K/$146.5M)	QoQ +10.28% (+$12.5K) YoY NEW(+$133.8K)
(IWBcusip464287622)	430	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$131.9K	0.1% ($131.9K/$146.5M)	QoQ -4.78% (-$6.6K) YoY +6.49% (+$8.0K)
Baker Hughes Co(BKRcusip05722G100)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$131.8K	0.1% ($131.8K/$146.5M)	QoQ +7.14% (+$8.8K) YoY +31.19% (+$31.4K)
(cusip464287176)✕	1.2K	QoQ 0.00% (+0) YoY +1086.00% (+1.1K)	All Managers (Combined)	$131.8K	0.1% ($131.8K/$146.5M)	QoQ +4.26% (+$5.4K) YoY +1126.63% (+$121.0K)