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",
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  "FNDA",
  "ACN",
  "LEVI",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "PRCT",
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  null,
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  null,
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  null,
  "AXP",
  null,
  null,
  "AOUT",
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  null,
  null,
  "SCHH",
  null,
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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,
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  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,
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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,
  null,
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  null,
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  null,
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  null,
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  "MUB",
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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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  "QUBT",
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  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,
  "NKX",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "BMN",
  null,
  "IPWR",
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  null,
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  null,
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  "TLRY",
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  null,
  null,
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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",
  "MDLZ",
  "MUFG",
  "TMUS",
  "DXC",
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  "ENPH",
  "NDAQ",
  "EQIX",
  "EVRG",
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  null,
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  null,
  null,
  null,
  null,
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  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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  "AMP",
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  "ANET",
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  "DASH",
  "PAYX",
  null,
  null,
  null,
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  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,
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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,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
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  "NOW",
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  "O",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "BP",
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  null,
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  "AMT",
  null,
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  null,
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  "VV",
  "RCL",
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  "OGE",
  "MRNA",
  "MBLY",
  "SCHW",
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  "PHIN",
  "GROW",
  "SILO",
  null,
  null,
  "IRBT",
  null,
  "VWO",
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  null,
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  "AWI",
  null,
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  null,
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  "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",
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  "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,
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  "PJT",
  null,
  "NVO",
  null,
  "AMZN",
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  null,
  null,
  "TTWO",
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  null,
  "IVE",
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  null,
  "SIRI",
  null,
  "LUV",
  null,
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  null,
  "PLUG",
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  null,
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  "KD",
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  null,
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  "CEF",
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  "ETON",
  null,
  null,
  null,
  "PDD",
  null,
  "DKNG",
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  null,
  "VGT",
  null,
  "USB",
  null,
  "VUG",
  "VLO",
  "VFH",
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  "VGK",
  "VYMI",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
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  "VB",
  "VOO",
  null,
  "VSAT",
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  null,
  "WFRD",
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  null,
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  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,
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  null,
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  null,
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  null,
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  null,
  "TTD",
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  null,
  "TPC",
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  "OKTA",
  "ONL",
  "PSX",
  "SFL",
  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SIG",
  null,
  "RDDT",
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  "DIA",
  "SHAK",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
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  "PBI",
  null,
  null,
  "GEV",
  "CHWY",
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  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPCE",
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  null,
  null,
  "WNS",
  "UPST",
  null,
  null,
  null,
  "NUE",
  null,
  "FDX",
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  null,
  "STE",
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  "BRK-B",
  "BDX",
  "BYND",
  "BTBT",
  "BCRX",
  "BNTX",
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  null,
  "BA",
  null,
  "BWA",
  "BMY",
  "BCO",
  "BLDR",
  "CHRW",
  "CALM",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CBRE",
  "CRNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
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  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
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  "CLX",
  "CME",
  "KO",
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  "COIN",
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  "CMCSA",
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  "CL",
  "CNDT",
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  "CPRT",
  "COST",
  "GLW",
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  "CRDO",
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  "CRWD",
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  "DDOG",
  "DELL",
  "DE",
  "DVN",
  "DAL",
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  "DOCU",
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  null,
  null,
  "EFA",
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  "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 • $146,450.198K total value

980 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 9 of 49

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464287226

Shares:1.5K

Value:$146.5K

LOCKHEED MARTIN CORP

LMT|539830109

Shares:320

Value:$143.6K

057071656

Shares:14.0K

Value:$143.0K

23320G448

Shares:14.1K

Value:$142.7K

Madison Square Garden Sports Corp.

MSGS|55825T103

Shares:719

Value:$140.0K

AT&T INC.

T|00206R102

Shares:4.9K

Value:$139.8K

464287879

Shares:1.4K

Value:$139.1K

464288570

Shares:1.4K

Value:$138.8K

33739Q408

Shares:2.3K

Value:$137.6K

HENRY SCHEIN INC

HSIC|806407102

Shares:2.0K

Value:$137.0K

464287630

IWN|464287630

Shares:905

Value:$136.6K

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:250

Value:$136.6K

JPMORGAN CHASE & CO

JPM|46625H100

Shares:559

Value:$136.2K

808515605

Shares:135.9K

Value:$135.9K

921946885

Shares:2.1K

Value:$134.8K

46140H106

Shares:5.1K

Value:$134.5K

02072L565

Shares:1.2K

Value:$133.8K

464287622

IWB|464287622

Shares:430

Value:$131.9K

Baker Hughes Co

BKR|05722G100

Shares:3.0K

Value:$131.8K

464287176

Shares:1.2K

Value:$131.8K

Instrument	Shares		Other Manager	Value
(cusip464287226)✕	1.5K	QoQ 0.00% (+0) YoY -7.50% (-120)	All Managers (Combined)	$146.5K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +10.28% (+$12.5K) YoY NEW(+$133.8K)
(IWBcusip464287622)	430	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$131.9K	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	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	QoQ +4.26% (+$5.4K) YoY +1126.63% (+$121.0K)