HoldingsChannel.com
Westside Investment Management Inc. Top Holdings
As of  09/30/2022, below is a summary of the Westside Investment Management Inc. top holdings by largest position size, as per the latest 13f filing made by Westside Investment Management Inc.. In the Westside Investment Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Westside Investment Management Inc. in that top holding, then the share count change between reporting periods, and finally the Westside Investment Management Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 107,746 +881 $5,554,072
     AAPL107,746+881$5,554,072
NORTHROP GRUMMAN 11,048 -193 $3,592,027
     NOC11,048-193$3,592,027
AMAZON COM 43,717 +15,903 $1,532,582
     AMZN43,717+15,903$1,532,582
FIDELITY ADVISOR INTERM MUNI INC I      $1,117,943
     ETF115,729+115,729$1,117,943
VANGUARD CA INTERM TERM TAX EXEMPT ADM      $854,477
     ETF79,265+79,265$854,477
MICROSOFT CORP 27,125 +4,208 $849,584
     MSFT27,125+4,208$849,584
QUALCOMM INC 25,725 +1,481 $755,717
     QCOM25,725+1,481$755,717
UBER TECHNOLOGIES 156,975 +21,440 $750,681
     UBER156,975+21,440$750,681
GILEAD SCIENCES 40,594 -1,767 $669,908
     GILD40,594-1,767$669,908
ALPHABET INC 40,932 +39,296 $621,596
     GOOGL40,932+39,296$621,596
INVESCO LIMITED TERM CA MUNICIPAL Y      $585,512
     ETF192,602+192,602$585,512
AMGEN INC 12,558 -149 $575,710
     AMGN12,558-149$575,710
BANK AMER CORP 44,151 +13,100 $569,858
     BAC44,151+13,100$569,858
CVS HEALTH 55,209 -579 $567,385
     CVS55,209-579$567,385
STARBUCKS CORP 12,941 +1,232 $559,077
     SBUX12,941+1,232$559,077
VANGUARD CONSUMER (VCR) 18,847 +595 $551,595
     VCR18,847+595$551,595
INVESCO QQQ 33,007 +3,347 $544,141
     QQQ33,007+3,347$544,141
VANGUARD DIVIDEND (VIG) 36,165 +1,790 $500,067
     VIG36,165+1,790$500,067
SECTOR TECHNOLOGY 26,921 +360 $479,978
     XLK26,921+360$479,978
SECTOR FINANCIAL 81,206 +673 $432,357
     XLF81,206+673$432,357
VANGUARD HIGH (VYM) 79,178 +8,944 $404,278
     VYM79,178+8,944$404,278
ISHARES ESG MSCI USA (SUSL) 6,400 +6,400 $401,918
     SUSL6,400+6,400$401,918
BROADCOM INC 2,298 -35 $400,230
     AVGO2,298-35$400,230
FIRST TR DJ INTERNT IDX (FDN) 16,539 +2,835 $387,509
     FDN16,539+2,835$387,509
DISNEY WALT CO 16,684 -500 $379,979
     DIS16,684-500$379,979
META PLATFORMS 16,730 +2,568 $368,970
     FB16,730+2,568$368,970
AMERICAN FUNDS TAX EXEMPT BOND F2      $368,551
     ETF31,500+31,500$368,551
JPMORGAN CORE BOND I      $357,977
     ETF35,619+35,619$357,977
TRANSAMERICA INTERMEDIATE MUNI I      $333,350
     ETF33,136+33,136$333,350
FIRST TRUST (FCAL) 17,400 +17,400 $328,226
     FCAL17,400+17,400$328,226
VANGUARD INDEX FDS SMALL CP (VB) 9,819 +81 $322,666
     VB9,819+81$322,666
DWS GLOBAL MACRO S      $321,402
     ETF35,011+3$321,402
PROCTER & GAMBLE 5,714 +700 $320,518
     PG5,714+700$320,518
MICRON TECHNOLOGY 16,729 +591 $303,139
     MU16,729+591$303,139
JPMORGAN EQUITY PREMIUM      $294,412
     ETF22,696+22,696$294,412
PUTNAM CA TAX EXEMPT INCOME Y      $289,753
     ETF42,176+42,176$289,753
PIMCO SHORT 43,600 +3,400 $285,234
     SMMU43,600+3,400$285,234
BOEING CO 9,860 +700 $282,825
     BA9,860+700$282,825
SNOWFLAKE INC 4,080 +1,450 $280,847
     SNOW4,080+1,450$280,847
FIDELITY ADVISOR NEW INSIGHTS I      $265,999
     ETF9,330+9,330$265,999
WALMART INC 4,389 +1,350 $262,849
     WMT4,389+1,350$262,849
BIOGEN INC 2,000 +50 $253,930
     BIIB2,000+50$253,930
SHOPIFY INC 42,510 +11,200 $246,054
     SHOP42,510+11,200$246,054
BLACKROCK STRATEGIC INCOME OPPS INSTL      $244,568
     ETF26,497+26,497$244,568
BERKSHIRE HATHAWAY      $240,768
     BRK.B2,586+89$240,768
ALIBABA GROUP 24,687 -4,190 $240,106
     BABA24,687-4,190$240,106
SALESFORCE INC 5,320 +1,800 $236,282
     CRM5,320+1,800$236,282
ABBVIE INC 18,519 -130 $233,765
     ABBV18,519-130$233,765
AMERICAN FUNDS CORPORATE BOND F2      $227,150
     ETF25,182+25,182$227,150
NVIDIA CORP 2,521 +1,724 $225,137
     NVDA2,521+1,724$225,137

See Full List: All Stocks Held By Westside Investment Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Westside Investment Management Inc.

Size ($ in 1000's)
At 09/30/2022: $41,836,278
At 06/30/2022: $44,183,180

Westside Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Westside Investment Management Inc. 13F filings. Link to 13F filings: SEC filings

Westside Investment Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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