Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 91,401 | -3,688 | $15,622 |
AAPL | 91,401 | -3,688 | $15,622 |
VANGUARD HIGH (VYM) | 126,985 | +8,480 | $15,362 |
VYM | 126,985 | +8,480 | $15,362 |
VANGUARD TOTAL (VTI) | 54,908 | +1,342 | $14,271 |
VTI | 54,908 | +1,342 | $14,271 |
INVESCO QQQ | 31,561 | -1,392 | $14,015 |
QQQ | 31,561 | -1,392 | $14,015 |
UBER TECHNOLOGIES | 142,058 | -10,520 | $10,924 |
UBER | 142,058 | -10,520 | $10,924 |
MICROSOFT CORP | 24,535 | -696 | $10,335 |
MSFT | 24,535 | -696 | $10,335 |
AMAZON COM | 53,039 | +1,342 | $9,576 |
AMZN | 53,039 | +1,342 | $9,576 |
ISHARES CORE (IEFA) | 109,912 | +2,677 | $8,157 |
IEFA | 109,912 | +2,677 | $8,157 |
JPMORGAN | 143,050 | +1,366 | $7,262 |
JPST | 143,050 | +1,366 | $7,262 |
ISHARES CORE (AGG) | 70,713 | +1,080 | $6,925 |
AGG | 70,713 | +1,080 | $6,925 |
META PLATFORMS | 14,064 | -1,533 | $6,840 |
META | 14,064 | -1,533 | $6,840 |
VANGUARD CONSUMER (VCR) | 21,306 | +390 | $6,764 |
VCR | 21,306 | +390 | $6,764 |
ALPHABET INC | 43,102 | -300 | $6,527 |
GOOGL | 43,102 | -300 | $6,527 |
VANGUARD DIVIDEND (VIG) | 33,553 | -320 | $6,124 |
VIG | 33,553 | -320 | $6,124 |
PIMCO EHNANCED | 53,602 | +1,814 | $5,388 |
MINT | 53,602 | +1,814 | $5,388 |
ISHARES CORE (IUSB) | 116,942 | +970 | $5,329 |
IUSB | 116,942 | +970 | $5,329 |
NORTHROP GRUMMAN | 10,805 | -17 | $5,118 |
NOC | 10,805 | -17 | $5,118 |
SECTOR TECHNOLOGY | 24,553 | -1,336 | $5,116 |
XLK | 24,553 | -1,336 | $5,116 |
ALPHABET INC | 32,468 | -2,409 | $4,991 |
GOOG | 32,468 | -2,409 | $4,991 |
CVS HEALTH | 60,498 | -1,969 | $4,824 |
CVS | 60,498 | -1,969 | $4,824 |
SPDR GOLD (GLD) | 22,444 | -565 | $4,618 |
GLD | 22,444 | -565 | $4,618 |
TUTOR PERINI | 315,115 | -109,975 | $4,557 |
TPC | 315,115 | -109,975 | $4,557 |
FIRST TRUST (FCAL) | 85,850 | -1,050 | $4,261 |
FCAL | 85,850 | -1,050 | $4,261 |
SPDR SERIES (SDY) | 31,132 | +231 | $4,086 |
SDY | 31,132 | +231 | $4,086 |
PIMCO SHORT | 79,850 | -6,100 | $4,068 |
SMMU | 79,850 | -6,100 | $4,068 |
QUALCOMM INC | 23,749 | -118 | $4,033 |
QCOM | 23,749 | -118 | $4,033 |
UNITED RENTALS | 5,148 | -1,910 | $3,712 |
URI | 5,148 | -1,910 | $3,712 |
BROADCOM INC | 2,578 | +360 | $3,448 |
AVGO | 2,578 | +360 | $3,448 |
SECTOR FINANCIAL | 81,829 | -115 | $3,443 |
XLF | 81,829 | -115 | $3,443 |
SHOPIFY INC | 44,040 | -2,320 | $3,408 |
SHOP | 44,040 | -2,320 | $3,408 |
FIRST TRUST (FMB) | 64,266 | -1,050 | $3,300 |
FMB | 64,266 | -1,050 | $3,300 |
NVIDIA CORP | 3,611 | +1,065 | $3,173 |
NVDA | 3,611 | +1,065 | $3,173 |
ABBVIE INC | 17,399 | -490 | $3,166 |
ABBV | 17,399 | -490 | $3,166 |
BRINKS COMPANY | 32,070 | -4,327 | $2,963 |
BCO | 32,070 | -4,327 | $2,963 |
AMGEN INC | 10,083 | -139 | $2,865 |
AMGN | 10,083 | -139 | $2,865 |
PITNEY BOWES | 655,264 | -81,800 | $2,837 |
PBI | 655,264 | -81,800 | $2,837 |
SECTOR HEALTHCARE | 19,220 | +1,327 | $2,837 |
XLV | 19,220 | +1,327 | $2,837 |
HARROW INC | 211,579 | -735 | $2,799 |
HROW | 211,579 | -735 | $2,799 |
VANGUARD HEALTH (VHT) | 10,196 | +598 | $2,756 |
VHT | 10,196 | +598 | $2,756 |
SPDR S&P (SPY) | 5,026 | +256 | $2,629 |
SPY | 5,026 | +256 | $2,629 |
ISHARES CORE (IEMG) | 50,192 | +3,745 | $2,590 |
IEMG | 50,192 | +3,745 | $2,590 |
ISHARES 1 3YR (SHY) | 30,308 | +419 | $2,479 |
SHY | 30,308 | +419 | $2,479 |
ISHARES CALIFORNIA (CMF) | 40,020 | +350 | $2,302 |
CMF | 40,020 | +350 | $2,302 |
ISHARES CORE (IJR) | 20,518 | +10 | $2,268 |
IJR | 20,518 | +10 | $2,268 |
FIRST TRUST (FIXD) | 51,597 | +1,640 | $2,247 |
FIXD | 51,597 | +1,640 | $2,247 |
VANGUARD SMALL (VB) | 9,683 | -31 | $2,210 |
VB | 9,683 | -31 | $2,210 |
ISHARES NATIONAL (MUB) | 20,418 | +322 | $2,197 |
MUB | 20,418 | +322 | $2,197 |
ETON PHARMACEUTICALS | 573,960 | +10,850 | $2,152 |
ETON | 573,960 | +10,850 | $2,152 |
VANGUARD CONSUMER (VDC) | 10,228 | +520 | $2,087 |
VDC | 10,228 | +520 | $2,087 |
PIMCO INTERMEDIATE | 37,792 | -101 | $1,983 |
MUNI | 37,792 | -101 | $1,983 |
See Full List: All Stocks Held By Westside Investment Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Westside Investment Management Inc.
Size ($ in 1000's)
At 03/31/2024: $417,215 At 12/31/2023: $391,102 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 |