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Westside Investment Management, Inc.

Portfolio Manager
Westside Investment Management, Inc.
Performance
-3.99% (2026 Q1)
AUM (13F)
$652.67M
# of Holdings
1477
Performance Rank
Allocation (Top 20)
36.79%

Westside Investment Management, Inc. Holdings Map

Top 50 Westside Investment Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
3.68%162.0K$24.0M
+4.00%(+6.23K)
2025-Q1: 152.8K shares2025-Q2: 156.3K shares2025-Q3: 154.0K shares2025-Q4: 155.8K shares2026-Q1: 162.0K shares
$108.84(+43.00%)
2026-03-31
AAPL
APPLE INC
3.6%92.1K$23.5M
+8.94%(+7.55K)
2025-Q1: 83.1K shares2025-Q2: 83.7K shares2025-Q3: 85.7K shares2025-Q4: 84.5K shares2026-Q1: 92.1K shares
$81.17(+268.21%)
2026-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
2.84%57.7K$18.5M
-0.35%(-205)
2025-Q1: 57.9K shares2025-Q2: 57.9K shares2025-Q3: 58.5K shares2025-Q4: 57.9K shares2026-Q1: 57.7K shares
$215.79(+69.01%)
2026-03-31
QQQ
INVESCO QQQ TR
2.71%30.6K$17.7M
+1.58%(+476)
2025-Q1: 33.1K shares2025-Q2: 31.0K shares2025-Q3: 30.7K shares2025-Q4: 30.1K shares2026-Q1: 30.6K shares
$186.86(+282.49%)
2026-03-31
TPC
TUTOR PERINI
2.59%218.8K$16.9M
-3.35%(-7.59K)
2025-Q1: 257.7K shares2025-Q2: 238.6K shares2025-Q3: 230.2K shares2025-Q4: 226.4K shares2026-Q1: 218.8K shares
$13.20(+510.76%)
2026-03-31
GOOGL
ALPHABET INC CAP STK
2.09%47.1K$13.6M
-1.06%(-506)
2025-Q1: 45.0K shares2025-Q2: 46.9K shares2025-Q3: 47.7K shares2025-Q4: 47.6K shares2026-Q1: 47.1K shares
$110.82(+263.32%)
2026-03-31
AMZN
AMAZON COM INC
1.91%59.6K$12.4M
+5.47%(+3.09K)
2025-Q1: 54.1K shares2025-Q2: 55.1K shares2025-Q3: 55.9K shares2025-Q4: 56.5K shares2026-Q1: 59.6K shares
$112.11(+140.94%)
2026-03-31
ETON
ETON PHARMACEUTICALS INC
1.77%467.9K$11.5M
-0.64%(-3.02K)
2025-Q1: 493.6K shares2025-Q2: 472.8K shares2025-Q3: 472.5K shares2025-Q4: 470.9K shares2026-Q1: 467.9K shares
$4.07(+656.33%)
2026-03-31
IEFA
ISHARES TR CORE MSCI
1.61%116.1K$10.5M
+4630.88%(+113.69K)
2025-Q1: 115.6K shares2025-Q2: 115.6K shares2025-Q3: 116.7K shares2025-Q4: 2.5K shares2026-Q1: 116.1K shares
$88.89(+9.28%)
2026-03-31
MSFT
MICROSOFT CORP
1.61%28.3K$10.5M
+2.45%(+678)
2025-Q1: 25.3K shares2025-Q2: 26.3K shares2025-Q3: 27.5K shares2025-Q4: 27.6K shares2026-Q1: 28.3K shares
$263.46(+53.80%)
2026-03-31

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