CIK 1538383
Westside Investment Management, Inc.
Institutional 13F holdings & portfolio
Holdings
1,495
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,495
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VNQ | VANGUARD REAL | 14K | $1M+ | SH |
| SMB | VANECK SHORT | 69K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS | 3K | $1M+ | SH |
| AMLP | ALERIAN MLP | 23K | $1M+ | SH |
| IDCC | INTERDIGITAL INC | 3K | $1M+ | SH |
| PAAA | PGIM AAA | 22K | $1M+ | SH |
| CGDV | CAPITAL GROUP | 25K | $1M+ | SH |
| IYW | ISHARES TECHNOLOGY | 5K | $1M+ | SH |
| CSCO | CISCO SYSTEMS | 14K | $1M+ | SH |
| VGK | VANGUARD FTSE | 13K | $1M+ | SH |
| C | CITIGROUP INC | 9K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 12K | $1M+ | SH |
| ASML | ASML HOLDING | 945 | $1M+ | SH |
| BABA | ALIBABA GROUP | 7K | $500K+ | SH |
| VFH | VANGUARD FINANCIALS | 7K | $500K+ | SH |
| ITM | VANECK INTERMEDIATE | 21K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| SUSA | ISHARES ESG | 7K | $500K+ | SH |
| PLSE | PULSE BIOSCIENCES | 66K | $500K+ | SH |
| BOND | PIMCO ACTIVE | 10K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |
| SOXX | ISHARES SEMICONDUCTOR | 3K | $500K+ | SH |
| ALMU | AELUMA INC | 50K | $500K+ | SH |
| — | AMERICAN FUNDS INCOME FUND OF AMER A | 33K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY | 3K | $500K+ | SH |
| BA | BOEING COMPANY | 4K | $500K+ | SH |
| TAXF | AMERICAN CENTURY | 17K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY | 2K | $500K+ | SH |
| AOR | ISHARES CORE | 13K | $500K+ | SH |
| HTRB | HARTFORD TOTAL | 23K | $500K+ | SH |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | 757K | $500K+ | SH |
| XBI | STATE STREET | 6K | $500K+ | SH |
| RSP | INVESCO S&P | 4K | $500K+ | SH |
| — | FRANKLIN CA TAX FREE INCOME A1 | 106K | $500K+ | SH |
| FTMS | PUTNAM FRANKLIN | 72K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| CHTR | CHARTER COMMUNICATIONS | 3K | $500K+ | SH |
| DLX | DELUXE CORP | 31K | $500K+ | SH |
| HMOP | HARTFORD MUN | 17K | $500K+ | SH |
| FDLO | FIDELITY LOW | 10K | $500K+ | SH |
| IVV | ISHARES CORE | 928 | $500K+ | SH |
| NEAR | ISHARES SHORT | 12K | $500K+ | SH |
| AIQ | GLOBAL X | 12K | $500K+ | SH |
| — | EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 | 600K | $500K+ | SH |
| JNK | STATE STREET | 7K | $500K+ | SH |
| PYPL | PAYPAL HOLDINGS | 11K | $500K+ | SH |
| — | SCHWAB TREASURY OBLIG MONEY INV | 604K | $500K+ | SH |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR A | 8K | $500K+ | SH |
| FUMB | FIRST TRUST | 30K | $500K+ | SH |