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 151–200 of 1,495
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION | 2K | $500K+ | SH |
| VUG | VANGUARD GROWTH | 1K | $500K+ | SH |
| CGDG | CAPITAL GROUP | 16K | $500K+ | SH |
| IYY | ISHARES DOW | 3K | $500K+ | SH |
| LMT | LOCKHEED MARTIN | 1K | $500K+ | SH |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD I | 48K | $500K+ | SH |
| — | VANGUARD CA INTERM-TERM TAX-EXEMPT ADM | 45K | $500K+ | SH |
| — | TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 | 500K | $500K+ | SH |
| HPQ | HP INC | 23K | $500K+ | SH |
| DIS | WALT DISNEY | 4K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE | 565 | $100K–$500K | SH |
| TMB | THORNBURG MULTI | 18K | $100K–$500K | SH |
| — | THORNBURG INTERMEDIATE MUNICIPAL INST | 34K | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION | 601 | $100K–$500K | SH |
| XLY | STATE STREET | 4K | $100K–$500K | SH |
| IHYF | INVESCO HIGH | 20K | $100K–$500K | SH |
| TLT | ISHARES 20 PLUS | 5K | $100K–$500K | SH |
| — | ARISTOTLE STRATEGIC INCOME I-2 | 41K | $100K–$500K | SH |
| CVX | CHEVRON CORP | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL | 4K | $100K–$500K | SH |
| HD | HOME DEPOT | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| — | DWS GLOBAL MACRO S | 36K | $100K–$500K | SH |
| — | AMERICAN FUNDS TAX-EXEMPT BOND F2 | 33K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| EQIN | COLUMBIA TR | 9K | $100K–$500K | SH |
| SBND | COLUMBIA SHORT | 21K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINANCIAL | 3K | $100K–$500K | SH |
| — | GROWTH POOL | 4K | $100K–$500K | SH |
| BDX | BECTON DICKINSON | 2K | $100K–$500K | SH |
| FCX | FREEPORT MCMORAN | 7K | $100K–$500K | SH |
| PANW | PALO ALTO | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| EVLV | EVOLV TECHNOLOGIES | 49K | $100K–$500K | SH |
| SPYM | STATE STREET | 4K | $100K–$500K | SH |
| RTX | RTX CORP | 2K | $100K–$500K | SH |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 5K | $100K–$500K | SH |
| IGE | ISHARES NORTH | 7K | $100K–$500K | SH |
| ATOM | ATOMERA INC | 149K | $100K–$500K | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 4K | $100K–$500K | SH |
| VO | VANGUARD MID | 1K | $100K–$500K | SH |
| IGM | ISHARES EXPANDED | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABORATORIES | 2K | $100K–$500K | SH |
| VOO | VANGUARD S&P | 489 | $100K–$500K | SH |
| — | HARBOR CORE PLUS INSTITUTIONAL | 30K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE | 2K | $100K–$500K | SH |
| — | KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | 270K | $100K–$500K | SH |
| XLI | STATE STREET | 2K | $100K–$500K | SH |