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 201–250 of 1,495
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | MCDONALDS CORP | 982 | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| IEF | ISHARES 7-10YR | 3K | $100K–$500K | SH |
| BMY | BRISTOL MYERS | 5K | $100K–$500K | SH |
| MRK | MERCK & COMPANY | 3K | $100K–$500K | SH |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC A | 4K | $100K–$500K | SH |
| — | FIRST EAGLE GLOBAL I | 4K | $100K–$500K | SH |
| KO | COCA COLA COMPANY | 4K | $100K–$500K | SH |
| VTEB | VANGUARD MUNICIPAL | 6K | $100K–$500K | SH |
| CRSP | CRISPR THERAPEUTICS | 5K | $100K–$500K | SH |
| — | AUBURN ME 4 30GO UTX DUE 11/01/30 | 250K | $100K–$500K | SH |
| — | LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | 260K | $100K–$500K | SH |
| — | AMERICAN FUNDS AMERICAN MUTUAL A | 4K | $100K–$500K | SH |
| — | DEER PK TEX 4 32DB LTX DUE 03/15/32 | 250K | $100K–$500K | SH |
| DGRO | ISHARES CORE | 4K | $100K–$500K | SH |
| RDVY | FIRST TRUST | 4K | $100K–$500K | SH |
| — | FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | 240K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT | 3K | $100K–$500K | SH |
| EBAY | EBAY INC | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | 2K | $100K–$500K | SH |
| CFLT | CONFLUENT INC | 8K | $100K–$500K | SH |
| PPH | VANECK PHARMACEUTICAL ETF | 2K | $100K–$500K | SH |
| IMCG | ISHARES MORNINGSTAR | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 414 | $100K–$500K | SH |
| FMHI | FIRST TRUST | 5K | $100K–$500K | SH |
| RIV | RIVERNORTH OPPORTUNITIES | 20K | $100K–$500K | SH |
| SO | SOUTHERN COMPANY | 3K | $100K–$500K | SH |
| SUB | ISHARES SHORT TERM NTNL MUN BND ETF | 2K | $100K–$500K | SH |
| ETR | ENTERGY CORP | 2K | $100K–$500K | SH |
| EFA | ISHARES MSCI | 2K | $100K–$500K | SH |
| V | VISA INC | 642 | $100K–$500K | SH |
| — | AMERICAN FUNDS NEW PERSPECTIVE A | 3K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V F | 1K | $100K–$500K | SH |
| DIA | SPDR DOW | 455 | $100K–$500K | SH |
| MO | ALTRIA GROUP | 4K | $100K–$500K | SH |
| LITE | LUMENTUM HOLDINGS | 578 | $100K–$500K | SH |
| KZIA | KAZIA THERAPEUTICS | 31K | $100K–$500K | SH |
| GS | GOLDMAN SACHS | 242 | $100K–$500K | SH |
| GEV | GE VERNOVA | 323 | $100K–$500K | SH |
| DE | DEERE & CO | 453 | $100K–$500K | SH |
| — | INVESCO LIMITED TERM CA MUNICIPAL Y | 66K | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| — | HARTFORD EQUITY INCOME I | 10K | $100K–$500K | SH |
| — | BLACKROCK CALIFORNIA MUNI OPPS INSTL | 17K | $100K–$500K | SH |
| — | AMERICAN FUNDS WASHINGTON MUTUAL A | 3K | $100K–$500K | SH |
| IYJ | ISHARES U S | 1K | $100K–$500K | SH |
| — | DFA US CORE EQUITY 2 I | 5K | $100K–$500K | SH |
| DBA | INVESCO DB | 8K | $100K–$500K | SH |
| AVEM | AVANTIS EMERGING | 3K | $100K–$500K | SH |