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 301–350 of 1,495
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPDW | SPDR DEVELOPED | 3K | $100K–$500K | SH |
| — | LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38 | 120K | $100K–$500K | SH |
| — | SCHWAB TOTAL STOCK MARKET INDEX | 8K | $100K–$500K | SH |
| — | AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36 | 115K | $100K–$500K | SH |
| — | DFA US LARGE CAP VALUE I | 2K | $100K–$500K | SH |
| — | FIDELITY ADVISOR SMALL CAP VALUE A | 7K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTERNATIONAL | 2K | $100K–$500K | SH |
| TMSL | T ROWE | 4K | $100K–$500K | SH |
| RISN | INSPIRE CAPITAL | 4K | $100K–$500K | SH |
| FTSM | FIRST TRUST | 2K | $100K–$500K | SH |
| — | T ROWE PRICE HEALTH SCIENCES | 1K | $100K–$500K | SH |
| T | AT&T INC | 5K | $100K–$500K | SH |
| GM | GENERAL MOTORS | 2K | $100K–$500K | SH |
| FLOT | ISHARES FLOATING | 2K | $100K–$500K | SH |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 502 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS | 320 | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 3K | $100K–$500K | SH |
| RNA | AVIDITY BIOSCIENCES INC | 2K | $100K–$500K | SH |
| — | LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34 | 100K | $100K–$500K | SH |
| — | ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35 | 100K | $100K–$500K | SH |
| BSCT | INVSC BLTSHRS 2029 CORP BND ETF | 6K | $100K–$500K | SH |
| ON | ON SEMICONDUCTOR | 2K | $100K–$500K | SH |
| — | AMERICAN FUNDS INTL GR AND INC A | 3K | $100K–$500K | SH |
| — | TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33 | 100K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE-TRADED F EQUITY | 2K | $100K–$500K | SH |
| PTLC | PACER TRENDPILOT | 2K | $100K–$500K | SH |
| MUST | COLUMBIA MULTI | 5K | $100K–$500K | SH |
| — | TRANSAMERICA INTERMEDIATE MUNI I | 10K | $100K–$500K | SH |
| HYMB | STATE STREET | 4K | $100K–$500K | SH |
| LTRN | LANTERN PHARMA | 36K | $100K–$500K | SH |
| XLU | STATE STREET | 3K | $100K–$500K | SH |
| VAW | VANGUARD MATERIALS | 520 | $100K–$500K | SH |
| — | BASTROP TEX 5 29DB LTX DUE 08/01/29 | 100K | $100K–$500K | SH |
| PHO | INVESCO WATER | 2K | $100K–$500K | SH |
| — | TOUCHSTONE MID CAP A | 2K | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET | 1K | $100K–$500K | SH |
| CGIC | CAPITAL GROUP | 3K | $100K–$500K | SH |
| PAVE | GLOBAL X | 2K | $100K–$500K | SH |
| DASH | DOORDASH INC | 464 | $100K–$500K | SH |
| — | DOUBLELINE TOTAL RETURN BOND I | 12K | $100K–$500K | SH |
| BOXX | EA SERIES TRUST ALPHA ARCH | 900 | $100K–$500K | SH |
| — | SCHWAB GOVERNMENT MONEY INV | 100K | $50K–$100K | SH |
| COF | CAPITAL ONE | 409 | $50K–$100K | SH |
| UBS | UBS GROUP AG F | 2K | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 1K | $50K–$100K | SH |
| MDY | SPDR S&P | 160 | $50K–$100K | SH |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | 4K | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC | 598 | $50K–$100K | SH |
| NULC | NUVEEN ESG | 2K | $50K–$100K | SH |
| QUAL | ISHARES MSCI | 476 | $50K–$100K | SH |