Westside Investment Management, Inc.

13F Filings History

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$437M
Signature - Title
David Todd Clark - MANAGING PARTNER
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by Westside Investment Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Westside Investment Management, Inc. reported 987 stock holdings with total value $437M as of Q2 2024. Top holdings included AAPL, VYM, QQQ, VTI, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 987 $437M +$19.5M -$7.38M +$12.2M AAPL, VYM, QQQ, VTI, MSFT 13F-HR 7/17/2024, 04:32 PM
Q1 2024 898 $417M +$17M -$17M -$7.89K AAPL, VYM, VTI, QQQ, UBER 13F-HR 4/19/2024, 02:16 PM
Q4 2023 866 $391M +$16M -$10.8M +$5.17M AAPL, QQQ, VYM, VTI, MSFT 13F-HR 1/12/2024, 02:16 PM
Q3 2023 839 $347M +$10.4M -$5.48M +$4.96M AAPL, QQQ, VTI, VYM, MSFT 13F-HR 11/15/2023, 04:44 PM
Q2 2023 839 $354M +$12.5M -$17.4M -$4.94M AAPL, QQQ, VTI, VYM, MSFT 13F-HR 7/14/2023, 02:01 PM
Q1 2023 851 $340M +$9.33M -$13.8M -$4.46M AAPL, QQQ, VTI, VYM, IEFA 13F-HR 5/17/2023, 03:11 PM
Q4 2022 801 $8.49B +$690M -$998M -$308M FCAL, BACPRB, AAPL, VTI, VYM 13F-HR 1/31/2023, 10:10 AM
Q3 2022 797 $8.21B +$4.41B -$4.44B -$32.9M AAPL, VTI, QQQ, VYM, AGG 13F-HR 11/9/2022, 04:19 PM
Q2 2022 862 $9.89B +$100M -$917M -$817M HTAB, FXE, DLY, TPC, SIG 13F-HR 7/15/2022, 03:16 PM
Q1 2022 770 $9.86B +$999M -$265M +$734M HTAB, AAPL, VTI, HROW, QQQ 13F-HR 4/25/2022, 12:13 PM
Q4 2021 795 $8.55B +$14.8M -$14.7M +$67.7K AAPL, QQQ, VTI, IEFA, AGG 13F-HR 2/15/2022, 03:26 PM
Q3 2021 742 $9.44B +$543M -$343M +$200M HTAB, AAPL, QQQ, VTI, ACHR 13F-HR 10/27/2021, 01:13 PM
Q2 2021 730 $9.38B +$1.98B -$619M +$1.36B HTAB, DLY, AAPL, GBIL, QQQ 13F-HR 7/28/2021, 10:53 AM
Q1 2021 712 $8.09B +$2.07B -$792M +$1.28B HTAB, ACES, DLY, TPC, RKT 13F-HR 4/14/2021, 02:00 PM
Q4 2020 642 $6.3B +$938M -$389M +$549M TTM, SIG, GBIL, TPC, AAPL 13F-HR 1/15/2021, 12:39 PM
Q3 2020 681 $5.5B +$2.28B -$58.2M +$2.22B AAPL, GBIL, TTM, SIG, TPC 13F-HR 10/14/2020, 01:22 PM
Q2 2020 670 $3.13B +$1.47B -$1.41B +$59M AAPL, GBIL, UVXY, BLNK, QQQ 13F-HR 7/21/2020, 01:01 PM
Q1 2020 734 $4.2B $0 $0 PDLI, ATOM, WATT, AAPL, AVEO 13F-HR 4/16/2020, 11:23 AM
Q2 2019 651 $1.41B +$1.16B -$90.3M +$1.07B AAPL, GBIL, IEFA, VTI, AGG 13F-HR 7/24/2019, 02:07 PM
Q4 2018 695 $273M +$50.3M -$22.1M +$28.2M AAPL, VTI, IEFA, AGG, NOC 13F-HR 2/5/2019, 01:46 PM
Q3 2018 729 $300M +$29.7M -$30.4M -$663K AAPL, IEFA, VTI, NOC, VIG 13F-HR 11/8/2018, 11:08 AM
Q2 2018 813 $284M +$109M -$12.2M +$96.4M AAPL, IEFA, NOC, VTI, AGG 13F-HR 8/13/2018, 01:45 PM
Q1 2018 800 $182M +$10.9M -$4.23M +$6.69M IEFA, VTI, AGG, NOC, AAPL 13F-HR 4/16/2018, 02:12 PM
Q4 2017 828 $184M +$13.7M -$3.6M +$10.1M IEFA, VTI, AGG, AAPL, NOC 13F-HR 2/15/2018, 12:42 PM
Q3 2017 795 $166M +$9.19M -$3.31M +$5.88M AGG, VTI, IEFA, NOC, AAPL 13F-HR 11/13/2017, 03:38 PM
Q2 2017 797 $153M +$9.29M -$71.4M -$62.1M AGG, VTI, IEFA, AAPL, NOC Restatement 9/14/2017, 11:54 AM
Q1 2017 764 $209M +$63.2M -$3.71M +$59.4M AAPL, VTI, AGG, NOC, IEFA 13F-HR 5/11/2017, 03:06 PM
Q4 2016 630 $126M $0 $0 AAPL, NOC, VIG, QQQ, GOOG 13F-HR 5/11/2017, 04:00 PM