Notify me when Westside Investment Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,491 | $625,123,549 | +$22,394,339 | -$29,576,531 | -$7,182,192 | AAPL, VYM, VTI, QQQ, TPC | 13F-HR | 23 Jan 2026, 13:09 |
| Q3 2025 | 1,379 | $625,928,872 | +$41,036,682 | -$6,348,555 | +$34,688,127 | AAPL, VYM, VTI, QQQ, TPC | 13F-HR | 04 Nov 2025, 16:53 |
| Q2 2025 | 1,281 | $539,208,655 | +$36,085,975 | -$12,564,782 | +$23,521,193 | VYM, VTI, AAPL, QQQ, MSFT | 13F-HR | 05 Aug 2025, 12:26 |
| Q1 2025 | 977 | $469,437,152 | +$22,785,578 | -$14,257,032 | +$8,528,546 | VYM, AAPL, VTI, QQQ, AMZN | 13F-HR | 25 Apr 2025, 12:29 |
| Q4 2024 | 984 | $474,504,225 | +$14,879,282 | -$14,774,459 | +$104,823 | AAPL, VYM, VTI, QQQ, AMZN | 13F-HR | 17 Jan 2025, 12:57 |
| Q3 2024 | 996 | $469,019,524 | +$18,189,101 | -$8,480,662 | +$9,708,439 | AAPL, VYM, VTI, QQQ, MSFT | 13F-HR | 20 Nov 2024, 15:05 |
| Q2 2024 | 987 | $436,695,316 | +$19,540,548 | -$7,378,917 | +$12,161,631 | AAPL, VYM, QQQ, VTI, MSFT | 13F-HR | 17 Jul 2024, 16:32 |
| Q1 2024 | 898 | $416,679,476 | +$17,002,052 | -$17,009,941 | -$7,889 | AAPL, VYM, VTI, QQQ, UBER | 13F-HR | 19 Apr 2024, 14:16 |
| Q4 2023 | 866 | $391,103,599 | +$15,971,223 | -$10,801,453 | +$5,169,770 | AAPL, QQQ, VYM, VTI, MSFT | 13F-HR | 12 Jan 2024, 14:16 |
| Q3 2023 | 839 | $347,288,812 | +$10,440,539 | -$5,478,587 | +$4,961,952 | AAPL, QQQ, VTI, VYM, MSFT | 13F-HR | 15 Nov 2023, 16:44 |
| Q2 2023 | 839 | $354,165,580 | +$12,508,310 | -$17,443,492 | -$4,935,182 | AAPL, QQQ, VTI, VYM, MSFT | 13F-HR | 14 Jul 2023, 14:01 |
| Q1 2023 | 851 | $339,903,084 | +$9,326,064 | -$13,782,736 | -$4,456,672 | AAPL, QQQ, VTI, VYM, IEFA | 13F-HR | 17 May 2023, 15:11 |
| Q4 2022 | 801 | $8,492,014,559 | +$689,781,615 | -$997,605,735 | -$307,824,120 | FIDELITY ADVISOR INTERM MUNI INC I, VANGUARD CA INTERM-TERM TAX-EXEMPT ADM, INVESCO LIMITED TERM CA MUNICIPAL Y, AMERICAN FUNDS TAX-EXEMPT BOND F2, TRANSAMERICA INTERMEDIATE MUNI I | 13F-HR | 31 Jan 2023, 10:10 |
| Q3 2022 | 797 | $8,211,182,704 | +$4,407,478,703 | -$4,440,336,849 | -$32,858,146 | FIDELITY ADVISOR INTERM MUNI INC I, VANGUARD CA INTERM-TERM TAX-EXEMPT ADM, INVESCO LIMITED TERM CA MUNICIPAL Y, AMERICAN FUNDS TAX-EXEMPT BOND F2, JPMORGAN CORE BOND I | 13F-HR | 09 Nov 2022, 16:19 |
| Q2 2022 | 862 | $9,887,531,142 | +$99,974,229 | -$916,799,857 | -$816,825,628 | AMERICAN CENTURY CA INTE, HARTFORD SCHRODERS TAX-A, TRANSAMERICA SHORT-TERM, HTAB, DWS GLOBAL MACRO S | 13F-HR | 15 Jul 2022, 15:16 |
| Q1 2022 | 770 | $9,855,995,907 | +$999,464,765 | -$265,439,949 | +$734,024,816 | AMERICAN CENTURY CA INTERM-T T-FR BD INV, HARTFORD SCHRODERS TAX-AWARE BOND I, TRANSAMERICA SHORT-TERM BOND I, HTAB, DWS GLOBAL MACRO S | 13F-HR | 25 Apr 2022, 12:13 |
| Q4 2021 | 795 | $8,553,416,745 | +$14,806,039 | -$14,738,299 | +$67,740 | AMERICAN CENTURY CA INTERM-T T-FR BD INV, HARTFORD SCHRODERS TAX-AWARE BOND I, TRANSAMERICA SHORT-TERM BOND I, DWS GLOBAL MACRO S, AMERICAN FUNDS LTDTERM TXEX BD F1 | 13F-HR | 15 Feb 2022, 15:26 |
| Q3 2021 | 742 | $9,442,199,767 | +$542,811,856 | -$342,991,681 | +$199,820,175 | AMERICAN CENTURY CA INTERM-T T-FR BD INV, HARTFORD SCHRODERS TAX-AWARE BOND I, TRANSAMERICA SHORT-TERM BOND I, FIDELITY ADVISOR NEW INSIGHTS I, DWS GLOBAL MACRO S | 13F-HR | 27 Oct 2021, 13:13 |
| Q2 2021 | 730 | $9,382,940,734 | +$1,976,784,963 | -$619,181,726 | +$1,357,603,237 | AMERICAN CENTURY CA INTERM-T T-FR BD INV, HARTFORD SCHRODERS TAX-AWARE BOND I, FIDELITY ADVISOR NEW INSIGHTS I, DWS GLOBAL MACRO S, AMERICAN FUNDS LTDTERM TXEX BD F1 | 13F-HR | 28 Jul 2021, 10:53 |
| Q1 2021 | 712 | $8,086,523,963 | +$2,074,124,103 | -$791,739,280 | +$1,282,384,823 | AMERICAN CENTURY CA INTE, HARTFORD SCHRODERS TAX-A, JPMORGAN CHASE & CO 0 22, FIDELITY ADVISOR NEW INS, AMERICAN FUNDS LTDTERM T | 13F-HR | 14 Apr 2021, 14:00 |
| Q4 2020 | 642 | $6,299,296,349 | +$937,643,173 | -$388,612,768 | +$549,030,405 | AMERICAN CENTURY CA INTE, HARTFORD SCHRODERS TAX-A, JPMORGAN LARGE CAP GROWT, FIDELITY ADVISOR NEW INS, AMERICAN FUNDS LTDTERM T | 13F-HR | 15 Jan 2021, 12:39 |
| Q3 2020 | 681 | $5,501,723,793 | +$2,282,731,716 | -$58,242,928 | +$2,224,488,788 | AMERICAN CENTURY CA INTE, HARTFORD SCHRODERS TAX-A, FIDELITY ADVISOR NEW INS, AMERICAN FUNDS LTDTERM T, DWS GLOBAL MACRO S | 13F-HR | 14 Oct 2020, 13:22 |
| Q2 2020 | 670 | $3,129,451,179 | +$1,471,005,847 | -$1,412,010,963 | +$58,994,884 | HARTFORD SCHRODERS TAX-A, FIDELITY ADVISOR NEW INS, DWS GLOBAL MACRO S, DFA INVESTMENT GRADE I, JPMORGAN LARGE CAP GWTH | 13F-HR | 21 Jul 2020, 13:01 |
| Q1 2020 | 734 | $4,195,341,675 | $0 | $0 | $0 | DFA EMERGING MKTS CORE, DFA US SMALL CAP PORT, PDLI, ATOM, DFA INVESTMENT GRADE | 13F-HR | 16 Apr 2020, 11:23 |
| Q2 2019 | 651 | $1,413,503,982 | +$1,160,938,556 | -$90,335,864 | +$1,070,602,692 | AMERICAN CENTURY CA, DFA INVESTMENT GRADE, FIDELITY ADV FLOATING, AMERICAN CENTURY INTER, DOUBLELINE TOTAL RETURN | 13F-HR | 24 Jul 2019, 14:07 |
| Q4 2018 | 695 | $272,821,017 | +$50,300,694 | -$22,059,974 | +$28,240,720 | AAPL, VTI, IEFA, AGG, NOC | 13F-HR | 05 Feb 2019, 13:46 |
| Q3 2018 | 729 | $299,639,021 | +$29,714,683 | -$30,378,155 | -$663,472 | AAPL, IEFA, VTI, NOC, VIG | 13F-HR | 08 Nov 2018, 11:08 |
| Q2 2018 | 813 | $284,146,604 | +$108,502,924 | -$12,152,000 | +$96,350,924 | AAPL, IEFA, NOC, VTI, AGG | 13F-HR | 13 Aug 2018, 13:45 |
| Q1 2018 | 800 | $181,941,409 | +$10,918,684 | -$4,232,607 | +$6,686,077 | IEFA, VTI, AGG, NOC, AAPL | 13F-HR | 16 Apr 2018, 14:12 |
| Q4 2017 | 828 | $184,020,170 | +$13,713,649 | -$3,600,879 | +$10,112,770 | IEFA, VTI, AGG, AAPL, NOC | 13F-HR | 15 Feb 2018, 12:42 |
| Q3 2017 | 795 | $165,600,542 | +$9,193,491 | -$3,310,435 | +$5,883,056 | AGG, VTI, IEFA, NOC, AAPL | 13F-HR | 13 Nov 2017, 15:38 |
| Q2 2017 | 797 | $153,046,220 | +$9,294,002 | -$71,420,907 | -$62,126,905 | AGG, VTI, IEFA, AAPL, NOC | Restatement | 14 Sep 2017, 11:54 |
| Q1 2017 | 764 | $208,872,559 | +$63,156,916 | -$3,709,238 | +$59,447,678 | AAPL, VTI, AGG, NOC, IEFA | 13F-HR | 11 May 2017, 15:06 |
| Q4 2016 | 630 | $125,835,821 | $0 | $0 | $0 | AAPL, NOC, VIG, QQQ, GOOG | 13F-HR | 11 May 2017, 16:00 |