13F History

Westside Investment Management, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Jan 17, 2025
Value $: $475M
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 984 stock holdings with total value $475M as of Q4 2024. Top holdings included AAPL, VYM, VTI, QQQ, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	984	$475M	+$14.9M	-$14.8M	+$105K	AAPL, VYM, VTI, QQQ, AMZN	13F-HR	1/17/2025, 12:57 PM
Q3 2024	996	$469M	+$18.2M	-$8.48M	+$9.71M	AAPL, VYM, VTI, QQQ, MSFT	13F-HR	11/20/2024, 03:05 PM
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

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