Westside Investment Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $22.94M | 3.7% |
| VANGUARD WHITEHALL FDS INC HIGH DIV | $22.37M | 3.6% |
| VANGUARD TOTAL STOCK MARKET ETF | $19.41M | 3.1% |
| INVSC QQQ TRUST SRS 1 ETF | $18.49M | 3.0% |
| TUTOR PERINI CORP | $15.17M | 2.4% |
| Alphabet Inc. | $14.91M | 2.4% |
| MICROSOFT CORP | $13.30M | 2.1% |
| Amazon.com Inc | $12.95M | 2.1% |
| Meta Platforms Inc | $10.14M | 1.6% |
| Alphabet Inc. | $10.03M | 1.6% |
| Uber Technologies, Inc | $9.52M | 1.5% |
| ISHARES TR CORE US AGGBD | $8.95M | 1.4% |
| Harrow, Inc. | $8.89M | 1.4% |
| Broadcom Inc. | $8.75M | 1.4% |
| NVIDIA Corp | $8.67M | 1.4% |
| VANGUARD CONSUMER DISCRETIONARY ETF | $8.46M | 1.4% |
| SPDR GOLD SHARES ETF | $8.21M | 1.3% |
| SCHWAB MUNICIPAL MONEY ULTRA | $7.99M | 1.3% |
| Eton Pharmaceuticals, Inc. | $7.96M | 1.3% |
| VANGUARD DIVIDEND APPRECIATION ETF | $7.13M | 1.1% |
| PITNEY BOWES INC /DE | $6.54M | 1.0% |
| SHOPIFY INC FCLASS CLASS A | $6.26M | 1.0% |
| ISHARES CORE UNIVERSAL USD BOND ETF | $5.90M | 0.9% |
| STATE STRET TEC SELECT SEC SPDR ETF | $5.87M | 0.9% |
| COHERENT CORP | $5.82M | 0.9% |
| FRST TR CLFRNA MNCPL HGHINCM ETF | $5.26M | 0.8% |
| AVANTIS US SMALL CAP VALUE ETF | $5.26M | 0.8% |
| STATE STREET | $5.22M | 0.8% |
| STATE STRT HLTH CRE SLT SEC SPDR ETF | $5.20M | 0.8% |
| CAPITAL GROUP | $5.17M | 0.8% |
| ISHARES NATIONAL MUNI BOND ETF | $4.96M | 0.8% |
| MICRON TECHNOLOGY INC | $4.91M | 0.8% |
| Northrop Grumman Corp | $4.82M | 0.8% |
| PIMCO ENHANCED SHRT MATURTY ACTV ETF | $4.72M | 0.8% |
| United Rentals Inc | $4.49M | 0.7% |
| STE STRT FINCL SLCT SECTOR SPDR ETF | $4.31M | 0.7% |
| INVESCO NASDAQ 100 ETF | $4.17M | 0.7% |
| SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $4.01M | 0.6% |
| QUALCOMM INC/DE | $3.90M | 0.6% |
| AbbVie Inc. | $3.82M | 0.6% |
| VANECK SEMICONDUCTOR ETF | $3.75M | 0.6% |
| VANECK LONG | $3.75M | 0.6% |
| JPMORGAN ULTRA SHORT INCOME ETF | $3.65M | 0.6% |
| CVS HEALTH Corp | $3.64M | 0.6% |
| BRINKS CO | $3.53M | 0.6% |
| ISHARES CORE MSCI EMERGING ETF | $3.51M | 0.6% |
| FIRST TRUST MANAGED MUNICIPAL ETF | $3.49M | 0.6% |
| VANGUARD HEALTH CARE ETF | $3.37M | 0.5% |
| VANGUARD TOTAL | $3.33M | 0.5% |
| PIMCO SHORT TERM MUNI BOND ACTV ETF | $3.27M | 0.5% |