Westside Investment Management, Inc.
1,483 holdingsFiling period: 2026-03-31Current AUM: $748.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD HIGH | 162.0K | $24.0M | $26.2M | 3.51% | +6.2K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 92.1K | $23.5M | $28.6M | 3.82% | +7.6K | 2026-03-31 |
| 3 | VTI | VANGUARD TOTAL | 57.7K | $18.5M | $21.2M | 2.84% | -205 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ | 30.6K | $17.7M | $21.1M | 2.81% | +476 | 2026-03-31 |
| 5 | TPC | TUTOR PERINI | 218.8K | $16.9M | $18.3M | 2.45% | -7,590 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 47.1K | $13.6M | $16.9M | 2.25% | -506 | 2026-03-31 |
| 7 | AMZN | AMAZON COM | 59.6K | $12.4M | $16.2M | 2.17% | +3.1K | 2026-03-31 |
| 8 | ETON | ETON PHARMACEUTICALS | 467.9K | $11.5M | $21.7M | 2.90% | -3,025 | 2026-03-31 |
| 9 | IEFA | ISHARES CORE | 116.1K | $10.5M | $11.4M | 1.53% | +113.7K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 28.3K | $10.5M | $13.2M | 1.76% | +678 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 31.7K | $9.2M | $11.4M | 1.53% | -186 | 2026-03-31 |
| 12 | AGG | ISHARES CORE | 91.7K | $9.1M | $8.9M | 1.19% | +2.1K | 2026-03-31 |
| 13 | META | META PLATFORMS | 15.5K | $8.9M | $8.6M | 1.16% | +115 | 2026-03-31 |
| 14 | UBER | UBER TECHNOLOGIES | 118.1K | $8.5M | $8.3M | 1.11% | +1.9K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORP | 46.6K | $8.2M | $9.5M | 1.27% | +560 | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 25.2K | $7.9M | $9.9M | 1.32% | +20 | 2026-03-31 |
| 17 | VCR | VANGUARD CONSUMER | 21.5K | $7.7M | $8.4M | 1.13% | +44 | 2026-03-31 |
| 18 | GLD | SPDR GOLD | 17.4K | $7.5M | $6.5M | 0.86% | -3,320 | 2026-03-31 |
| 19 | VIG | VANGUARD DIVIDEND | 32.4K | $7.0M | $7.8M | 1.04% | -20 | 2026-03-31 |
| 20 | PBI | PITNEY BOWES | 614.0K | $6.8M | $10.8M | 1.44% | -4,350 | 2026-03-31 |
| 21 | HROW | HARROW INC | 185.9K | $6.6M | $7.2M | 0.96% | +4.6K | 2026-03-31 |
| 22 | COHR | COHERENT CORP | 27.2K | $6.5M | $7.1M | 0.95% | -4,359 | 2026-03-31 |
| 23 | AVUV | AVANTIS U S | 56.2K | $6.2M | $7.0M | 0.94% | +4.7K | 2026-03-31 |
| 24 | CGBL | CAPITAL GROUP | 179.6K | $6.2M | $6.7M | 0.89% | +33.3K | 2026-03-31 |
| 25 | IUSB | ISHARES CORE | 129.6K | $6.0M | $5.9M | 0.79% | +2.9K | 2026-03-31 |
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