13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001538383
Total reported value
$784.9M
$784.9M
1287 檔
10.9%
The Q2 2025 SEC filing reveals that Westside Investment Management, Inc. held a total portfolio value of $784.9M, covering 1287 public equity positions.
During Q2 2025, Westside Investment Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.86% | -0.17% | +2.28% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.27% | +0.10% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.46% | +0.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.17% | — | -6.32% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | +0.49% | +4.21% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.06% | +1.76% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 2.14% | -0.07% | -3.39% | |
| 8 | TPC | Tutor Perini CORP | Stock-Other | 2.07% | -0.08% | -7.42% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | +0.29% | +6.22% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.79% | +0.02% | -0.04% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | -0.16% | +4.32% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | +0.07% | +2.71% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.47% | -0.12% | +1.37% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | -0.12% | +1.42% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.05% | +2.21% | |
| 16 | ETON | Eton Pharmaceuticals Inc | Stock-Other | 1.25% | +0.58% | -4.23% | |
| 17 | PBI | Pitney Bowes Inc | Stock-Other | 1.23% | -0.14% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.22% | +16.55% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.17% | +0.11% | -3.47% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.08% | -0.06% | +0.62% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | -0.10% | +0.61% | |
| 22 | HROW | Harrow Inc | Stock-Other | 1.03% | -0.33% | +4.14% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.00% | -0.03% | -3.02% | |
| 24 | FCAL | First Trust California Munic | ETF-Other | 0.98% | -0.05% | +6.85% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.94% | -0.04% | -5.11% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.89% | +0.14% | +3.52% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.89% | -0.05% | +3.30% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.84% | -0.05% | -0.12% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.83% | -0.08% | +12.09% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.82% | +0.02% | +24.56% | |
| 31 | URI | United Rentals Inc | Stock-Industrials | 0.78% | -0.12% | +1.16% | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.77% | -0.03% | — | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | -0.03% | +22.61% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -0.11% | -16.77% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | -0.02% | +1.69% | |
| 36 | CGBL | Cap Group Core Balanced | ETF-Other | 0.67% | +0.04% | +8.57% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.01% | +8.03% | |
| 38 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.65% | -0.03% | -7.63% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.03% | +4.32% | |
| 40 | FMB | First Trust Managed Municipa | ETF-Other | 0.63% | -0.03% | +4.75% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.62% | -0.11% | -1.76% | |
| 42 | COHR | Coherent CORP | Stock-Tech | 0.61% | -0.40% | +2.83% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | — | +0.51% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.57% | +0.14% | +4.85% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | — | -13.82% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | -0.01% | -0.44% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-Other | 0.54% | +0.01% | +2.81% | |
| 48 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.54% | — | +5.25% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.54% | -0.12% | +20.70% | |
| 50 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 0.53% | +0.14% | +444.21% |
According to official SEC Form 13F filings, Westside Investment Management, Inc. reported a total U.S. public equity portfolio value of $784.9M across 1287 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VTI, AAPL) accounted for 10.9% of total reported equity market value during Q2 2025.
During Q2 2025, Westside Investment Management, Inc.'s top holdings by market value included VYM (3.9%)、VTI (3.3%)、AAPL (3.2%). The largest single position, VYM, represented 3.9% of total portfolio value.
In Q2 2025, Westside Investment Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.