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Home > Institutional Investor > Westside Investment Management, Inc. > Profile

Instuitional Investor - Westside Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Westside Investment Management, Inc.
Portfolio Value $625,123,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 82,914 $22,507,787 3.6%
2.
Vanguard Whitehall Funds
 152,135 $21,843,347 3.49%
3.
Vanguard Total - ETF
 57,896 $19,411,357 3.11%
4.
Invesco Qqq - ETF
 30,105 $18,492,271 2.96%
5.
Tutor Perini Corp
 TPC 226,422 $15,174,806 2.43%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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