Portfolio (Quarterly)
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Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | UPST | UPSTART HOLDINGS | Financial Services | 2,450.0 | $87K | 0.01% | -50.0 | -2.0% | $35.43 | -14.5% |
| 462 | IVW | ISHARES S&P | — | 630.0 | $87K | 0.01% | — | — | $137.53 | +0.9% |
| 463 | — | AMERICAN FUNDS INVMT CO OF AMER A | — | 1,261.0 | $86K | 0.01% | — | — | $68.25 | — |
| 464 | SCZ | ISHARES MSCI | — | 1,041.0 | $86K | 0.01% | — | — | $82.27 | +5.3% |
| 465 | COIN | COINBASE GLOBAL | Financial Services | 583.0 | $85K | 0.01% | — | — | $146.19 | +27.6% |
| 466 | MOO | VANECK AGRIBUSINESS | — | 1,072.0 | $85K | 0.01% | +250.0 | +30.4% | $79.27 | +7.5% |
| 467 | — | FIDELITY ADVISOR BALANCED FD A | — | 2,399.0 | $85K | 0.01% | — | — | $35.34 | — |
| 468 | IWD | ISHARES RUSSELL | — | 344.0 | $83K | 0.01% | — | — | $242.43 | +6.1% |
| 469 | CMI | CUMMINS INC | Industrials | 116.0 | $83K | 0.01% | — | — | $713.21 | -17.6% |
| 470 | TMUS | T-MOBILE US | Communication Services | 493.0 | $83K | 0.01% | -21.0 | -4.1% | $167.73 | +9.1% |
| 471 | DXYZ | DESTINY TECH | — | 3,200.0 | $82K | 0.01% | NEW | — | $25.76 | +33.7% |
| 472 | ATO | ATMOS ENERGY CORP | Utilities | 477.0 | $82K | 0.01% | — | — | $172.27 | -3.1% |
| 473 | VEGI | ISHARES MSCI | — | 1,838.0 | $81K | 0.01% | — | — | $44.11 | +5.9% |
| 474 | JIVE | JPMORGAN INTL | — | 880.0 | $81K | 0.01% | — | — | $91.95 | +6.7% |
| 475 | KB | KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Financial Services | 770.0 | $81K | 0.01% | — | — | $104.96 | +12.4% |
| 476 | ROST | ROSS STORES | Consumer Cyclical | 379.0 | $81K | 0.01% | — | — | $212.85 | +12.3% |
| 477 | — | AMERICAN FUNDS NEW WORLD F1 | — | 746.0 | $80K | 0.01% | — | — | $107.81 | — |
| 478 | VEU | VANGUARD FTSE | — | 948.0 | $79K | 0.01% | — | — | $83.75 | +2.3% |
| 479 | BE | BLOOM ENERGY | Industrials | 262.0 | $79K | 0.01% | +30.0 | +12.9% | $302.70 | -33.4% |
| 480 | JCI | JOHNSON CONTROLS | Industrials | 542.0 | $79K | 0.01% | — | — | $146.11 | -2.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.5%
Industrials
14.1%
Financial Services
13.4%
Healthcare
11.4%
Communication Services
7.8%
Consumer Cyclical
6.3%
Consumer Defensive
1.7%
Energy
1.0%
Utilities
0.7%
Basic Materials
0.6%