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| Name: |
Westside Investment Management Inc. |
| City: |
SANTA MONICA |
| State: |
CA |
| Zip: |
90403 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CGBL |
Capital Group Core Balanced... |
117 |
New |
$0.00 |
$796,000 |
27,330 |
0.19% |
796,000 |
27,330 |
0.319 |
N/A |
|
|
HABD.X |
Harbor Fund |
176 |
New |
$0.00 |
$299,000 |
29,818 |
0.07% |
299,000 |
29,818 |
0.331 |
N/A |
|
|
JGRO |
Jpmorgan Active Growth Etf |
198 |
New |
$0.00 |
$244,000 |
3,469 |
0.06% |
244,000 |
3,469 |
0 |
N/A |
|
|
JAVA |
Jpmorgan Active Value Etf |
205 |
New |
$59.15 |
$223,000 |
3,731 |
0.05% |
223,000 |
3,731 |
0.004 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
252 |
New |
$282.57 |
$125,000 |
400 |
0.03% |
125,000 |
400 |
0.001 |
Technical & System So... |
|
|
EQWM |
Invesco Russell Midcap Equa... |
253 |
New |
$106.23 |
$125,000 |
1,141 |
0.03% |
125,000 |
1,141 |
0 |
N/A |
|
|
BSCP |
Invesco Bulletshares 2025 C... |
278 |
New |
$20.46 |
$100,000 |
4,875 |
0.02% |
100,000 |
4,875 |
0 |
N/A |
|
|
BSCT |
Invesco Bulletshares 2029 C... |
281 |
New |
$0.00 |
$98,000 |
5,380 |
0.02% |
98,000 |
5,380 |
0 |
N/A |
|
|
BSCR |
Invesco Bulletshares 2027 C... |
280 |
New |
$0.00 |
$98,000 |
5,116 |
0.02% |
98,000 |
5,116 |
0.029 |
N/A |
|
|
TCAF |
T Rowe Price Capital Apprec... |
302 |
New |
$0.00 |
$75,000 |
2,475 |
0.02% |
75,000 |
2,475 |
0.003 |
N/A |
|
|
TDG |
Transdigm Group Inc |
326 |
New |
$1,315.00 |
$61,000 |
50 |
0.01% |
61,000 |
50 |
0 |
Aerospace/Defense Pro... |
|
|
CMG |
Chipotle Mexican Grill Inc |
332 |
New |
$3,183.25 |
$58,000 |
20 |
0.01% |
58,000 |
20 |
0 |
Restaurants |
|
|
SMIZ |
Zacks Small/mid Cap Etf |
336 |
New |
$0.00 |
$57,000 |
1,822 |
0.01% |
57,000 |
1,822 |
0 |
N/A |
|
|
EIS |
iShares MSCI Israel Cap Inv... |
386 |
New |
$60.83 |
$38,000 |
600 |
0.01% |
38,000 |
600 |
0 |
Closed - End Fund - E... |
|
|
ETHO |
Amplify Etho Climate Leader... |
|
New |
$56.22 |
$35,000 |
600 |
0.01% |
35,000 |
600 |
0.03 |
N/A |
|
|
MRNA |
Moderna, Inc. |
408 |
New |
$0.00 |
$32,000 |
300 |
0.01% |
32,000 |
300 |
0 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
409 |
New |
$78.51 |
$32,000 |
400 |
0.01% |
32,000 |
400 |
0 |
N/A |
|
|
BLDR |
Builders Firstsource Inc |
414 |
New |
$163.46 |
$31,000 |
150 |
0.01% |
31,000 |
150 |
0 |
Home Improvement Stores |
|
|
ABR |
Arbor Realty Trust Inc |
440 |
New |
$13.50 |
$27,000 |
2,100 |
0.01% |
27,000 |
2,100 |
0 |
REIT - Diversified |
|
|
CF |
CF Industries Holdings Inc |
452 |
New |
$73.25 |
$25,000 |
300 |
0.01% |
25,000 |
300 |
0 |
Basic Materials Whole... |
|
|
NVNO |
Envveno Medical Ord Shs |
482 |
New |
$10.38 |
$20,000 |
3,750 |
0% |
20,000 |
3,750 |
0 |
N/A |
|
|
PGF |
Invesco Financial Preferred... |
478 |
New |
$14.69 |
$20,000 |
1,300 |
0% |
20,000 |
1,300 |
0.031 |
Closed - End Fund - E... |
|
|
PHM |
PulteGroup Inc |
502 |
New |
$115.79 |
$18,000 |
150 |
0% |
18,000 |
150 |
0 |
Residential Construct... |
|
|
DRI |
Darden Restaurants Inc |
507 |
New |
$147.98 |
$17,000 |
100 |
0% |
17,000 |
100 |
0 |
Restaurants |
|
|
LW |
Lamb Weston Holdings, Inc. |
521 |
New |
$83.16 |
$16,000 |
150 |
0% |
16,000 |
150 |
0 |
N/A |
|
|
STZ |
Constellation Brands Inc |
538 |
New |
$258.36 |
$14,000 |
50 |
0% |
14,000 |
50 |
0 |
Beverage - Wineries &... |
|
|
GIC |
Global Industrial Co |
540 |
New |
$35.08 |
$13,000 |
300 |
0% |
13,000 |
300 |
0.004 |
Catalog & Mail Order ... |
|
|
CPRT |
Copart Inc |
559 |
New |
$55.16 |
$12,000 |
200 |
0% |
12,000 |
200 |
0 |
Auto Dealerships |
|
|
SDIV |
Global X Superdividend Etf |
573 |
New |
$22.06 |
$11,000 |
500 |
0% |
11,000 |
500 |
0 |
N/A |
|
|
RDDT |
Reddit, Inc. |
|
New |
$51.40 |
$10,000 |
200 |
0% |
10,000 |
200 |
0.001 |
N/A |
|
|
INDA |
iShares Msci India ETF |
588 |
New |
$0.00 |
$10,000 |
200 |
0% |
10,000 |
200 |
0 |
N/A |
|
|
BNTX |
Biontech Se Adr |
610 |
New |
$0.00 |
$9,000 |
100 |
0% |
9,000 |
100 |
0 |
N/A |
|
|
ALSN |
Allison Transmission Holdin... |
619 |
New |
$82.28 |
$8,000 |
100 |
0% |
8,000 |
100 |
0 |
Auto Parts |
|
|
CVI |
CVR Energy Inc |
652 |
New |
$29.39 |
$6,000 |
150 |
0% |
6,000 |
150 |
0 |
Oil & Gas Refining, P... |
|
|
REFI |
Chicago Atlantic Real Estat... |
671 |
New |
$0.00 |
$5,000 |
300 |
0% |
5,000 |
300 |
0.011 |
N/A |
|
|
IRBT |
iRobot Corp |
688 |
New |
$7.24 |
$5,000 |
600 |
0% |
5,000 |
600 |
0.002 |
Appliances |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
700 |
New |
$152.47 |
$4,000 |
29 |
0% |
4,000 |
29 |
0 |
Closed - End Fund - E... |
|
|
VOT |
Van Kampen Municipal Opport... |
711 |
New |
$229.07 |
$4,000 |
19 |
0% |
4,000 |
19 |
0 |
Closed - End Fund - Debt |
|
|
IPAY |
Amplify Mobile Payments ETF |
|
New |
$49.16 |
$3,000 |
50 |
0% |
3,000 |
50 |
0 |
N/A |
|
|
WW |
WW International |
751 |
New |
$37.35 |
$3,000 |
1,600 |
0% |
3,000 |
1,600 |
0 |
Personal Services |
|
|
HYDR |
Global X Hydrogen Etf |
778 |
New |
$0.00 |
$2,000 |
400 |
0% |
2,000 |
400 |
0 |
N/A |
|
|
MJ |
Amplify Alternative Harvest... |
|
New |
$4.04 |
$2,000 |
500 |
0% |
2,000 |
500 |
0.001 |
N/A |
|
|
PATH |
Uipath, Inc. |
816 |
New |
$19.90 |
$1,000 |
44 |
0% |
1,000 |
44 |
0 |
N/A |
|
