Westside Investment Management, Inc.

Q3 2025 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
1,428
Total value ($000)
$625,929
Net value change ($000)
+86,720 (16.1%)
New positions
149
Sold out positions
58
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SWOXX 7,990 NEW
AAPL 4,600 26.6%
TPC 3,937 35.3%
ETON 3,531 52.4%
HROW 3,123 56.5%
GOOGL 2,183 37.8%
NVDA 2,123 33.3%
AVGO 1,701 24.6%
VTI 1,581 9.0%
SWVXX 1,579 55.4%
Top Reduces (Value $000, Stocks/ETFs)
SHOP -1,958 -54.7%
NVNO -922 -82.7%
DIS -582 -89.4%
CHTR -503 -32.7%
DKNG -265 -13.2%
FUMB -201 -25.0%
CI -194 -11.2%
PYPL -187 -16.3%
RVTY -144 -9.5%
FIXD -142 -4.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type