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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Westside Investment Management, Inc. INSTITUTION : Westside Investment Management, Inc.
Westside Investment Management, Inc. Portfolio (reported on 2020-04-16)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 128,072,347 540,087 87.49%
CRONOS GROUP    (COM) 2,480,924 10,700 1.69%
GOLDMAN SACHS    (ETF) 1,975,733 240,676 1.34%
AMAZON COM    (COM) AMZN 558,801 4,069 0.38%
ALIBABA GROUP    (COM) BABA 494,649 19,848 0.33%
VANGUARD DIVIDEND    (ETF) VIG 449,893 41,470 0.30%
DFA EMERGING MKTS CORE    (ETF) DFCEX 423,345 35,695 0.28%
DFA US SMALL CAP PORT    (ETF) DFSTX 409,406 1,610 0.27%
P D L BIOPHARMA INC    (COM) PDLI 405,912 36,834 0.27%
WORKDAY INC    (COM) WDAY 376,562 33,036 0.25%
ATOMERA INC    (COM) 298,610 34,693 0.20%
GILEAD SCIENCES    (COM) GILD 292,429 43,305 0.19%
VANGUARD CONSUMER    (ETF) VCR 261,630 1,800 0.17%
QUALCOMM INC    (COM) QCOM 257,050 22,602 0.17%
INVESCO QQQ    (ETF) 233,827 29,286 0.15%
SELECT SECTOR SPDR TR SBI INT-FINL    (ETF) XLF 233,184 11,200 0.15%
DFA INVESTMENT GRADE    (BOND) 213,981 18,688 0.14%
ANHEUSER BUSCH    (COM) BUD 202,968 5,700 0.13%
DOUBLELINE TOTAL RETURN    (BOND) 197,677 170 0.13%
FIDELITY ADV NEW    (ETF) FINSX 193,277 7,193 0.13%
ISHARES CORE MSCI EAFE    (ETF) IEFA 189,582 3,800 0.12%
PROCTER & GAMBLE    (COM) PG 181,522 4,500 0.12%
VANGUARD SMALL    (ETF) VB 174,101 9,655 0.11%
FACEBOOK INC    (COM) FB 173,054 10,794 0.11%
ALPS ALERIAN    (ETF) AMLP 168,903 19,000 0.11%
FIRST EAGLE OVERSEAS FUN    (ETF) SGOIX 157,776 2,400 0.10%
ENERGOUS CORP    (COM) WATT 149,531 17,715 0.10%
MICROSOFT CORP    (COM) MSFT 147,252 66,853 0.10%
DWS GLBL MACRO FD S    (ETF) 141,232 15,643 0.09%
ISHARES TR CORE US AGGBD    (ETF) AGG 138,444 1,200 0.09%
VANGUARD HIGH    (ETF) VYM 137,438 32,720 0.09%
TECHNOLOGY SELECT SECTOR    (ETF) XLK 128,592 1,600 0.08%
VANGUARD REAL    (ETF) VNQ 126,257 9,356 0.08%
ALPHABET INC    (COM) GOOG 125,585 5,276 0.08%
MICRON TECHNOLOGY    (COM) MU 125,013 8,288 0.08%
STARBUCKS CORP    (COM) SBUX 122,917 15,115 0.08%
BANK AMER CORP    (COM) BAC 121,507 29,091 0.08%
BANK OF AMERICA CORP    (COM) BAC 118,400 2,300 0.08%
VANGUARD FTSE EMERGING    (ETF) VWO 117,425 3,500 0.08%
BOEING CO    (COM) BA 116,793 3,535 0.07%
VANGUARD HEALTH    (ETF) VHT 116,762 3,707 0.07%
JPMORGAN LARGE CAP GWTH    (ETF) 115,920 1,200 0.07%
BROADCOM INC    (COM) 112,278 2,351 0.07%
DIGITAL REALTY    (COM) DLR 111,148 950 0.07%
DFA INTL CORE EQTY PORT    (ETF) DFIEX 108,420 650 0.07%
ISHARES GOLD    (COM) IAU 107,890 66,361 0.07%
VANGUARD INFORMATION    (ETF) VGT 106,513 6,715 0.07%
EDITAS MEDICINE    (COM) 106,394 14,688 0.07%
VANGUARD WHITEHALL FDS INC EMERG MKT BD    (ETF) VWOB 105,600 1,500 0.07%
ISHARES TOTAL USD BOND    (ETF) IUSB 105,000 2,000 0.07%
T ROWE PRICE HEALTH    (ETF) 103,442 1,467 0.07%
ROBO GBL RBOTCS AND    (ETF) ROBO 101,475 1,500 0.06%
AMERICAN CENTURY INTER    (BOND) TWTIX 99,499 9,512 0.06%
KRAFT HEINZ    (COM) KHC 99,028 6,779 0.06%
CANOPY GROWTH    (COM) 97,497 850 0.06%
AT&T INC    (COM) T 96,475 12,922 0.06%
CVS HEALTH    (COM) CVS 95,185 46,393 0.06%
HARTFORD EQTY INCM FD CL    (ETF) 94,811 8,819 0.06%
NORTHROP GRUMMAN    (COM) NOC 93,357 5,745 0.06%
TESLA INC    (COM) TSLA 89,216 431 0.06%
SCHWAB S&P 500 INDEX FD    (ETF) 86,324 2,173 0.05%
TEVA PHARMACEUTICAL    (COM) TEVA 86,235 12,700 0.05%
ISHARES CORE S&P SMALL    (ETF) IJR 84,165 1,500 0.05%
ALPHABET INC    (COM) GOOGL 82,913 1,428 0.05%
TILRAY INC    (COM) 81,696 4,124 0.05%
SPDR S&P 500 ETF TR TR    (ETF) SPY 77,325 300 0.05%
DISNEY WALT CO    (COM ) DIS 77,280 800 0.05%
DWS ESG CORE EQUITY S    (ETF) 71,487 5,845 0.04%
FIRST TRUST INTERNET    (ETF) FDN 71,130 300 0.04%
OCCIDENTAL PETE CORP    (COM) OXY 67,747 10,100 0.04%
WALT DISNEY    (COM) DIS 66,608 56,971 0.04%
SPDR GOLD    (COM) GLD 66,213 22,597 0.04%
ISHARES US TECHNOLOGY    (ETF) IYW 65,200 319 0.04%
FORD MOTOR    (COM) F 62,921 40,250 0.04%
SELECT SECTOR SPDR TR ENERGY    (ETF) XLE 60,008 2,065 0.04%
DFA US LARGE CAP VALUE    (ETF) DFLVX 59,646 2,268 0.04%
INTEL CORP    (COM) INTC 59,473 16,703 0.04%
DFA US LARGE CO PORT    (ETF) 57,854 7,724 0.03%
NIKE INC    (COM) NKE 54,656 7,045 0.03%
AVEO PHARMACEUTICALS    (COM) 54,120 1,000 0.03%
PRUDENTIAL FINANCIAL    (COM) PRU 53,273 6,611 0.03%
GENERAL ELECTRIC    (COM) GE 52,502 19,011 0.03%
DFA LARGE CAP INTL PORT    (ETF) DFALX 52,140 1,000 0.03%
WHIRLPOOL CORP    (COM) WHR 51,964 6,245 0.03%
AMERICAN EXPRESS    (COM) AXP 51,408 1,093 0.03%
CHINA MOBILE    (COM) CHL 49,121 5,300 0.03%
ADVANCED MICRO    (COM) AMD 47,448 816 0.03%
UNITED STATES    (ETF) USO 46,501 56,600 0.03%
JOHNSON & JOHNSON    (COM) JNJ 46,458 4,650 0.03%
ANNALY CAP MGMT INC    (COM) NLY 45,655 14,000 0.03%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 44,372 400 0.03%
ALTRIA GROUP    (COM) MO 43,505 6,665 0.02%
CREDIT SUISSE    (COM) CS 38,024 4,918 0.02%
HAWAIIAN HOLDINGS    (COM) HA 37,619 7,000 0.02%
FEDEX CORP    (COM) FDX 37,140 6,590 0.02%
ALLERGAN PLC    (COM) AGN 35,535 850 0.02%
LOOMIS SAYLES SR FLTNG    (BOND) 34,716 4,550 0.02%
CREDIT SUISSE NASSAU BRH VELOCITY    (COM) 34,454 110 0.02%
VOYA STRATEGIC INCM    (BOND) 33,825 500 0.02%
DFA US SMALL CAP VALUE    (ETF) DFSVX 31,267 1,493 0.02%
AMERICAN CENTURY CA    (BOND) 29,973 1,100 0.02%
FREEPORT MCMORAN    (COM) FCX 29,723 7,856 0.02%
MALLINCKRODT PUB LTD CO    (COM) MNK 29,705 18,010 0.02%
UBER TECHNOLOGIES    (COM) 29,067 42,105 0.01%
LORD ABBETT INTERM TAX    (BOND) 28,870 1,600 0.01%
DEXCOM INC    (COM) DXCM 28,856 2,060 0.01%
ETF MANAGERS TR ETFMG ALTR    (ETF) 28,523 4,535 0.01%
SAN JUAN CA USD 4 20    (BOND) 28,300 400 0.01%
JPMORGAN CHASE    (COM) JPM 27,332 3,892 0.01%
CITIGROUP INC    (COM) C 26,491 9,235 0.01%
GW PHARMACEUTIC PLC F    (ADR) GWPH 26,291 535 0.01%
SPDR S&P MIDCAP 400 ETF    (ETF) MDY 26,288 100 0.01%
CRISPR THERAPEUTICS    (COM) 25,457 862 0.01%
SLACK TECHNOLOGIES    (COM) 25,450 7,250 0.01%
TENCENT HOLDINGS F    (ADR) TCEHY 24,545 500 0.01%
PINTEREST INC    (COM) 24,397 3,468 0.01%
INVESCO WATER    (ETF) 24,215 2,105 0.01%
ISHARES TR TIPS BD    (ETF) TIP 23,584 200 0.01%
NEWELL BRANDS    (COM) NWL 22,602 3,700 0.01%
SAN RAFAEL CA ESD 4 21    (BOND) 21,190 100 0.01%
GENERAL MOTORS    (COM) GM 21,099 16,375 0.01%
COSTCO WHOLESALE    (COM) COST 20,357 20,598 0.01%
AMGEN INC    (COM) AMGN 20,075 8,944 0.01%
SELECT SECTOR SPDR TR SBI HEALTHCARE    (ETF) XLV 19,930 225 0.01%
STRATASYS LTD    (COM) SSYS 19,189 4,326 0.01%
TOTAL S A    (COM) TOT 18,768 4,500 0.01%
IQIYI INC    (COM) 17,836 3,050 0.01%
A T & T INC    (COM) T 17,010 3,000 0.01%
BERKSHIRE HATHAWAY    (COM) BRK/B 16,763 16,647 0.01%
MCDONALDS CORP    (COM) MCD 16,588 424 0.01%
BOX INC    (COM) BOX 16,313 1,294 0.01%
TATA MOTORS    (COM) TTM 16,056 5,300 0.01%
HARTFORD SCHRODERS TAX    (BOND) 14,805 100 0.01%
SALESFORCE COM    (COM) CRM 14,476 648 0.00%
ISHARES TR GL CLEAN ENE    (ETF) 14,325 1,500 0.00%
WESTROCK CO    (COM) WRK 14,130 500 0.00%
BLINK CHARGING CO    (COM) 13,690 976 0.00%
3M CO    (COM) MMM 13,675 281 0.00%
BEYOND MEAT    (COM) 13,351 675 0.00%
ACTIVISION BLIZZARD    (COM) ATVI 11,925 700 0.00%
SNAP INC    (COM) 11,897 1,650 0.00%
WEYERHAEUSER CO    (COM) WY 11,895 2,500 0.00%
EXXON MOBIL    (COM) XOM 11,585 5,428 0.00%
ABBVIE INC    (COM) ABBV 11,405 15,748 0.00%
CISCO SYSTEMS    (COM) CSCO 11,000 34,432 0.00%
GENERAL MILLS    (COM) GIS 10,636 900 0.00%
CALIFORNIA ST UNIVE 2 20    (BOND) 10,339 100 0.00%
CHEMOURS CO    (COM) CC 8,875 1,600 0.00%
DFA EMERGING MKTS PORT    (ETF) DFEMX 8,709 410 0.00%
TOUCHSTONE MID CAP FD A    (ETF) 7,423 60 0.00%
VIRGIN GALACTIC HOLDINGS INC    (COM) 7,390 500 0.00%
ORACLE CORP    (COM) ORCL 7,205 25,192 0.00%
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT    (ETF) VWO 6,710 200 0.00%
ARCOS DORADOS HOLDINGS INC    (COM) ARCO 6,680 2,000 0.00%
THE COCA-COLA CO    (COM) KO 6,652 329 0.00%
NOKIA CORP    (ADR) NOK 6,201 2,190 0.00%
EBAY INC    (COM) EBAY 6,091 2,853 0.00%
CALIFORNIA ST 5 22    (BOND) 5,834 30 0.00%
VANGUARD TOTAL    (ETF) VTI 5,633 43,699 0.00%
VENTAS INC    (COM) VTR 5,368 500 0.00%
ISHARES CORE    (ETF) IEFA 5,106 102,352 0.00%
ISHARES CORE    (ETF) AGG 4,896 42,444 0.00%
STEEL DYNAMICS INC    (COM) STLD 4,522 850 0.00%
VALARIS PLC    (COM) 4,502 10,075 0.00%
SAN DIEGO CA USD 5 25 27    (BOND) 4,412 100 0.00%
AMARIN CORP    (COM) AMRN 4,372 94,045 0.00%
VANECK VECTORS ETF TR VIETNAM    (ETF) 4,176 400 0.00%
ERICSSON    (ADR ) ERIC 4,045 500 0.00%
ISHARES CORE    (ETF) IUSB 3,854 73,422 0.00%
FIRST HAWAIIAN    (COM) FHB 3,307 300 0.00%
UNITED STATES STL CORP NEW    (COM) X 3,175 3,750 0.00%
ISHARES TIPS    (ETF) TIP 2,774 23,531 0.00%
YAMANA GOLD    (COM) AUY 2,751 1,200 0.00%
TWITTER INC    (COM) TWTR 2,468 620 0.00%
TRIVAGO N V F    (ADR) 2,190 1,500 0.00%
ISHARES 1-3YR    (ETF) SHY 2,139 24,690 0.00%
KNOT OFFSHORE PARTNER LP    (LP) KNOP 2,040 200 0.00%
VANGUARD CONSUMER    (ETF) VCR 2,008 13,821 0.00%
ISHARES 20 PLUS    (ETF) TLT 2,007 12,169 0.00%
SECTOR TECHNOLOGY    (ETF) XLK 1,964 24,441 0.00%
NXT ID INC    (COM ) 1,750 5,000 0.00%
ALPHABET INC    (COM) GOOG 1,726 1,485 0.00%
TUTOR PERINI    (COM) TPC 1,682 250,445 0.00%
SECTOR FINANCIAL    (ETF) XLF 1,487 71,436 0.00%
BLACKSTONE GROUP    (COM) 1,485 32,590 0.00%
UNITED RENTALS    (COM) URI 1,365 13,272 0.00%
ISHARES CORE    (ETF) IEMG 1,307 32,311 0.00%
PITNEY BOWES    (COM) PBI 1,216 596,474 0.00%
PAYPAL HOLDINGS    (COM) PYPL 1,205 12,592 0.00%
ISHARES NATIONAL    (ETF) MUB 1,189 10,527 0.00%
MEDTRONIC PLC    (COM) MDT 1,179 13,078 0.00%
VANGUARD FSTE    (ETF) VWO 1,172 34,934 0.00%
CIGNA CORP    (COM) 1,140 6,437 0.00%
PERKINELMER INC    (COM) PKI 1,112 14,773 0.00%
ISHARES NASDAQ    (ETF) IBB 1,008 9,364 0.00%
BRINKS COMPANY    (COM) BCO 989 19,010 0.00%
WISDOMTREE U S    (ETF) DTN 910 14,091 0.00%
SPDR NUVEEN    (ETF) 908 18,582 0.00%
UNITEDHEALTH GROUP    (COM) UNH 896 3,594 0.00%
SPDR SERIES    (ETF) SDY 881 11,042 0.00%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 146,376,516 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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