WESTSIDE INVESTMENT MANAGEMENT, INC.

PrivateCIK: 1538383

Location

SANTA MONICA, CA

1507

Positions

$761.34M

Total AUM (reported)

25.25M

Total Shares

Allocation by class

COM$369.85M48.6%

ETF$361.00M47.4%

BOND$12.94M1.7%

ADR$11.02M1.4%

MUNI$3.62M0.5%

REIT$831.3K0.1%

YLD$596.6K0.1%

Portfolio Concentration

Top 3$74.37M9.8%

4–10$108.23M14.2%

11–25$138.17M18.1%

Rest$440.56M57.9%

Top 3 weight

9.8%

Top 10 weight

24.0%

Voting Authority Distribution

Total shares with voting rights: 25.23M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

25.23M

% of voting shares100.0%

Investment Discretion (by position count)

Sole1507

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings1507

Rows:

APPLE INC

SOLE

COM

Shares92K

TypeSH

Market value$26.62M

3.50%

Sole

0.00

Shared

0.00

None

91.75K

VANGUARD HIGH

SOLE

ETF

Shares158.84K

TypeSH

Market value$25.10M

3.30%

Sole

0.00

Shared

0.00

None

157.65K

INVESCO QQQ

SOLE

ETF

Shares30.75K

TypeSH

Market value$22.65M

2.97%

Sole

0.00

Shared

0.00

None

30.50K

VANGUARD TOTAL

SOLE

ETF

Shares57.28K

TypeSH

Market value$21.20M

2.78%

Sole

0.00

Shared

0.00

None

56.78K

ALPHABET INC

SOLE

COM

Shares46.59K

TypeSH

Market value$16.65M

2.19%

Sole

0.00

Shared

0.00

None

46.49K

TUTOR PERINI

SOLE

COM

Shares198.77K

TypeSH

Market value$16.49M

2.17%

Sole

0.00

Shared

0.00

None

198.77K

ETON PHARMACEUTICALS

SOLE

COM

Shares431.16K

TypeSH

Market value$15.61M

2.05%

Sole

0.00

Shared

0.00

None

431.16K

AMAZON COM

SOLE

COM

Shares60.25K

TypeSH

Market value$14.36M

1.89%

Sole

0.00

Shared

0.00

None

60.11K

MICRON TECHNOLOGY

SOLE

COM

Shares10.89K

TypeSH

Market value$12.58M

1.65%

Sole

0.00

Shared

0.00

None

10.88K

ISHARES CORE

SOLE

ETF

Shares117.49K

TypeSH

Market value$11.35M

1.49%

Sole

0.00

Shared

0.00

None

115.98K

ALPHABET INC

SOLE

COM

Shares31.63K

TypeSH

Market value$11.17M

1.47%

Sole

0.00

Shared

0.00

None

31.53K

MICROSOFT CORP

SOLE

COM

Shares29.05K

TypeSH

Market value$10.84M

1.42%

Sole

0.00

Shared

0.00

None

28.92K

COHERENT CORP

SOLE

COM

Shares26.82K

TypeSH

Market value$10.58M

1.39%

Sole

0.00

Shared

0.00

None

26.81K

PITNEY BOWES

SOLE

COM

Shares601.72K

TypeSH

Market value$10.54M

1.38%

Sole

0.00

Shared

0.00

None

601.72K

ISHARES CORE

SOLE

ETF

Shares96.50K

TypeSH

Market value$9.55M

1.25%

Sole

0.00

Shared

0.00

None

96.30K

NVIDIA CORP

SOLE

COM

Shares47.67K

TypeSH

Market value$9.54M

1.25%

Sole

0.00

Shared

0.00

None

47.28K

HARROW INC

SOLE

COM

Shares224.05K

TypeSH

Market value$9.52M

1.25%

Sole

0.00

Shared

0.00

None

224.05K

BROADCOM INC

SOLE

COM

Shares24.87K

TypeSH

Market value$9.40M

1.23%

Sole

0.00

Shared

0.00

None

24.81K

META PLATFORMS

SOLE

COM

Shares15.93K

TypeSH

Market value$8.97M

1.18%

Sole

0.00

Shared

0.00

None

15.89K

UBER TECHNOLOGIES

SOLE

COM

Shares118.78K

TypeSH

Market value$8.57M

1.13%

Sole

0.00

Shared

0.00

None

118.78K

VANGUARD CONSUMER

SOLE

ETF

Shares21.48K

TypeSH

Market value$8.52M

1.12%

Sole

0.00

Shared

0.00

None

21.21K

ADVANCED MICRO

SOLE

COM

Shares13.89K

TypeSH

Market value$8.07M

1.06%

Sole

0.00

Shared

0.00

None

13.88K

STATE STREET

SOLE

ETF

Shares40.87K

TypeSH

Market value$7.79M

1.02%

Sole

0.00

Shared

0.00

None

40.07K

VANGUARD DIVIDEND

SOLE

ETF

Shares32.42K

TypeSH

Market value$7.67M

1.01%

Sole

0.00

Shared

0.00

None

32.42K

CAPITAL GROUP

SOLE

ETF

Shares196.17K

TypeSH

Market value$7.45M

0.98%

Sole

0.00

Shared

0.00

None

196.17K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	92K	SH	$26.62M 3.50%	91.75K
VANGUARD HIGHSOLE	ETF	158.84K	SH	$25.10M 3.30%	157.65K
INVESCO QQQSOLE	ETF	30.75K	SH	$22.65M 2.97%	30.50K
VANGUARD TOTALSOLE	ETF	57.28K	SH	$21.20M 2.78%	56.78K
ALPHABET INCSOLE	COM	46.59K	SH	$16.65M 2.19%	46.49K
TUTOR PERINISOLE	COM	198.77K	SH	$16.49M 2.17%	198.77K
ETON PHARMACEUTICALSSOLE	COM	431.16K	SH	$15.61M 2.05%	431.16K
AMAZON COMSOLE	COM	60.25K	SH	$14.36M 1.89%	60.11K
MICRON TECHNOLOGYSOLE	COM	10.89K	SH	$12.58M 1.65%	10.88K
ISHARES CORESOLE	ETF	117.49K	SH	$11.35M 1.49%	115.98K
ALPHABET INCSOLE	COM	31.63K	SH	$11.17M 1.47%	31.53K
MICROSOFT CORPSOLE	COM	29.05K	SH	$10.84M 1.42%	28.92K
COHERENT CORPSOLE	COM	26.82K	SH	$10.58M 1.39%	26.81K
PITNEY BOWESSOLE	COM	601.72K	SH	$10.54M 1.38%	601.72K
ISHARES CORESOLE	ETF	96.50K	SH	$9.55M 1.25%	96.30K
NVIDIA CORPSOLE	COM	47.67K	SH	$9.54M 1.25%	47.28K
HARROW INCSOLE	COM	224.05K	SH	$9.52M 1.25%	224.05K
BROADCOM INCSOLE	COM	24.87K	SH	$9.40M 1.23%	24.81K
META PLATFORMSSOLE	COM	15.93K	SH	$8.97M 1.18%	15.89K
UBER TECHNOLOGIESSOLE	COM	118.78K	SH	$8.57M 1.13%	118.78K
VANGUARD CONSUMERSOLE	ETF	21.48K	SH	$8.52M 1.12%	21.21K
ADVANCED MICROSOLE	COM	13.89K	SH	$8.07M 1.06%	13.88K
STATE STREETSOLE	ETF	40.87K	SH	$7.79M 1.02%	40.07K
VANGUARD DIVIDENDSOLE	ETF	32.42K	SH	$7.67M 1.01%	32.42K
CAPITAL GROUPSOLE	ETF	196.17K	SH	$7.45M 0.98%	196.17K

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