• 13F History

Westside Investment Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$475M
Signature - Title
David Todd Clark - MANAGING PARTNER
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by Westside Investment Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Westside Investment Management, Inc. reported 984 stock holdings with total value $475M as of Q4 2024. Top holdings included AAPL, VYM, VTI, QQQ, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 984 $475M +$14.9M -$14.8M +$105K AAPL, VYM, VTI, QQQ, AMZN 13F-HR 1/17/2025, 12:57 PM
Q3 2024 996 $469M +$18.2M -$8.48M +$9.71M AAPL, VYM, VTI, QQQ, MSFT 13F-HR 11/20/2024, 03:05 PM
Q2 2024 987 $437M +$19.3M -$7.37M +$11.9M AAPL, VYM, QQQ, VTI, MSFT 13F-HR 7/17/2024, 04:32 PM
Q1 2024 889 $413M +$17M -$16.3M +$663K AAPL, VYM, VTI, QQQ, UBER 13F-HR 4/19/2024, 02:16 PM
Q4 2023 866 $391M +$16M -$10.8M +$5.17M AAPL, QQQ, VYM, VTI, MSFT 13F-HR 1/12/2024, 02:16 PM
Q3 2023 837 $347M +$10.4M -$5.48M +$4.96M AAPL, QQQ, VTI, VYM, MSFT 13F-HR 11/15/2023, 04:44 PM
Q2 2023 836 $354M +$12.3M -$16.9M -$4.6M AAPL, QQQ, VTI, VYM, MSFT 13F-HR 7/14/2023, 02:01 PM
Q1 2023 823 $309M +$9.08M -$12.2M -$3.09M QQQ, VTI, VYM, IEFA, MSFT 13F-HR 5/17/2023, 03:11 PM
Q4 2022 762 $6.97B +$353M -$735M -$382M AAPL, VTI, VYM, QQQ, IEFA 13F-HR 1/31/2023, 09:10 AM
Q3 2022 751 $6.78B AAPL, VTI, QQQ, VYM, AGG 13F-HR 11/9/2022, 03:19 PM
Q2 2022 663 $6.91B VTI, IEFA, AGG, VYM, MINT 13F-HR 7/15/2022, 03:16 PM
Q1 2022 740 $7.08B +$727M -$9.95M +$717M AAPL, VTI, QQQ, IEFA, AGG 13F-HR 4/25/2022, 12:13 PM
Q4 2021 711 $7.24B +$14.1M -$11.3M +$2.84M AAPL, QQQ, VTI, IEFA, AGG 13F-HR 2/15/2022, 02:26 PM
Q3 2021 736 $11.1B +$615M -$661M -$45.9M GBIL, HTAB, ACES, DLY, DIDIY 13F-HR 10/27/2021, 01:13 PM
Q2 2021 725 $10.9B +$2B -$878M +$1.12B GBIL, HTAB, ACES, DLY, AAPL 13F-HR 7/28/2021, 10:53 AM
Q1 2021 704 $9.65B +$2.26B -$1.38B +$880M GBIL, HTAB, FPE, ACES, DLY 13F-HR 4/14/2021, 02:00 PM
Q4 2020 612 $4.7B +$704M -$232M +$473M GBIL, AAPL, QQQ, VTI, IEFA 13F-HR 1/15/2021, 11:39 AM
Q3 2020 603 $3.97B +$2.07B -$5.65M +$2.06B AAPL, GBIL, QQQ, VTI, IEFA 13F-HR 10/14/2020, 01:22 PM
Q2 2020 609 $1.97B +$1.03B -$167M +$861M AAPL, GBIL, QQQ, VTI, IEFA 13F-HR 7/21/2020, 01:01 PM
Q1 2020 536 $1.9B GBIL, VTI, QQQ, IEFA, AGG 13F-HR 4/16/2020, 11:23 AM
Q2 2019 603 $1.28B +$1.05B -$87.3M +$964M AAPL, GBIL, IEFA, VTI, AGG 13F-HR 7/24/2019, 02:07 PM
Q4 2018 680 $271M +$50.9M -$62.5M -$11.6M AAPL, VTI, IEFA, AGG, NOC 13F-HR 2/5/2019, 12:46 PM
Q3 2018 682 $300M +$29.7M -$8.82M +$20.9M AAPL, IEFA, VTI, NOC, VIG 13F-HR 11/8/2018, 10:08 AM
Q2 2018 810 $284M +$109M -$3.56M +$105M AAPL, IEFA, NOC, VTI, AGG 13F-HR 8/13/2018, 01:45 PM
Q1 2018 798 $182M +$10.9M -$3.23M +$7.71M IEFA, VTI, AGG, NOC, AAPL 13F-HR 4/16/2018, 02:12 PM
Q4 2017 829 $184M +$13.7M -$2.91M +$10.8M IEFA, VTI, AGG, AAPL, NOC 13F-HR 2/15/2018, 11:42 AM
Q3 2017 792 $166M +$9.22M -$1.68M +$7.53M AGG, VTI, IEFA, NOC, AAPL 13F-HR 11/13/2017, 02:38 PM
Q2 2017 795 $153M +$9.3M -$70.4M -$61.1M AGG, VTI, IEFA, AAPL, NOC Restatement 9/14/2017, 11:54 AM
Q1 2017 755 $209M +$63.2M -$28.5M +$34.7M AAPL, VTI, AGG, NOC, IEFA 13F-HR 5/11/2017, 03:06 PM
Q4 2016 608 $126M AAPL, NOC, VIG, QQQXXXX, GOOG 13F-HR 5/11/2017, 04:00 PM