Westside Investment Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Westside Investment Management, Inc. is a well-known investment company that manages portfolios for both individual and institutional clients. Each quarter, they are required to file a form called 13F with the SEC, which contains information about their holdings. This allows investors to see what stocks and securities Westside Investment Management, Inc. is investing in.

In this article, we will examine the changes in Westside Investment Management, Inc.'s holdings between Q3 2023 and Q4 2023. We will analyze the data from their 13F filing, specifically focusing on the changes in the number of shares and the value of those shares.

Apple Inc. (AAPL)

In Q3 2023, Westside Investment Management, Inc. held 96,280 shares of Apple Inc., with a total value of $16,484,000. However, in Q4 2023, their holdings decreased slightly to 95,089 shares, with a total value of $18,307,000. This represents a change of 11.1%.

Vanguard Total (VTI)

Westside Investment Management, Inc. also holds shares in Vanguard Total, a popular index fund. In Q3 2023, they held 51,823 shares, valued at $11,007,000. By Q4 2023, their holdings increased to 53,551 shares, with a value of $12,703,000. This represents a change of 15.4%.

In a surprising move, Westside Investment Management, Inc. acquired an additional 15 shares of Vanguard Total in Q4 2023, bringing their total holdings to a staggering 53,551 shares and a value of $12,703,000.

Invesco QQQ (QQQ)

Another significant holding for Westside Investment Management, Inc. is Invesco QQQ, an exchange-traded fund based on the Nasdaq-100 Index. In Q3 2023, they held 30,492 shares, valued at $10,924,000. By Q4 2023, their holdings increased slightly to 30,808 shares, valued at $12,616,000. This represents a change of 15.5%.

Similar to Vanguard Total, Westside Investment Management, Inc. acquired additional shares of Invesco QQQ in Q4 2023. They purchased 1,520 shares, bringing their total holdings to 30,808 shares and a value of $12,616,000.

Vanguard High (VYM)

Westside Investment Management, Inc. also invests in Vanguard High, a dividend-focused index fund. In Q3 2023, they held 97,049 shares, valued at $10,027,000. By Q4 2023, their holdings increased significantly to 111,975 shares, with a value of $12,499,000. This represents a change of 24.7%.

In addition, Westside Investment Management, Inc. acquired an additional 2,230 shares of Vanguard High in Q4 2023, increasing their total holdings to 111,975 shares and a value of $12,499,000.

Microsoft Corp. (MSFT)

Microsoft Corp. is another notable holding for Westside Investment Management, Inc. In Q3 2023, they held 25,316 shares, valued at $7,993,000. By Q4 2023, their holdings remained relatively stable at 25,231 shares, valued at $9,488,000. This represents a change of 18.7%.

Uber Technologies (UBER)

Westside Investment Management, Inc. also invests in Uber Technologies, a popular ride-hailing company. In Q3 2023, they held 132,550 shares, valued at $6,095,000. By Q4 2023, their holdings decreased slightly to 127,575 shares, with a value of $7,854,000. This represents a change of 28.9%.

Similar to Vanguard Total and Invesco QQQ, Westside Investment Management, Inc. acquired additional shares of Uber Technologies in Q4 2023. They purchased 25,250 shares, bringing their total holdings to 127,575 shares and a value of $7,854,000.

Conclusion

Overall, Westside Investment Management, Inc. saw changes in their holdings across various stocks and securities in the Q3 2023 vs. Q4 2023 comparison. Some holdings increased, while others slightly decreased. These changes reflect the investment strategies and decisions made by Westside Investment Management, Inc. during that time period.

Please note that the data provided in this article is based on publicly available information and is solely for informational purposes. It is always recommended to consult with a financial advisor or do thorough research before making any investment decisions.