Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SBET | SHARPLINK INC | Financial Services | 400 | $3K | — | SOLD |
| 42 | MASI | MASIMO CORP | Healthcare | 14 | $2K | — | SOLD |
| 43 | TPH | TRI POINTE | Consumer Cyclical | 52 | $2K | — | SOLD |
| 44 | JAZZ | JAZZ PHARMACEUTICALS | Healthcare | 9 | $2K | — | SOLD |
| 45 | — | AIR LEASE | — | 25 | $2K | — | SOLD |
| 46 | GPN | GLOBAL PAYMENTS | Industrials | 24 | $2K | — | SOLD |
| 47 | RNA | ATRIUM THERAPEUTICS INC | Healthcare | 120 | $2K | — | SOLD |
| 48 | BSAC | BANCO SANTANDER | Financial Services | 44 | $1K | — | SOLD |
| 49 | PEGA | PEGASYSTEMS INC | Technology | 34 | $1K | — | SOLD |
| 50 | — | SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD COM | — | 286 | $1K | — | SOLD |
| 51 | RNR | RENAISSANCERE HOLDINGS | Financial Services | 4 | $1K | — | SOLD |
| 52 | SIRI | SIRIUSXM HOLDINGS | Communication Services | 50 | $1K | — | SOLD |
| 53 | VOYA | VOYA FINANCIAL | Financial Services | 16 | $1K | — | SOLD |
| 54 | IPWR | IDEAL POWER | Industrials | 386 | $1K | — | SOLD |
| 55 | WST | WEST PHARMACEUTICAL | Healthcare | 4 | $1K | — | SOLD |
| 56 | TXRH | TEXAS ROADHOUSE | Consumer Cyclical | 6 | $991.0 | — | SOLD |
| 57 | — | EVEREST GROUP | — | 3 | $981.0 | — | SOLD |
| 58 | MICC | THE MAGNUM ICE CREAM C F | Consumer Defensive | 64 | $915.0 | — | SOLD |
| 59 | ELV | ELEVANCE HEALTH | Healthcare | 3 | $878.0 | — | SOLD |
| 60 | — | LIBERTY GLOBAL | — | 66 | $798.0 | — | SOLD |
Sector Allocation
Technology
41.3%
Industrials
13.7%
Financial Services
13.0%
Healthcare
11.1%
Communication Services
10.5%
Consumer Cyclical
6.2%
Consumer Defensive
1.6%
Energy
1.0%
Utilities
0.7%
Basic Materials
0.6%