Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTSIDE INVESTMENT MANAGEMENT INC | 07-17-2024 | 06-30-2024 | 1267 | 436,912,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $19,084,079 | 90,906 | 0.00 | 0.00 | -495 | -0.54 | 06-30-2024 |
| VANGUARD WHITEHALL FDS INC HIGH DIV | ETF | 2 | $15,337,167 | 129,259 | 0.00 | 0.00 | 5,224 | 4.21 | 06-30-2024 |
| INVESCO QQQ TR | ETF | 3 | $15,090,692 | 31,546 | 0.00 | 0.00 | -15 | -0.05 | 06-30-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 4 | $14,929,459 | 55,808 | 0.00 | 0.00 | 900 | 1.64 | 06-30-2024 |
