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DAVID TODD CLARK

@Westside Investment Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$474.504MTotal holdings986
Assets growth rate1.04%Assets growth rate (2-Q avg)4.27%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Westside Investment Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 986 positions.

Assets under management

The assets under management (AUM) of Westside Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 474.504M in assets, with a quarterly growth rate of 1.04% and a 2-quarter average growth rate of 4.27%. The portfolio is managed by DAVID TODD CLARK, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshacom Core
Recent Activity
Increased 1.57%
1.15%
$5.421M
119,929 shares@ $45.21 avg price
GLDSpdr Gold
Recent Activity
Decreased -1.84%
1.12%
$5.296M
21,871 shares@ $242.14 avg price
XLKSector Technology
Recent Activity
Decreased -3.81%
1.1%
$5.214M
22,423 shares@ $232.53 avg price
FCALFirst Trust
Recent Activity
Increased 11.12%
1.06%
$4.983M
100,930 shares@ $49.38 avg price
NVDANvidia Corp
Recent Activity
Decreased -6.91%
0.97%
$4.601M
34,265 shares@ $134.3 avg price
PBIPitney Bowes
Recent Activity
Increased 0.5%
0.96%
$4.532M
625,939 shares@ $7.25 avg price
SHOPShopify Inc
Recent Activity
Decreased -3.18%
0.92%
$4.356M
40,970 shares@ $106.34 avg price
SDYSpdr Series
Recent Activity
Decreased -1.73%
0.91%
$4.298M
32,533 shares@ $132.11 avg price
NOCNorthrop Grumman
Recent Activity
Decreased -11.66%
0.87%
$4.111M
8,760 shares@ $469.29 avg price
SMMUPimco Short
Recent Activity
Decreased -2.44%
0.82%
$3.881M
77,879 shares@ $49.84 avg price