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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
XLFSector Financial
Recent Activity
Decreased -0.5%
0.81%
$3.832M
79,279 shares@ $48.34 avg price
URIUnited Rentals
Recent Activity
Increased 0.53%
0.77%
$3.643M
5,171 shares@ $704.44 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.65%
0.76%
$3.565M
23,207 shares@ $153.63 avg price
SPYSpdr S&p
Recent Activity
Increased 0.22%
0.71%
$3.332M
5,684 shares@ $586.17 avg price
SWTXXSchwab Municipal Money Inv
Recent Activity
Increased 494.78%
0.68%
$3.194M
3.194M shares@ $1.0 avg price
FMBFirst Trust
Recent Activity
Decreased -2.15%
0.67%
$3.167M
62,076 shares@ $51.02 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.13%
0.65%
$3.077M
17,317 shares@ $177.71 avg price
IEMGIshacom Core
Recent Activity
Decreased -0.35%
0.65%
$3.064M
58,682 shares@ $52.23 avg price
AVUVAvantis U S
Recent Activity
Increased 4.9%
0.65%
$3.042M
31,517 shares@ $96.54 avg price
MUBIshacom National
Recent Activity
Increased 23.67%
0.64%
$3.017M
28,312 shares@ $106.56 avg price