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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
AAPLApple Inc
Recent Activity
Decreased -3.57%
4.58%
$21.732M
86,782 shares@ $250.43 avg price
VYMVanguard High
Recent Activity
Increased 0.65%
3.72%
$17.626M
138,149 shares@ $127.6 avg price
VTIVanguard Total
Recent Activity
Increased 0.05%
3.55%
$16.805M
57,984 shares@ $289.82 avg price
QQQInvesco Qqq
Recent Activity
Decreased -1%
3.27%
$15.48M
30,279 shares@ $511.24 avg price
AMZNAmazon Com
Recent Activity
Decreased -1.05%
2.48%
$11.738M
53,505 shares@ $219.4 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.09%
2.21%
$10.474M
24,848 shares@ $421.52 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.53%
1.75%
$8.26M
43,635 shares@ $189.31 avg price
METAMeta Platforms
Recent Activity
Decreased -0.46%
1.75%
$8.26M
14,106 shares@ $585.54 avg price
VCRVanguard Consumer
Recent Activity
Decreased -1.75%
1.7%
$8.037M
21,409 shares@ $375.4 avg price
IEFAIshacom Core
Recent Activity
Decreased -1.52%
1.69%
$7.975M
113,472 shares@ $70.29 avg price