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Westshore Wealth, LLC

13F
Westshore Wealth, LLC
Last update 2024-02-19 95 Stocks (7 new)
Value $217.00 Mil Turnover 17 %
Countries:
Portfolio Report
Westshore Wealth, LLC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
S&P 500 ETF TRUST ETF
116,488
55368.150
+20.13%
25.550
+4.28%
0.010
+6.75%
+22.35%
602950.730
 
UPS
United Parcel Service Inc
165,024
25946.690
0%
11.970
0%
0.020
+6.48%
-10.95%
116263.309
Transportation
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
182,031
20143.560
+8.59%
9.300
+0.74%
0.060
+0.05%
-1.59%
27980.860
 
IWD
iShares Russell 1000 Value ETF
92,406
15270.160
+37.34%
7.050
+1.92%
0.030
+4.29%
+14.82%
59673.108
 
IWF
iShares Russell 1000 Growth ETF
44,589
13517.930
+43.42%
6.240
+1.89%
0.020
+9.04%
+27.26%
100411.999
 
IWM
iShares Russell 2000 ETF
53,308
10699.550
+18.46%
4.940
+0.77%
0.020
-0.11%
+10.35%
69289.866
 
VGLT
Vanguard Long-Term Government Bond ETF
108,851
6697.590
+1,906.84%
3.090
+2.94%
0.130
-2.04%
-6.54%
13675.037
 
IWR
iShares Russell Mid-Cap ETF
81,526
6337.050
-20.49%
2.920
-0.78%
0.020
+5.47%
+14.37%
37203.667
 
GOVT
iShares U.S. Treasury Bond ETF
272,195
6271.380
New Holding
2.890
+2.89%
0.020
-0.35%
-1.17%
28633.572
 
AAPL
Apple Inc
27,180
5232.980
-7.99%
2.420
-0.23%
0.000
+7.04%
+21.65%
3550470.073
Hardware

Westshore Wealth, LLC's Historical Top Holdings Breakdowns

Westshore Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
S&P 500 ETF TRUST ETF2023-12-31Add
+4.28%
410.68 ($445.46) 476.69
$581.70
30.58%
Add 20.13%
116,488
19,521
JEPI
JPMorgan Equity Premium Income ETF2023-12-31Sold Out
-3.60%
51.51 ($53.92) 55.33
$59.37
10.11%
Sold Out
0
-127,397
VGLT
Vanguard Long-Term Government Bond ETF2023-12-31Add
+2.94%
52.05 ($56.5) 62.44
$57.45
1.69%
Add 1906.84%
108,851
103,427
GOVT
iShares U.S. Treasury Bond ETF2023-12-31New Buy
+2.89%
21.6 ($22.26) 23.13
$22.77
2.31%
New holding
272,195
272,195
IWD
iShares Russell 1000 Value ETF2023-12-31Add
+1.92%
143.69 ($154.43) 165.7
$189.83
22.92%
Add 37.34%
92,406
25,123
IWF
iShares Russell 1000 Growth ETF2023-12-31Add
+1.89%
256.94 ($282.86) 304.21
$385.75
36.37%
Add 43.42%
44,589
13,500
PFF
iShares U.S. Preferred Stock2023-12-31Reduce
-0.85%
28.34 ($29.87) 31.4
$32.78
9.74%
Reduce -41.61%
75,801
-54,024
IWR
iShares Russell Mid-Cap ETF2023-12-31Reduce
-0.78%
64.84 ($71.04) 78.27
$88.86
25.08%
Reduce -20.49%
81,526
-21,007
IWM
iShares Russell 2000 ETF2023-12-31Add
+0.77%
162.21 ($179.15) 204.82
$221.09
23.41%
Add 18.46%
53,308
8,307
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF2023-12-31Add
+0.74%
98.28 ($104.14) 111.36
$108.83
4.51%
Add 8.59%
182,031
14,403

Westshore Wealth, LLC Total Holding History ($B)

To

Westshore Wealth, LLC's Asset Allocation

To

Westshore Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Westshore Wealth, LLC's Hypothetical Growth since 2023-12-31

Westshore Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Westshore Wealth, LLC's Holdings Heat Map

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Westshore Wealth, LLC's Holdings Bubble Chart

Westshore Wealth, LLC News

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