Westshore Wealth, LLC
103 holdingsFiling period: 2026-03-31Current AUM: $322.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 92.4K | $60.1M | $69.0M | 21.42% | -7,025 | 2026-03-31 |
| 2 | LQD | ISHARES TR | 268.1K | $29.2M | $28.5M | 8.85% | +17.3K | 2026-03-31 |
| 3 | IWD | ISHARES TR | 92.4K | $19.7M | $23.3M | 7.22% | -4,420 | 2026-03-31 |
| 4 | AMRX | AMNEAL PHARMACEUTICALS INC | 1.37M | $17.1M | $25.2M | 7.82% | -7,926 | 2026-03-31 |
| 5 | IWF | ISHARES TR | 39.9K | $17.0M | $18.9M | 5.86% | -2,397 | 2026-03-31 |
| 6 | IWM | ISHARES TR | 57.8K | $14.3M | $16.8M | 5.23% | -725 | 2026-03-31 |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | 180.5K | $10.0M | $9.5M | 2.96% | +8.8K | 2026-03-31 |
| 8 | GOVT | ISHARES TR | 427.9K | $9.8M | $9.6M | 2.98% | +20.5K | 2026-03-31 |
| 9 | UPS | UNITED PARCEL SVCS INC | 91.1K | $9.0M | $9.5M | 2.95% | +1 | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 14.3K | $8.6M | $9.8M | 3.06% | +790 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 41.9K | $7.3M | $8.4M | 2.61% | -4,061 | 2026-03-31 |
| 12 | IWR | ISHARES TR | 65.3K | $6.4M | $7.2M | 2.22% | -3,141 | 2026-03-31 |
| 13 | SEPW | AIM ETF PRODUCTS TRUST | 158.8K | $5.0M | $5.3M | 1.66% | -38 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 18.9K | $4.8M | $5.8M | 1.81% | -8,699 | 2026-03-31 |
| 15 | VONV | VANGUARD SCOTTSDALE FDS | 41.1K | $3.9M | $4.5M | 1.41% | +3.9K | 2026-03-31 |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | 38.0K | $3.8M | $4.5M | 1.39% | +4.5K | 2026-03-31 |
| 17 | VONG | VANGUARD SCOTTSDALE FDS | 31.0K | $3.4M | $3.8M | 1.17% | +3.4K | 2026-03-31 |
| 18 | EFA | ISHARES TR | 32.3K | $3.1M | $3.4M | 1.06% | +853 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.2K | $3.0M | $3.0M | 0.93% | -1,175 | 2026-03-31 |
| 20 | MOAT | VANECK ETF TRUST | 26.1K | $2.5M | $2.8M | 0.87% | -2,483 | 2026-03-31 |
| 21 | MARW | AIM ETF PRODUCTS TRUST | 70.7K | $2.4M | $2.6M | 0.80% | -- | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 5.5K | $2.0M | $2.6M | 0.80% | -662 | 2026-03-31 |
| 23 | EEM | ISHARES TR | 33.3K | $1.9M | $2.1M | 0.66% | +2.3K | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 8.5K | $1.8M | $2.3M | 0.72% | +480 | 2026-03-31 |
| 25 | NOW | SERVICENOW INC | 16.2K | $1.7M | $1.8M | 0.56% | +128 | 2026-03-31 |
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