The Analysis of Westshore Wealth, LLC's Holdings

Currently, Westshore Wealth, LLC holds 103 types of securities in its portfolio with a total value $302.3M. In the most recent quarter, they have increased their positions in NOW (+12.1K shares, valued at $1.9M), N/A (+2.6K shares, valued at $1.6M), VONV (+12.8K shares, valued at $1.2M); decreased their positions in SPY (-2.0K shares, valued at $1.3M), IWF (-1.8K shares, valued at $854.3K), VTI (-1.9K shares, valued at $629.0K); initiated new positions in DECW (+24.7K shares, valued at $838.3K), OCTW (+14.5K shares, valued at $565.8K), WFC-PL (+317 shares, valued at $384.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR99.4K shares-1.95%2025-12-312026-02-25

LQD ISHARES TR250.8K shares2.86%2025-12-312026-02-25

IWD ISHARES TR96.8K shares-0.68%2025-12-312026-02-25

IWF ISHARES TR42.3K shares-4.10%2025-12-312026-02-25

AMRX AMNEAL PHARMACEUTICALS INC1.4M shares0.00%2025-12-312026-02-25

IWM ISHARES TR58.5K shares0.12%2025-12-312026-02-25

VGLT VANGUARD SCOTTSDALE FDS171.7K shares4.11%2025-12-312026-02-25

GOVT ISHARES TR407.4K shares4.29%2025-12-312026-02-25

Sponsored

UPS UNITED PARCEL SERVICE INC91.1K shares-0.03%2025-12-312026-02-25

NVDA NVIDIA CORPORATION46.0K shares-4.40%2025-12-312026-02-25

VANGUARD INDEX FDS VANGUARD INDEX FDS13.6K shares23.39%2025-12-312026-02-25

AAPL APPLE INC27.6K shares-2.95%2025-12-312026-02-25

IWR ISHARES TR68.5K shares1.79%2025-12-312026-02-25

SEPW AIM ETF PRODUCTS TRUST158.9K shares0.97%2025-12-312026-02-25

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.4K shares-1.46%2025-12-312026-02-25

VONV VANGUARD SCOTTSDALE FDS37.2K shares52.18%2025-12-312026-02-25

Sponsored

VONG VANGUARD SCOTTSDALE FDS27.6K shares45.05%2025-12-312026-02-25

VTWO VANGUARD SCOTTSDALE FDS33.5K shares29.36%2025-12-312026-02-25

EFA ISHARES TR31.4K shares6.08%2025-12-312026-02-25

MSFT MICROSOFT CORP6.2K shares-8.75%2025-12-312026-02-25

MOAT VANECK ETF TRUST28.6K shares-14.55%2025-12-312026-02-25

NOW SERVICENOW INC16.1K shares301.22%2025-12-312026-02-25

ALPHABET INC ALPHABET INC7.8K shares-12.26%2025-12-312026-02-25

META META PLATFORMS INC3.2K shares-12.58%2025-12-312026-02-25

Sponsored

IWB ISHARES TR5.3K shares0.00%2025-12-312026-02-25

AMZN AMAZON COM INC8.1K shares-7.02%2025-12-312026-02-25

GSEW GOLDMAN SACHS ETF TR20.3K shares11.42%2025-12-312026-02-25

EEM ISHARES TR31.0K shares14.23%2025-12-312026-02-25

AUGW AIM ETF PRODUCTS TRUST48.5K shares47.95%2025-12-312026-02-25

ALPHABET INC ALPHABET INC4.9K shares-15.16%2025-12-312026-02-25

GLD SPDR GOLD TR3.5K shares-0.42%2025-12-312026-02-25

VTI VANGUARD INDEX FDS3.4K shares-35.42%2025-12-312026-02-25

Sponsored

CSCO CISCO SYS INC11.9K shares-4.33%2025-12-312026-02-25

BROADCOM INC BROADCOM INC2.6K shares-6.53%2025-12-312026-02-25

DECW AIM ETF PRODUCTS TRUST24.7K sharesnew addition2025-12-312026-02-25

VTEB VANGUARD MUN BD FDS15.9K shares0.00%2025-12-312026-02-25

VCIT VANGUARD SCOTTSDALE FDS9.1K shares11.30%2025-12-312026-02-25

VO VANGUARD INDEX FDS2.5K shares0.08%2025-12-312026-02-25

CAT CATERPILLAR INC1.2K shares-6.06%2025-12-312026-02-25

HCA HCA HEALTHCARE INC1.5K shares-1.48%2025-12-312026-02-25

Sponsored

PM PHILIP MORRIS INTL INC3.9K shares0.00%2025-12-312026-02-25

JPM JPMORGAN CHASE & CO.1.9K shares-16.07%2025-12-312026-02-25

OCTW AIM ETF PRODUCTS TRUST14.5K sharesnew addition2025-12-312026-02-25

IHI ISHARES TR9.1K shares0.00%2025-12-312026-02-25

CIBR FIRST TR EXCHANGE TRADED FD7.8K shares-1.72%2025-12-312026-02-25

JNJ JOHNSON & JOHNSON2.6K shares0.58%2025-12-312026-02-25

IVV ISHARES TR774 shares1.44%2025-12-312026-02-25

BAC BANK AMERICA CORP9.2K shares2.03%2025-12-312026-02-25

Sponsored

TLT ISHARES TR5.7K shares-21.75%2025-12-312026-02-25

INVESCO QQQ TR INVESCO QQQ TR804 shares-20.63%2025-12-312026-02-25

MUB ISHARES TR4.5K shares-10.30%2025-12-312026-02-25

VUG VANGUARD INDEX FDS956 shares0.00%2025-12-312026-02-25

PANW PALO ALTO NETWORKS INC2.5K shares-9.85%2025-12-312026-02-25

MCK MCKESSON CORP523 shares0.00%2025-12-312026-02-25

VYMI VANGUARD WHITEHALL FDS4.8K shares0.00%2025-12-312026-02-25

V VISA INC1.2K shares-16.69%2025-12-312026-02-25

Sponsored

COST COSTCO WHSL CORP NEW451 shares-5.05%2025-12-312026-02-25

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-13.33%2025-12-312026-02-25

WFC-PL WELLS FARGO CO NEW317 sharesnew addition2025-12-312026-02-25

BLACKSTONE INC BLACKSTONE INC2.5K shares-6.15%2025-12-312026-02-25

COIN COINBASE GLOBAL INC1.7K shares0.00%2025-12-312026-02-25

SMH VANECK ETF TRUST1.1K shares0.00%2025-12-312026-02-25

ICF ISHARES TR6.4K shares0.97%2025-12-312026-02-25

MAR MARRIOTT INTL INC NEW1.2K shares-2.18%2025-12-312026-02-25

Sponsored

SCHX SCHWAB STRATEGIC TR14.0K shares0.30%2025-12-312026-02-25

MCD MCDONALDS CORP1.2K shares-14.04%2025-12-312026-02-25

MERCK & CO INC MERCK & CO INC3.5K shares-15.29%2025-12-312026-02-25

TSLA TESLA INC809 shares-8.69%2025-12-312026-02-25

BAC-PL BANK AMERICA CORP287 sharesnew addition2025-12-312026-02-25

HD HOME DEPOT INC1.0K shares-4.14%2025-12-312026-02-25

ROCKET LAB CORP ROCKET LAB CORP5.0K shares0.00%2025-12-312026-02-25

AGG ISHARES TR3.4K shares0.00%2025-12-312026-02-25

Sponsored

SCHW SCHWAB CHARLES CORP3.4K shares-4.82%2025-12-312026-02-25

LYV LIVE NATION ENTERTAINMENT IN2.1K shares0.00%2025-12-312026-02-25

IGSB ISHARES TR5.7K sharesnew addition2025-12-312026-02-25

AOA ISHARES TR3.2K shares8.64%2025-12-312026-02-25

SBUX STARBUCKS CORP3.1K shares-24.33%2025-12-312026-02-25

ADP AUTOMATIC DATA PROCESSING IN980 shares0.00%2025-12-312026-02-25

CENCORA INC CENCORA INC727 shares0.14%2025-12-312026-02-25

PWR QUANTA SVCS INC582 shares0.52%2025-12-312026-02-25

Sponsored

WMT WALMART INC2.1K shares-18.21%2025-12-312026-02-25

SPOT SPOTIFY TECHNOLOGY S A409 shares1.74%2025-12-312026-02-25

CVX CHEVRON CORP NEW1.6K shares-3.37%2025-12-312026-02-25

IJH ISHARES TR3.6K shares2.47%2025-12-312026-02-25

AMAT APPLIED MATLS INC915 shares-11.85%2025-12-312026-02-25

PG PROCTER AND GAMBLE CO1.6K shares-41.95%2025-12-312026-02-25

DHR DANAHER CORPORATION1.0K shares0.00%2025-12-312026-02-25

XOM EXXON MOBIL CORP1.9K shares-2.83%2025-12-312026-02-25

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR900 shares0.00%2025-12-312026-02-25

LVS LAS VEGAS SANDS CORP3.5K sharesnew addition2025-12-312026-02-25

DGX QUEST DIAGNOSTICS INC1.3K shares0.00%2025-12-312026-02-25

LLY ELI LILLY & CO206 sharesnew addition2025-12-312026-02-25

KLAC KLA CORP179 sharesnew addition2025-12-312026-02-25

KO COCA COLA CO3.1K shares0.03%2025-12-312026-02-25

PEP PEPSICO INC1.5K sharesnew addition2025-12-312026-02-25

BLACKROCK INC BLACKROCK INC199 shares-8.29%2025-12-312026-02-25

Sponsored

RTX RTX CORPORATION1.2K shares-14.41%2025-12-312026-02-25

CCL CARNIVAL CORP6.8K shares-3.75%2025-12-312026-02-25

AJG GALLAGHER ARTHUR J & CO800 shares-11.11%2025-12-312026-02-25

FDX FEDEX CORP694 sharesnew addition2025-12-312026-02-25

UNH UNITEDHEALTH GROUP INC607 shares-11.52%2025-12-312026-02-25

IRT INDEPENDENCE RLTY TR INC10.0K sharesnew addition2025-12-312026-02-25

MUC BLACKROCK MUNIHLDNGS CALI QL10.2K shares-44.80%2025-12-312026-02-25

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available