Westshore Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WW Westshore Wealth, LLC | Institutional Filer | ▲ 3.27% | $302.3M | 103 |
Current Portfolio Holdings
Showing all 103 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 99K | $67.8M | 22.42% |
| 2 | LQD | ISHARES TR | — | 251K | $27.6M | 9.14% |
| 3 | IWD | ISHARES TR | — | 97K | $20.4M | 6.74% |
| 4 | IWF | ISHARES TR | — | 42K | $20.0M | 6.62% |
| 5 | AMRX | Amneal Pharmaceuticals, Inc. | Healthcare | 1.4M | $17.4M | 5.76% |
| 6 | IWM | iShares Russell 2000 ETF | — | 59K | $14.4M | 4.77% |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | — | 172K | $9.6M | 3.17% |
| 8 | GOVT | ISHARES TR | — | 407K | $9.4M | 3.10% |
| 9 | UPS | United Parcel Service, Inc. | Industrials | 91K | $9.0M | 2.99% |
| 10 | NVDA | NVIDIA Corporation | Technology | 46K | $8.6M | 2.84% |
| 11 | VOO | VANGUARD INDEX FDS | — | 14K | $8.5M | 2.81% |
| 12 | AAPL | Apple Inc. | Technology | 28K | $7.5M | 2.48% |
| 13 | IWR | ISHARES TR | — | 68K | $6.6M | 2.18% |
| 14 | SEPW | AIM ETF PRODUCTS TRUST | — | 159K | $5.1M | 1.68% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 7K | $3.7M | 1.23% |
Showing 1 to 15 of 103 holdings