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Size ($ in 1000's)
At 12/31/2023: $216,686 At 09/30/2023: $180,009
Westshore Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Westshore Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Westshore Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Westshore Wealth LLC.
In the Westshore Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Westshore Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Westshore Wealth LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
SPDR S&P 500 ETF TR (SPY) |
116,488 |
+6,960 |
$55,368 | SPY | 116,488 | +6,960 | $55,368 | UNITED PARCEL SERVICE INC |
165,024 |
+1 |
$25,947 | UPS | 165,024 | +1 | $25,947 | ISHARES TR (LQD) |
182,031 |
+9,902 |
$20,144 | LQD | 182,031 | +9,902 | $20,144 | ISHARES TR (IWD) |
92,406 |
+11,160 |
$15,270 | IWD | 92,406 | +11,160 | $15,270 | ISHARES TR (IWF) |
44,589 |
+2,399 |
$13,518 | IWF | 44,589 | +2,399 | $13,518 | ISHARES TR (IWM) |
53,308 |
+3,933 |
$10,700 | IWM | 53,308 | +3,933 | $10,700 | VANGUARD SCOTTSDALE FDS (VGLT) |
108,851 |
+108,851 |
$6,698 | VGLT | 108,851 | +108,851 | $6,698 | ISHARES TR (IWR) |
81,526 |
-8,173 |
$6,337 | IWR | 81,526 | -8,173 | $6,337 | ISHARES TR (GOVT) |
272,195 |
+272,195 |
$6,271 | GOVT | 272,195 | +272,195 | $6,271 | APPLE INC |
27,180 |
-346 |
$5,233 | AAPL | 27,180 | -346 | $5,233 | VANECK ETF TRUST (MOAT) |
44,486 |
+5,121 |
$3,776 | MOAT | 44,486 | +5,121 | $3,776 | ISHARES TR (TLT) |
31,571 |
+7,763 |
$3,122 | TLT | 31,571 | +7,763 | $3,122 | BERKSHIRE HATHAWAY INC DEL |
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$2,680 | BRK.B | 7,513 | UNCH | $2,680 | MICROSOFT CORP |
6,663 |
-99 |
$2,506 | MSFT | 6,663 | -99 | $2,506 | NVIDIA CORPORATION |
4,867 |
-7 |
$2,410 | NVDA | 4,867 | -7 | $2,410 | ISHARES TR (PFF) |
75,801 |
-1,219 |
$2,364 | PFF | 75,801 | -1,219 | $2,364 | ALPHABET INC |
14,897 |
-551 |
$2,088 | GOOG | 14,897 | -551 | $2,088 | ISHARES TR (EFA) |
26,229 |
+247 |
$1,976 | EFA | 26,229 | +247 | $1,976 | ISHARES TR (IWB) |
6,129 |
-450 |
$1,607 | IWB | 6,129 | -450 | $1,607 | AMAZON COM INC |
8,902 |
-128 |
$1,353 | AMZN | 8,902 | -128 | $1,353 | VANGUARD INDEX FDS (VTI) |
4,616 |
-193 |
$1,095 | VTI | 4,616 | -193 | $1,095 | META PLATFORMS INC |
2,976 |
-36 |
$1,053 | META | 2,976 | -36 | $1,053 | CISCO SYS INC |
17,179 |
-1,127 |
$868 | CSCO | 17,179 | -1,127 | $868 | MERCK & CO INC |
6,531 |
-265 |
$712 | MRK | 6,531 | -265 | $712 | SPDR GOLD TR (GLD) |
3,680 |
UNCH |
$704 | GLD | 3,680 | UNCH | $704 | ISHARES TR (EEM) |
17,302 |
+1,276 |
$696 | EEM | 17,302 | +1,276 | $696 | ISHARES TR (MUB) |
6,396 |
-2,233 |
$693 | MUB | 6,396 | -2,233 | $693 | COINBASE GLOBAL INC |
3,506 |
UNCH |
$610 | COIN | 3,506 | UNCH | $610 | VANGUARD INDEX FDS (VO) |
2,610 |
UNCH |
$607 | VO | 2,610 | UNCH | $607 | BANK AMERICA CORP |
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$595 | BAC.PRL | 249 | -5 | $300 | BAC | 8,773 | -143 | $295 | ISHARES TR (ICVT) |
7,375 |
UNCH |
$580 | ICVT | 7,375 | UNCH | $580 | SCHWAB STRATEGIC TR |
15,129 |
+191 |
$559 | SCHF | 15,129 | +191 | $559 | JOHNSON & JOHNSON |
3,162 |
-252 |
$496 | JNJ | 3,162 | -252 | $496 | ISHARES TR (IHI) |
9,092 |
-2,181 |
$491 | IHI | 9,092 | -2,181 | $491 | MCDONALDS CORP |
1,620 |
-37 |
$480 | MCD | 1,620 | -37 | $480 | STARBUCKS CORP |
4,757 |
-57 |
$457 | SBUX | 4,757 | -57 | $457 | PALO ALTO NETWORKS INC |
1,539 |
+9 |
$454 | PANW | 1,539 | +9 | $454 | HOME DEPOT INC |
1,297 |
-4 |
$449 | HD | 1,297 | -4 | $449 | HCA HEALTHCARE INC |
1,654 |
-9 |
$448 | HCA | 1,654 | -9 | $448 | FIRST TR EXCHANGE TRADED FD (CIBR) |
7,896 |
UNCH |
$425 | CIBR | 7,896 | UNCH | $425 | BLACKSTONE INC |
3,176 |
UNCH |
$416 | BX | 3,176 | UNCH | $416 | CATERPILLAR INC |
1,363 |
-8 |
$403 | CAT | 1,363 | -8 | $403 | INVESCO QQQ TR |
980 |
+1 |
$402 | QQQ | 980 | +1 | $402 | PHILIP MORRIS INTL INC |
4,267 |
-39 |
$401 | PM | 4,267 | -39 | $401 | JPMORGAN CHASE & CO |
2,347 |
-68 |
$399 | JPM | 2,347 | -68 | $399 | UNITEDHEALTH GROUP INC |
739 |
-29 |
$389 | UNH | 739 | -29 | $389 | VISA INC |
1,397 |
-48 |
$364 | V | 1,397 | -48 | $364 | PINTEREST INC |
9,662 |
+50 |
$358 | PINS | 9,662 | +50 | $358 | MARRIOTT INTL INC NEW |
1,558 |
UNCH |
$351 | MAR | 1,558 | UNCH | $351 | WELLS FARGO CO NEW |
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$348 | WFC.PRL | 291 | -4 | $348 |
See Full List: All Stocks Held By Westshore Wealth LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Westshore Wealth LLC
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