The Analysis of Westshore Wealth, LLC's Holdings
Currently, Westshore Wealth, LLC holds 102 types of securities in its portfolio with a total value $292.7M. In the most recent quarter, they have increased their positions in AMRX (+1.4M shares, valued at $13.8M), SEPW (+72.7K shares, valued at $2.3M), GOOGL (+8.9K shares, valued at $2.2M); decreased their positions in SPY (-3.7K shares, valued at $2.5M), GOOG (-8.9K shares, valued at $2.2M), TLT (-8.5K shares, valued at $761.7K); initiated new positions in AMRX (+1.4M shares, valued at $13.8M), GOOGL (+8.9K shares, valued at $2.2M), AUGW (+32.8K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR101.3K shares-3.54%2025-09-302025-11-17
LQD ISHARES TR243.8K shares-0.03%2025-09-302025-11-17 IWF ISHARES TR44.1K shares-1.84%2025-09-302025-11-17 IWD ISHARES TR97.5K shares-2.31%2025-09-302025-11-17 IWM ISHARES TR58.5K shares-2.63%2025-09-302025-11-17 AMRX AMNEAL PHARMACEUTICALS INC1.4M sharesnew addition2025-09-302025-11-17 VGLT VANGUARD SCOTTSDALE FDS165.0K shares1.49%2025-09-302025-11-17 GOVT ISHARES TR390.6K shares4.52%2025-09-302025-11-17 NVDA NVIDIA CORPORATION48.1K shares-0.14%2025-09-302025-11-17 UPS UNITED PARCEL SERVICE INC91.1K shares-0.17%2025-09-302025-11-17 AAPL APPLE INC28.4K shares2.29%2025-09-302025-11-17 VOO VANGUARD INDEX FDS11.0K shares26.31%2025-09-302025-11-17 IWR ISHARES TR67.3K shares-3.05%2025-09-302025-11-17 SEPW AIM ETF PRODUCTS TRUST157.3K shares85.78%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL7.5K shares0.00%2025-09-302025-11-17 NOW SERVICENOW INC4.0K shares-2.43%2025-09-302025-11-17 MSFT MICROSOFT CORP6.8K shares-0.01%2025-09-302025-11-17 MOAT VANECK ETF TRUST33.4K shares-10.50%2025-09-302025-11-17 EFA ISHARES TR29.6K shares2.11%2025-09-302025-11-17 META META PLATFORMS INC3.7K shares-2.82%2025-09-302025-11-17 VTWO VANGUARD SCOTTSDALE FDS25.9K shares50.71%2025-09-302025-11-17 VONG VANGUARD SCOTTSDALE FDS19.0K shares46.74%2025-09-302025-11-17 VONV VANGUARD SCOTTSDALE FDS24.5K shares48.11%2025-09-302025-11-17 GOOGL ALPHABET INC8.9K sharesnew addition2025-09-302025-11-17 IWB ISHARES TR5.3K shares-3.97%2025-09-302025-11-17 AMZN AMAZON COM INC8.7K shares-0.25%2025-09-302025-11-17 VTI VANGUARD INDEX FDS5.3K shares0.02%2025-09-302025-11-17 GSEW GOLDMAN SACHS ETF TR18.2K shares0.55%2025-09-302025-11-17 EEM ISHARES TR27.1K shares-0.07%2025-09-302025-11-17 GOOG ALPHABET INC5.8K shares-60.44%2025-09-302025-11-17 GLD SPDR GOLD TR3.5K shares-0.98%2025-09-302025-11-17 AUGW AIM ETF PRODUCTS TRUST32.8K sharesnew addition2025-09-302025-11-17 AVGO BROADCOM INC2.8K shares-5.82%2025-09-302025-11-17 CSCO CISCO SYS INC12.5K shares0.03%2025-09-302025-11-17 VTEB VANGUARD MUN BD FDS15.9K sharesnew addition2025-09-302025-11-17 VO VANGUARD INDEX FDS2.5K shares-2.84%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.2.3K shares-2.47%2025-09-302025-11-17 VCIT VANGUARD SCOTTSDALE FDS8.1K sharesnew addition2025-09-302025-11-17 TLT ISHARES TR7.3K shares-53.71%2025-09-302025-11-17 PM PHILIP MORRIS INTL INC3.9K shares0.00%2025-09-302025-11-17 HCA HCA HEALTHCARE INC1.5K shares-1.72%2025-09-302025-11-17 CAT CATERPILLAR INC1.3K shares-2.13%2025-09-302025-11-17 QQQ INVESCO QQQ TR1.0K shares-0.30%2025-09-302025-11-17 CIBR FIRST TR EXCHANGE TRADED FD7.9K shares0.00%2025-09-302025-11-17 COIN COINBASE GLOBAL INC1.7K shares-0.59%2025-09-302025-11-17 PANW PALO ALTO NETWORKS INC2.7K shares-3.48%2025-09-302025-11-17 IHI ISHARES TR9.1K shares0.00%2025-09-302025-11-17 MUB ISHARES TR5.1K shares-38.90%2025-09-302025-11-17 IVV ISHARES TR763 shares-3.30%2025-09-302025-11-17 SCHF SCHWAB STRATEGIC TR20.9K shares0.24%2025-09-302025-11-17 V VISA INC1.4K shares0.07%2025-09-302025-11-17 JNJ JOHNSON & JOHNSON2.6K shares-0.88%2025-09-302025-11-17 BAC BANK AMERICA CORP9.0K shares7.81%2025-09-302025-11-17 VUG VANGUARD INDEX FDS956 shares1.92%2025-09-302025-11-17 BX BLACKSTONE INC2.6K shares-3.07%2025-09-302025-11-17 HD HOME DEPOT INC1.1K shares-1.63%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW475 shares0.00%2025-09-302025-11-17 PG PROCTER AND GAMBLE CO2.8K shares0.14%2025-09-302025-11-17 MCD MCDONALDS CORP1.4K shares0.00%2025-09-302025-11-17 PFF ISHARES TR13.5K shares0.00%2025-09-302025-11-17 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-11.76%2025-09-302025-11-17 MCK MCKESSON CORP523 shares-5.60%2025-09-302025-11-17 VYMI VANGUARD WHITEHALL FDS4.8K shares0.00%2025-09-302025-11-17 TSLA TESLA INC886 shares0.00%2025-09-302025-11-17 ICF ISHARES TR6.3K shares-22.24%2025-09-302025-11-17 IVE ISHARES TR1.9K shares0.43%2025-09-302025-11-17 SCHX SCHWAB STRATEGIC TR13.9K shares-5.89%2025-09-302025-11-17 LYV LIVE NATION ENTERTAINMENT IN2.1K shares-2.05%2025-09-302025-11-17 SMH VANECK ETF TRUST1.1K shares0.00%2025-09-302025-11-17 MRK MERCK & CO INC4.1K shares-3.60%2025-09-302025-11-17 SBUX STARBUCKS CORP4.1K shares-1.34%2025-09-302025-11-17 AGG ISHARES TR3.4K shares0.03%2025-09-302025-11-17 SCHW SCHWAB CHARLES CORP3.5K shares-5.97%2025-09-302025-11-17 MAR MARRIOTT INTL INC NEW1.2K shares-7.68%2025-09-302025-11-17 ADP AUTOMATIC DATA PROCESSING IN980 shares0.00%2025-09-302025-11-17 SPOT SPOTIFY TECHNOLOGY S A402 shares0.00%2025-09-302025-11-17 AJG GALLAGHER ARTHUR J & CO900 shares0.00%2025-09-302025-11-17 HACK AMPLIFY ETF TR3.1K shares0.00%2025-09-302025-11-17 WMT WALMART INC2.6K shares0.38%2025-09-302025-11-17 AOA ISHARES TR2.9K shares-37.99%2025-09-302025-11-17 BLK BLACKROCK INC217 shares-2.69%2025-09-302025-11-17 CVX CHEVRON CORP NEW1.6K shares0.00%2025-09-302025-11-17 DGX QUEST DIAGNOSTICS INC1.3K shares-3.34%2025-09-302025-11-17 PWR QUANTA SVCS INC579 shares0.00%2025-09-302025-11-17 RKLB ROCKET LAB CORP5.0K sharesnew addition2025-09-302025-11-17 UNH UNITEDHEALTH GROUP INC686 shares-7.42%2025-09-302025-11-17 TTWO TAKE-TWO INTERACTIVE SOFTWAR900 shares0.00%2025-09-302025-11-17 IJH ISHARES TR3.5K shares0.00%2025-09-302025-11-17 COR CENCORA INC726 shares0.14%2025-09-302025-11-17 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-17 ETN EATON CORP PLC598 shares0.00%2025-09-302025-11-17 XOM EXXON MOBIL CORP2.0K shares-2.85%2025-09-302025-11-17 SCHB SCHWAB STRATEGIC TR8.5K shares0.24%2025-09-302025-11-17 AMAT APPLIED MATLS INC1.0K sharesnew addition2025-09-302025-11-17 PINS PINTEREST INC6.6K shares-6.83%2025-09-302025-11-17 MPC MARATHON PETE CORP1.1K sharesnew addition2025-09-302025-11-17 IBB ISHARES TR1.5K sharesnew addition2025-09-302025-11-17 HRB BLOCK H & R INC4.1K shares0.00%2025-09-302025-11-17 CCL CARNIVAL CORP7.1K shares-5.35%2025-09-302025-11-17 KO COCA COLA CO3.1K shares0.03%2025-09-302025-11-17 DHR DANAHER CORPORATION1.0K shares0.00%2025-09-302025-11-17 MUC BLACKROCK MUNIHLDNGS CALI QL18.4K sharesnew addition2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available