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The Analysis of Westshore Wealth, LLC's Holdings & P&L

Currently, Westshore Wealth, LLC holds 102 types of securities in its portfolio with a total value $285.0M. In the most recent quarter, they have increased their positions in MARW (+70.7K shares, valued at $2.4M), LQD (+17.3K shares, valued at $1.9M), JANW (+25.7K shares, valued at $936.8K); decreased their positions in SPY (-7.0K shares, valued at $4.6M), AAPL (-8.7K shares, valued at $2.2M), IWB (-3.6K shares, valued at $1.3M); initiated new positions in MARW (+70.7K shares, valued at $2.4M), JANW (+25.7K shares, valued at $936.8K), APRW (+25.0K shares, valued at $884.4K).

1M P&L

+3.0M+1.06%

3M P&L

-44.9M-13.46%

HY P&L

-41.4M-12.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A209.1M

77.9%

2Drug Manufacturers - Specialty & Generic17.1M

6.4%

3Integrated Freight & Logistics9.2M

3.4%

Top Industries by Stock Count

1N/A44 stocks

47.8%

2Semiconductors2 stocks

2.2%

3Semiconductor Equipment & Materials2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T92.4K shares-7.07%2026-03-312026-05-27

LQD ISHARES TR268.1K shares6.92%2026-03-312026-05-27

IWD ISHARES TR92.4K shares-4.57%2026-03-312026-05-27

AMRX AMNEAL PHARMACEUTICALS INC1.4M shares-0.57%2026-03-312026-05-27

IWF ISHARES TR39.9K shares-5.67%2026-03-312026-05-27

IWM ISHARES TR57.8K shares-1.24%2026-03-312026-05-27

VGLT VANGUARD SCOTTSDALE FDS180.5K shares5.11%2026-03-312026-05-27

GOVT ISHARES TR427.9K shares5.04%2026-03-312026-05-27

Sponsored

UPS UNITED PARCEL SVCS INC91.1K shares0.00%2026-03-312026-05-27

VANGUARD INDEX FDS VANGUARD INDEX FDS14.3K shares5.83%2026-03-312026-05-27

NVDA NVIDIA CORPORATION41.9K shares-8.83%2026-03-312026-05-27

IWR ISHARES TR65.3K shares-4.59%2026-03-312026-05-27

SEPW AIM ETF PRODUCTS TRUST158.8K shares-0.02%2026-03-312026-05-27

AAPL APPLE INC18.9K shares-31.57%2026-03-312026-05-27

VONV VANGUARD SCOTTSDALE FDS41.1K shares10.41%2026-03-312026-05-27

VTWO VANGUARD SCOTTSDALE FDS38.0K shares13.52%2026-03-312026-05-27

Sponsored

VONG VANGUARD SCOTTSDALE FDS31.0K shares12.26%2026-03-312026-05-27

EFA ISHARES TR32.3K shares2.72%2026-03-312026-05-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.2K shares-15.87%2026-03-312026-05-27

MOAT VANECK ETF TRUST26.1K shares-8.69%2026-03-312026-05-27

MARW AIM ETF PRODUCTS TRUST70.7K sharesnew addition2026-03-312026-05-27

MSFT MICROSOFT CORP5.5K shares-10.72%2026-03-312026-05-27

EEM ISHARES TR33.3K shares7.45%2026-03-312026-05-27

AMZN AMAZON COM INC8.5K shares5.96%2026-03-312026-05-27

Sponsored

NOW SERVICENOW INC16.2K shares0.79%2026-03-312026-05-27

GSEW GOLDMAN SACHS ETF TR19.5K shares-4.10%2026-03-312026-05-27

ALPHABET INC ALPHABET INC5.7K shares-27.15%2026-03-312026-05-27

META META PLATFORMS INC2.7K shares-15.20%2026-03-312026-05-27

VTI VANGUARD INDEX FDS3.4K shares0.47%2026-03-312026-05-27

AUGW AIM ETF PRODUCTS TRUST33.8K shares-30.29%2026-03-312026-05-27

VCIT VANGUARD SCOTTSDALE FDS11.8K shares30.08%2026-03-312026-05-27

JANW AIM ETF PRODUCTS TRUST25.7K sharesnew addition2026-03-312026-05-27

Sponsored

CSCO CISCO SYS INC11.9K shares0.00%2026-03-312026-05-27

APRW AIM ETF PRODUCTS TRUST25.0K sharesnew addition2026-03-312026-05-27

DECW AIM ETF PRODUCTS TRUST25.2K shares2.12%2026-03-312026-05-27

ALPHABET INC ALPHABET INC2.9K shares-41.18%2026-03-312026-05-27

CAT CATERPILLAR INC1.2K shares-2.98%2026-03-312026-05-27

BROADCOM INC BROADCOM INC2.6K shares-3.10%2026-03-312026-05-27

VTEB VANGUARD MUN BD FDS15.9K shares0.00%2026-03-312026-05-27

PM PHILIP MORRIS INTL INC4.2K shares5.59%2026-03-312026-05-27

Sponsored

IVV ISHARES TR1.1K shares35.66%2026-03-312026-05-27

JNJ JOHNSON & JOHNSON2.5K shares-3.09%2026-03-312026-05-27

HCA HCA HEALTHCARE INC1.3K shares-11.48%2026-03-312026-05-27

IWB ISHARES TR1.7K shares-68.10%2026-03-312026-05-27

JPM JPMORGAN CHASE & CO2.0K shares3.23%2026-03-312026-05-27

GLD SPDR GOLD TR1.3K shares-62.61%2026-03-312026-05-27

OCTW AIM ETF PRODUCTS TRUST14.5K shares0.00%2026-03-312026-05-27

FEBW AIM ETF PRODUCTS TRUST15.5K sharesnew addition2026-03-312026-05-27

Sponsored

TLT ISHARES TR5.7K shares-0.26%2026-03-312026-05-27

INVESCO QQQ TR INVESCO QQQ TR826 shares2.74%2026-03-312026-05-27

BMY BRISTOL-MYERS SQUIBB CO7.9K sharesnew addition2026-03-312026-05-27

MUB ISHARES TR4.4K shares-3.61%2026-03-312026-05-27

MCK MCKESSON CORP523 shares0.00%2026-03-312026-05-27

VYMI VANGUARD WHITEHALL FDS4.8K shares0.00%2026-03-312026-05-27

COST COSTCO WHOLESALE CORPORATION432 shares-4.21%2026-03-312026-05-27

MERCK & CO INC MERCK & CO INC3.5K shares0.00%2026-03-312026-05-27

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD6.7K shares-13.85%2026-03-312026-05-27

SMH VANECK ETF TRUST1.1K shares0.00%2026-03-312026-05-27

VUG VANGUARD INDEX FDS912 shares-4.60%2026-03-312026-05-27

MAR MARRIOTT INTL INC NEW1.2K shares0.00%2026-03-312026-05-27

ICF ISHARES TR6.4K shares0.00%2026-03-312026-05-27

BAC BANK AMERICA CORP7.9K shares-14.18%2026-03-312026-05-27

SBUX STARBUCKS CORP4.2K shares37.89%2026-03-312026-05-27

SCHX SCHWAB STRATEGIC TR14.0K shares0.29%2026-03-312026-05-27

Sponsored

CVX CHEVRON CORPORATION1.7K shares11.29%2026-03-312026-05-27

WFC-PL WELLS FARGO & CO306 shares-3.47%2026-03-312026-05-27

MCD MCDONALDS CORP1.1K shares-7.76%2026-03-312026-05-27

VO VANGUARD INDEX FDS1.2K shares-51.95%2026-03-312026-05-27

PANW PALO ALTO NETWORKS INC2.2K shares-11.57%2026-03-312026-05-27

AMAT APPLIED MATLS INC1.0K shares10.93%2026-03-312026-05-27

V VISA INC1.1K shares-2.57%2026-03-312026-05-27

AGG ISHARES TR3.4K shares0.00%2026-03-312026-05-27

Sponsored

AMD ADVANCED MICRO DEVICES INC1.6K sharesnew addition2026-03-312026-05-27

BAC-PL BANK AMERICA CORP277 shares-3.48%2026-03-312026-05-27

TSLA TESLA INC883 shares9.15%2026-03-312026-05-27

LYV LIVE NATION ENTERTAINMENT IN2.1K shares0.00%2026-03-312026-05-27

HD HOME DEPOT INC987 shares-5.37%2026-03-312026-05-27

ROCKET LAB CORP ROCKET LAB CORP5.0K shares0.00%2026-03-312026-05-27

XOM EXXON MOBIL CORP1.8K shares-5.15%2026-03-312026-05-27

SCHW SCHWAB CHARLES CORP3.3K shares-2.20%2026-03-312026-05-27

Sponsored

COIN COINBASE GLOBAL INC1.7K shares0.00%2026-03-312026-05-27

BLACKSTONE INC BLACKSTONE INC2.5K shares2.01%2026-03-312026-05-27

IBM INTERNATIONAL BUSINESS MACHS1.2K shares-7.69%2026-03-312026-05-27

AOA ISHARES TR3.2K shares2.69%2026-03-312026-05-27

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-05-27

KLAC KLA CORP179 shares0.00%2026-03-312026-05-27

WMT WALMART INC2.1K shares-1.63%2026-03-312026-05-27

DGX QUEST DIAGNOSTICS INC1.3K shares0.00%2026-03-312026-05-27

Sponsored

PG PROCTER & GAMBLE CO1.6K shares0.18%2026-03-312026-05-27

FDX FEDEX CORP658 shares-5.19%2026-03-312026-05-27

CENCORA INC CENCORA INC729 shares0.28%2026-03-312026-05-27

RTX RTX CORPORATION1.2K shares0.00%2026-03-312026-05-27

LMT LOCKHEED MARTIN CORP365 sharesnew addition2026-03-312026-05-27

KO COCA COLA CO2.9K shares-6.54%2026-03-312026-05-27

PEP PEPSICO INC1.4K shares-6.72%2026-03-312026-05-27

DMBS DOUBLELINE ETF TRUST4.3K sharesnew addition2026-03-312026-05-27

Sponsored

KNX KNIGHT-SWIFT TRANSN HLDGS IN3.6K sharesnew addition2026-03-312026-05-27

UNH UNITEDHEALTH GROUP INC741 shares22.08%2026-03-312026-05-27

IRT INDEPENDENCE RLTY TR INC10.0K shares0.00%2026-03-312026-05-27

FULC FULCRUM THERAPEUTICS INC17.0K sharesnew addition2026-03-312026-05-27

MUC BLACKROCK MUNIHLDNGS CALI10.7K shares5.76%2026-03-312026-05-27

INVZ INNOVIZ TECHNOLOGIES LTD10.0K sharesnew addition2026-03-312026-05-27

SPY

STATE STR SPDR S&P 500 ETF T

-7.07%

Shares92.4K

Event2026-03-31

Filed2026-05-27

LQD

ISHARES TR

6.92%

Shares268.1K

Event2026-03-31

Filed2026-05-27

IWD

ISHARES TR

-4.57%

Shares92.4K

Event2026-03-31

Filed2026-05-27

AMRX

AMNEAL PHARMACEUTICALS INC

-0.57%

Shares1.4M

Event2026-03-31

Filed2026-05-27

IWF

ISHARES TR

-5.67%

Shares39.9K

Event2026-03-31

Filed2026-05-27

IWM

ISHARES TR

-1.24%

Shares57.8K

Event2026-03-31

Filed2026-05-27

VGLT

VANGUARD SCOTTSDALE FDS

5.11%

Shares180.5K

Event2026-03-31

Filed2026-05-27

GOVT

ISHARES TR

5.04%

Shares427.9K

Event2026-03-31

Filed2026-05-27

UPS

UNITED PARCEL SVCS INC

0.00%

Shares91.1K

Event2026-03-31

Filed2026-05-27

VANGUARD INDEX FDS

5.83%

Shares14.3K

Event2026-03-31

Filed2026-05-27

NVDA

NVIDIA CORPORATION

-8.83%

Shares41.9K

Event2026-03-31

Filed2026-05-27

IWR

ISHARES TR

-4.59%

Shares65.3K

Event2026-03-31

Filed2026-05-27

SEPW

AIM ETF PRODUCTS TRUST

-0.02%

Shares158.8K

Event2026-03-31

Filed2026-05-27

AAPL

APPLE INC

-31.57%

Shares18.9K

Event2026-03-31

Filed2026-05-27

VONV

VANGUARD SCOTTSDALE FDS

10.41%

Shares41.1K

Event2026-03-31

Filed2026-05-27

VTWO

VANGUARD SCOTTSDALE FDS

13.52%

Shares38.0K

Event2026-03-31

Filed2026-05-27

VONG

VANGUARD SCOTTSDALE FDS

12.26%

Shares31.0K

Event2026-03-31

Filed2026-05-27

EFA

ISHARES TR

2.72%

Shares32.3K

Event2026-03-31

Filed2026-05-27

BERKSHIRE HATHAWAY INC DEL

-15.87%

Shares6.2K

Event2026-03-31

Filed2026-05-27

MOAT

VANECK ETF TRUST

-8.69%

Shares26.1K

Event2026-03-31

Filed2026-05-27

MARW

AIM ETF PRODUCTS TRUST

New

Shares70.7K

Event2026-03-31

Filed2026-05-27

MSFT

MICROSOFT CORP

-10.72%

Shares5.5K

Event2026-03-31

Filed2026-05-27

EEM

ISHARES TR

7.45%

Shares33.3K

Event2026-03-31

Filed2026-05-27

AMZN

AMAZON COM INC

5.96%

Shares8.5K

Event2026-03-31

Filed2026-05-27

NOW

SERVICENOW INC

0.79%

Shares16.2K

Event2026-03-31

Filed2026-05-27

GSEW

GOLDMAN SACHS ETF TR

-4.10%

Shares19.5K

Event2026-03-31

Filed2026-05-27

ALPHABET INC

-27.15%

Shares5.7K

Event2026-03-31

Filed2026-05-27