Westshore Wealth, LLC Purchases in Q3 2024

Westshore Wealth, LLC

  • $241 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
2.21K
+ 55.86%
$730.87 - $937.36 $1.62M - $2.07M
6.17K $5.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.81K
+ 1.8%
$173.36 - $189.8 $313K - $343K
102K $19.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.09K
+ 1.95%
$106.11 - $113.72 $434K - $465K
214K $24.2M
IWM
Ishares Russell 2000 ETF

ETFs
1.4K
+ 2.35%
$200.87 - $224.6 $281K - $314K
60.8K $13.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.27K
+ 3.29%
$56.52 - $63.23 $242K - $270K
134K $8.26M
IWF
Ishares Russell 1000 Gr ETF

ETFs
93
+ 0.2%
$332.02 - $382.76 $30.9K - $35.6K
46.8K $17.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.87K
+ 2.81%
$22.38 - $23.66 $198K - $210K
324K $7.61M
NVDA
Nvidia Corp

Technology
3.49K
+ 7.84%
$98.91 - $134.91 $345K - $470K
48K $5.83M
EEM
Ishares Msci Emerging Markets

ETFs
5.36K
+ 27.31%
$40.42 - $46.7 $217K - $250K
25K $1.15M
KO
Coca Cola CO

Consumer Defensive
3.05K
New
$62.69 - $73.01 $191K - $223K
3.05K $219K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.22K
New
$37.86 - $51.12 $160K - $216K
4.22K $212K
WMT
Walmart Inc.

Consumer Defensive
2.59K
New
$66.91 - $81.4 $173K - $211K
2.59K $208K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.47K
New
$31.95 - $38.02 $175K - $208K
5.47K $204K
VZ
Verizon Communications Inc

Communication Services
4.48K
New
$38.89 - $45.0 $174K - $202K
4.48K $201K
DGX
Quest Diagnostics Inc

Healthcare
1.36K
New
$137.09 - $137.09 $187K - $187K
1.36K $186K
EFA
Ishares Tr Msci Eafe ETF

ETFs
278
+ 1.03%
$75.32 - $84.37 $20.9K - $23.5K
27.4K $2.29M
ICF
Ishares Tr

ETFs
517
+ 8.36%
$56.77 - $67.33 $29.4K - $34.8K
6.7K $441K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.13%
$255.18 - $283.2 $1.79K - $1.98K
5.25K $1.49M
CSCO
Cisco Systems, Inc.

Technology
6
+ 0.05%
$44.74 - $53.22 $268 - $319
12.5K $663K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.11%
$237.84 - $263.83 $714 - $791
2.71K $713K
JPM
Jpmorgan Chase & CO

Financial Services
144
+ 6.2%
$194.9 - $224.8 $28.1K - $32.4K
2.47K $520K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.24%
$145.48 - $167.38 $873 - $1K
2.48K $401K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
92
+ 0.92%
$36.98 - $41.55 $3.4K - $3.82K
10.1K $414K
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.55%
$181.06 - $197.17 $1.81K - $1.97K
1.83K $360K
AVGO
Broadcom Inc.

Technology
2.63K
+ 882.21%
$136.27 - $1745.86 $358K - $4.59M
2.93K $504K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30
+ 0.62%
$61.11 - $67.85 $1.83K - $2.04K
4.88K $331K
V
Visa Inc.

Financial Services
1
+ 0.07%
$253.74 - $291.56 $254 - $292
1.4K $384K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6
+ 0.18%
$96.25 - $101.98 $578 - $612
3.39K $343K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.17%
$160.76 - $177.82 $482 - $533
1.81K $312K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.1%
$434.77 - $502.96 $435 - $503
985 $480K
XOM
Exxon Mobil Corp

Energy
1
+ 0.05%
$109.72 - $119.0 $110 - $119
2.04K $238K
Aim ETF Products Trust
84.7K
New
N/A
84.7K $0
Bank America Corp
51
+ 20.48%
N/A
300 $0
Wells Fargo CO New
10
+ 3.44%
N/A
301 $0
CVX
Chevron Corp

Energy
1
+ 0.06%
$137.88 - $161.97 $138 - $162
1.6K $236K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
69
+ 0.17%
$85.84 - $85.84 $5.92K - $5.92K
41.8K $3.59M
MSFT
Microsoft Corp

Technology
104
+ 1.56%
$395.15 - $467.56 $41.1K - $48.6K
6.77K $2.91M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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