Westshore Wealth, LLC Incresed Positions in Q3 2025

Westshore Wealth, LLC

  • $285 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.29K
+ 26.31%
$567.77 - $614.76 $1.3M - $1.41M
11K $6.73M
AAPL
Apple Inc.

Technology
637
+ 2.29%
$202.38 - $256.87 $129K - $164K
28.4K $7.23M
VTWO
Vanguard Russell 2000 ETF

ETFs
8.71K
+ 50.71%
$86.92 - $99.32 $757K - $865K
25.9K $2.53M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.07K
+ 46.74%
$108.08 - $121.73 $656K - $739K
19K $2.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.95K
+ 48.11%
$84.55 - $89.54 $672K - $711K
24.5K $2.19M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
16.9K
+ 4.52%
$22.64 - $23.22 $382K - $392K
391K $9.03M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.42K
+ 1.49%
$54.21 - $57.41 $131K - $139K
165K $9.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
613
+ 2.11%
$87.29 - $93.61 $53.5K - $57.4K
29.6K $2.76M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$303.93 - $329.86 $304 - $330
5.3K $1.74M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
100
+ 0.55%
$81.55 - $85.33 $8.16K - $8.53K
18.2K $1.55M
VUG
Vanguard Growth ETF

ETFs
18
+ 1.92%
$433.97 - $484.08 $7.81K - $8.71K
956 $458K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
49
+ 0.24%
$21.69 - $23.34 $1.06K - $1.14K
20.9K $485K
IVE
Ishares S&P 500 Value ETF

ETFs
8
+ 0.43%
$194.44 - $206.51 $1.56K - $1.65K
1.86K $383K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20
+ 0.24%
$23.82 - $25.84 $476 - $517
8.48K $217K
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.38%
$94.4 - $104.27 $944 - $1.04K
2.62K $269K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.03%
$97.75 - $100.75 $97.8 - $101
3.39K $339K
Aim ETF Products Trust
72.7K
+ 85.78%
N/A
157K $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.14%
N/A
726 $134K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.03%
$66.2 - $71.79 $265 - $287
12.5K $853K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$65.67 - $71.67 $65.7 - $71.7
3.06K $202K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.14%
$150.47 - $161.22 $602 - $645
2.82K $433K
V
Visa Inc.

Financial Services
1
+ 0.07%
$332.09 - $358.86 $332 - $359
1.4K $478K
Activity Summary
Buys All Purchases 34 New Holdings 11 Increased Positions 23 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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