Westshore Wealth, LLC Incresed Positions in Q2 2025

Westshore Wealth, LLC

  • $256 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.39K
+ 101.79%
$456.74 - $568.03 $2M - $2.49M
8.7K $4.94M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.32K
+ 3.97%
$105.23 - $109.61 $980K - $1.02M
244K $26.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
10.5K
+ 157.46%
$70.56 - $87.22 $741K - $916K
17.2K $1.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.95K
+ 158.05%
$82.51 - $109.2 $656K - $868K
13K $1.42M
VONV
Vanguard Russell 1000 Value Et

ETFs
9.52K
+ 135.87%
$73.19 - $85.21 $696K - $811K
16.5K $1.41M
MSFT
Microsoft Corp

Technology
3
+ 0.04%
$354.56 - $497.45 $1.06K - $1.49K
6.77K $3.37M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.16K
+ 81.72%
$67.22 - $81.54 $548K - $665K
18.1K $1.48M
IWR
Ishares Russell Mid Cap ETF

ETFs
612
+ 0.89%
$74.88 - $91.97 $45.8K - $56.3K
69.4K $6.38M
MUB
Ishares National Muni Bond ETF

ETFs
3.36K
+ 68.18%
$102.31 - $105.8 $343K - $355K
8.28K $864K
AVGO
Broadcom Inc.

Technology
5
+ 0.17%
$146.29 - $275.65 $731 - $1.38K
3.01K $829K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.2K
+ 2.79%
$22.54 - $23.17 $229K - $235K
374K $8.59M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.02%
$272.36 - $339.57 $272 - $340
5.55K $1.88M
EEM
Ishares Msci Emerging Markets

ETFs
1.02K
+ 3.91%
$38.52 - $48.28 $39.3K - $49.3K
27.1K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
25
+ 0.47%
$243.75 - $303.93 $6.09K - $7.6K
5.3K $1.61M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.25K
+ 4.0%
$53.66 - $58.71 $335K - $367K
163K $9.12M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.09%
$210.28 - $289.91 $421 - $580
2.35K $680K
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 2.83%
$416.06 - $551.64 $11.6K - $15.4K
1.02K $560K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.03%
$53.19 - $69.38 $213 - $278
12.5K $865K
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.5%
$503.3 - $775.9 $1.01K - $1.55K
402 $308K
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$273.94 - $388.21 $274 - $388
1.32K $510K
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 2.55%
$221.86 - $362.89 $4.88K - $7.98K
886 $281K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
228
+ 1.11%
$17.76 - $22.1 $4.05K - $5.04K
20.8K $460K
ICF
Ishares Tr

ETFs
649
+ 8.69%
$54.56 - $62.47 $35.4K - $40.5K
8.12K $496K
SCHX
Schwab Strategic Tr Us Large C

ETFs
43
+ 0.29%
$19.6 - $24.44 $843 - $1.05K
14.8K $361K
WMT
Walmart Inc.

Consumer Defensive
16
+ 0.62%
$81.79 - $99.98 $1.31K - $1.6K
2.61K $255K
AJG
Arthur J. Gallagher & Co.

Financial Services
100
+ 12.5%
$310.86 - $348.77 $31.1K - $34.9K
900 $288K
IVE
Ishares S&P 500 Value ETF

ETFs
7
+ 0.38%
$168.34 - $195.42 $1.18K - $1.37K
1.85K $361K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.28%
N/A
725 $134K
Blackrock Inc
6
+ 2.76%
N/A
223 $0
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$68.37 - $73.9 $68.4 - $73.9
3.06K $216K
JNJ
Johnson & Johnson

Healthcare
107
+ 4.29%
$146.36 - $159.82 $15.7K - $17.1K
2.6K $397K
XOM
Exxon Mobil Corp

Energy
1
+ 0.05%
$99.93 - $119.04 $99.9 - $119
2.04K $219K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.07%
$79.69 - $99.41 $239 - $298
4.12K $377K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$285.55 - $321.23 $286 - $321
1.43K $416K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.14%
$157.66 - $172.39 $631 - $690
2.82K $448K
AAPL
Apple Inc.

Technology
32
+ 0.12%
$172.42 - $223.89 $5.52K - $7.16K
27.8K $5.7M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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