Westshore Wealth, LLC Reduced Holdings in Q1 2025

Westshore Wealth, LLC

  • $233 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.79K
- 3.43%
$551.42 - $612.93 $2.09M - $2.32M
107K $59.7M
NOW
Service Now, Inc.

Technology
-1.81K
- 29.36%
$783.83 - $1170.39 $1.42M - $2.12M
4.36K $3.47M
IWM
Ishares Russell 2000 ETF

ETFs
-632
- 1.04%
$198.1 - $229.79 $125K - $145K
60.2K $12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.22K
- 2.59%
$360.07 - $417.26 $437K - $507K
45.6K $16.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.14K
- 4.36%
$82.81 - $92.93 $260K - $291K
68.8K $5.85M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.25K
- 1.22%
$182.82 - $196.21 $229K - $245K
101K $19M
MSFT
Microsoft Corp

Technology
-11
- 0.16%
$375.39 - $447.2 $4.13K - $4.92K
6.76K $2.54M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.95K
- 9.44%
N/A
37.9K $3.25M
COIN
Coinbase Global, Inc.

Technology
-1.68K
- 49.68%
$172.23 - $301.3 $290K - $507K
1.7K $293K
MRK
Merck & Co., Inc.

Healthcare
-1.82K
- 29.78%
$83.01 - $101.02 $151K - $184K
4.3K $385K
GOOG
Alphabet Inc.

Communication Services
-17
- 0.11%
$156.06 - $207.71 $2.65K - $3.53K
14.9K $2.32M
MUB
Ishares National Muni Bond ETF

ETFs
-1.16K
- 19.06%
$104.71 - $107.69 $121K - $125K
4.92K $518K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.65K
- 14.25%
$30.73 - $32.26 $81.4K - $85.4K
15.9K $489K
HCA
Hca Healthcare, Inc.

Healthcare
-21
- 1.36%
$296.7 - $345.55 $6.23K - $7.26K
1.52K $524K
CAT
Caterpillar Inc

Industrials
-8
- 0.6%
$326.75 - $407.63 $2.61K - $3.26K
1.32K $433K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-593
- 11.23%
$43.49 - $58.8 $25.8K - $34.9K
4.69K $203K
BX
Blackstone Inc.

Financial Services
-231
- 7.5%
$136.53 - $186.74 $31.5K - $43.1K
2.85K $397K
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 4.89%
$347.25 - $424.87 $21.5K - $26.3K
1.21K $441K
FDX
Fedex Corp

Industrials
-118
- 12.42%
$230.33 - $281.53 $27.2K - $33.2K
832 $202K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-11
- 0.2%
$302.31 - $337.54 $3.33K - $3.71K
5.55K $1.7M
HRB
H&R Block Inc

Consumer Cyclical
-88
- 2.11%
$49.96 - $55.97 $4.4K - $4.93K
4.09K $224K
PINS
Pinterest, Inc.

Communication Services
-697
- 7.5%
$29.79 - $40.0 $20.8K - $27.9K
8.6K $266K
AMZN
Amazon Com Inc

Consumer Cyclical
-353
- 3.87%
$190.26 - $242.06 $67.2K - $85.4K
8.77K $1.67M
MAR
Marriott International Inc

Consumer Cyclical
-47
- 3.39%
$237.01 - $304.45 $11.1K - $14.3K
1.34K $319K
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 6.56%
$279.74 - $321.29 $28K - $32.1K
1.42K $444K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-78
- 2.19%
$57.21 - $65.8 $4.46K - $5.13K
3.49K $203K
VUG
Vanguard Growth ETF

ETFs
-6
- 0.64%
$369.1 - $427.61 $2.21K - $2.57K
938 $347K
TSLA
Tesla, Inc.

Consumer Cyclical
-32
- 3.57%
$222.15 - $428.22 $7.11K - $13.7K
864 $223K
SBUX
Starbucks Corp

Consumer Cyclical
-85
- 2.03%
$91.75 - $115.81 $7.8K - $9.84K
4.11K $403K
DGX
Quest Diagnostics Inc

Healthcare
-16
- 1.17%
N/A
1.35K $184K
Amplify ETF Tr
-1K
- 24.13%
N/A
3.15K $0
VZ
Verizon Communications Inc

Communication Services
-31
- 0.69%
$37.81 - $46.49 $1.17K - $1.44K
4.45K $201K
BAC
Bank Of America Corp

Financial Services
-50
- 0.59%
$39.61 - $47.74 $1.98K - $2.39K
8.46K $352K
LYV
Live Nation Entertainment, Inc.

Communication Services
-122
- 5.27%
$115.79 - $154.66 $14.1K - $18.9K
2.19K $286K
SCHW
Schwab Charles Corp

Financial Services
-30
- 0.79%
$71.24 - $83.64 $2.14K - $2.51K
3.75K $293K
JPM
Jpmorgan Chase & CO

Financial Services
-122
- 4.94%
$225.19 - $279.95 $27.5K - $34.2K
2.35K $575K
MCK
Mckesson Corp

Healthcare
-10
- 1.77%
$566.21 - $672.99 $5.66K - $6.73K
554 $372K
PM
Philip Morris International Inc.

Consumer Defensive
-328
- 7.69%
$117.15 - $158.79 $38.4K - $52.1K
3.94K $625K
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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