Westshore Wealth, LLC Sells in Q2 2025

Westshore Wealth, LLC

  • $256 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.88K
- 15.34%
$83.97 - $92.85 $241K - $267K
15.9K $1.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.4K
- 15.06%
$29.0 - $30.68 $69.6K - $73.6K
13.5K $415K
MRK
Merck & Co., Inc.

Healthcare
-24
- 0.56%
$73.47 - $87.12 $1.76K - $2.09K
4.28K $338K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-538
- 1.42%
N/A
37.3K $3.21M
HD
Home Depot, Inc.

Consumer Cyclical
-99
- 8.22%
$335.24 - $380.78 $33.2K - $37.7K
1.11K $405K
ACN
Accenture PLC

Technology
-24
- 2.94%
$279.23 - $323.21 $6.7K - $7.76K
791 $236K
PINS
Pinterest, Inc.

Communication Services
-1.51K
- 17.58%
$24.21 - $35.95 $36.6K - $54.3K
7.09K $254K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31
- 0.91%
$96.84 - $99.46 $3K - $3.08K
3.39K $336K
HRB
H&R Block Inc

Consumer Cyclical
-26
- 0.64%
$54.32 - $63.04 $1.41K - $1.64K
4.06K $222K
BX
Blackstone Inc.

Financial Services
-113
- 3.97%
$120.07 - $151.11 $13.6K - $17.1K
2.73K $408K
GLD
Spdr Gold Trust

ETFs
-100
- 2.72%
$273.71 - $316.29 $27.4K - $31.6K
3.58K $1.09M
BAC
Bank Of America Corp

Financial Services
-123
- 1.45%
$34.39 - $47.46 $4.23K - $5.84K
8.34K $394K
IBM
International Business Machines Corp

Technology
-100
- 5.56%
$221.03 - $294.78 $22.1K - $29.5K
1.7K $501K
HCA
Hca Healthcare, Inc.

Healthcare
-7
- 0.46%
$317.61 - $387.52 $2.22K - $2.71K
1.51K $579K
AMZN
Amazon Com Inc

Consumer Cyclical
-87
- 0.99%
$167.32 - $223.3 $14.6K - $19.4K
8.69K $1.91M
GOOG
Alphabet Inc.

Communication Services
-141
- 0.95%
$146.58 - $180.01 $20.7K - $25.4K
14.7K $2.61M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.41K
- 1.39%
$166.82 - $194.23 $234K - $273K
99.8K $19.4M
META
Meta Platforms, Inc.

Communication Services
-3
- 0.08%
$484.66 - $738.09 $1.45K - $2.21K
3.8K $2.8M
NOW
Service Now, Inc.

Technology
-244
- 5.6%
$721.65 - $1040.18 $176K - $254K
4.11K $4.23M
IWM
Ishares Russell 2000 ETF

ETFs
-117
- 0.19%
$174.82 - $215.79 $20.5K - $25.2K
60K $13M
NVDA
Nvidia Corp

Technology
-270
- 0.56%
$94.31 - $157.99 $25.5K - $42.7K
48.2K $7.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-726
- 1.59%
$320.42 - $421.7 $233K - $306K
44.9K $18.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.67K
- 1.56%
$496.48 - $617.85 $827K - $1.03M
105K $64.9M
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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