Westshore Wealth, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $64.9M, Ishares Iboxx $ Investment Gra with a value of $26.7M, Ishares Russell 1000 Val ETF with a value of $19.4M, Ishares Russell 1000 Gr ETF with a value of $18.9M, and Ishares Russell 2000 ETF with a value of $13M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $233M to 256M.
Below you can find more details about Westshore Wealth, LLC portfolio as well as his latest detailed transactions.