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.

Portfolio value $256 Million
ETFs: $199 Million
Technology: $24.5 Million
Industrials: $10.5 Million
Communication Services: $6.74 Million
Financial Services: $6.26 Million
Consumer Cyclical: $4.18 Million
Healthcare: $2.47 Million
Consumer Defensive: $2.11 Million
Other: $624,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $256 Million
  • Prior Value $233 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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