Westshore Wealth, LLC Portfolio Holdings
Westshore Wealth, LLC
- $233 Million
- Q1 2025
Westshore Wealth, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Million distributed in 94 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 $59.7M, Ishares Iboxx $ Investment Gra with a value of $25.5M, Ishares Russell 1000 Val ETF with a value of $19M, Ishares Russell 1000 Gr ETF with a value of $16.5M, and Ishares Russell 2000 ETF with a value of $12M.
Examining the 13F form we can see an decrease of $8.09M in the current position value, from $241M to 233M.
Below you can find more details about Westshore Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$233 Million
ETFs: $180 Million
Technology: $20.2 Million
Industrials: $11.2 Million
Financial Services: $6.38 Million
Communication Services: $5.48 Million
Consumer Cyclical: $3.72 Million
Healthcare: $2.6 Million
Consumer Defensive: $2 Million
Other: $994,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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