Westshore Wealth, LLC Portfolio Holdings
Westshore Wealth, LLC
- $285 Million
- Q3 2025
Westshore Wealth, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $285 Million distributed in 102 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 $67.5M, Ishares Iboxx $ Investment Gra with a value of $27.2M, Ishares Russell 1000 Gr ETF with a value of $20.6M, Ishares Russell 1000 Val ETF with a value of $19.8M, and Ishares Russell 2000 ETF with a value of $14.1M.
Examining the 13F form we can see an increase of $29M in the current position value, from $256M to 285M.
Below you can find more details about Westshore Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$285 Million
ETFs: $212 Million
Technology: $26.9 Million
Healthcare: $16.4 Million
Industrials: $9.2 Million
Communication Services: $7.37 Million
Financial Services: $6.71 Million
Consumer Cyclical: $4.24 Million
Consumer Defensive: $1.98 Million
Other: $684,000
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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