Westshore Wealth, LLC Portfolio Holdings
Westshore Wealth, LLC
- $241 Million
- Q3 2024
Westshore Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $241 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 $63.4M, Ishares Iboxx $ Investment Gra with a value of $24.2M, Ishares Russell 1000 Val ETF with a value of $19.4M, Ishares Russell 1000 Gr ETF with a value of $17.6M, and Ishares Russell 2000 ETF with a value of $13.4M.
Examining the 13F form we can see an increase of $786K in the current position value, from $240M to 241M.
Below you can find more details about Westshore Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$241 Million
ETFs: $182 Million
Technology: $24.2 Million
Industrials: $14.7 Million
Financial Services: $5.64 Million
Communication Services: $4.94 Million
Consumer Cyclical: $4.14 Million
Healthcare: $2.97 Million
Consumer Defensive: $1.87 Million
Other: $678,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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