Westshore Wealth, LLC Top Holdings and 13F Report (2025) About Westshore Wealth, LLCInvestment ActivityWestshore Wealth, LLC has $260.67 million in total holdings as of June 30, 2025.Westshore Wealth, LLC owns shares of 96 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.66% of the portfolio was purchased this quarter.About 1.40% of the portfolio was sold this quarter.This quarter, Westshore Wealth, LLC has purchased 94 new stocks and bought additional shares in 37 stocks.Westshore Wealth, LLC sold shares of 24 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $64,918,981iShares iBoxx $ Investment Grade Corporate Bond ETF $26,728,546iShares Russell 1000 Value ETF $19,380,797iShares Russell 1000 Growth ETF $19,061,974iShares Russell 2000 ETF $12,956,997 Largest New Holdings this Quarter 74762E102 - Quanta Services $218,908 Holding874054109 - Take-Two Interactive Software $218,565 HoldingG29183103 - Eaton $213,480 Holding254687106 - Walt Disney $212,429 Holding143658300 - Carnival $210,113 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,387 shares (about $2.49M)iShares iBoxx $ Investment Grade Corporate Bond ETF 9,316 shares (about $1.02M)Vanguard Russell 2000 ETF 10,504 shares (about $916.16K)Vanguard Russell 1000 Growth ETF 7,950 shares (about $868.14K)Vanguard Russell 1000 Value ETF 9,515 shares (about $810.77K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,665 shares (about $1.03M)iShares Russell 1000 Growth ETF 726 shares (about $308.25K)iShares Russell 1000 Value ETF 1,405 shares (about $272.89K)iShares 20+ Year Treasury Bond ETF 2,876 shares (about $253.80K)ServiceNow 244 shares (about $250.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestshore Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$64,918,981$1,028,724 ▼-1.6%105,07224.9%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$26,728,546$1,021,128 ▲4.0%243,85110.3%FinanceIWDiShares Russell 1000 Value ETF$19,380,797$272,892 ▼-1.4%99,7837.4%ETFIWFiShares Russell 1000 Growth ETF$19,061,974$308,246 ▼-1.6%44,8967.3%ETFIWMiShares Russell 2000 ETF$12,956,997$25,248 ▼-0.2%60,0445.0%FinanceUPSUnited Parcel Service$9,212,8250.0%91,2703.5%TransportationVGLTVanguard Long-Term Treasury ETF$9,121,157$350,637 ▲4.0%162,5303.5%ETFGOVTiShares U.S. Treasury Bond ETF$8,587,765$233,247 ▲2.8%373,7063.3%ETFNVDANVIDIA$7,609,957$42,658 ▼-0.6%48,1672.9%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$6,380,927$56,285 ▲0.9%69,3812.4%ETFAAPLApple$5,695,053$6,565 ▲0.1%27,7582.2%Computer and TechnologyVOOVanguard S&P 500 ETF$4,940,234$2,491,986 ▲101.8%8,6971.9%ETFNOWServiceNow$4,229,521$250,852 ▼-5.6%4,1141.6%Computer and TechnologyBRK.BBerkshire Hathaway$3,649,5900.0%7,5131.4%FinanceMOATVanEck Morningstar Wide Moat ETF$3,502,731$50,458 ▼-1.4%37,3471.3%ETFMSFTMicrosoft$3,365,702$1,492 ▲0.0%6,7661.3%Computer and TechnologyMETAMeta Platforms$2,801,240$2,214 ▼-0.1%3,7951.1%Computer and TechnologyGOOGAlphabet$2,601,255$24,912 ▼-0.9%14,7231.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,591,148$104,497 ▲4.2%28,9871.0%FinanceAIM ETF PRODUCTS TRUST$2,555,3210.0%84,6961.0%ALLIANZIM US LRGAMZNAmazon.com$1,905,402$19,087 ▼-1.0%8,6850.7%Retail/WholesaleIWBiShares Russell 1000 ETF$1,883,255$340 ▲0.0%5,5460.7%ETFVTIVanguard Total Stock Market ETF$1,609,636$7,598 ▲0.5%5,2960.6%ETFVTWOVanguard Russell 2000 ETF$1,498,004$916,159 ▲157.5%17,1750.6%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$1,478,841$665,054 ▲81.7%18,1360.6%ETFVONGVanguard Russell 1000 Growth ETF$1,417,416$868,140 ▲158.1%12,9800.5%ETFVONVVanguard Russell 1000 Value ETF$1,407,499$810,773 ▲135.9%16,5180.5%ETFTLTiShares 20+ Year Treasury Bond ETF$1,400,422$253,804 ▼-15.3%15,8690.5%ETFEEMiShares MSCI Emerging Markets ETF$1,309,468$49,253 ▲3.9%27,1450.5%FinanceGLDSPDR Gold Shares$1,091,291$30,483 ▼-2.7%3,5800.4%FinanceCSCOCisco Systems$865,407$278 ▲0.0%12,4730.3%Computer and TechnologyMUBiShares National Muni Bond ETF$864,885$350,635 ▲68.2%8,2780.3%ETFAVGOBroadcom$829,171$1,378 ▲0.2%3,0080.3%Computer and TechnologyVOVanguard Mid-Cap ETF$730,113$27,984 ▼-3.7%2,6090.3%ETFPMPhilip Morris International$717,3270.0%3,9390.3%Consumer StaplesJPMJPMorgan Chase & Co.$680,754$580 ▲0.1%2,3480.3%FinanceCOINCoinbase Global$597,2350.0%1,7040.2%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$596,8700.0%7,8970.2%ManufacturingHCAHCA Healthcare$579,247$2,682 ▼-0.5%1,5120.2%MedicalPANWPalo Alto Networks$577,0850.0%2,8200.2%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$569,5230.0%9,0920.2%ETFQQQInvesco QQQ$560,339$15,442 ▲2.8%1,0160.2%FinanceCATCaterpillar$510,711$388 ▲0.1%1,3160.2%IndustrialsIBMInternational Business Machines$501,126$29,478 ▼-5.6%1,7000.2%Computer and TechnologyVVisa$497,5650.0%1,4010.2%Business ServicesICFiShares Select U.S. REIT ETF$496,680$39,693 ▲8.7%8,1210.2%ETFIVViShares Core S&P 500 ETF$489,8900.0%7890.2%ETFCOSTCostco Wholesale$470,2430.0%4750.2%Retail/WholesaleSCHFSchwab International Equity ETF$460,002$5,039 ▲1.1%20,8150.2%ETFPGProcter & Gamble$448,637$637 ▲0.1%2,8160.2%Consumer StaplesMCDMcDonald's$416,231$292 ▲0.1%1,4250.2%Retail/WholesalePFFiShares Preferred and Income Securities ETF$415,162$73,632 ▼-15.1%13,5320.2%ETFVUGVanguard Growth ETF$411,3280.0%9380.2%ETFBXBlackstone$408,925$16,901 ▼-4.0%2,7340.2%FinanceMCKMcKesson$406,2250.0%5540.2%MedicalHDHome Depot$405,323$36,281 ▼-8.2%1,1060.2%Retail/WholesaleJNJJohnson & Johnson$397,226$16,347 ▲4.3%2,6000.2%MedicalBACBank of America$394,460$5,820 ▼-1.5%8,3360.2%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$390,5620.0%4,6830.1%ETFVYMIVanguard International High Dividend Yield ETF$381,0030.0%4,7560.1%ETFSBUXStarbucks$377,048$275 ▲0.1%4,1150.1%Retail/WholesaleMARMarriott International$366,3750.0%1,3410.1%Consumer DiscretionaryBANK AMERICA CORP$363,9000.0%3000.1%7.25%CNV PFD LIVEiShares S&P 500 Value ETF$361,803$1,368 ▲0.4%1,8510.1%ETFSCHXSchwab US Large-Cap ETF$361,276$1,051 ▲0.3%14,7820.1%ETFWFC.PLWells Fargo & Co. Pfd. Series L$353,4130.0%3010.1%FinanceSCHWCharles Schwab$342,3320.0%3,7520.1%FinanceMRKMerck & Co., Inc.$338,413$1,900 ▼-0.6%4,2750.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$336,090$3,075 ▼-0.9%3,3880.1%FinanceLYVLive Nation Entertainment$331,7570.0%2,1930.1%Consumer DiscretionarySPOTSpotify Technology$308,471$1,535 ▲0.5%4020.1%Computer and TechnologyADPAutomatic Data Processing$302,2320.0%9800.1%Computer and TechnologySMHVanEck Semiconductor ETF$295,6130.0%1,0600.1%ManufacturingAJGArthur J. Gallagher & Co.$288,108$32,012 ▲12.5%9000.1%FinanceTSLATesla$281,447$6,989 ▲2.5%8860.1%Auto/Tires/TrucksAMPLIFY ETF TR$271,6340.0%3,1450.1%AMPLIFY CYBERSECWMTWalmart$255,059$1,564 ▲0.6%2,6090.1%Retail/WholesalePINSPinterest$254,068$54,184 ▼-17.6%7,0850.1%Computer and TechnologyDGXQuest Diagnostics$241,9620.0%1,3470.1%MedicalACNAccenture$236,422$7,173 ▼-2.9%7910.1%Computer and TechnologyBLACKROCK INC$234,073$6,298 ▲2.8%2230.1%COMUNHUnitedHealth Group$231,2400.0%7410.1%MedicalCVXChevron$229,6860.0%1,6040.1%EnergyHRBH&R Block$222,853$1,427 ▼-0.6%4,0600.1%Consumer DiscretionaryXOMExxon Mobil$219,655$108 ▲0.0%2,0380.1%EnergyPWRQuanta Services$218,908$218,908 ▲New Holding5790.1%ConstructionTTWOTake-Two Interactive Software$218,565$218,565 ▲New Holding9000.1%Consumer DiscretionaryCORCencora$217,345$600 ▲0.3%7250.1%MedicalIJHiShares Core S&P Mid-Cap ETF$216,2640.0%3,4870.1%ETFKOCocaCola$216,215$71 ▲0.0%3,0560.1%Consumer StaplesETNEaton$213,480$213,480 ▲New Holding5980.1%IndustrialsDISWalt Disney$212,429$212,429 ▲New Holding1,7130.1%Consumer DiscretionaryCCLCarnival$210,113$210,113 ▲New Holding7,4720.1%Consumer DiscretionarySCHBSchwab US Broad Market ETF$201,532$201,532 ▲New Holding8,4570.1%ETFDHRDanaher$201,491$201,491 ▲New Holding1,0200.1%MedicalIRTIndependence Realty Trust$176,9000.0%10,0000.1%FinanceSLBSchlumberger$0$272,461 ▼-100.0%00.0%EnergyLLYEli Lilly and Company$0$204,350 ▼-100.0%00.0%MedicalKNXKnight-Swift Transportation$0$203,925 ▼-100.0%00.0%TransportationFDXFedEx$0$202,825 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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